Long-term investor

Pmg Wealth Management, Inc. @pmgwealthmanagementinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002052904).

Record

  • Tracked since 2025-06-30 (450 days), 28 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.6% · 1 year n/a · all -0.6%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 921908844 · 6.6% · long · since 2025-06-30
  • 46432F339 · 6.3% · long · since 2025-06-30
  • 33740F755 · 6.3% · long · since 2025-06-30
  • 464287101 · 6.1% · long · since 2025-06-30
  • 00039J509 · 5.9% · long · since 2026-03-31
  • 72201R833 · 5.5% · long · since 2025-06-30
  • 97717X669 · 5.0% · long · since 2025-06-30
  • 46137V357 · 5.0% · long · since 2025-06-30
  • 46137V233 · 4.8% · long · since 2025-06-30
  • 47804J107 · 4.6% · long · since 2025-06-30
  • 33741X102 · 4.3% · long · since 2026-03-31
  • 72201R585 · 3.6% · long · since 2026-03-31

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