StockDriftsStockDriftsTop 50 Mlg Wealth Management Dba Pine Grove Financial Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 7.49% | 98.9K | $74.2M | new | $681.71(+12.65%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 6.93% | 99.7K | $68.6M | new | $619.92(+13.33%) | 2026-06-30 | |
| IUSB | ISHARES TR | 5.49% | 1.18M | $54.3M | new | $46.48(-3.64%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 5.42% | 1.14M | $53.6M | new | $47.38(-4.02%) | 2026-06-30 | |
| FLCE | ADVISORS INNER CIRCLE FD II | 3.66% | 1.16M | $36.3M | new | $28.30(+12.00%) | 2026-06-30 | |
| FINT | ADVISORS INNER CIRCLE FD II | 3.23% | 890.0K | $32.0M | new | $31.56(+16.94%) | 2026-06-30 | |
| IVW | ISHARES TR | 2.85% | 205.3K | $28.3M | new | $121.75(+14.42%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.81% | 409.3K | $27.9M | new | $60.06(+16.16%) | 2026-06-30 | |
| IVE | ISHARES TR | 2.42% | 105.6K | $24.0M | new | $209.29(+12.44%) | 2026-06-30 | |
| FGSM | ADVISORS INNER CIRCLE FD II | 2.4% | 680.4K | $23.7M | new | $29.69(+18.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.08% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.99% |
Mlg Wealth Management Dba Pine Grove Financial Group reports $990.20M in US-listed equity holdings across 218 positions in its most recent 13F filing. Its largest disclosed positions are IVV (7.5%), VOO (6.9%) and IUSB (5.5%). The top 20 holdings account for 60.36% of reported assets. Its disclosed equity book has returned +7.08% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Mlg Wealth Management Dba Pine Grove Financial Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2149956). View Mlg Wealth Management Dba Pine Grove Financial Group’s 13F filings on SEC