Notify me when PFG Private Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 74 | $228,576,405 | +$193,911,321 | -$191,234,696 | +$2,676,625 | IVV, SPYG, VEA, IBDV, IBDZ | 13F-HR | 15 Jan 2026, 16:45 |
| Q3 2025 | 117 | $224,228,499 | +$191,210,612 | -$166,223,122 | +$24,987,490 | VEA, VUG, VTV, AVUV, PTRB | 13F-HR | 06 Nov 2025, 15:42 |
| Q2 2025 | 56 | $194,147,306 | +$4,395,422 | -$7,353,104 | -$2,957,682 | IVV, SPYG, VEA, IBDZ, IBDX | 13F-HR | 11 Aug 2025, 15:55 |
| Q1 2025 | 262 | $184,919,272 | +$61,647,372 | -$48,903,181 | +$12,744,191 | IVV, SPYG, VEA, IBDX, IBDZ | 13F-HR | 13 May 2025, 15:42 |
| Q4 2024 | 239 | $175,667,482 | +$35,013,955 | -$30,434,871 | +$4,579,084 | IVV, SPYG, IBDS, IBDR, VEA | 13F-HR | 06 Feb 2025, 16:07 |
| Q3 2024 | 238 | $172,496,764 | +$16,108,395 | -$15,586,240 | +$522,155 | IVV, VEA, PWV, VYM, IBDQ | 13F-HR | 05 Nov 2024, 12:28 |
| Q2 2024 | 241 | $164,914,607 | +$6,104,612 | -$842,556 | +$5,262,056 | IVV, VEA, VYM, IBDQ, IBDR | 13F-HR | 15 Jul 2024, 13:25 |
| Q1 2024 | 225 | $158,926,189 | +$35,187,062 | -$29,110,212 | +$6,076,850 | IVV, VEA, VYM, IBDQ, IBDR | 13F-HR | 23 Apr 2024, 14:28 |
| Q4 2023 | 235 | $148,585,213 | +$50,313,158 | -$45,193,073 | +$5,120,085 | IVV, VEA, SPYG, IBDS, IBDR | 13F-HR | 22 Jan 2024, 11:08 |
| Q3 2023 | 295 | $134,513,256 | +$5,700,245 | -$35,927,876 | -$30,227,631 | VTV, SPYG, IVV, VEA, IBDS | 13F-HR | 24 Oct 2023, 15:54 |
| Q2 2023 | 284 | $169,444,763 | +$9,671,971 | -$2,917,780 | +$6,754,191 | SPYG, VTV, VEA, IVV, IBDR | 13F-HR | 17 Jul 2023, 13:28 |
| Q1 2023 | 285 | $157,305,544 | +$32,734,967 | -$40,441,919 | -$7,706,952 | SPYG, VTV, VEA, IVV, IBDR | 13F-HR | 01 May 2023, 13:10 |
| Q4 2022 | 341 | $161,099,000 | +$8,394,101 | -$9,411,944 | -$1,017,843 | MGV, VTV, IVV, SPYG, IBDO | 13F-HR | 18 Jan 2023, 18:19 |
| Q3 2022 | 334 | $152,242,000 | +$39,540,416 | -$56,254,611 | -$16,714,195 | IVV, MGV, VTV, SPYG, IBDO | 13F-HR | 04 Nov 2022, 11:49 |
| Q2 2022 | 307 | $178,256,000 | +$29,829,021 | -$26,468,473 | +$3,360,548 | VTV, MGV, VCLT, VEA, USHY | 13F-HR | 19 Jul 2022, 16:49 |
| Q1 2022 | 289 | $194,721,000 | +$54,922,771 | -$43,665,997 | +$11,256,774 | MGV, VTV, FALN, VEA, USHY | 13F-HR | 25 Apr 2022, 12:49 |
| Q4 2021 | 302 | $193,619,000 | +$88,124,583 | -$72,489,448 | +$15,635,135 | SPYG, IVV, VEA, FLOT, USHY | 13F-HR | 26 Jan 2022, 17:47 |
| Q3 2021 | 303 | $170,919,000 | +$17,691,087 | -$193,349 | +$17,497,738 | IVV, DGRO, FLOT, QUAL, IBDO | 13F-HR | 03 Nov 2021, 19:24 |
| Q2 2021 | 58 | $154,234,000 | +$19,116,001 | -$16,112,251 | +$3,003,750 | IVV, DGRO, FLOT, QUAL, IBDO | 13F-HR | 02 Aug 2021, 12:16 |
| Q1 2021 | 58 | $145,353,000 | +$27,173,667 | -$13,667,442 | +$13,506,225 | USMV, FLOT, DGRO, QUAL, IBDO | 13F-HR | 07 May 2021, 13:13 |
| Q4 2020 | 49 | $130,481,000 | +$8,629,613 | -$222,318 | +$8,407,295 | USMV, DGRO, FLOT, SPYG, IBDP | 13F-HR | 25 Jan 2021, 15:59 |
| Q3 2020 | 46 | $114,734,000 | +$6,797,743 | -$2,014,696 | +$4,783,047 | USMV, FLOT, DGRO, SPYG, IBDP | 13F-HR | 03 Nov 2020, 12:03 |
| Q2 2020 | 44 | $106,214,000 | +$7,152,451 | -$5,071,852 | +$2,080,599 | USMV, FLOT, DGRO, SPYG, IBDP | 13F-HR | 12 Aug 2020, 12:38 |
| Q1 2020 | 41 | $92,882,000 | +$17,311,986 | -$23,649,209 | -$6,337,223 | USMV, FLOT, DGRO, SPYG, IBDP | 13F-HR | 28 Apr 2020, 13:51 |
| Q4 2019 | 47 | $111,957,000 | $0 | $0 | $0 | FLOT, LGLV, DGRO, SPYG, IBDR | 13F-HR | 21 Jan 2020, 14:18 |