Pmg Wealth Management, Inc. Portfolio Holdings

Pmg Wealth Management, Inc.

  • $136 Billion
  • Q4 2025

Pmg Wealth Management, Inc. has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $136 Billion distributed in 56 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 $13.7B, Vanguard Dividend Appreciation with a value of $9.64B, Ishares S&P 100 ETF with a value of $9.25B, First Tr Ex Td Viii Ft Cboe Ve with a value of $9.15B, and Ishares Msci Usa Quality Facto with a value of $8.63B.

Examining the 13F form we can see an increase of $5.18B in the current position value, from $131B to 136B.

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 $136 Billion
ETFs: $125 Billion
Technology: $3.28 Billion
Consumer Cyclical: $599 Million
Financial Services: $578 Million
Communication Services: $465 Million
Consumer Defensive: $279 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$255B
$252 Million 0.18% of portfolio
681
Q4 2025 Added 4.77%
$1.65T
$252 Million 0.18% of portfolio
806
Q4 2025 New
$0
$238 Million 0.17% of portfolio
12,461
Q4 2025 Reduced 5.79%
$0
$231 Million 0.17% of portfolio
688
Q4 2025 Added 9.38%
$0
$220 Million 0.16% of portfolio
4,728
Q3 2025 Reduced 9.22%
$1.37T
$213 Million 0.16% of portfolio
323
Q4 2025 Reduced 20.25%

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $136 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 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.

Choose your preferred platform and Sign Up 👇 Telegram Email