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Funds / Pmg Family Office LLC
Institutional Fund

Pmg Family Office LLC

Plano, TXCIK 21022993 filings on record

Portfolio Value
$89.55M
Q1 2026
Holdings
100
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+3.5%
from $86.52M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Columbia Seligm Prem Tech Gr3.2%
  • J P Morgan Exchange Traded F3.1%
  • Calamos Strategic Total Retu3.1%
  • Global X Fds2.9%
  • Blackrock Science & Technolo2.6%
  • Global X Fds2.5%
  • Other82.6%

Portfolio Holdings

100 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Columbia Seligm Prem Tech Gr76.7K$2.91M3.2%+78Added
2J P Morgan Exchange Traded F49.8K$2.76M3.1%+2.7KAdded
3Calamos Strategic Total Retu161.3K$2.76M3.1%+4.4KAdded
4Global X Fds99.2K$2.57M2.9%+6.8KAdded
5Blackrock Science & Technolo64.3K$2.34M2.6%+1.6KAdded
6Global X Fds65.7K$2.24M2.5%+6.3KAdded
7Proshares Tr53.1K$2.22M2.5%+8.6KAdded
8J P Morgan Exchange Traded F38.3K$2.17M2.4%+2.0KAdded
9Nvidia Corporation11.9K$2.07M2.3%+345Added
10Eaton Vance Tax Advt Div Inc81.5K$2.00M2.2%+4.5KAdded

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