ADG Wealth Management Group, LLC - Portfolio Stock Holdings
ADG Wealth Management Group, LLC disclosed 42 stock positions in a recent SEC 13F filing. $160,660,614 of stock holdings were filed, with the largest holdings including IVW, IVE, and RSP. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $336,337,565 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
42Est. Stock Holding Value:
$160,660,614Top Stock Holdings By Sector
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Portfolio Stock Holdings - ADG Wealth Management Group, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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