DOSSIER · 13F-HR · Q1 2026
PMG Wealth Management, Inc.
PMG Wealth's holding co. based in Greenwich, CT — $139M in tracked AUM across 59 positions as of Q1 2026.
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PMG Wealth·Greenwich, CT·Holding Co.
CIK 0002052904 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of PMG Wealth Management, Inc. SEC 13F Filing
Portfolio Overview
PMG Wealth Management, Inc. manages a portfolio with a total market value of approximately $136.45 million as of December 31, 2025. This represents a significant growth of +40.9% compared to the previous quarter's value of $96.86 million. The portfolio consists of 56 holdings, indicating a moderately diversified strategy with a strong preference for liquidity and broad market exposure rath...
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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