ADG Wealth Management Group, LLC
All 13F Filings
- Location
- Metairie, LA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 157,506
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 41 | 157,506 | 13F-HR | ADG Wealth Management Group, LLC |
| Q1 2026 | 4/21/2026 | 51 | 144,721 | 13F-HR | ADG Wealth Management Group, LLC |
| Q4 2025 | 1/15/2026 | 41 | 132,015 | 13F-HR | ADG Wealth Management Group, LLC |
| Q3 2025 | 10/14/2025 | 30 | 125,833 | 13F-HR | ADG Wealth Management Group, LLC |
| Q2 2025 | 8/5/2025 | 28 | 117,458 | 13F-HR | ADG Wealth Management Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.199 K | 3.9% | 468 | 0 | 468 |
| ETFs | 148.6 K | 94.4% | 10.21 K | 0 | 10.21 K |
| Debt | 2.694 K | 1.7% | 2.103 K | 0 | 2.103 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
157,506
Holdings
41
QoQ value change ($000)
12,785
(8.8%)
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.