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PMG Wealth Management, Inc.ETFConcentrated long-term

CIK: 0002052904 | Hawthorn Woods, IL

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR61$161.7M2026-08-05SEC ↗
Q1 2026
13F-HR59$138.7M2026-04-17SEC ↗
Q4 2025
13F-HR56$136.5M2026-01-23SEC ↗
Q3 2025
13F-HR55$131.3M2025-10-31SEC ↗
Q2 2025
13F-HR53$121.2M2025-07-17SEC ↗
Q1 2025
13F-HR42$94.2M2025-04-09SEC ↗
Q4 2024
13F-HR47$109.8M2025-02-03SEC ↗