Fund HoldingsPMG Wealth Management, Inc.

Total Portfolio Value
$161.71M
Total Bought
$42.30M
Total Sold
$22.16M
Net Transaction
+$20.14M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0279,745+279,745010,2196.32%+10,219
WISDOMTREE TR(WT)043,832+43,83204,4592.76%+4,459
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
70,316160,196+89,8802,7736,9114.27%+4,138
AB ACTIVE ETFS INC
DISRUPTORS ETF
60,46964,371+3,9026,5659,5355.90%+2,970
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
010,137+10,13701,5380.95%+1,538
ISHARES TR
MSCI USA QLT FCT
45,96046,796+8368,81610,2686.35%+1,453
ISHARES TR26,69027,139+4498,4899,9296.14%+1,440
JOHN HANCOCK EXCHANGE TRADED
MLTFCTR LRG CAP
78,07783,677+5,6006,1117,4624.61%+1,351
SPDR SERIES TRUST
ST STR P500GRW
011,320+11,32001,3470.83%+1,347
SELECT SECTOR SPDR TR
ST STR TECHN ETF
06,809+6,80901,2970.80%+1,297
VANGUARD SPECIALIZED FUNDS44,42045,232+8129,55310,7036.62%+1,150
ISHARES TR
MSCI USA MIN ETF
011,513+11,51301,1110.69%+1,111
AB ACTIVE ETFS INC
TAX AW INTER ETF
043,350+43,35001,1100.69%+1,110
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
37,00337,920+9177,1028,0684.99%+967
GLOBAL X FDS
US INFR DEV ETF
95,38798,567+3,1804,8475,8083.59%+961
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
126,338125,829-5096,8927,7054.76%+813
WISDOMTREE TR(WT)84,53785,269+7327,4268,1535.04%+728
SPDR SERIES TRUST
ST STR P500VAL
011,068+11,06806730.42%+673
PIMCO ETF TR
ENHAN SHRT MA AC
83,40088,999+5,5998,3598,9435.53%+584
AB ACTIVE ETFS INC
SHOR DU YIEL ETF
014,700+14,70005230.32%+523
ISHARES TR4,6944,756+623,0663,5622.20%+496
PIMCO ETF TR
MULTISECTOR BD
205,848221,881+16,0335,3695,8533.62%+485
SELECT SECTOR SPDR TR
ST STR UTIL ETF
08,800+8,80003990.25%+399
AB ACTIVE ETFS INC
US LA CAP ST ETF
04,475+4,47503740.23%+374
PRINCIPAL EXCHANGE TRADED FD
US MEGA CP ETF
32,93133,505+5742,1132,4791.53%+366
PACER FDS TR
US CASH COWS 100
04,518+4,51802810.17%+281
THE ALGER ETF TRUST17,33718,529+1,1925738460.52%+273
AB ACTIVE ETFS INC
ULTRA SHORT INCM
93,71098,583+4,8734,7154,9473.06%+232
SPDR SERIES TRUST
ST STR CONV ETF
02,100+2,10002260.14%+226
AMERICAN EXPRESS CO(AXP)0650+65002200.14%+220
ISHARES TR
MSCI INTL VLU FT
95,71396,055+3423,7984,0172.48%+219
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
16,61916,61901,1351,3470.83%+212
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
05,350+5,35002100.13%+210
VANGUARD INDEX FDS1,8761,950+746027220.45%+120
PROSHARES TR
S&P MDCP 400 DIV
21,28921,390+1011,8401,9591.21%+119
ISHARES TR
MSCI USA VALUE
2,0002,00002844000.25%+115
CATERPILLAR INC(CAT)31531502233350.21%+112
APPLE INC(AAPL)3,2183,203-158179270.57%+110
ISHARES TR3,8293,696-1335946950.43%+101
AMAZON COM INC(AMZN)2,7452,737-85726520.40%+81
STATE STR SPDR S&P 500 ETF T(SPY)362420+582353140.19%+78
FIRST TR EXCHANGE-TRADED FD
SHS
15,69916,899+1,2007388140.50%+76
NVIDIA CORPORATION(NVDA)2,9552,910-455155820.36%+67
VANGUARD INDEX FDS892860-325335910.37%+58
ALPHABET INC(GOOG)783789+62252820.17%+57
INVESCO EXCHANGE TRADED FD T
DIVID ACHIEVEV
6,4856,48503313600.22%+28
JPMORGAN CHASE & CO(JPM)82582502432700.17%+27
INVESCO EXCH TRADED FD TR II12,82412,82409389610.59%+23
WISDOMTREE TR(WT)3,0003,00002682890.18%+21
ISHARES TR3,3603,36005095250.32%+16
WISDOMTREE TR(WT)1,9501,95002132220.14%+9
MICROSOFT CORP(MSFT)3,1443,141-31,1641,1720.72%+8
ISHARES TR
CORE HIGH DV ETF
4,44022,200+17,7606036090.38%+6
ISHARES TR
CORE MSCI EAFE
7,2266,831-3956546600.41%+6
MONDELEZ INTL INC(MDLZ)5,1525,15202972980.18%+1
ISHARES TR6,5006,50006436430.40%0
VANGUARD BD INDEX FDS4,5934,59303593570.22%-2
SPDR SERIES TRUST
STATE STRET SPDR
10,42610,42601991960.12%-4
SPDR GOLD TR(GLD)57557502472120.13%-36
FIRST TR EXCHANGE-TRADED FD81,86984,453+2,5844,1594,1092.54%-49
ISHARES TR25,44724,828-6192,0952,0331.26%-62
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
7,8500-7,8503110-311
AB ACTIVE ETFS INC
US LA CAP ST ETF
4,4750-4,4753290-329
SELECT SECTOR SPDR TR
ST STR UTIL ETF
8,8000-8,8004040-404
AB ACTIVE ETFS INC
TAX AW INTER ETF
18,5500-18,5504680-468
AB ACTIVE ETFS INC
SHOR DU YIEL ETF
15,5000-15,5005480-548
SPDR SERIES TRUST
ST STR P500VAL
11,0680-11,0686260-626
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
12,6460-12,6467930-793
SELECT SECTOR SPDR TR
ST STR TECHN ETF
6,9090-6,9099180-918
ISHARES TR
MSCI USA MIN ETF
11,5130-11,5131,0680-1,068
SPDR SERIES TRUST
ST STR P500GRW
11,3700-11,3701,1130-1,113
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
9,7050-9,7051,1720-1,172
WISDOMTREE TR(WT)40,1620-40,1623,8050-3,805
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
275,5520-275,5529,3050-9,305
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