Holdings
PFG Private Wealth Management, LLC
As of Sep 30, 2026, PFG Private Wealth Management, LLC reported 63 positions worth US$225M. Largest: iShares Core S&P 500 ETF, Vanguard FTSE Developed Markets ETF and State Street SPDR Portfolio S&P 500 Growth ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| iShares Core S&P 500 ETF | 41,945 | US$32.1M | new | Sep 30, 2026 |
| Vanguard FTSE Developed Markets ETF | 342K | US$24.2M | new | Sep 30, 2026 |
| State Street SPDR Portfolio S&P 500 Growth ETF | 157K | US$19.3M | new | Sep 30, 2026 |
| Vanguard Morningstar Mega Cap Value ETF | 100K | US$16.2M | new | Sep 30, 2026 |
| iShares Floating Rate Bond ETF | 276K | US$14.1M | new | Sep 30, 2026 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 151K | US$13.8M | new | Sep 30, 2026 |
| Vanguard High Dividend Yield Index ETF | 82,604 | US$12.8M | new | Sep 30, 2026 |
| iShares iBonds Dec 2030 Term Corporate ETF | 596K | US$12.6M | new | Sep 30, 2026 |
| iShares iBonds Dec 2031 Term Corporate ETF | 615K | US$12.3M | new | Sep 30, 2026 |
| iShares iBonds Dec 2032 Term Corporate ETF | 511K | US$12.3M | new | Sep 30, 2026 |