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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 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CALL AURORA INNOVATION INC 15,000.0 $89K 0.04% NEW $5.95
62 AUR AURORA INNOVATION INC Technology 12,365.0 $74K 0.03% NEW $5.95 +5.7%
Page 4 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%