Pfg Private Wealth Management, LLC Portfolio Holdings

Pfg Private Wealth Management, LLC

  • $170 Million
  • Q2 2025

Pfg Private Wealth Management, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $170 Million distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $26.6M, Spdr Portfolio with a value of $23.4M, Vanguard Ftse Developed Market with a value of $18.5M, Ishares Tr Ibonds Dec 2032 Ter with a value of $11.3M, and Ishares Tr Ibonds Dec 2031 Ter with a value of $10.8M.

Examining the 13F form we can see an increase of $8.83M in the current position value, from $161M to 170M.

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

Portfolio value $170 Million
ETFs: $136 Million
Technology: $6.26 Million
Communication Services: $2.05 Million
Financial Services: $1.63 Million
Consumer Cyclical: $1.08 Million
Industrials: $623,000
Consumer Defensive: $485,000
Healthcare: $356,000
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $170 Million
  • Prior Value $161 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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