PMG Wealth Management, Inc.: 13F holdings

CIK 20529042026Q2

Positions61
Reported value$161.7m
Filed2026-08-05

Top 10 holdings

SecuritySharesValueWeight
VIG VANGUARD SPECIALIZED FUNDS45,232$10.7m6.6%
QUAL ISHARES TR46,796$10.3m6.3%
BUFR FIRST TR EXCHNG TRADED FD VI279,745$10.2m6.3%
VTI ISHARES TR27,139$9.9m6.1%
AB ACTIVE ETFS INC64,371$9.5m5.9%
MINT PIMCO ETF TR88,999$8.9m5.5%
DGRW WISDOMTREE TR85,269$8.2m5.0%
RSP INVESCO EXCHANGE TRADED FD T37,920$8.1m5.0%
XLG INVESCO EXCHANGE TRADED FD T125,829$7.7m4.8%
SPYM JOHN HANCOCK EXCHANGE TRADED83,677$7.5m4.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2052904")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples