Arkolith/Funds/PFG Investments, LLC

PFG Investments, LLC

CIK 1973224
Holdings as of Mar 31, 2026·disclosed Apr 27, 2026·~27-day 13F lag·One quarter behind·13F-HR
Inactive

PFG Investments, LLC holds a diversified book of 1191 reported positions worth $2.1B as of Q1 2026 (disclosed Apr 27, 2026, a ~27-day 13F lag). This quarter Nervgen Pharma Corp first appears in 13F filings, a listing rather than a purchase; they opened Ishares Russell Top 200 Grow and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the reported non-option book. Cloning the disclosed picks since 2023 would be +68% (+16.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
130
bought for the first time
+127 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Added to
578
already held, bought more
+575 more · largest first
Sold out
81
exited the position entirely
+78 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+68.4%
+16.9%/yr · since May '23
Their reported book
+65.6%
held from quarter-end
S&P 500
+92.7%
same window
$10K$12K$15K$17K$19KMay '23Jan '24Sep '24May '25Jan '26Sep '26
PFG Investments, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.7 points over this window.

Growth of $10,000 cloning PFG Investments, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~27 days for the latest filing, with 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.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
17%
Top 10 holdings
23%
Top 20 holdings
34%

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

Where the money is, by sector

63% mapped to company sectors

ETFs / funds
35%
Information Technology
22%
Financials
9%
Consumer Discretionary
8%
Industrials
5%
Health Care
5%
Utilities
4%
Energy
3%

+5 sectors below the cut, 10% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as PFG Investments, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Prospect Hill Management, LLC10 / 80$246.6M
Hoffman, Alan N Investment Management9 / 80$161.9M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Marest Capital, LLC16 / 80$180.3M
Draper Asset Management, LLC11 / 80$177.4M
Ebert Capital Management Inc.17 / 80$94.4M
9823 Capital, L.P.10 / 80$128.5M

Ranked by the share of each fund's own book sitting in the names it shares with PFG Investments, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

1,191 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$133.9M527.6K
6.2%
−0.8%
Reduced · −4K sh
2Nvidia Corporation
COM
$73.3M420.1K
3.4%
+1.1%
Added · +4K sh
3Tesla Inc
COM
$50.9M137.0K
2.4%
~0%
Added · +55 sh
4Microsoft Corp
COM
$49.7M134.2K
2.3%
+4.6%
Added · +6K sh
5J P Morgan Exchange Traded F
ULTRA SHRT ETF
$46.6M920.3K
2.2%
−2.1%
Reduced · −20K sh
6Amazon Com Inc
COM
$36.8M176.9K
1.7%
+2.6%
Added · +4K sh
7Cornerstone Strategic Invest
COM
$30.0M4.12M
1.4%
+38%
Added · +1.1M sh
8State STR SPDR S&P 500 ETF T
TR UNIT
$29.6M45.5K
1.4%
+1.1%
Added · +511 sh
9Select Sector SPDR TR
STATE STREET TEC
$27.1M203.7K
1.3%
+19%
Added · +33K sh
10Pimco Dynamic Income FD
SHS
$26.1M1.53M
1.2%
+5.0%
Added · +73K sh
11Alphabet Inc
CAP STK CL A
$25.7M89.3K
1.2%
+2.6%
Added · +2K sh
12Johnson & Johnson
COM
$25.7M105.0K
1.2%
+1.6%
Added · +2K sh
13Meta Platforms Inc
CL A
$24.6M43.0K
1.1%
−3.1%
Reduced · −1K sh
14Exxon Mobil Corp
COM
$24.2M142.8K
1.1%
−0.7%
Reduced · −1K sh
15Invesco QQQ TR
UNIT SER 1
$22.5M39.0K
1.0%
+4.2%
Added · +2K sh
16JPMorgan Chase & Co
COM
$20.9M70.9K
1.0%
+4.0%
Added · +3K sh
17Pimco ETF TR
ENHANCD SHORT
$20.0M201.8K
0.9%
+2.0%
Added · +4K sh
18Alphabet Inc
CAP STK CL C
$18.9M66.0K
0.9%
−0.2%
Reduced · −124 sh
19Costco Wholesale Corporation
COM
$17.8M17.8K
0.8%
−0.5%
Reduced · −84 sh
20Vaneck ETF Trust
GREEN BOND ETF
$17.4M724.9K
0.8%
−1.7%
Reduced · −12K sh
21Palantir Technologies Inc
CL A
$16.3M111.3K
0.8%
+8.6%
Added · +9K sh
22Sprott Asset Management LP
PHYSICAL GOLD AN
$15.3M320.8K
0.7%
−2.9%
Reduced · −9K sh
23SPDR Gold TR
GOLD SHS
$14.7M34.1K
0.7%
−3.3%
Reduced · −1K sh
24Cisco Sys Inc
COM
$13.3M171.2K
0.6%
+3.8%
Added · +6K sh
25Walmart Inc
COM
$12.9M104.0K
0.6%
−6.5%
Reduced · −7K sh
26Vanguard Index FDS
S&P 500 ETF SHS
$12.4M20.7K
0.6%
+29%
Added · +5K sh
27SPDR Series Trust
STATE STREET SPD
$12.3M133.7K
0.6%
+20%
Added · +22K sh
28Berkshire Hathaway Inc Del
CL B NEW
$11.8M24.6K
0.5%
+3.3%
Added · +780 sh
29Ishares TR
ESG MSCI KLD 400
$11.6M96.0K
0.5%
+2.7%
Added · +3K sh
30Ea Series Trust
STANCE SUSTAINAB
$11.4M425.7K
0.5%
+0.3%
Added · +1K sh
31Verizon Communications Inc
COM
$11.4M226.3K
0.5%
−11%
Reduced · −27K sh
32Broadcom Inc
COM
$10.7M34.7K
0.5%
+1.7%
Added · +585 sh
33International Business Machs
COM
$10.4M42.9K
0.5%
−1.9%
Reduced · −836 sh
34Advanced Micro Devices Inc
COM
$10.4M51.0K
0.5%
+14%
Added · +6K sh
35Corning Inc
COM
$10.4M76.3K
0.5%
−3.3%
Reduced · −3K sh
36Vanguard Index FDS
TOTAL STK MKT
$10.3M32.1K
0.5%
−9.9%
Reduced · −4K sh
37Ishares TR
CORE S&P TTL STK
$10.2M71.7K
0.5%
+6.5%
Added · +4K sh
38Chevron Corporation
COM
$10.1M48.6K
0.5%
+6.0%
Added · +3K sh
39Pepsico Inc
COM
$9.8M63.3K
0.5%
−12%
Reduced · −9K sh
40Manager Directed Portfolios
VERT GLB SUST RE
$9.5M919.2K
0.4%
+0.8%
Added · +8K sh
41Ishares TR
0-3 MNTH TREASRY
$9.1M90.7K
0.4%
+59%
Added · +34K sh
42Procter & Gamble Co
COM
$9.0M62.2K
0.4%
+10%
Added · +6K sh
43Nushares ETF TR
NUVEEN ESG INTL
$8.9M246.7K
0.4%
−1.6%
Reduced · −4K sh
44Eli Lilly & Co
COM
$8.9M9.6K
0.4%
+12%
Added · +1K sh
45Visa Inc
COM CL A
$8.8M29.1K
0.4%
−3.0%
Reduced · −901 sh
46Sprott Asset Management LP
PHYSICAL GOLD TR
$8.7M245.6K
0.4%
−5.1%
Reduced · −13K sh
47Netflix Inc.
COM
$8.5M88.4K
0.4%
+6.8%
Added · +6K sh
48Brookfield Renewable Corp
CL A EX SUB VTG
$8.4M211.3K
0.4%
−0.5%
Reduced · −1K sh
49Pfizer Inc
COM
$8.3M297.4K
0.4%
−4.3%
Reduced · −13K sh
50Ha Sustainable Infra Cap Inc
COM
$8.2M223.6K
0.4%
−0.1%
Reduced · −306 sh
Showing 50 of 1,191 positions
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Filing history

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

$2.1B · Q1 2026Q1 2023 · $491.7MQ1 2026 · $2.1B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q1 2026Mar 31, 2026Apr 27, 202627d1,191$2.1B13F-HR
Q4 2025Dec 31, 2025Jan 26, 202626d1,150$2.1B13F-HR
Q3 2025Sep 30, 2025Oct 31, 202531d1,111$1.9B13F-HR
Q2 2025Jun 30, 2025Jul 18, 202518d1,046$1.7B13F-HR
Q1 2025Mar 31, 2025Apr 22, 202522d1,017$1.6B13F-HR
Q4 2024Dec 31, 2024Jan 22, 202522d1,027$1.6B13F-HR
Q3 2024Sep 30, 2024Oct 24, 202424d1,021$1.5B13F-HR
Q2 2024Jun 30, 2024Aug 7, 202438d943$1.4B13F-HR
Q1 2024Mar 31, 2024Apr 22, 202422d1,152$1.7B13F-HR
Q4 2023Dec 31, 2023Jan 17, 202417d485$538.1M13F-HR
Q3 2023Sep 30, 2023Nov 6, 202337d510$532.9M13F-HR
Q2 2023Jun 30, 2023Aug 3, 202334d519$563.7M13F-HR
Q1 2023Mar 31, 2023May 11, 202341d496$491.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.