account_balance
Investment manager · 13F filer · SEC CIK 2053824
ADG Wealth Management Group, LLC
Reported value$161Mas of Sep 30, 2026
Positions40 1 new, 2 sold out
Top 10 weight82.6%IVW alone is 21%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVWiShares Core S&P 500 ETF
21.4%
IVEiShares S&P 500 Value ETF
13.5%
RSPInvesco Exchange Traded Fd Tr S&p500 Eql WGT
11.2%
JEPIJ P Morgan Exchange Traded Fd Equity Premium
6.9%Added +3%
JEPQJ P Morgan Exchange Traded Fd Nasdaq Eqt Prem
6.4%Added +2%
VYMIVanguard Whitehall FDS Intl High ETF
5.9%
DGROiShares Trust Core Divid GWTH
5.6%
IJHiShares Core S&P Mid-Cap ETF
4.5%
IVViShares Core S&P 500 ETF
3.7%
IGROiShares Tr Intl Div Grwth
3.6%
XLUSelect Sector SPDR Trust State Street Utilities Select Sector SPDR ETF
2.3%
QUALiShares Tr MSCI USA QLT FCT
2.1%
IVWiShares Core S&P 500 ETF
21.4%
IVEiShares S&P 500 Value ETF
13.5%
RSPInvesco Exchange Traded Fd Tr S&p500 Eql WGT
11.2%
JEPIJ P Morgan Exchange Traded Fd Equity Premium
6.9%+3%
JEPQJ P Morgan Exchange Traded Fd Nasdaq Eqt Prem
6.4%
VYMIVanguard Whitehall FDS Intl High ETF
5.9%
DGROiShares Trust Core Divid GWTH
5.6%
IJH4.5%
IVV3.7%
IGRO
XLU2.3%
QUAL
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVW iShares Core S&P 500 ETF 21.4% Held
IVE iShares S&P 500 Value ETF 13.5% Held
RSP Invesco Exchange Traded Fd Tr S&p500 Eql WGT 11.2% Held
JEPI J P Morgan Exchange Traded Fd Equity Premium 6.9% Added +3%
JEPQ J P Morgan Exchange Traded Fd Nasdaq Eqt Prem 6.4% Added +2%
VYMI Vanguard Whitehall FDS Intl High ETF 5.9% Held
DGRO iShares Trust Core Divid GWTH 5.6% Held
IJH iShares Core S&P Mid-Cap ETF 4.5% Held
IVV iShares Core S&P 500 ETF 3.7% Held
IGRO iShares Tr Intl Div Grwth 3.6% Held
XLU Select Sector SPDR Trust State Street Utilities Select Sector SPDR ETF 2.3% Added +2%
QUAL iShares Tr MSCI USA QLT FCT 2.1% Added +13%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- DYNF $474K
arrow_upwardAdded
- MTUM +56%
- QUAL +13%
- IBDV +9%
- DIVB +4%
arrow_downwardTrimmed
- IJR −6%
remove_circleSold out
- IEUR $224K
- XSMO $217K
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