ADG Wealth Management Group, LLC - Portfolio overview

ADG Wealth Management Group, LLC has 53 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. IVW - ISHARES S&P 500 GROWTH ETF, 19.13%
2. IVE - ISHARES S&P 500 VALUE ETF, 13.86%
3. RSP - INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT, 11.38%

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

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