PFG Private Wealth Management, LLC — 13F holdings

PFG Private Wealth Management, LLC reported 72 holdings worth $236M in its 13F filing for Q3 2026, filed October 15, 2026.

Largest positions

  1. IVV ISHARES TR — $32.1M (13.6%)
  2. VEA VANGUARD TAX-MANAGED FDS — $24.2M (10.2%)
  3. SPYG SPDR SERIES TRUST — $19.3M (8.2%)
  4. MGV VANGUARD WORLD FD — $16.2M (6.8%)
  5. FLOT ISHARES TR — $14.1M (6.0%)
  6. BIL SPDR SERIES TRUST — $13.8M (5.9%)
  7. VYM VANGUARD WHITEHALL FDS — $12.8M (5.4%)
  8. IBDV ISHARES TR — $12.6M (5.3%)
  9. IBDW ISHARES TR — $12.3M (5.2%)
  10. IBDX ISHARES TR — $12.3M (5.2%)