PMG Family Office LLC - Portfolio overview

PMG Family Office LLC has 99 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. STK - COLUMBIA SELIGM PREM TECH GR, 3.25%
  2. JEPQ - J P MORGAN EXCHANGE TRADED F, 3.08%
  3. CSQ - CALAMOS STRATEGIC TOTAL RETU, 3.08%

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

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