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.
PMG Wealth Management, Inc. (CIK 2052904) reported $138.7M across 59 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VIG ($9.6M, 6.89%), BUFR ($9.3M, 6.71%), QUAL ($8.8M, 6.36%), OEF ($8.5M, 6.12%), MINT ($8.4M, 6.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $9.6M | 6.89% | 44,420 | Added |
| 2 | BUFR | FIRST TR EXCHNG TRADED FD VI | $9.3M | 6.71% | 275,552 | Added |
| 3 | QUAL | ISHARES TR | $8.8M | 6.36% | 45,960 | Added |
| 4 | OEF | ISHARES TR | $8.5M | 6.12% | 26,690 | Trimmed |
| 5 | MINT | PIMCO ETF TR | $8.4M | 6.03% | 83,400 | Added |
| 6 | DGRW | WISDOMTREE TR | $7.4M | 5.36% | 84,537 | Added |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | $7.1M | 5.12% | 37,003 | Added |
| 8 | XLG | INVESCO EXCHANGE TRADED FD T | $6.9M | 4.97% | 126,338 | Trimmed |
| 9 | FWD | AB ACTIVE ETFS INC | $6.6M | 4.73% | 60,469 | New |
| 10 | JHML | JOHN HANCOCK EXCHANGE TRADED | $6.1M | 4.41% | 78,077 | Added |
| 11 | PYLD | PIMCO ETF TR | $5.4M | 3.87% | 205,848 | New |
| 12 | PAVE | GLOBAL X FDS | $4.8M | 3.50% | 95,387 | Added |
| 13 | YEAR | AB ACTIVE ETFS INC | $4.7M | 3.40% | 93,710 | Added |
| 14 | FDL | FIRST TR EXCHANGE-TRADED FD | $4.2M | 3.00% | 81,869 | Added |
| 15 | WTV | WISDOMTREE TR | $3.8M | 2.74% | 40,162 | Added |
| 16 | IVLU | ISHARES TR | $3.8M | 2.74% | 95,713 | Added |
| 17 | IVV | ISHARES TR | $3.1M | 2.21% | 4,694 | Trimmed |
| 18 | SDVY | FIRST TR EXCHANGE TRADED FD | $2.8M | 2.00% | 70,316 | New |
| 19 | USMC | PRINCIPAL EXCHANGE TRADED FD | $2.1M | 1.52% | 32,931 | Trimmed |
| 20 | SHY | ISHARES TR | $2.1M | 1.51% | 25,447 | Trimmed |
| 21 | REGL | PROSHARES TR | $1.8M | 1.33% | 21,289 | Trimmed |
| 22 | PDP | INVESCO EXCHANGE TRADED FD T | $1.2M | 0.85% | 9,705 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $1.2M | 0.84% | 3,144 | Trimmed |
| 24 | RDVY | FIRST TR EXCHANGE TRADED FD | $1.1M | 0.82% | 16,619 | Trimmed |
| 25 | SPYG | SPDR SERIES TRUST | $1.1M | 0.80% | 11,370 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31