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Portfolio (Quarterly) Guide ↗

PTM WEALTH MANAGEMENT, LLC

· CIK 0002061027
13F Portfolio $222M AUM 62 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 25 Added 10 Reduced 1 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQ INVESCO QQQ TR Financial Services 598.0 $409K 0.18% +5.0 +0.8% $684.38 +5.1%
22 VUG VANGUARD INDEX FDS 4,442.0 $371K 0.17% +4K +571.0% $83.47 +6.0%
23 VO VANGUARD INDEX FDS 4,495.0 $362K 0.16% +3K +301.3% $80.54 +2.2%
24 WTRG ESSENTIAL UTILS INC Utilities 6,659.0 $264K 0.12% +161.0 +2.5% $39.61 +5.3%
25 CAT CATERPILLAR INC Industrials 291.0 $259K 0.12% +11.0 +3.9% $890.04 -8.6%
Page 2 of 2  ·  25 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 42.6%
Financial Services 18.7%
Utilities 13.4%
Consumer Cyclical 6.7%
Communication Services 5.6%
Healthcare 5.6%
Industrials 4.2%
Basic Materials 3.3%