PMG Wealth Management, Inc.
All 13F Filings
- Location
- Hawthorn Woods, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 138,657
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 36.03 K | 26.2% | 0 | 66.81 K | -66.81 K |
| ETFs | 101.1 K | 73.5% | 69.38 K | 0 | 69.38 K |
| Debt | 359 | 0.3% | 0 | 161 | -161 |
| Other | 0 | 0.0% | 0 | 220 | -220 |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
138,657
Holdings
59
QoQ value change ($000)
2,205
(1.6%)
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.