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PFG Advisors
PFG Advisors, LLC is an SEC-registered investment adviser headquartered in Phoenix, Arizona. Founded in 2014, it is a wholly-owned subsidiary of Priority Financial Group, LLC. The firm primarily provides fee-based investment advisory and portfolio management services to individual clients, including high-net-worth individuals, tailored to clients' unique financial goals, objectives, time horizons, and risk tolerance. As of June 2025, the firm reports 119 employees and manages $3.1 billion in assets under management, serving thousands of clients across the United States.
Investment Strategy
PFG Advisors implements a personalized investment advisory approach, focusing on fee-based management for individuals and high-net-worth clients. The firm's strategy emphasizes creating bespoke investment policies, determining asset allocation, selecting appropriate assets, and ongoing monitoring to align with client-specific goals and risk profiles. Advisory services are delivered through registered investment advisor representatives, utilizing regular portfolio reviews, and adapting to market and client needs for balanced, growth-oriented outcomes.
Latest 13F Filing Activity
PFG Advisors filed their most recent 13F report on Jun 30, 2025 disclosing 612 equity positions with a total 13F market value of $2B. The fund increased holdings in Vanguard Admiral FDS Inc., Ishares Gold TR, Vanguard Index FDS among other positions. PFG Advisors reduced exposure to Vanguard Index FDS, Microsoft Corp., Vanguard Index FDS among others.
Top Holdings
Equity Positions (612)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 7.53% | $162.9M | 677,423 | $557.11 | $568.03 | +$136.7M |
V VOOG | VANGUARD ADMIRAL FDS INC | 7.12% | $154.1M | 1,750,577 | $396.22 | $396.54 | +$153.0M |
I IAU | ISHARES GOLD TR | 6.88% | $149.0M | 1,432,369 | $61.89 | $62.36 | +$147.3M |
S SCHW | SCHWAB CHARLES CORP | 2.46% | $53.2M | 1,994,936 | $91.21 | $91.24 | +$53.0M |
M MU | MICRON TECHNOLOGY INC | 2.40% | $52.0M | 106,100 | $122.57 | $123.25 | +$51.7M |
Industry Allocation
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