Arkolith/Funds/PFG Advisors

PFG Advisors

CIK 1694435
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

PFG Advisors holds a diversified book of 791 stocks worth $2.0B as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Ish Intl Ctry Rot Act ETF and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 3% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
110
new positions
Added to
298
existing
Trimmed
390
reduced
Sold out
79
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
12%
Top 10 holdings
19%
Top 20 holdings
28%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

32% mapped to company sectors

ETF / fund or unclassified
68%
Information Technology
14%
Industrials
5%
Financials
4%
Consumer Discretionary
3%
Health Care
3%
Materials
1%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

791 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ TR
UNIT SER 1
$50.8M69.0K
2.6%
−0.6%
Reduced · −399 sh
2Vanguard Index FDS
GROWTH ETF
$49.2M571.6K
2.5%
+485%
Added · +474K sh
3Vanguard Index FDS
TOTAL STK MKT
$45.6M123.3K
2.3%
−18%
Reduced · −27K sh
4Apple Inc
COM
$43.0M148.5K
2.2%
−7.9%
Reduced · −13K sh
5SPDR Series Trust
ST STR P500ETF
$40.8M464.5K
2.1%
+6.4%
Added · +28K sh
6Nvidia Corporation
COM
$34.6M173.1K
1.7%
−2.3%
Reduced · −4K sh
7Fidelity Covington Trust
MSCI INFO TECH I
$29.4M102.9K
1.5%
+0.6%
Added · +580 sh
8Vanguard Index FDS
S&P 500 ETF SHS
$29.3M42.6K
1.5%
−1.9%
Reduced · −807 sh
9Vanguard Specialized Funds
DIV APP ETF
$27.3M115.5K
1.4%
−2.3%
Reduced · −3K sh
10Schwab Strategic TR
US DIVIDEND EQ
$26.0M820.4K
1.3%
−25%
Reduced · −278K sh
11Microsoft Corp
COM
$25.7M68.9K
1.3%
−5.7%
Reduced · −4K sh
12Vanguard Whitehall FDS
HIGH DIV YLD
$24.8M157.1K
1.3%
+15%
Added · +20K sh
13Vanguard Star FDS
VG TL INTL STK F
$21.7M254.3K
1.1%
+7.1%
Added · +17K sh
14Vanguard BD Index FDS
TOTAL BND MRKT
$20.0M271.9K
1.0%
+20%
Added · +46K sh
15Dimensional ETF Trust
US EQUI MARK ETF
$19.1M232.7K
1.0%
+1.0%
Added · +2K sh
16Ishares TR
CORE S&P500 ETF
$17.1M22.8K
0.9%
−9.6%
Reduced · −2K sh
17Broadcom Inc
COM
$16.2M42.9K
0.8%
+0.2%
Added · +81 sh
18Amazon Com Inc
COM
$14.6M61.1K
0.7%
−11%
Reduced · −8K sh
19Alphabet Inc
CAP STK CL C
$14.5M41.1K
0.7%
−7.2%
Reduced · −3K sh
20Costco Wholesale Corporation
COM
$13.8M14.8K
0.7%
+2.1%
Added · +301 sh
21Schwab Strategic TR
US LCAP GR ETF
$13.1M385.9K
0.7%
+0.1%
Added · +468 sh
22First TR Exchange Traded FD
RISNG DIVD ACHIV
$13.0M160.9K
0.7%
−12%
Reduced · −23K sh
23Schwab Strategic TR
US LRG CAP ETF
$12.9M437.2K
0.6%
+7.0%
Added · +29K sh
24State STR SPDR S&P 500 ETF T
TR UNIT
$12.7M17.0K
0.6%
−22%
Reduced · −5K sh
25Vaneck ETF Trust
SEMICONDUCTR ETF
$12.6M19.2K
0.6%
−5.6%
Reduced · −1K sh
26Kla Corp
COM NEW
$11.9M39.4K
0.6%
+762%
Added · +35K sh
27Caterpillar Inc
COM
$11.8M11.1K
0.6%
−8.0%
Reduced · −956 sh
28Dimensional ETF Trust
US COR EQU 2 ETF
$11.7M264.8K
0.6%
+0.6%
Added · +2K sh
29Fidelity Merrimack STR TR
TOTAL BD ETF
$11.6M254.4K
0.6%
−4.4%
Reduced · −12K sh
30Ishares TR
0-3 MTH TREASURY
$11.4M113.2K
0.6%
−33%
Reduced · −56K sh
31Berkshire Hathaway Inc Del
CL B NEW
$11.2M22.4K
0.6%
−8.6%
Reduced · −2K sh
32Vanguard Mun BD FDS
TAX EXEMPT BD
$11.0M217.7K
0.6%
+5.2%
Added · +11K sh
33SPDR Series Trust
ST LONG BD ETF
$10.9M484.7K
0.5%
+13%
Added · +57K sh
34Ishares TR
CORE UNIVRSL USD
$10.8M233.6K
0.5%
−42%
Reduced · −169K sh
35Vanguard Index FDS
VALUE ETF
$10.8M49.3K
0.5%
−4.5%
Reduced · −2K sh
36Capital Group Dividend Value
SHS CREAT UNIT
$10.4M210.8K
0.5%
+9.1%
Added · +17K sh
37Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$10.3M219.4K
0.5%
+2.1%
Added · +4K sh
38JPMorgan Chase & Co
COM
$10.2M31.2K
0.5%
−15%
Reduced · −6K sh
39Alphabet Inc
CAP STK CL A
$9.7M27.0K
0.5%
−3.8%
Reduced · −1K sh
40Vanguard Intl Equity Index F
ALLWRLD EX US
$9.4M112.4K
0.5%
+7.4%
Added · +8K sh
41Ishares TR
CORE US AGGBD ET
$9.4M94.9K
0.5%
−18%
Reduced · −22K sh
42Ishares TR
ISHARES SEMICDTR
$9.3M14.5K
0.5%
−34%
Reduced · −8K sh
43Pimco ETF TR
MULTISECTOR BD
$8.9M337.2K
0.5%
+13%
Added · +38K sh
44BlackRock ETF Trust
ISHARES US EQUIT
$8.9M130.1K
0.4%
−0.9%
Reduced · −1K sh
45Ishares TR
3 7 YR TREAS BD
$8.8M75.2K
0.4%
−49%
Reduced · −73K sh
46Ishares TR
7-10 YR TRSY BD
$8.4M88.9K
0.4%
+12%
Added · +9K sh
47Pacer FDS TR
TRENDP US LAR CP
$8.3M142.3K
0.4%
+8.2%
Added · +11K sh
48Ge Vernova Inc
COM
$8.3M7.1K
0.4%
+22%
Added · +1K sh
49Wells Fargo & Co
COM
$8.2M99.8K
0.4%
−16%
Reduced · −19K sh
50Invesco Exch TRD SLF Idx FD
RAFI STRATGIC US
$8.1M124.3K
0.4%
+9.6%
Added · +11K sh
Showing 50 of 791 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 2026791$2.0B13F-HR
Q1 2026Mar 31, 2026May 5, 2026788$2.1B13F-HR
Q4 2025Dec 31, 2025Jan 27, 2026767$2.1B13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025812$2.4B13F-HR
Q2 2025Jun 30, 2025Aug 7, 2025623$2.2B13F-HR
Q1 2025Mar 31, 2025May 6, 2025695$1.8B13F-HR
Q4 2024Dec 31, 2024Feb 7, 2025689$1.6B13F-HR
Q3 2024Sep 30, 2024Oct 15, 2024691$1.6B13F-HR
Q2 2024Jun 30, 2024Aug 8, 2024666$1.5B13F-HR
Q1 2024Mar 31, 2024May 7, 2024641$1.4B13F-HR
Q4 2023Dec 31, 2023Jan 19, 2024610$1.2B13F-HR
Q3 2023Sep 30, 2023Oct 13, 2023594$1.1B13F-HR
Q2 2023Jun 30, 2023Jul 20, 2023670$1.3B13F-HR
Q1 2023Mar 31, 2023Apr 21, 2023637$1.2B13F-HR
Q4 2022Dec 31, 2022Jan 30, 2023564$1.0B13F-HR
Q3 2022Sep 30, 2022Oct 14, 2022516$875.1M13F-HR
Q2 2022Jun 30, 2022Jul 13, 2022394$884.0M13F-HR
Q1 2022Mar 31, 2022Apr 19, 2022412$1.0B13F-HR
Q4 2021Dec 31, 2021Jan 21, 2022525$1.0B13F-HR
Q3 2021Sep 30, 2021Nov 5, 2021503$904.2M13F-HR
Q2 2021Jun 30, 2021Jul 28, 2021480$874.4M13F-HR
Q1 2021Mar 31, 2021Apr 27, 2021459$780.3M13F-HR
Q4 2020Dec 31, 2020Jan 26, 2021374$590.6M13F-HR
Q3 2020Sep 30, 2020Oct 13, 2020356$520.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.