Viewing historical filing for 2026Q1. View latest →
DOSSIER · 13F-HR · Q1 2026

PTM WEALTH MANAGEMENT, LLC

$189M in tracked AUM across 56 positions as of Q1 2026.

PW
CIK 0002061027 · last filed Mar 31, 2026
Total AUM
$189M
as of Q1 2026
Holdings
56
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…