Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PFG Private Wealth Management, LLC (CIK 1799957) reported $235.8M across 74 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($30.4M, 12.91%), VEA ($25.0M, 10.59%), SPYG ($23.7M, 10.03%), IBDX ($13.9M, 5.89%), IBDZ ($13.9M, 5.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $30.4M | 12.91% | 46,597 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $25.0M | 10.59% | 389,773 | Added |
| 3 | SPYG | SPDR SERIES TRUST | $23.7M | 10.03% | 241,651 | Added |
| 4 | IBDX | ISHARES TR | $13.9M | 5.89% | 549,790 | Added |
| 5 | IBDZ | ISHARES TR | $13.9M | 5.88% | 532,394 | Added |
| 6 | VYM | VANGUARD WHITEHALL FDS | $13.7M | 5.79% | 92,205 | Added |
| 7 | IBDV | ISHARES TR | $13.6M | 5.76% | 621,042 | Added |
| 8 | IBDW | ISHARES TR | $13.2M | 5.59% | 629,507 | Added |
| 9 | IBTO | ISHARES TR | $12.7M | 5.40% | 492,749 | New |
| 10 | MGV | VANGUARD WORLD FD | $10.8M | 4.59% | 74,609 | Added |
| 11 | IBTJ | ISHARES TR | $9.2M | 3.92% | 393,879 | New |
| 12 | IBDT | ISHARES TR | $8.4M | 3.58% | 333,180 | Added |
| 13 | IBDS | ISHARES TR | $8.2M | 3.47% | 338,044 | Added |
| 14 | IJH | ISHARES TR | $5.0M | 2.11% | 73,759 | Added |
| 15 | IJR | ISHARES TR | $4.7M | 1.99% | 37,687 | Added |
| 16 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.9M | 1.22% | 4 | Hold |
| 17 | MSFT | MICROSOFT CORP | $1.7M | 0.74% | 4,725 | Added |
| 18 | AAPL | APPLE INC | $1.5M | 0.66% | 6,089 | Trimmed |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $1.0M | 0.44% | 1,579 | Hold |
| 20 | IBMS | ISHARES TR | $936,079 | 0.40% | 36,240 | Added |
| 21 | NFLX | NETFLIX INC. | $923,521 | 0.39% | 9,605 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $883,689 | 0.37% | 5,067 | Trimmed |
| 23 | QUAL | ISHARES TR | $842,430 | 0.36% | 4,392 | Trimmed |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $776,783 | 0.33% | 1,621 | Added |
| 25 | VOO | VANGUARD INDEX FDS | $647,147 | 0.27% | 1,083 | Added |
Source: SEC Form 13F filings · as of 2026-03-31