13F Filings History of PTM WEALTH MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 09 Jan 2026
Value $
$177,207,798
Signature - Title
Paul Murray - Chief Compliance Officer
Location
North Wales, United States
Summary
This page shows a list of all the recent 13F filings made by PTM WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PTM WEALTH MANAGEMENT, LLC reported 56 stock holdings with total value $177,207,798 as of Q4 2025. Top holdings included FNDX, ULST, XLK, SMLF, and BALT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 56 $177,207,798 +$20,540,090 -$450,891 +$20,089,199 FNDX, ULST, XLK, SMLF, BALT 13F-HR 09 Jan 2026, 17:03
Q3 2025 54 $167,547,209 +$7,818,508 -$569,402 +$7,249,106 FNDX, ULST, XLK, SMLF, BALT 13F-HR 27 Oct 2025, 18:56
Q2 2025 49 $151,101,266 +$37,705,506 -$1,774,729 +$35,930,777 FNDX, ULST, XLK, SMLF, BALT 13F-HR 08 Jul 2025, 17:11
Q1 2025 39 $95,073,115 $0 $0 $0 FNDX, XLK, BALT, ZALT, COWZ 13F-HR 07 May 2025, 12:30