PFG Private Wealth Management, LLC - Portfolio Stock Holdings

PFG Private Wealth Management, LLC disclosed 85 stock positions in a recent SEC 13F filing. $232,479,726 of stock holdings were filed, with the largest holdings including IVV, VEA, and SPYG. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $289,039,931 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.