ADG Wealth Management Group, LLC - Portfolio Stock Holdings

ADG Wealth Management Group, LLC disclosed 54 stock positions in a recent SEC 13F filing. $157,504,074 of stock holdings were filed, with the largest holdings including IVW, IVE, and RSP. This filing represented positions held on June 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.