DOSSIER · 13F-HR · Q4 2025

MLG Wealth Management DBA Pine Grove Financial Group

$829M in tracked AUM across 192 positions as of Q4 2025.

MW
CIK 0002149956 · last filed Dec 31, 2025
Total AUM
$829M
as of Q4 2025
Holdings
192
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

MLG Wealth Management DBA Pine Grove Financial Group filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
VOO
VANGUARD S&P 500 ETF
$54M86K6.5%
02
JCPB
JPMORGAN CORE PLUS BOND ETF
$42M896K5.1%
03
IUSB
ISHARES CORE UNIVERSAL USD BOND ETF
$38M807K4.5%
04
IVV
ISHARES CORE S&P 500 ETF
$32M47K3.9%
05
FLCE
FRONTIER ASSET US LRG CAP EQY ETF
$28M990K3.4%
06
FGSM
FRONTIER ASST GLBL SML CP EQY ETF
$28M927K3.4%
07
IVE
ISHARES S&P 500 VALUE ETF
$28M130K3.3%
08
DYNF
ISHS US EQTY FACTR ROTATN ACT ETF
$27M446K3.3%
09
IVW
ISHARES S&P 500 GROWTH ETF
$24M191K2.8%
10
FINT
FRONTIER ASSET TOTAL INT EQY ETF
$23M727K2.8%

Filing history

2025Q4Dec 31
$829M
192 positionsView →