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PFG Private Wealth Management, LLC
PFG Private Wealth Management, LLC provides private wealth management services designed to help clients grow, protect, and preserve their wealth, according to its online presence. The firm is a registered investment adviser (RIA), providing investment advisory and financial planning services to individual clients.
Latest 13F Filing Activity
PFG Private Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 55 equity positions with a total 13F market value of $194M. The fund increased holdings in SPDR Series Trust, Ishares TR, Vanguard Tax-managed FDS among other positions. PFG Private Wealth Management, LLC reduced exposure to Disney Walt Co., Ishares TR, Zoetis Inc. among others.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 13.72% | $26.6M | 42,902 | $457.70 | $620.90 | +$2.8M |
S SPYG | SPDR SERIES TRUST | 12.05% | $23.4M | 245,462 | $76.67 | $95.32 | +$3.7M |
V VEA | VANGUARD TAX-MANAGED FDS | 9.54% | $18.5M | 324,956 | $48.12 | $57.01 | +$2.5M |
I IBDZ | ISHARES TR | 5.83% | $11.3M | 433,326 | $25.80 | $26.13 | +$488.7K |
I IBDX | ISHARES TR | 5.82% | $11.3M | 446,942 | $25.00 | $25.29 | +$453.0K |
Industry Allocation
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