Pfg Private Wealth Management, LLC Portfolio Holdings
Pfg Private Wealth Management, LLC
- $199 Million
- Q4 2025
Pfg Private Wealth Management, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $199 Million distributed in 74 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $30.7M, Spdr Portfolio with a value of $24.9M, Vanguard Ftse Developed Market with a value of $23M, Ishares Tr with a value of $12.9M, and Ishares Tr Ibonds Dec 2031 Ter with a value of $12.6M.
Examining the 13F form we can see an decrease of $7.36M in the current position value, from $207M to 199M.
Below you can find more details about Pfg Private Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$199 Million
ETFs: $153 Million
Technology: $7.64 Million
Financial Services: $5.16 Million
Communication Services: $2.33 Million
Consumer Cyclical: $1.49 Million
Healthcare: $1.34 Million
Industrials: $1 Million
Consumer Defensive: $870,000
Other: $1.01 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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