PMG Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, PMG Wealth Management, Inc. held in its portfolio 54 assets valued at $136,451,961 (i.e. $136.45M).
The most valuable assets in the portfolio included: INVESCO EXCHANGE TRADED FD ($13.72M), VANGUARD SPECIALIZED FUNDS ($9.64M), and ISHARES TR ($9.25M).
The chart below shows the top 10 valuable assets, and the table below shows the top 54 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
PMG Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO EXCHANGE TRADED FD | 231510 | 13723942 | S&P 500 TOP 50 |
| VANGUARD SPECIALIZED FUNDS | 43862 | 9639966 | DIV APP ETF |
| ISHARES TR | 26981 | 9253793 | S&P 100 ETF |
| FIRST TR EXCHNG TRADED FD | 266958 | 9145981 | FT VEST LADDERED |
| ISHARES TR | 43448 | 8629582 | MSCI USA QLT FCT |
| PIMCO ETF TR | 80402 | 8067537 | ENHAN SHRT MA AC |
| WISDOMTREE TR | 84208 | 7530732 | US QTLY DIV GRT |
| INVESCO EXCHANGE TRADED FD | 35222 | 6747050 | S&P500 EQL WGT |
| SSGA ACTIVE ETF TR | 118606 | 4773892 | STATE STREET DOU |
| ISHARES TR | 51410 | 4599134 | CORE MSCI EAFE |
| GLOBAL X FDS | 92007 | 4396991 | US INFR DEV ETF |
| FIRST TR EXCHANGE-TRADED FD | 95534 | 4262946 | SHS |
| AB ACTIVE ETFS INC | 82424 | 4160764 | ULTRA SHORT INCM |
| WISDOMTREE TR | 38556 | 3597257 | WISDOMTREE US VA |
| JOHN HANCOCK EXCHANGE | 44173 | 3527214 | MLTFCTR LRG CAP |
| ISHARES TR | 91900 | 3496795 | MSCI INTL VLU FT |
| ISHARES TR | 4939 | 3382919 | CORE S&P500 ETF |
| ISHARES TR | 27722 | 2295936 | 1 3 YR TREAS BD |
| PRINCIPAL EXCHANGE TRADED | 33438 | 2288831 | US MEGA CP ETF |
| PROSHARES TR | 24681 | 2078627 | S&P MDCP 400 DIV |
| MICROSOFT CORP | 4049 | 1957953 | COM |
| SPDR SERIES TRUST | 22272 | 1834268 | STATE STREET SPD |
| FIRST TR EXCHANGE TRADED FD | 16763 | 1164526 | RISNG DIVD ACHIV |
| INVESCO EXCHANGE TRADED FD | 9845 | 1146000 | DORSEY WRIGHT MO |
| FIRST TR EXCHANGE TRADED FD | 15468 | 1105189 | NASDAQ CYB ETF |
| ISHARES TR | 11558 | 1088278 | MSCI USA MIN VOL |
| SELECT SECTOR SPDR TR | 7333 | 1055758 | STATE STREET TEC |
| INVESCO EXCH TRADED FD TR | 12824 | 915890 | S&P500 LOW VOL |
| APPLE INC | 2840 | 772063 | COM |
| ISHARES TR | 3885 | 652394 | CORE S&P US GWT |
| ISHARES TR | 6500 | 649220 | CORE US AGGBD ET |
| THE ALGER ETF TRUST | 17424 | 629181 | AI ENABLERS ADOP |
| AB ACTIVE ETFS INC | 17100 | 614403 | SHORT DURATION H |
| AMAZON COM INC | 2593 | 598516 | COM |
| ISHARES TR | 4550 | 553326 | CORE HIGH DV ETF |
| NVIDIA CORPORATION | 2959 | 551854 | COM |
| VANGUARD BD INDEX FDS | 6593 | 519555 | SHORT TRM BOND |
| VANGUARD INDEX FDS | 726 | 455370 | S&P 500 ETF SHS |
| ISHARES TR | 2908 | 410435 | SELECT DIVID ETF |
| SELECT SECTOR SPDR TR | 8800 | 375672 | STATE STREET UTI |
| AB ACTIVE ETFS INC | 4475 | 347887 | US LARGE CAP STR |
| INVESCO EXCHANGE TRADED FD | 6485 | 334008 | DIVID ACHIEVEV |
| JPMORGAN CHASE & CO. | 1013 | 326409 | COM |
| SPDR GOLD TR | 768 | 304366 | GOLD SHS |
| MONDELEZ INTL INC | 5177 | 278678 | CL A |
| ISHARES TR | 2000 | 273460 | MSCI USA VALUE |
| SPDR S&P 500 ETF TR | 392 | 267313 | TR UNIT |
| WISDOMTREE TR | 3000 | 264240 | US LARGECAP DIVD |
| ALPHABET INC | 806 | 252278 | CAP STK CL A |
| AMERICAN EXPRESS CO | 681 | 251936 | COM |
| SPDR SERIES TRUST | 12461 | 237756 | STATE STRET SPDR |
| VANGUARD INDEX FDS | 688 | 230640 | TOTAL STK MKT |
| ISHARES TR | 4728 | 220041 | CORE UNIVRSL USD |
| META PLATFORMS INC | 323 | 213209 | CL A |
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