Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

PTM WEALTH MANAGEMENT, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

PTM WEALTH MANAGEMENT, LLC (CIK 2061027) reported $222.1M across 62 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FNDX ($35.0M, 15.78%), XLK ($29.5M, 13.27%), BALT ($29.3M, 13.19%), ULST ($20.8M, 9.36%), IMCG ($15.5M, 7.00%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1FNDXSCHWAB STRATEGIC TR$35.0M15.78%1.1MAdded
2XLKSELECT SECTOR SPDR TR$29.5M13.27%167,527Added
3BALTINNOVATOR ETFS TRUST$29.3M13.19%853,198Added
4ULSTSSGA ACTIVE ETF TR$20.8M9.36%515,263Added
5IMCGISHARES TR$15.5M7.00%163,480Added
6SMLFISHARES TR$13.8M6.23%160,957Added
7JHPIJOHN HANCOCK EXCHANGE TRADED$12.6M5.69%558,563Added
8COWZPACER FDS TR$11.2M5.03%172,171Added
9CIBRFIRST TR EXCHANGE-TRADED FD$11.0M4.95%124,276Added
10AIRRFIRST TR EXCHANGE TRADED FD$10.0M4.50%82,567Added
11AAPLAPPLE INC$4.2M1.91%12,735Added
12FBTCFIDELITY WISE ORIGIN BITCOIN$3.0M1.37%54,323Added
13VOOVANGUARD INDEX FDS$2.7M1.20%3,913Added
14CEGCONSTELLATION ENERGY CORP$1.1M0.51%4,151Added
15MSFTMICROSOFT CORP$988,0090.44%2,588Added
16IJRISHARES TR$961,0910.43%6,635Trimmed
17AMZNAMAZON COM INC$943,0630.42%4,063Added
18USMVISHARES TR$901,8610.41%9,302Trimmed
19NVDANVIDIA CORPORATION$896,6080.40%4,335Added
20POCTINNOVATOR ETFS TRUST$896,1130.40%19,292Trimmed
21SOXXISHARES TR$829,4180.37%1,574Added
22GOOGLALPHABET INC$764,6830.34%2,392Added
23FVDFIRST TR EXCHANGE-TRADED FD$749,4190.34%15,015Trimmed
24EXCEXELON CORP$664,3380.30%13,977Added
25PAUGINNOVATOR ETFS TRUST$648,6010.29%14,144Hold

Source: SEC Form 13F filings · as of 2026-06-30