PFG Private Wealth Management, LLC
Annual return '25
+11.4%
SPY '25
+17.7%
Alpha
-6.3ptsvs SPY
Invested
$586.4M
Holdings
74
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Sold 42.4% (1.1k → 662 shares)
12.9%
02
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Exited (was 44.2k shares)
10.6%
03
$SPYG
SPDR SERIES TRUST
Held since at least Q1 2024
10.0%
04
$IBDX
ISHARES TR
Held since at least Q1 2024
5.9%
05
$IBDZ
ISHARES TR
Held since at least Q1 2024
5.9%
06
$VYM
VANGUARD WHITEHALL FDS
Held since at least Q1 2024
5.8%
07
$IBDV
ISHARES TR
Held since at least Q1 2024
5.8%
08
$IBDW
ISHARES TR
Held since at least Q1 2024
5.6%
09
$IBTO
ISHARES TR
Held since at least Q1 2024
5.4%
10
$MGV
VANGUARD WORLD FD
Held since at least Q1 2024
4.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:13 UTC.