DOSSIER · 13F-HR · Q1 2026
PFG Private Wealth Management, LLC
PFG Private Wealth's asset manager based in New York, NY — $236M in tracked AUM across 75 positions as of Q1 2026.
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PFG Private Wealth·New York, NY·Asset Manager
CIK 0001799957 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
PFG Private Wealth Management, LLC reported a significant expansion in assets under management for the quarter ending December 31, 2025, with the total portfolio value surging by 127.8% from approximately $100.36M to $228.58M. This substantial growth indicates a likely influx of new client capital rather than mere market appreciation, given the magnitude of the increase.
The portfolio consists of 74 holdings, displaying a high degree of diversification. Th...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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