MLG Wealth Management DBA Pine Grove Financial Group
All 13F Filings
- Location
- Woodbury, MN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,032,825
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 224 | 1,032,825 | 13F-HR | MLG Wealth Management DBA Pine Grove Financial Group |
| Q2 2026 | 9/2/2026 | 218 | 990,199 | 13F-HR | MLG Wealth Management DBA Pine Grove Financial Group |
| Q1 2026 | 9/2/2026 | 189 | 860,399 | 13F-HR | MLG Wealth Management DBA Pine Grove Financial Group |
| Q4 2025 | 8/25/2026 | 192 | 828,801 | 13F-HR | MLG Wealth Management DBA Pine Grove Financial Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 91.13 K | 8.8% | 6.724 K | 0 | 6.724 K |
| ETFs | 937 K | 90.7% | 36.44 K | 0 | 36.44 K |
| Debt | 4.75 K | 0.5% | 0 | 532 | -532 |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
1,032,825
Holdings
224
QoQ value change ($000)
42,626
(4.3%)
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.