PFG Private Wealth Management, LLC - Portfolio overview
PFG Private Wealth Management, LLC has 169 reported holdings in this dataset, with the latest filing dated 2026-05-15.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- IVV - ISHARES TR, 7.43%
- VEA - VANGUARD TAX-MANAGED FDS, 6.09%
- SPYG - SPDR SERIES TRUST, 5.77%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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