PTM WEALTH MANAGEMENT, LLC - Portfolio overview

PTM WEALTH MANAGEMENT, LLC has 60 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Utilities.

Largest reported holdings by portfolio allocation

1. FNDX - SCHWAB STRATEGIC TR, 14.94%
2. BALT - INNOVATOR ETFS TRUST, 13.34%
3. XLK - SELECT SECTOR SPDR TR, 11.29%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.