Back to funds

MLG Wealth Management DBA Pine Grove Financial Group

hedge fundUpdated yesterday

Managed by Mlg Wealth Management Dba Pine Grove Financial Group • Latest filing Q2 2026

Portfolio value
$990.2M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
Implied from 13F holdings

Top holdings

218 positions as of Q2 2026

View filing
E

ISHARES TR

Value
$74.2M
Shares
98.9K
% Port
7.49%
V

VANGUARD INDEX FDS

Value
$68.6M
Shares
99.7K
% Port
6.93%
E

ISHARES TR

Value
$54.3M
Shares
1.18M
% Port
5.49%
J

J P MORGAN EXCHANGE TRADED F

Value
$53.6M
Shares
1.14M
% Port
5.42%
?
5.N/A

ADVISORS INNER CIRCLE FD II

Value
$36.3M
Shares
1.16M
% Port
3.66%
?
6.N/A

ADVISORS INNER CIRCLE FD II

Value
$32M
Shares
890.0K
% Port
3.23%
E

ISHARES TR

Value
$28.3M
Shares
205.3K
% Port
2.85%
E

BLACKROCK ETF TRUST

Value
$27.9M
Shares
409.3K
% Port
2.81%
E

ISHARES TR

Value
$24M
Shares
105.6K
% Port
2.42%
?
10.N/A

ADVISORS INNER CIRCLE FD II

Value
$23.7M
Shares
680.4K
% Port
2.40%
?
11.N/A

DIMENSIONAL ETF TRUST

Value
$22.7M
Shares
512.7K
% Port
2.30%
?
12.N/A

ADVISORS INNER CIRCLE FD II

Value
$20.1M
Shares
795.5K
% Port
2.03%
J

J P MORGAN EXCHANGE TRADED F

Value
$19.9M
Shares
241.2K
% Port
2.01%
S

SCHWAB STRATEGIC TR

Value
$19.1M
Shares
822.5K
% Port
1.93%
E
15.ETHA

ISHARES INC

Value
$18.7M
Shares
225.2K
% Port
1.88%
S
16.SHW

J P MORGAN EXCHANGE TRADED F

Value
$15.2M
Shares
237.8K
% Port
1.54%
E
17.ETHA

ISHARES TR

Value
$15.1M
Shares
159.6K
% Port
1.52%
E
18.ETHA

ISHARES TR

Value
$15M
Shares
658.3K
% Port
1.51%
E
19.ETHA

BLACKROCK ETF TRUST

Value
$14.5M
Shares
275.7K
% Port
1.47%
?
20.N/A

J P MORGAN EXCHANGE TRADED F

Value
$14.5M
Shares
110.2K
% Port
1.47%

Explore