PMG Wealth Management, Inc.
All 13F Filings
- Location
- Hawthorn Woods, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 161,708
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- 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 | 8/5/2026 | 61 | 161,708 | 13F-HR | PMG Wealth Management, Inc. |
| Q1 2026 | 4/17/2026 | 59 | 138,657 | 13F-HR | PMG Wealth Management, Inc. |
| Q4 2025 | 1/23/2026 | 56 | 136,452 | 13F-HR | PMG Wealth Management, Inc. |
| Q3 2025 | 10/31/2025 | 55 | 131,272 | 13F-HR | PMG Wealth Management, Inc. |
| Q2 2025 | 7/17/2025 | 53 | 121,171 | 13F-HR | PMG Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 28.01 K | 17.3% | 0 | 8.018 K | -8.018 K |
| ETFs | 133.3 K | 82.5% | 32.24 K | 0 | 32.24 K |
| Debt | 357 | 0.2% | 0 | 2 | -2 |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
161,708
Holdings
61
QoQ value change ($000)
23,051
(16.6%)
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.