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Asset Manager ← All Institutions

PFG Private Wealth Management, LLC

Q4 2025 · Filed 2026-01-15

Q1 2026 Q4 2025 Q3 2025 Q2 2025

Market Value

$228M

+3.1%

Holdings

164

+14

New Purchases

Added To

Closed

Reduced

Top 10 Concentration

70.6%

Turnover

87.2%

Top Buys (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
IVV	13.66%	0.00%	+13.66%	$31M
SPYG	11.11%	1.27%	+9.85%	$25M
IBDV	5.68%	0.00%	+5.68%	$13M
IBDZ	5.63%	0.00%	+5.63%	$13M
IBDW	5.57%	0.00%	+5.57%	$13M
IBDX	5.57%	0.00%	+5.57%	$13M
IBDY	5.31%	0.00%	+5.31%	$12M
IBDT	3.57%	0.00%	+3.57%	$8M
IBDU	3.52%	0.00%	+3.52%	$8M
IBDS	3.49%	0.00%	+3.49%	$8M
VEA	10.27%	7.05%	+3.21%	$23M
MGV	3.09%	0.00%	+3.09%	$7M
QUAL	2.98%	0.14%	+2.85%	$7M
VYM	4.25%	1.69%	+2.56%	$10M
IJH	2.09%	0.00%	+2.09%	$5M

Top Sells (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
VUG	0.00%	6.40%	-6.40%	$0
VTV	0.00%	4.97%	-4.97%	$0
AVUV	0.00%	3.62%	-3.62%	$0
PTRB	0.00%	3.49%	-3.49%	$0
GLDM	0.00%	3.27%	-3.27%	$0
SLYG	0.00%	3.22%	-3.22%	$0
DFAC	0.00%	2.63%	-2.63%	$0
DFAE	0.00%	2.55%	-2.55%	$0
VXUS	0.00%	2.36%	-2.36%	$0
VPLS	0.00%	2.22%	-2.22%	$0
SPDW	0.00%	2.21%	-2.21%	$0
AVUS	0.00%	2.17%	-2.17%	$0
QUS	0.00%	2.15%	-2.15%	$0
SPTL	0.00%	2.03%	-2.03%	$0
DFIS	0.00%	2.01%	-2.01%	$0

Sector Allocation Over Time

Market Cap Concentration

Tier	Holdings	Value	Weight
Mega Cap	39	$72M	31.4%
Large Cap	77	$66M	28.9%
Mid Cap	19	$51M	22.5%
Small Cap	19	$39M	17.1%
Micro Cap	10	$0	0.0%

Portfolio Analytics

Avg Market Cap

$320.3B

Median Market Cap

$35.8B

Avg P/E

37.3

Median P/E

28.0

Avg Dividend Yield

0.01%

Avg Beta

0.92

# Stocks

# ETFs / Funds

107

Top Holdings (164 total)

#	Symbol	% Port	Shares	Value	Avg Price	Q/Q Value Chg	Share Chg	Chg %	Status
1	IVV	13.66%	45,433	$31M	$684.93	—	+45,433	—	NEW
2	SPYG	11.11%	237,252	$25M	$106.70	$23M	+210,450	+785.2%
3	VEA	10.27%	374,277	$23M	$62.47	$8M	+114,264	+44.0%
4	IBDV	5.68%	586,432	$13M	$22.07	—	+586,432	—	NEW
5	IBDZ	5.63%	486,439	$13M	$26.37	—	+486,439	—	NEW
6	IBDW	5.57%	599,772	$13M	$21.15	—	+599,772	—	NEW
7	IBDX	5.57%	496,477	$13M	$25.53	—	+496,477	—	NEW
8	IBDY	5.31%	463,084	$12M	$26.14	—	+463,084	—	NEW
9	VYM	4.25%	67,397	$10M	$143.52	$6M	+40,910	+154.4%
10	IBDT	3.57%	319,627	$8M	$25.46	—	+319,627	—	NEW
11	IBDU	3.52%	342,582	$8M	$23.41	—	+342,582	—	NEW
12	IBDS	3.49%	327,715	$8M	$24.28	—	+327,715	—	NEW
13	MGV	3.09%	49,819	$7M	$141.16	—	+49,819	—	NEW
14	QUAL	2.98%	34,190	$7M	$198.62	$6M	+32,648	+2117.2%
15	IJH	2.09%	72,273	$5M	$66.00	—	+72,273	—	NEW
16	IJR	1.92%	36,328	$4M	$120.18	$4M	+33,739	+1303.2%
17	BRK-A	1.33%	4	$3M	$754,800.00	$2M	+3	+300.0%
18	MSFT	0.98%	4,614	$2M	$483.57	$80K	+462	+11.1%
19	AAPL	0.74%	6,194	$2M	$271.87	-$3M	-10,972	-63.9%
20	SPY	0.47%	1,579	$1M	$681.94	-$646K	-1,007	-38.9%
21	NVDA	0.47%	5,741	$1M	$186.51	-$2M	-13,078	-69.5%
22	BRK-B	0.36%	1,618	$813K	$502.65	-$480	-1	-0.1%
23	NFLX	0.32%	7,846	$736K	$93.76	$450K	+7,608	+3196.6%
24	LLY	0.29%	608	$654K	$1,075.02	—	+608	—	NEW
25	TSM	0.28%	2,116	$643K	$303.89	—	+2,116	—	NEW
26	VOO	0.28%	1,001	$628K	$627.13	-$3M	-4,278	-81.0%
27	SPLG	0.27%	7,551	$606K	$80.22	-$2M	-22,876	-75.2%
28	USMV	0.25%	6,119	$576K	$94.16	—	+6,119	—	NEW
29	ANET	0.24%	4,176	$547K	$131.03	—	+4,176	—	NEW
30	IBMR	0.23%	20,633	$525K	$25.43	—	+20,633	—	NEW
31	IBDR	0.23%	21,307	$516K	$24.23	—	+21,307	—	NEW
32	AMZN	0.22%	2,149	$496K	$230.82	-$1M	-5,509	-71.9%
33	META	0.21%	738	$487K	$660.12	-$213K	-216	-22.6%
34	SPAB	0.20%	17,844	$459K	$25.75	—	+17,844	—	NEW
35	GOOG	0.18%	1,321	$415K	$313.92	-$1M	-5,329	-80.1%
36	AXP	0.18%	1,116	$413K	$369.95	—	+1,116	—	NEW
37	B	0.18%	9,386	$409K	$43.55	—	+9,386	—	NEW
38	IBM	0.18%	1,366	$405K	$296.21	—	+1,366	—	NEW
39	ACN	0.18%	1,497	$402K	$268.30	—	+1,497	—	NEW
40	AMP	0.18%	818	$401K	$490.34	—	+818	—	NEW
41	BX	0.16%	2,389	$368K	$154.14	—	+2,389	—	NEW
42	COST	0.16%	426	$367K	$862.34	$8K	+38	+9.8%
43	DIVB	0.16%	6,871	$365K	$53.15	—	+6,871	—	NEW
44	TT	0.16%	929	$362K	$389.20	—	+929	—	NEW
45	TMUS	0.16%	1,767	$359K	$203.04	—	+1,767	—	NEW
46	ORCL	0.16%	1,833	$357K	$194.91	—	+1,833	—	NEW
47	PWR	0.15%	809	$341K	$422.06	—	+809	—	NEW
48	MRVL	0.14%	3,628	$308K	$84.98	—	+3,628	—	NEW
49	DKS	0.14%	1,555	$308K	$197.97	—	+1,555	—	NEW
50	XT	0.13%	4,277	$298K	$69.74	—	+4,277	—	NEW
51	GOOGL	0.13%	941	$295K	$313.04	-$747K	-3,342	-78.0%
52	PSX	0.12%	2,205	$285K	$129.04	—	+2,205	—	NEW
53	CSX	0.12%	7,608	$276K	$36.25	—	+7,608	—	NEW
54	IBMP	0.12%	10,559	$268K	$25.39	—	+10,559	—	NEW
55	MA	0.11%	455	$260K	$570.88	—	+455	—	NEW
56	AMGN	0.11%	786	$257K	$327.37	—	+786	—	NEW
57	LDOS	0.11%	1,423	$257K	$180.40	—	+1,423	—	NEW
58	KR	0.11%	4,101	$256K	$62.48	—	+4,101	—	NEW
59	IBMQ	0.11%	9,852	$252K	$25.58	—	+9,852	—	NEW
60	IJT	0.11%	1,766	$249K	$141.16	—	+1,766	—	NEW
61	IWF	0.11%	508	$240K	$473.30	-$813K	-1,740	-77.4%
62	SHEL	0.11%	3,260	$240K	$73.48	—	+3,260	—	NEW
63	SO	0.10%	2,679	$234K	$87.20	—	+2,679	—	NEW
64	FIS	0.10%	3,497	$232K	$66.46	—	+3,497	—	NEW
65	J	0.10%	1,724	$228K	$132.46	—	+1,724	—	NEW
66	TOL	0.10%	1,674	$226K	$135.22	—	+1,674	—	NEW
67	ORLY	0.10%	2,410	$220K	$91.21	—	+2,410	—	NEW
68	TSLA	0.09%	473	$213K	$449.72	-$3M	-7,056	-93.7%
69	DGX	0.09%	1,219	$212K	$173.53	—	+1,219	—	NEW
70	AVB	0.09%	1,151	$209K	$181.31	—	+1,151	—	NEW
71	PG	0.09%	1,440	$206K	$143.31	—	+1,440	—	NEW
72	IWB	0.09%	541	$202K	$373.44	—	+541	—	NEW
73	IAU	—%	—	—	—	-$255K	-3,506	-100.0%	SOLD
74	VTI	—%	—	—	—	-$2M	-7,490	-100.0%	SOLD
75	VTEB	—%	—	—	—	-$2M	-36,059	-100.0%	SOLD
76	SPIP	—%	—	—	—	-$3M	-100,936	-100.0%	SOLD
77	CTAS	—%	—	—	—	-$280K	-1,365	-100.0%	SOLD
78	BSVO	—%	—	—	—	-$2M	-70,824	-100.0%	SOLD
79	MYCJ	—%	—	—	—	-$202K	-8,069	-100.0%	SOLD
80	VTV	—%	—	—	—	-$11M	-58,839	-100.0%	SOLD
81	BND	—%	—	—	—	-$1M	-19,223	-100.0%	SOLD
82	TPLS	—%	—	—	—	-$307K	-12,006	-100.0%	SOLD
83	VSS	—%	—	—	—	-$2M	-15,999	-100.0%	SOLD
84	VTES	—%	—	—	—	-$656K	-6,434	-100.0%	SOLD
85	TRX.TO	—%	—	—	—	-$182K	-291,000	-100.0%	SOLD
86	VONV	—%	—	—	—	-$662K	-7,406	-100.0%	SOLD
87	VGK	—%	—	—	—	-$264K	-3,309	-100.0%	SOLD
88	MYCK	—%	—	—	—	-$203K	-8,055	-100.0%	SOLD
89	TMB	—%	—	—	—	-$2M	-67,748	-100.0%	SOLD
90	SPTL	—%	—	—	—	-$4M	-166,195	-100.0%	SOLD
91	MTUM	—%	—	—	—	-$468K	-1,823	-100.0%	SOLD
92	DFAT	—%	—	—	—	-$1M	-19,137	-100.0%	SOLD
93	VB	—%	—	—	—	-$959K	-3,773	-100.0%	SOLD
94	CAT	—%	—	—	—	-$296K	-621	-100.0%	SOLD
95	HYMB	—%	—	—	—	-$225K	-9,017	-100.0%	SOLD
96	BAC	—%	—	—	—	-$302K	-5,860	-100.0%	SOLD
97	HIVE	—%	—	—	—	-$54K	-13,333	-100.0%	SOLD
98	AVGE	—%	—	—	—	-$827K	-9,917	-100.0%	SOLD
99	VBR	—%	—	—	—	-$4M	-17,501	-100.0%	SOLD
100	JPM	—%	—	—	—	-$423K	-1,340	-100.0%	SOLD

New Positions

Symbol	Value	% Port
IVV	$31M	13.66%
IBDV	$13M	5.68%
IBDZ	$13M	5.63%
IBDW	$13M	5.57%
IBDX	$13M	5.57%
IBDY	$12M	5.31%
IBDT	$8M	3.57%
IBDU	$8M	3.52%
IBDS	$8M	3.49%
MGV	$7M	3.09%
IJH	$5M	2.09%
LLY	$654K	0.29%
TSM	$643K	0.28%
USMV	$576K	0.25%
ANET	$547K	0.24%

Sold Out Positions

Symbol	Value	% Port
UBER	—	—%
HD	—	—%
CAT	—	—%
JPM	—	—%
BAC	—	—%
TDG	—	—%
UNH	—	—%
UDR	—	—%
HIVE	—	—%
CTAS	—	—%
BND	—	—%
MTUM	—	—%
MELI	—	—%
DFUS	—	—%
DFAR	—	—%

View SEC EDGAR Filings for PFG Private Wealth Management, LLC →