13F Filings History of ADG Wealth Management Group, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$132,014,950
Signature - Title
Stephanie Kelly - Chief Compliance Officer
Location
Metairie, LA
Summary
This page shows a list of all the recent 13F filings made by ADG Wealth Management Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ADG Wealth Management Group, LLC reported 41 stock holdings with total value $132,014,950 as of Q4 2025. Top holdings included IVW, RSP, IVE, JEPI, and JEPQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 41 $132,014,950 +$7,296,302 -$1,675,219 +$5,621,083 IVW, RSP, IVE, JEPI, JEPQ 13F-HR 15 Jan 2026, 15:17
Q3 2025 30 $125,832,755 +$3,494,632 -$2,252,911 +$1,241,721 IVW, RSP, IVE, JEPI, JEPQ 13F-HR 14 Oct 2025, 14:36
Q2 2025 28 $117,458,165 +$15,991,890 -$8,387,434 +$7,604,456 IVW, RSP, IVE, JEPI, JEPQ 13F-HR 05 Aug 2025, 16:56
Q1 2025 25 $102,848,844 +$3,479,150 -$10,159,453 -$6,680,303 IVW, RSP, JEPI, IVE, JEPQ 13F-HR 01 May 2025, 14:02
Q4 2024 28 $112,611,341 $0 $0 $0 IVW, RSP, IVE, JEPI, JEPQ 13F-HR 05 Feb 2025, 13:17