StockDriftsStockDriftsTop 50 Pfg Private Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.61% | 41.9K | $32.1M | +3.38%(+1.37K) | $471.93(+63.16%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.24% | 342.3K | $24.2M | +0.78%(+2.66K) | $52.08(+33.17%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 8.18% | 156.8K | $19.3M | -23.95%(-49.38K) | $102.10(+18.84%) | 2026-09-30 | |
| MGV | VANGUARD WORLD FD | 6.84% | 100.3K | $16.2M | +51.97%(+34.29K) | $135.22(+22.02%) | 2026-09-30 | |
| FLOT | ISHARES TR | 5.98% | 276.3K | $14.1M | new | $51.05(-0.13%) | 2026-09-30 | |
| BIL | SPDR SERIES TRUST | 5.86% | 151.0K | $13.8M | new | $91.67(-0.11%) | 2026-09-30 | |
| VYM | VANGUARD WHITEHALL FDS | 5.43% | 82.6K | $12.8M | +0.76%(+621) | $137.07(+16.33%) | 2026-09-30 | |
| IBDV | ISHARES TR | 5.33% | 595.8K | $12.6M | +4.53%(+25.84K) | $21.64(-2.07%) | 2026-09-30 | |
| IBDW | ISHARES TR | 5.23% | 615.4K | $12.3M | +6.29%(+36.45K) | $20.65(-2.60%) | 2026-09-30 | |
| IBDX | ISHARES TR | 5.21% | 510.6K | $12.3M | +0.67%(+3.42K) | $24.92(-3.06%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.35% | +38.07% | +4.97% | +27.46% |
| Top 20 Holdings Unweighted | +12.00% | +40.48% | +5.44% | +30.33% |
Pfg Private Wealth Management LLC reports $236.11M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are IVV (13.6%), VEA (10.2%) and SPYG (8.2%). The top 20 holdings account for 86.81% of reported assets. Its disclosed equity book has returned +38.07% on a three-year cumulative basis. 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 Pfg Private Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1799957). View Pfg Private Wealth Management LLC’s 13F filings on SEC