Pfg Investments, LLC Portfolio Holdings

Pfg Investments, LLC

  • $2.12 Trillion
  • Q4 2025

Pfg Investments, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.12 Trillion distributed in 1150 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $145B, Nvidia Corp with a value of $77.5B, Microsoft Corp with a value of $62B, Tesla, Inc. with a value of $61.6B, and Jp Morgan ETF Tr Ultra Short I with a value of $47.6B.

Examining the 13F form we can see an increase of $196B in the current position value, from $1.93T to 2.12T.

Pfg Investments, LLC is based out at Woodbury, NY

Below you can find more details about Pfg Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.12 Trillion
ETFs: $609 Billion
Technology: $441 Billion
Financial Services: $251 Billion
Consumer Cyclical: $147 Billion
Communication Services: $119 Billion
Healthcare: $97.3 Billion
Industrials: $84.3 Billion
Consumer Defensive: $76.4 Billion
Other: $163 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$52.4M
$28.3 Million 0.0% of portfolio
10,000
Q2 2024 Reduced 0.1%
$4.4B
$74.2 Million 0.0% of portfolio
16,458
Q4 2025 Reduced 4.91%
$0
$44.3 Million 0.0% of portfolio
10,114
Q4 2025 New
Ckx Lds Inc
-
$99.1 Million 0.0% of portfolio
-
Q4 2025 Reduced 10.12%
$93.2M
$35.1 Million 0.0% of portfolio
12,501
Q2 2024 Added 25.0%
$0
$45.3 Million 0.0% of portfolio
22,630
Q4 2024 Reduced 79.62%
Digi Pwr X Inc
-
$25.5 Million 0.0% of portfolio
-
Q4 2025 New
$499M
$50.2 Million 0.0% of portfolio
10,032
Q4 2025 New
$0
$98.9 Million 0.0% of portfolio
12,362
Q4 2025 Added 1.41%
Amaze Holdings Inc
-
$14.9 Million 0.0% of portfolio
-
Q4 2025 Reduced 22.94%
$0
$103 Million 0.0% of portfolio
17,155
Q4 2025 Added 38.21%
$535M
$70.1 Million 0.0% of portfolio
17,353
Q4 2025 Reduced 10.33%
$212M
$19.4 Million 0.0% of portfolio
15,500
Q4 2024 Reduced 6.06%
$122M
$17.1 Million 0.0% of portfolio
17,842
Q4 2025 New
Ibio Inc
-
$41.5 Million 0.0% of portfolio
-
Q4 2025 New
$22.9M
$5.6 Million 0.0% of portfolio
10,500
Q3 2024 New
Integra Res Corp
-
$48.5 Million 0.0% of portfolio
-
Q4 2025 Added 3.25%
James Riv Group Holdings Inc
-
$71.1 Million 0.0% of portfolio
-
Q4 2025 New
$323M
$37.1 Million 0.0% of portfolio
22,202
Q4 2025 Added 4.72%
Lithium Amers Corp New
-
$89.6 Million 0.0% of portfolio
-
Q4 2025 New
$81.3B
$65.3 Million 0.0% of portfolio
12,313
Q4 2025 Reduced 7.51%
$0
$34.6 Million 0.0% of portfolio
13,252
Q4 2025 Added 3.72%
$227M
$6.94 Million 0.0% of portfolio
16,650
Q4 2025 Reduced 2.92%
$302M
$92.7 Million 0.0% of portfolio
11,910
Q4 2025 Added 11.86%
Mobix Labs Inc
-
$8.48 Million 0.0% of portfolio
-
Q4 2025 Added 16.85%
$33.4M
$75.8 Million 0.0% of portfolio
25,000
Q2 2025 New
$0
$101 Million 0.0% of portfolio
10,000
Q4 2025 New
$1.41B
$98.9 Million 0.0% of portfolio
26,596
Q4 2025 Added 15.83%
$922M
$25.8 Million 0.0% of portfolio
13,081
Q4 2025 Reduced 37.95%
$0
$91.9 Million 0.0% of portfolio
10,269
Q4 2025 Added 1.3%
$60.8M
$20 Million 0.0% of portfolio
22,900
Q4 2025 Added 11.71%
Psq Holdings Inc
-
$1.74 Million 0.0% of portfolio
-
Q1 2024 New
$204M
$29 Million 0.0% of portfolio
12,276
Q4 2025 New
$0
$40.4 Million 0.0% of portfolio
15,599
Q4 2025 Reduced 0.19%
$226M
$71.4 Million 0.0% of portfolio
12,000
Q4 2025 Reduced 20.0%
$67.2M
$63.6 Million 0.0% of portfolio
11,002
Q4 2025 New
$25.7M
$20.3 Million 0.0% of portfolio
26,250
Q4 2025 Reduced 8.16%
$385M
$35.4 Million 0.0% of portfolio
15,000
Q4 2025 New
$248M
$42 Million 0.0% of portfolio
29,760
Q2 2025 New
Smartkem Inc
-
$28.2 Million 0.0% of portfolio
-
Q4 2025 Reduced 38.54%
Sndl Inc
-
$33.2 Million 0.0% of portfolio
-
Q4 2025 Added 53.85%
$1.06B
$48.9 Million 0.0% of portfolio
11,500
Q4 2025 Reduced 30.3%
$179M
$21.2 Million 0.0% of portfolio
23,020
Q4 2025 Reduced 54.88%
Tuhura Biosciences Inc
-
$17.7 Million 0.0% of portfolio
-
Q4 2025 Added 0.01%
$4.54B
$61.5 Million 0.0% of portfolio
16,300
Q4 2025 New
$0
$63.6 Million 0.0% of portfolio
11,121
Q4 2024 New
$0
$91.8 Million 0.0% of portfolio
22,066
Q1 2025 Reduced 35.74%
$0
$98.6 Million 0.0% of portfolio
14,337
Q2 2025 Reduced 28.32%
Xti Aerospace Inc
-
$19.8 Million 0.0% of portfolio
-
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,150
  • Current Value $2.12 Trillion
  • Prior Value $1.93 Trillion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 126 stocks
  • Additional Purchases 560 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 410 stocks
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