§ 13F · FUND PROFILE
PMG Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $121.2T (13F)Positions · 53Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$881.5B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | XLG | INVESCO EXCHANGE TRADED FD | 232K | $13.7T | 10.1% | ±0% |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | 44K | $9.6T | 7.1% | +2% |
| 3 | OEF | ISHARES TR | 27K | $9.3T | 6.8% | +2% |
| 4 | BUFR | FIRST TR EXCHNG TRADED FD | 267K | $9.1T | 6.7% | +4% |
| 5 | QUAL | ISHARES TR | 43K | $8.6T | 6.3% | +1% |
| 6 | MINT | PIMCO ETF TR | 80K | $8.1T | 5.9% | +5% |
| 7 | DGRW | WISDOMTREE TR | 84K | $7.5T | 5.5% | +6% |
| 8 | RSP | INVESCO EXCHANGE TRADED FD | 35K | $6.7T | 4.9% | +9% |
| 9 | TOTL | SSGA ACTIVE ETF TR | 119K | $4.8T | 3.5% | ±0% |
| 10 | IEFA | ISHARES TR | 51K | $4.6T | 3.4% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PMG SIGNAL
AC read
PMG Wealth Management, Inc. is a Other fund managing $121171.3 trillion in assets. The fund runs a portfolio of 53 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed