Pfg Advisors has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3 Billion distributed in 623 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard S&P 500 Growth ETF with a value of $694M, Vanguard Index Fds S&P 500 ETF with a value of $385M, Schwab Charles Corp with a value of $182M, Ishares Gold Trust with a value of $89.3M, and Factset Research Systems Inc with a value of $85.9M.

Examining the 13F form we can see an increase of $1.27B in the current position value, from $1.73B to 3B.

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

Portfolio value $3 Billion
ETFs: $2.04 Billion
Financial Services: $369 Million
Technology: $201 Million
Industrials: $124 Million
Healthcare: $80.1 Million
Consumer Cyclical: $58.4 Million
Consumer Defensive: $47.8 Million
Communication Services: $31.1 Million
Other: $41.6 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 623
  • Current Value $3 Billion
  • Prior Value $1.73 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 96 stocks
  • Additional Purchases 379 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 134 stocks
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