13F Filings History of PMG Wealth Management, Inc.

Latest 13F report: Q4 2025 - 23 Jan 2026
Value $: $136,451,961
Signature - Title: Phil Guerrero - PRESIDENT
Location: Hawthorn Woods, IL
Summary: This page shows a list of all the recent 13F filings made by PMG Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PMG Wealth Management, Inc. reported 56 stock holdings with total value $136,451,961 as of Q4 2025. Top holdings included XLG, VIG, OEF, BUFR, and QUAL.

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Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Filing Time
Q4 2025	56	$136,451,961	+$5,623,887	-$1,820,456	+$3,803,431	XLG, VIG, OEF, BUFR, QUAL	13F-HR	23 Jan 2026, 10:52
Q3 2025	55	$131,272,026	+$3,492,350	-$491,286	+$3,001,064	XLG, VIG, OEF, BUFR, QUAL	13F-HR	31 Oct 2025, 12:42
Q2 2025	53	$121,171,258	+$24,479,921	-$3,735,494	+$20,744,427	XLG, VIG, OEF, BUFR, QUAL	13F-HR	17 Jul 2025, 09:51
Q1 2025	42	$94,152,585	+$1,211,356	-$13,387,401	-$12,176,045	XLG, VIG, QUAL, BUFR, MINT	13F-HR	09 Apr 2025, 11:35
Q4 2024	47	$109,831,339	$0	$0	$0	XLG, VIG, OEF, QUAL, BUFR	13F-HR	03 Feb 2025, 15:34