PFG Private Wealth Management, LLC

Institutional manager (13F) · CIK 1799957

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $229M

#	Issuer	Value	Shares
1	ISHARES TR	$30M	46,597
2	VANGUARD TAX-MANAGED FDS	$25M	389,773
3	SPDR SERIES TRUST	$24M	241,651
4	ISHARES TR	$14M	549,790
5	ISHARES TR	$14M	532,394
6	VANGUARD WHITEHALL FDS	$14M	92,205
7	ISHARES TR	$14M	621,042
8	ISHARES TR	$13M	629,507
9	ISHARES TR	$13M	492,749
10	VANGUARD WORLD FD	$11M	74,609
11	ISHARES TR	$9M	393,879
12	ISHARES TR	$8M	333,180
13	ISHARES TR	$8M	338,044
14	ISHARES TR	$5M	73,759
15	ISHARES TR	$5M	37,687
16	BERKSHIRE HATHAWAY INC DEL	$3M	4
17	MICROSOFT CORP	$2M	4,725
18	APPLE INC	$2M	6,089
19	STATE STR SPDR S&P 500 ETF T	$1M	1,579
20	ISHARES TR	$936k	36,240
21	NETFLIX INC.	$924k	9,605
22	NVIDIA CORPORATION	$884k	5,067
23	ISHARES TR	$842k	4,392
24	BERKSHIRE HATHAWAY INC DEL	$777k	1,621
25	TAIWAN SEMICONDUCTOR MANUFAC	$648k	1,916
26	VANGUARD INDEX FDS	$647k	1,083
27	SPDR SERIES TRUST	$565k	7,382
28	ISHARES TR	$554k	5,979
29	COSTCO WHOLESALE CORPORATION	$470k	472
30	T-MOBILE US INC	$470k	2,236
31	META PLATFORMS INC	$469k	819
32	ARISTA NETWORKS INC	$465k	3,787
33	ISHARES TR	$460k	18,095
34	AMAZON COM INC	$454k	2,181
35	QUANTA SVCS INC	$444k	809
36	ISHARES TR	$444k	17,374
37	TRANE TECHNOLOGIES PLC	$425k	1,020
38	PHILLIPS 66	$420k	2,307
39	BARRICK MNG CORP	$419k	10,279
40	AMERIPRISE FINL INC	$397k	893
41	MARVELL TECHNOLOGY INC	$397k	4,005
42	SPDR SERIES TRUST	$382k	14,918
43	ALPHABET INC	$379k	1,322
44	ORACLE CORP	$378k	2,567
45	SOUTHERN CO	$357k	3,696
46	AMERICAN EXPRESS CO	$355k	1,173
47	ELI LILLY & CO	$354k	385
48	KIMCO REALTY CORP	$352k	15,666
49	INTERNATIONAL BUSINESS MACHS	$345k	1,422
50	CSX CORP	$331k	8,069

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.