PMG Wealth Management, Inc. reported 61 holdings worth US$162M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
PMG Wealth Management, Inc. reported 61 holdings worth US$162M as of Jun 30, 2026. Largest: Microsoft Corp., Apple Inc and Amazon.com, Inc. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 61
- Value as reported
- US$162M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Microsoft Corp. | 3,141 | US$1.17M | 0.72% |
| Apple Inc | 3,203 | US$927K | 0.57% |
| Amazon.com, Inc. | 2,737 | US$652K | 0.40% |
| Nvidia Corporation | 2,910 | US$582K | 0.36% |
| Caterpillar, Inc. | 315 | US$335K | 0.21% |
| Mondelez International, Inc. | 5,152 | US$298K | 0.18% |
| Alphabet Inc (google) Class C | 789 | US$282K | 0.17% |
| Jp Morgan Chase & Co. | 825 | US$270K | 0.17% |
| American Express Company | 650 | US$220K | 0.14% |