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Mlg Wealth Management Dba Pine Grove Financial Group - Q2 2026 13F Filings

ML

Mlg Wealth Management Dba Pine Grove Financial Group

CIK: 0002149956
Address: Minnesota Woodbury 796 Bielenberg Drive Suite 103
$990.2 M
Portfolio Value
218
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 09/02/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. IVV Ishares Core S&P 500 Etf
+$28.67 M
2. IUSB Ishares Core Total Usd Bond Market Etf
+$14.67 M
3. IALT Ishares Systematic Alternatives Active Etf
+$9.28 M
4. CORO Ishares International Country Rotation Active Etf
+$8.75 M
5. GGOV Ishares Global Government Bond Usd Hedged Active Etf
+$8.34 M

Top Sells

Q2 2026
1. QUAL Ishares Msci Usa Quality Factor Etf
−$12.08 M
2. EFV Ishares Msci Eafe Value Etf
−$10.21 M
3. IAGG Ishares Core International Aggregate Bond Etf
−$8.36 M
4. IEMG Ishares Core Msci Emerging Markets Etf
−$7.2 M
5. FGSM Frontier Asset Global Small Cap Equity Etf
−$5.97 M

Asset Allocation

Stocks/ETFs
+15.09%
$990.2 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Mlg Wealth Management Dba Pine Grove Financial Group Q2 2026 Filing Summary

Mlg Wealth Management Dba Pine Grove Financial Group filed its 13F report for Q2 2026 on September 02, 2026. The portfolio totaled 990.2 M reflecting a +15.09% change from the prior quarter, spanning 218 assets. The top 10 holdings comprised 42.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 38 new positions and 9 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Mlg Wealth Management Dba Pine Grove Financial Group’s Q2 2026 Filing

Mlg Wealth Management Dba Pine Grove Financial Group submitted their Form 13F-HR for the Q2 2026 period on 09/02/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Mlg Wealth Management Dba Pine Grove Financial Group reported a managed portfolio value of 990.2 M, consisting of 218 individual positions.

This page displays the raw filing documents. To see which stocks Mlg Wealth Management Dba Pine Grove Financial Group bought or sold during Q2 2026, please visit Mlg Wealth Management Dba Pine Grove Financial Group's Portfolio Analysis page.