DOSSIER · 13F-HR · Q2 2026
ADG Wealth Management Group, LLC
$158M in tracked AUM across 41 positions as of Q2 2026.
AW
CIK 0002053824 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of ADG Wealth Management Group, LLC (SEC 13F)
1. Portfolio Overview
ADG Wealth Management Group, LLC has reported a significant expansion in assets under management, with the total portfolio value growing by 123.8% from approximately $58.99 million to $132.01 million between Q3 2025 and Q4 2025. This dramatic increase suggests a substantial influx of new client capital rather than merely market appreciation, as the broad market would need to double in a single quart...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.