Q4 2025 · 13F-HR
PFG Private Wealth Management, LLCholdings as filed
Filed 2026-01-15 · accession 0001799957-26-000001
$0
Reported value
0
Positions
2025-12-31
Period end
The Brief · PFG Private Wealth Management, LLC · Q4 2025
AI · grounded in 13F
PFG Private Wealth Management, LLC closed its position in VEA, reducing its holdings by $15.6M. The fund also exited positions in VUG and VTV, selling $14.1M and $11.0M respectively. In total, the fund reduced 117 positions and added no new holdings.
Holdings as filed
No holdings rows on file.
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.