DOSSIER · 13F-HR · Q3 2026

MLG Wealth Management DBA Pine Grove Financial Group

$1.0B in tracked AUM across 224 positions as of Q3 2026.

MW
CIK 0002149956 · last filed Sep 30, 2026
Total AUM
$1.0B
as of Q3 2026
Holdings
224
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

MLG Wealth Management DBA Pine Grove Financial Group filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$81M106K7.9%
02
VOO
VANGUARD INDEX FDS
$78M112K7.6%
03
IUSB
ISHARES TR
$72M1.6M6.9%
04
JCPB
J P MORGAN EXCHANGE TRADED F
$54M1.2M5.2%
05
FLCE
ADVISORS INNER CIRCLE FD II
$36M1.2M3.5%
06
FINT
ADVISORS INNER CIRCLE FD II
$33M916K3.2%
07
IVW
ISHARES TR
$31M218K3.0%
08
DYNF
BLACKROCK ETF TRUST
$30M432K2.9%
09
IVE
ISHARES TR
$25M110K2.4%
10
DFAC
DIMENSIONAL ETF TRUST
$22M502K2.2%

Filing history

2026Q3Sep 30
$1.0B▲ 4.3%
224 positionsView →
2026Q2Jun 30
$990M▲ 15.1%
218 positionsView →
2026Q1Mar 31
$860M▲ 3.8%
189 positionsView →
2025Q4Dec 31
$829M—
192 positionsView →