PTM WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- North Wales, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 222,090
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 8/6/2026 | 62 | 222,090 | 13F-HR | PTM WEALTH MANAGEMENT, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
89
(0.0% of total reported value)
· QoQ Δ:
+89
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 63.85 K | 28.8% | 6.866 K | 0 | 6.866 K |
| ETFs | 158.1 K | 71.2% | 26.43 K | 0 | 26.43 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
222,090
Holdings
62
QoQ value change ($000)
33,389
(17.7%)
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.