DOSSIER · 13F-HR · Q2 2026

MLG Wealth Management DBA Pine Grove Financial Group

$990M in tracked AUM across 218 positions as of Q2 2026.

MW
CIK 0002149956 · last filed Jun 30, 2026
Total AUM
$990M
as of Q2 2026
Holdings
218
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

MLG Wealth Management DBA Pine Grove Financial Group filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$74M99K7.5%
02
VOO
VANGUARD INDEX FDS
$69M100K6.9%
03
IUSB
ISHARES TR
$54M1.2M5.5%
04
JCPB
J P MORGAN EXCHANGE TRADED F
$54M1.1M5.4%
05
FLCE
ADVISORS INNER CIRCLE FD II
$36M1.2M3.7%
06
FINT
ADVISORS INNER CIRCLE FD II
$32M890K3.2%
07
IVW
ISHARES TR
$28M205K2.9%
08
DYNF
BLACKROCK ETF TRUST
$28M409K2.8%
09
IVE
ISHARES TR
$24M106K2.4%
10
FGSM
ADVISORS INNER CIRCLE FD II
$24M680K2.4%

Filing history

2026Q2Jun 30
$990M 15.1%
218 positionsView →
2026Q1Mar 31
$860M 3.8%
189 positionsView →
2025Q4Dec 31
$829M
192 positionsView →