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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 3 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PFEB INNOVATOR ETFS TRUST 8,484.0 $365K 0.16% -120.0 -1.4% $43.05 +2.4%
42 VO VANGUARD INDEX FDS 4,495.0 $362K 0.16% +3K +301.3% $80.54 +2.2%
43 SCHD SCHWAB STRATEGIC TR 10,808.0 $360K 0.16% -669.0 -5.8% $33.29 +4.7%
44 VTV VANGUARD INDEX FDS 1,521.0 $336K 0.15% $221.03 +2.5%
45 PANW PALO ALTO NETWORKS INC Technology 1,000.0 $324K 0.15% NEW $323.79 +3.2%
46 PDEC INNOVATOR ETFS TRUST 6,696.0 $307K 0.14% $45.88 +2.6%
47 VT VANGUARD INTL EQUITY INDEX F 1,926.0 $297K 0.13% $154.21 +4.8%
48 TSLA TESLA INC Consumer Cyclical 911.0 $285K 0.13% -31.0 -3.3% $313.03 +12.9%
49 GOOG ALPHABET INC 869.0 $277K 0.12% $319.15
50 AMAT APPLIED MATLS INC Technology 501.0 $269K 0.12% NEW $536.44 -15.6%
51 META META PLATFORMS INC Communication Services 446.0 $265K 0.12% $594.89 +2.8%
52 WTRG ESSENTIAL UTILS INC Utilities 6,659.0 $264K 0.12% +161.0 +2.5% $39.61 +5.5%
53 INNOVATOR ETFS TRUST 10,000.0 $260K 0.12% $26.04
54 CAT CATERPILLAR INC Industrials 291.0 $259K 0.12% +11.0 +3.9% $890.04 -8.9%
55 PMAR INNOVATOR ETFS TRUST 5,274.0 $252K 0.11% -104.0 -1.9% $47.80 +2.3%
56 SCHA SCHWAB STRATEGIC TR 7,263.0 $246K 0.11% $33.93 +1.7%
57 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 600.0 $242K 0.11% $403.41 +6.2%
58 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 240.0 $204K 0.09% NEW $851.69 -2.0%
59 SPYG SPDR SERIES TRUST 1,767.0 $203K 0.09% NEW $114.97 +5.8%
60 DOGG FIRST TR EXCHANGE-TRADED FD 9,299.0 $202K 0.09% NEW $21.75 +2.6%
Page 3 of 4  ·  62 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%