Portfolio (Quarterly) Guide ↗

PMG Wealth Management, Inc.

· CIK 0002052904

13F Portfolio $139M AUM 59 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 18 Added 22 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AXP	AMERICAN EXPRESS CO	Financial Services	681	$252K	0.18%	SOLD
2	IUSB	ISHARES TR	—	4,728	$220K	0.16%	SOLD
3	META	META PLATFORMS INC	Communication Services	323	$213K	0.16%	SOLD

Sector Allocation

Technology 55.0%

Financial Services 16.0%

Consumer Cyclical 12.6%

Consumer Defensive 6.5%

Communication Services 5.0%

Industrials 4.9%