MLG Wealth Management DBA Pine Grove Financial Group
MLG Wealth Management DBA Pine Grove Financial Group reported 189 positions worth $860.4M as of March 31, 2026 (13F filed September 2, 2026). Largest holding: VOO (6.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $56.7M | 6.58% | 94,455 | — | — | |
| ▸ 2 | JCPB | SH | $49.1M | 5.71% | 1,041,186 | — | — | |
| ▸ 3 | IUSB | SH | $39.7M | 4.61% | 859,131 | — | — | |
| ▸ 4 | IVV | SH | $39.6M | 4.61% | 60,671 | — | — | |
| ▸ 5 | FLCE | SH | $30.5M | 3.54% | 1,114,501 | — | — | |
| ▸ 6 | FGSM | SH | $26.5M | 3.08% | 851,594 | — | — | |
| ▸ 7 | IVE | SH | $25.7M | 2.98% | 121,546 | — | — | |
| ▸ 8 | FINT | SH | $24.2M | 2.82% | 737,644 | — | — | |
| ▸ 9 | DYNF | SH | $23.2M | 2.70% | 398,501 | — | — | |
| ▸ 10 | IVW | SH | $23.1M | 2.69% | 204,257 | — | — |
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Frequently Asked Questions
What stocks does MLG Wealth Management DBA Pine Grove Financial Group hold as of Q1 2026?
MLG Wealth Management DBA Pine Grove Financial Group reported 189 positions worth $860.4M in its Q1 2026 13F filing. Largest positions: VOO (6.6%), JCPB (5.7%), IUSB (4.6%), IVV (4.6%) and FLCE (3.5%).
What did MLG Wealth Management DBA Pine Grove Financial Group buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MLG Wealth Management DBA Pine Grove Financial Group sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.