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Portfolio (Quarterly) Guide ↗

PFG Private Wealth Management, LLC

· CIK 0001799957
13F Portfolio $231M AUM 75 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 19 New 31 Added 20 Reduced 18 Exited
Page 2 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ISHARES TR 36,703.0 $932K 0.40% NEW $25.39
22 NVDA NVIDIA CORPORATION Technology 4,641.0 $929K 0.40% -1K -19.2% $200.08 +15.1%
23 ISHARES TR 35,714.0 $924K 0.40% +16K +77.5% $25.87
24 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,898.0 $906K 0.39% -218.0 -10.3% $477.57 -10.2%
25 BERKSHIRE HATHAWAY INC DEL 1,625.0 $813K 0.35% $500.39
26 AMZN AMAZON COM INC Consumer Cyclical 3,225.0 $769K 0.33% +1K +50.1% $238.34 +8.5%
27 NFLX NETFLIX INC Communication Services 10,460.0 $747K 0.32% +3K +33.3% $71.40 +9.6%
28 QUAL ISHARES TR 3,344.0 $734K 0.32% -31K -90.2% $219.43 +1.4%
29 LLY ELI LILLY & CO Healthcare 525.0 $630K 0.27% -83.0 -13.7% $1199.43 -4.3%
30 ANET ARISTA NETWORKS INC Technology 3,640.0 $618K 0.27% -536.0 -12.8% $169.88 +14.1%
31 USMV ISHARES TR 5,979.0 $577K 0.25% -140.0 -2.3% $96.46 +4.5%
32 QUANTA SVCS INC 767.0 $552K 0.24% NEW $720.04
33 SPYM SPDR SERIES TRUST 6,260.0 $550K 0.24% -1K -17.1% $87.88 +3.2%
34 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 582.0 $544K 0.24% +156.0 +36.6% $935.48 -2.1%
35 TT TRANE TECHNOLOGIES PLC Industrials 1,015.0 $499K 0.22% +86.0 +9.3% $491.16 -8.8%
36 META META PLATFORMS INC Communication Services 864.0 $487K 0.21% +126.0 +17.1% $563.35 +9.5%
37 TXN TEXAS INSTRS INC Technology 1,595.0 $475K 0.21% NEW $298.07 -13.3%
38 GOOG ALPHABET INC 1,343.0 $474K 0.21% +22.0 +1.7% $353.21
39 IBMP ISHARES TR 17,827.0 $453K 0.20% +7K +68.8% $25.42 -0.4%
40 IBMQ ISHARES TR 17,165.0 $439K 0.19% +7K +74.2% $25.58 -0.5%
Page 2 of 4  ·  75 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.7%
Financial Services 13.8%
Communication Services 7.7%
Consumer Cyclical 6.4%
Healthcare 6.0%
Consumer Defensive 5.7%
Industrials 5.3%
Utilities 3.3%
Energy 3.2%
Basic Materials 1.9%