PTM WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- North Wales, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 188,701
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/8/2026 | 56 | 188,701 | 13F-HR | PTM WEALTH MANAGEMENT, LLC |
| Q4 2025 | 1/9/2026 | 56 | 177,208 | 13F-HR | PTM WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/28/2025 | 54 | 167,547 | 13F-HR | PTM WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/8/2025 | 49 | 151,101 | 13F-HR | PTM WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 56.99 K | 30.2% | 0 | 113.4 K | -113.4 K |
| ETFs | 131.7 K | 69.8% | 124.8 K | 0 | 124.8 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
188,701
Holdings
56
QoQ value change ($000)
11,493
(6.5%)
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.