PFG Investments, LLC

All 13F Filings

Location
Woodbury, NY
Most recent 13F
Q2 2026
Holdings value ($000)
2,581,752
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 7/23/2026 1,295 2,581,752 13F-HR PFG Investments, LLC
Q1 2026 4/27/2026 1,191 2,146,499 13F-HR PFG Investments, LLC
Q4 2025 1/26/2026 1,150 2,122,564 13F-HR PFG Investments, LLC
Q3 2025 10/31/2025 1,111 1,926,139 13F-HR PFG Investments, LLC
Q2 2025 7/18/2025 1,046 1,705,479 13F-HR PFG Investments, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.799 M 69.7% 295 K 0 295 K
ETFs 760.2 K 29.5% 142.4 K 0 142.4 K
Debt 20.17 K 0.8% 0 708 -708
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Fund Snapshot

Q2 2026
Latest filed
7/23/2026
Total value ($000)
2,581,752
Holdings
1295
QoQ value change ($000)
435,253 (20.3%)
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.