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Pmg Wealth Management - Q2 2026 13F Filings

PM

Pmg Wealth Management, Inc.

CIK: 0002052904
Address: Illinois Hawthorn Woods 60 Landover Pkwy, Ste. D
$161.71 M
Portfolio Value
61
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/05/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. SDVY First Trust Smid Cap Rising Dividend Achievers Etf
+$3.88 M
2. TAFM Ab Tax-Aware Intermediate Municipal Etf
+$635,004.14
3. FWD Ab Disruptors Etf
+$577,964.27
4. MINT Pimco Enhanced Short Maturity Active Exchange-Traded Fund
+$562,621.14
5. JHML John Hancock Multifactor Large Cap Etf
+$499,408.21

Top Sells

Q2 2026
1. CIBR First Trust Nasdaq Cybersecurity Etf
−$792,651
2. TOTL Spdr Doubleline Total Return Tactical Etf
−$98,262.62
3. SHY Ishares 1-3 Year Treasury Bond Etf
−$50,678.77
4. IEFA Ishares Core Msci Eafe Etf
−$38,147.08
5. XLG Invesco S&P 500 Top 50 Etf
−$31,166.04

Asset Allocation

Stocks/ETFs
+16.62%
$161.71 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Pmg Wealth Management Q2 2026 Filing Summary

Pmg Wealth Management, Inc. filed its 13F report for Q2 2026 on August 05, 2026. The portfolio totaled 161.71 M reflecting a +16.62% change from the prior quarter, spanning 61 assets. The top 10 holdings comprised 56.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 1 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Pmg Wealth Management’s Q2 2026 Filing

Pmg Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 08/05/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Pmg Wealth Management reported a managed portfolio value of 161.71 M, consisting of 61 individual positions.

This page displays the raw filing documents. To see which stocks Pmg Wealth Management bought or sold during Q2 2026, please visit Pmg Wealth Management's Portfolio Analysis page.