PFG Investments, LLC holds a diversified book of 1191 stocks worth $2.1B as of Q1 2026 (disclosed Apr 27, 2026, a ~45-day 13F lag). This quarter they opened Ishares Russell Top 200 Grow and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the equity book. Cloning the disclosed picks since 2023 would be +64% (+16.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1973224/holdings"
Use Arkolith to show PFG Investments, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning PFG Investments, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
63% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as PFG Investments, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $652.4B |
| ROYAL BANK OF CANADA | 80 / 80 | $176.4B |
| LPL Financial LLC | 80 / 80 | $89.7B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $20.7B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $66.5B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $20.1B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $181.0B |
| UBS Group AG | 78 / 80 | $171.9B |
Ranked by how many of PFG Investments, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $133.9M | 527.6K | 6.2% | ▼−0.8% Reduced · −4K sh | |
| 2 | Nvidia Corporation COM | $73.3M | 420.1K | 3.4% | ▲+1.1% Added · +4K sh | |
| 3 | Tesla Inc COM | $50.9M | 137.0K | 2.4% | ▲~0% Added · +55 sh | |
| 4 | Microsoft Corp COM | $49.7M | 134.2K | 2.3% | ▲+4.6% Added · +6K sh | |
| 5 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $46.6M | 920.3K | 2.2% | ▼−2.1% Reduced · −20K sh | |
| 6 | Amazon Com Inc COM | $36.8M | 176.9K | 1.7% | ▲+2.6% Added · +4K sh | |
| 7 | Cornerstone Strategic Invest COM | $30.0M | 4.12M | 1.4% | ▲+38% Added · +1.1M sh | |
| 8 | State STR SPDR S&P 500 ETF T TR UNIT | $29.6M | 45.5K | 1.4% | ▲+1.1% Added · +511 sh | |
| 9 | Select Sector SPDR TR STATE STREET TEC | $27.1M | 203.7K | 1.3% | ▲+19% Added · +33K sh | |
| 10 | Pimco Dynamic Income FD SHS | $26.1M | 1.53M | 1.2% | ▲+5.0% Added · +73K sh | |
| 11 | Alphabet Inc CAP STK CL A | $25.7M | 89.3K | 1.2% | ▲+2.6% Added · +2K sh | |
| 12 | Johnson & Johnson COM | $25.7M | 105.0K | 1.2% | ▲+1.6% Added · +2K sh | |
| 13 | Meta Platforms Inc CL A | $24.6M | 43.0K | 1.1% | ▼−3.1% Reduced · −1K sh | |
| 14 | Exxon Mobil Corp COM | $24.2M | 142.8K | 1.1% | ▼−0.7% Reduced · −1K sh | |
| 15 | Invesco QQQ TR UNIT SER 1 | $22.5M | 39.0K | 1.0% | ▲+4.2% Added · +2K sh | |
| 16 | JPMorgan Chase & Co COM | $20.9M | 70.9K | 1.0% | ▲+4.0% Added · +3K sh | |
| 17 | Pimco ETF TR ENHANCD SHORT | $20.0M | 201.8K | 0.9% | ▲+2.0% Added · +4K sh | |
| 18 | Alphabet Inc CAP STK CL C | $18.9M | 66.0K | 0.9% | ▼−0.2% Reduced · −124 sh | |
| 19 | Costco Wholesale Corporation COM | $17.8M | 17.8K | 0.8% | ▼−0.5% Reduced · −84 sh | |
| 20 | Vaneck ETF Trust GREEN BOND ETF | $17.4M | 724.9K | 0.8% | ▼−1.7% Reduced · −12K sh | |
| 21 | Palantir Technologies Inc CL A | $16.3M | 111.3K | 0.8% | ▲+8.6% Added · +9K sh | |
| 22 | Sprott Asset Management LP PHYSICAL GOLD AN | $15.3M | 320.8K | 0.7% | ▼−2.9% Reduced · −9K sh | |
| 23 | SPDR Gold TR GOLD SHS | $14.7M | 34.1K | 0.7% | ▼−3.3% Reduced · −1K sh | |
| 24 | Cisco Sys Inc COM | $13.3M | 171.2K | 0.6% | ▲+3.8% Added · +6K sh | |
| 25 | Walmart Inc COM | $12.9M | 104.0K | 0.6% | ▼−6.5% Reduced · −7K sh | |
| 26 | Vanguard Index FDS S&P 500 ETF SHS | $12.4M | 20.7K | 0.6% | ▲+29% Added · +5K sh | |
| 27 | SPDR Series Trust STATE STREET SPD | $12.3M | 133.7K | 0.6% | ▲+20% Added · +22K sh | |
| 28 | Berkshire Hathaway Inc Del CL B NEW | $11.8M | 24.6K | 0.5% | ▲+3.3% Added · +780 sh | |
| 29 | Ishares TR ESG MSCI KLD 400 | $11.6M | 96.0K | 0.5% | ▲+2.7% Added · +3K sh | |
| 30 | Ea Series Trust STANCE SUSTAINAB | $11.4M | 425.7K | 0.5% | ▲+0.3% Added · +1K sh | |
| 31 | Verizon Communications Inc COM | $11.4M | 226.3K | 0.5% | ▼−11% Reduced · −27K sh | |
| 32 | Broadcom Inc COM | $10.7M | 34.7K | 0.5% | ▲+1.7% Added · +585 sh | |
| 33 | International Business Machs COM | $10.4M | 42.9K | 0.5% | ▼−1.9% Reduced · −836 sh | |
| 34 | Advanced Micro Devices Inc COM | $10.4M | 51.0K | 0.5% | ▲+14% Added · +6K sh | |
| 35 | Corning Inc COM | $10.4M | 76.3K | 0.5% | ▼−3.3% Reduced · −3K sh | |
| 36 | Vanguard Index FDS TOTAL STK MKT | $10.3M | 32.1K | 0.5% | ▼−9.9% Reduced · −4K sh | |
| 37 | Ishares TR CORE S&P TTL STK | $10.2M | 71.7K | 0.5% | ▲+6.5% Added · +4K sh | |
| 38 | Chevron Corporation COM | $10.1M | 48.6K | 0.5% | ▲+6.0% Added · +3K sh | |
| 39 | Pepsico Inc COM | $9.8M | 63.3K | 0.5% | ▼−12% Reduced · −9K sh | |
| 40 | Manager Directed Portfolios VERT GLB SUST RE | $9.5M | 919.2K | 0.4% | ▲+0.8% Added · +8K sh | |
| 41 | Ishares TR 0-3 MNTH TREASRY | $9.1M | 90.7K | 0.4% | ▲+59% Added · +34K sh | |
| 42 | Procter & Gamble Co COM | $9.0M | 62.2K | 0.4% | ▲+10% Added · +6K sh | |
| 43 | Nushares ETF TR NUVEEN ESG INTL | $8.9M | 246.7K | 0.4% | ▼−1.6% Reduced · −4K sh | |
| 44 | Eli Lilly & Co COM | $8.9M | 9.6K | 0.4% | ▲+12% Added · +1K sh | |
| 45 | Visa Inc COM CL A | $8.8M | 29.1K | 0.4% | ▼−3.0% Reduced · −901 sh | |
| 46 | Sprott Asset Management LP PHYSICAL GOLD TR | $8.7M | 245.6K | 0.4% | ▼−5.1% Reduced · −13K sh | |
| 47 | Netflix Inc. COM | $8.5M | 88.4K | 0.4% | ▲+6.8% Added · +6K sh | |
| 48 | Brookfield Renewable Corp CL A EX SUB VTG | $8.4M | 211.3K | 0.4% | ▼−0.5% Reduced · −1K sh | |
| 49 | Pfizer Inc COM | $8.3M | 297.4K | 0.4% | ▼−4.3% Reduced · −13K sh | |
| 50 | Ha Sustainable Infra Cap Inc COM | $8.2M | 223.6K | 0.4% | ▼−0.1% Reduced · −306 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 1,191 | $2.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 1,150 | $2.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 1,111 | $1.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 1,046 | $1.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 1,017 | $1.6B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 1,027 | $1.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 1,021 | $1.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 7, 2024 | 943 | $1.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 22, 2024 | 1,152 | $1.7B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 17, 2024 | 485 | $538.1M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 6, 2023 | 510 | $532.9M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 3, 2023 | 519 | $563.7M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 11, 2023 | 496 | $491.7M | 13F-HR |
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. The performance line is a simulation of the disclosed long book, not an audited return.