Q2 2026 13F · SEC CIK 1973224

PFG Investments, LLC

Wealth managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.6B
Reported positions: 1,295
Top holdings a year, 3 yrs: +20.0%
Assets under management: $2.1B

PFG Investments, LLC is a wealth manager that reported 1,295 positions worth $2.6B in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were Apple Inc (AAPL, 5.9%), Nvidia Corporation (NVDA, 3.6%), Tesla Inc (TSLA, 2.2%). A portfolio copying its top holdings returned 20.0% a year over the last 3 years, against 20.4% for the S&P 500.

PFG Investments, LLC holdings largest 50 of 1,295 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

PFG Investments, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	5.9%	6.2%	529,075	+0.3%	$153.1M
NVDANvidia Corporation	3.6%	3.4%	469,347	+11.7%	$93.9M
TSLATesla Inc	2.2%	2.4%	136,636	-0.3%	$57.5M
MSFTMicrosoft Corp	2.0%	2.3%	139,114	+3.7%	$51.9M
AMZNAmazon Com Inc	1.8%	1.7%	194,482	+9.9%	$46.4M
JPSTJ P Morgan Exchange Traded F	1.8%	2.2%	912,435	-0.9%	$46.1M
XLKSelect Sector Spdr Tr	1.7%	1.3%	224,935	+10.4%	$42.9M
AMDAdvanced Micro Devices Inc	1.6%	0.5%	70,540	+38.3%	$41.0M
SPYState Str Spdr S&p 500 ETF T	1.4%	1.4%	47,482	+4.5%	$35.5M
CLMCornerstone Strategic Invest	1.3%	1.4%	4,492,919	+9.0%	$34.0M
GOOGLAlphabet Inc	1.2%	1.2%	87,842	-1.6%	$31.4M
QQQInvesco Qqq Tr	1.1%	1.0%	39,511	+1.3%	$29.1M
JNJJohnson & Johnson	1.0%	1.2%	101,254	-3.5%	$25.7M
METAMeta Platforms Inc	1.0%	1.1%	45,388	+5.6%	$25.6M
GOOGAlphabet Inc	1.0%	0.9%	70,800	+7.2%	$25.0M
AVGOBroadcom Inc	0.9%	0.5%	64,368	+85.4%	$24.3M
PDIPimco Dynamic Income Fd	0.9%	1.2%	1,438,078	-5.7%	$24.0M
JPMJpmorgan Chase & Co	0.9%	1.0%	72,804	+2.7%	$23.8M
GLWCorning Inc	0.9%	0.5%	89,563	+17.5%	$22.9M
EMNTPimco ETF Tr	0.8%	0.9%	211,780	+5.0%	$21.0M
MUMicron Technology Inc	0.8%	—	18,033	—	$20.8M
CSCOCisco Sys Inc	0.8%	0.6%	172,165	+0.5%	$20.2M
XOMExxon Mobil Corp	0.8%	1.1%	145,410	+1.8%	$19.9M
COSTCostco Wholesale Corporation	0.8%	0.8%	21,181	+18.9%	$19.8M
KLACKla Corp	0.7%	—	63,013	—	$19.0M
INTCIntel Corp	0.7%	—	128,621	—	$18.0M
GRNBVaneck ETF Trust	0.7%	0.8%	699,390	-3.5%	$16.9M
PLTRPalantir Technologies Inc	0.6%	0.8%	134,022	+20.4%	$15.6M
CHGXEa Series Trust	0.6%	0.5%	465,343	+9.3%	$15.5M
VOOVanguard Index Fds	0.6%	0.6%	20,966	+1.1%	$14.4M
DSIIshares Tr	0.5%	0.5%	97,760	+1.8%	$13.9M
IBMInternational Business Machs	0.5%	0.5%	48,519	+13.2%	$13.6M
LLYEli Lilly & Co	0.5%	0.4%	10,863	+12.6%	$13.0M
CEFSprott Asset Management LP	0.5%	0.7%	312,401	-2.6%	$12.6M
VTIVanguard Index Fds	0.5%	0.5%	33,851	+5.4%	$12.5M
GLDSpdr Gold Tr	0.5%	0.7%	33,960	-0.3%	$12.5M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	23,929	-2.8%	$12.0M
CATCaterpillar Inc	0.4%	—	10,845	—	$11.5M
WMTWalmart Inc	0.4%	0.6%	101,132	-2.8%	$11.5M
BILSpdr Series Trust	0.4%	0.6%	122,835	-8.1%	$11.3M
VZVerizon Communications Inc	0.4%	0.5%	264,391	+16.8%	$11.2M
ITOTIshares Tr	0.4%	0.5%	66,889	-6.7%	$11.0M
SGOVIshares Tr	0.4%	0.4%	105,259	+16.1%	$10.6M
VVisa Inc	0.4%	0.4%	30,358	+4.2%	$10.4M
VGSRManager Directed Portfolios	0.4%	0.4%	902,746	-1.8%	$10.3M
CRWVCoreweave Inc	0.4%	—	103,081	—	$10.3M
NUDMNushares ETF Tr	0.4%	0.4%	253,459	+2.7%	$10.1M
ORCLOracle Corp	0.4%	—	68,384	—	$10.0M
ABBVAbbvie Inc	0.4%	—	38,855	—	$9.8M
SMHVaneck ETF Trust	0.4%	—	14,780	—	$9.7M

What PFG Investments, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

AVGO Broadcom Inc+85.4% shares
AMD Advanced Micro Devices Inc+38.3% shares
PLTR Palantir Technologies Inc+20.4% shares
COST Costco Wholesale Corporation+18.9% shares
GLW Corning Inc+17.5% shares
VZ Verizon Communications Inc+16.8% shares
SGOV Ishares Tr+16.1% shares
IBM International Business Machs+13.2% shares

Reduced

Left the top 50

CVX Chevron Corporationwas 0.5%
PEP Pepsico Incwas 0.5%
PG Procter & Gamble Cowas 0.4%
PHYS Sprott Asset Management LPwas 0.4%
NFLX Netflix Inc.was 0.4%
BEPC Brookfield Renewable Corp Cl A Ex Sub Vtwas 0.4%
PFE Pfizer Incwas 0.4%
HASI Ha Sustainable Infra Cap Incwas 0.4%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.0% /yr; S&P 500 +20.1%
3 years: +20.0% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.6B	1,295
Q1 2026	$2.1B	1,191
Q4 2025	$2.1B	1,150
Q3 2025	$1.9B	1,111
Q2 2025	$1.7B	1,046
Q1 2025	$1.6B	1,017
Q4 2024	$1.6B	1,027
Q3 2024	$1.5B	1,020
Q2 2024	$1.4B	942
Q1 2024	$1.7B	1,041
Q4 2023	$538.1M	485
Q3 2023	$532.9M	510

Questions about PFG Investments, LLC's portfolio

What stocks does PFG Investments, LLC own?

PFG Investments, LLC's latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 1,295 positions worth $2.6B. The largest are Apple Inc (AAPL) at 5.9%, Nvidia Corporation (NVDA) at 3.6%, Tesla Inc (TSLA) at 2.2%, Microsoft Corp (MSFT) at 2.0% and Amazon Com Inc (AMZN) at 1.8%.

What did PFG Investments, LLC buy last quarter?

In Q2 2026, PFG Investments, LLC added Broadcom Inc (AVGO) (+85.4% shares), Advanced Micro Devices Inc (AMD) (+38.3% shares) and Palantir Technologies Inc (PLTR) (+20.4% shares), compared with its Q1 2026 filing.

What did PFG Investments, LLC sell last quarter?

In Q2 2026, PFG Investments, LLC cut from its top 50 Chevron Corporation (CVX), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Procter & Gamble Co (PG), cut from its top 50 Sprott Asset Management LP (PHYS), cut from its top 50 Netflix Inc. (NFLX), Spdr Series Trust (BIL) (-8.1% shares), Ishares Tr (ITOT) (-6.7% shares) and Pimco Dynamic Income Fd (PDI) (-5.7% shares), compared with its Q1 2026 filing.

How has PFG Investments, LLC's portfolio performed?

A portfolio copying PFG Investments, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.0% against +20.1%.

When is PFG Investments, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. PFG Investments, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does PFG Investments, LLC manage?

PFG Investments, LLC reported $2.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.6B.