StockDriftsStockDriftsTop 50 Mlg Wealth Management Dba Pine Grove Financial Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 7.89% | 106.4K | $81.5M | +7.58%(+7.50K) | $687.04(+12.08%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 7.58% | 111.7K | $78.3M | +12.09%(+12.05K) | $631.36(+11.60%) | 2026-09-30 | |
| IUSB | ISHARES TR | 6.94% | 1.62M | $71.6M | +38.05%(+447.85K) | $46.11(-3.87%) | 2026-09-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 5.21% | 1.20M | $53.8M | +5.40%(+61.57K) | $47.30(-4.88%) | 2026-09-30 | |
| FLCE | ADVISORS INNER CIRCLE FD II | 3.52% | 1.15M | $36.4M | -0.89%(-10.39K) | $28.30(+12.64%) | 2026-09-30 | |
| FINT | ADVISORS INNER CIRCLE FD II | 3.2% | 916.0K | $33.0M | +2.92%(+26.00K) | $31.68(+12.91%) | 2026-09-30 | |
| IVW | ISHARES TR | 3% | 217.7K | $31.0M | +6.08%(+12.47K) | $122.79(+14.19%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.89% | 431.6K | $29.9M | +5.46%(+22.34K) | $60.51(+13.97%) | 2026-09-30 | |
| IVE | ISHARES TR | 2.44% | 110.5K | $25.2M | +4.65%(+4.91K) | $210.11(+11.92%) | 2026-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.16% | 502.0K | $22.3M | -2.08%(-10.65K) | $39.08(+14.82%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.17% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.39% |
Mlg Wealth Management Dba Pine Grove Financial Group reports $1.03B in US-listed equity holdings across 224 positions in its most recent 13F filing. Its largest disclosed positions are IVV (7.9%), VOO (7.6%) and IUSB (6.9%). The top 20 holdings account for 61.24% of reported assets. Its disclosed equity book has returned +6.17% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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