Pmg Wealth Management, Inc. has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $131 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $13.2B, Vanguard Dividend Appreciation with a value of $9.25B, Ishares S&P 100 ETF with a value of $8.79B, First Tr Ex Td Viii Ft Cboe Ve with a value of $8.57B, and Ishares Msci Usa Quality Facto with a value of $8.37B.

Examining the 13F form we can see an increase of $10.1B in the current position value, from $121B to 131B.

Pmg Wealth Management, Inc. is based out at Hawthorn Woods, IL

Below you can find more details about Pmg Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $131 Billion
ETFs: $120 Billion
Technology: $3.32 Billion
Healthcare: $1.67 Billion
Consumer Cyclical: $549 Million
Financial Services: $503 Million
Consumer Defensive: $321 Million
Communication Services: $288 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $131 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
Track This Portfolio

Track Pmg Wealth Management, Inc. Portfolio

Follow Pmg Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pmg Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pmg Wealth Management, Inc. with notifications on news.