PFG Private Wealth Management, LLC
All 13F Filings
- Location
- Lutz, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 236,108
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/15/2026 | 72 | 236,108 | 13F-HR | PFG Private Wealth Management, LLC |
| Q2 2026 | 7/23/2026 | 75 | 230,796 | 13F-HR | PFG Private Wealth Management, LLC |
| Q1 2026 | 5/14/2026 | 75 | 235,849 | 13F-HR | PFG Private Wealth Management, LLC |
| Q4 2025 | 1/15/2026 | 74 | 228,576 | 13F-HR | PFG Private Wealth Management, LLC |
| Q3 2025 | 11/6/2025 | 117 | 224,228 | 13F-HR | PFG Private Wealth Management, LLC |
| Q2 2025 | 8/11/2025 | 56 | 194,147 | 13F-HR | PFG Private Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 26.98 K | 11.4% | 1.162 K | 0 | 1.162 K |
| ETFs | 139.2 K | 58.9% | 14.04 K | 0 | 14.04 K |
| Debt | 69.97 K | 29.6% | 0 | 9.889 K | -9.889 K |
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Fund Snapshot
Q3 2026
Latest filed
10/15/2026
Total value ($000)
236,108
Holdings
72
QoQ value change ($000)
5,312
(2.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.