Pfg Private Wealth Management, LLC Portfolio Holdings

Pfg Private Wealth Management, LLC

  • $207 Million
  • Q3 2025

Pfg Private Wealth Management, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $207 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $15.6M, Vanguard Growth ETF with a value of $14.1M, Vanguard Value ETF with a value of $11M, American Centy ETF Tr Avantis with a value of $8.01M, and Pgim ETF Tr Total Return Bd Et with a value of $7.71M.

Examining the 13F form we can see an increase of $36.3M in the current position value, from $170M to 207M.

Below you can find more details about Pfg Private Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $207 Million
ETFs: $181 Million
Technology: $11.1 Million
Consumer Cyclical: $5.83 Million
Communication Services: $3.77 Million
Financial Services: $2.29 Million
Industrials: $904,000
Consumer Defensive: $586,000
Healthcare: $326,000
Other: $429,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$106B
$425,000 0.21% of portfolio
182
Q3 2025 New
$182B
$350,000 0.17% of portfolio
3,582
Q3 2025 New
$69.7B
$328,000 0.16% of portfolio
249
Q3 2025 New
$18.8B
$280,000 0.14% of portfolio
1,365
Q3 2025 New
$142B
$287,000 0.14% of portfolio
870
Q3 2025 New
$11.2B
$252,000 0.12% of portfolio
6,766
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $207 Million
  • Prior Value $170 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 99 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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