Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

MLG Wealth Management DBA Pine Grove Financial Group

Latest statistics and disclosures from MLG Wealth Management DBA Pine Grove Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, VOO, IUSB, JCPB, FLCE, and represent 28.99% of MLG Wealth Management DBA Pine Grove Financial Group's stock portfolio.
Added to shares of these 10 stocks: IVV (+$29M), IUSB (+$15M), IALT (+$9.3M), CORO (+$8.7M), GGOV (+$8.3M), FINT (+$5.5M), JCPB, VOO, JBND, BBUS.
Started 39 new stock positions in FNDX, IWY, BG, BBCB, MU, SPYM, TSM, OUST, LRCX, SNDK.
Reduced shares in these 10 stocks: QUAL (-$12M), EFV (-$10M), IAGG (-$8.4M), IEMG (-$7.2M), FGSM (-$6.0M), JGLO (-$5.0M), BINC, THRO, IVE, BAI.
Sold out of its positions in AMPG, Honeywell International, TLT, ICVT, IDEV, ESGD, IAGG, MCD, MSTR, MDT.
MLG Wealth Management DBA Pine Grove Financial Group was a net buyer of stock by $43M.
MLG Wealth Management DBA Pine Grove Financial Group has $990M in assets under management (AUM), dropping by 15.09%.
Central Index Key (CIK): 0002149956

Tip: Access up to 7 years of quarterly data

Positions held by MLG Wealth Management DBA Pine Grove Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for MLG Wealth Management DBA Pine Grove Financial Group

MLG Wealth Management DBA Pine Grove Financial Group holds 218 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	7.5	$74M	+63%	99k	749.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.9	$69M	+5%	100k	688.78	View chart
Ishares Tr Core Univrsl Usd (IUSB)	5.5	$54M	+37%	1.2M	46.15	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	5.4	$54M	+9%	1.1M	47.03	View chart
Advisors Inner Circle Fd Ii Fron As Larg Etf (FLCE)	3.7	$36M	+4%	1.2M	31.23	View chart
Advisors Inner Circle Fd Ii Fron As Tota Etf (FINT)	3.2	$32M	+20%	890k	35.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.9	$28M		205k	137.66	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.8	$28M	+2%	409k	68.07	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.4	$24M	-13%	106k	227.19	View chart
Advisors Inner Circle Fd Ii Fron As Smal Etf (FGSM)	2.4	$24M	-20%	680k	34.88	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	2.3	$23M	-4%	513k	44.36	View chart
Advisors Inner Circle Fd Ii Fron Asse Bd Etf (FCBD)	2.0	$20M		796k	25.26	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	2.0	$20M	+10%	241k	82.69	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.9	$19M	+4%	823k	23.20	View chart
Ishares Core Msci Emkt (IEMG)	1.9	$19M	-27%	225k	82.84	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	1.5	$15M	-3%	238k	64.03	View chart
Ishares Tr Mbs Etf (MBB)	1.5	$15M	+14%	160k	94.52	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.5	$15M	+15%	658k	22.78	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	1.5	$15M	-18%	276k	52.73	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	1.5	$15M	+17%	110k	131.92	View chart
Fidelity Covington Trust Enhanced Large (FELG)	1.5	$15M	-14%	330k	43.86	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.4	$14M	+8%	115k	124.46	View chart
Advisors Inner Circle Fd Ii Fron Asse Cr Etf (FOPC)	1.4	$14M	+2%	533k	25.36	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.3	$13M	-14%	135k	97.82	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.2	$12M	-19%	35k	343.22	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	1.1	$11M	+12%	222k	50.41	View chart
Wisdomtree Tr Us Value Fd (WTV)	1.1	$11M	+2%	109k	102.02	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	1.1	$11M	-5%	134k	78.58	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.0	$10M	-23%	103k	100.35	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.9	$9.3M	NEW	331k	28.05	View chart
Ishares Tr Eafe Value Etf (EFV)	0.9	$9.2M	-52%	120k	76.55	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.9	$8.7M	NEW	239k	36.60	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$8.7M	+12%	172k	50.58	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.9	$8.6M	-31%	199k	43.14	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.8	$8.3M	NEW	166k	50.29	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.8	$8.2M	+20%	258k	31.76	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$7.5M	-9%	70k	107.69	View chart
Apple (AAPL)	0.7	$6.9M	+28%	24k	289.36	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.7	$6.8M	+3%	147k	46.13	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.7	$6.5M	-43%	91k	71.39	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$6.1M		164k	36.84	View chart
Advisors Inner Circle Fd Ii Fron As Retu Etf (FARX)	0.6	$5.8M		202k	28.78	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.6	$5.8M	+2%	85k	67.82	View chart
3M Company (MMM)	0.5	$5.4M	-6%	33k	161.91	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.5	$5.3M	-3%	154k	34.72	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.5	$5.3M	+71%	100k	52.94	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$5.0M		61k	82.57	View chart
Ishares Tr Long Term Muni (LMUB)	0.5	$4.9M	+74%	96k	51.16	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$4.6M	-2%	13k	365.78	View chart
Principal Exchange Traded Active High Yl (YLD)	0.5	$4.6M		241k	19.16	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.5	$4.6M		24k	190.82	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$4.3M		44k	98.47	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.4	$4.2M		53k	78.19	View chart
NVIDIA Corporation (NVDA)	0.4	$3.9M	+5%	20k	198.83	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$3.5M	+13%	47k	75.43	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$3.2M	+6%	9.3k	343.91	View chart
UnitedHealth (UNH)	0.3	$3.0M	+21%	7.2k	415.65	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$3.0M		64k	46.63	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.3	$2.8M		26k	107.60	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$2.7M	+6%	36k	73.41	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.2	$2.5M		55k	44.94	View chart
Microsoft Corporation (MSFT)	0.2	$2.3M	+3%	6.3k	372.91	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$2.3M	-3%	22k	106.47	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.2	$2.3M	-67%	44k	52.34	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$2.1M	-2%	39k	54.03	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$2.0M		73k	27.70	View chart
Amazon (AMZN)	0.2	$2.0M	+21%	8.3k	236.73	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$1.9M	+61%	19k	102.16	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$1.8M	-31%	18k	98.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.8M	+20%	5.0k	353.31	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.2	$1.7M	-3%	27k	63.85	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.2	$1.6M	+18%	18k	88.72	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$1.6M	-7%	6.2k	252.23	View chart
J P Morgan Exchange Traded F Us Research Enhn (JUSA)	0.2	$1.5M	NEW	23k	67.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.5M		6.2k	242.42	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.5M	-89%	6.7k	219.04	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.4M	+16%	15k	96.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.4M	+64%	4.0k	357.36	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.4M	-3%	8.6k	163.67	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$1.3M	-3%	32k	41.25	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.1	$1.3M	-4%	16k	78.08	View chart
Ishares Tr Global Equity (GLOF)	0.1	$1.3M	-4%	21k	58.81	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.3M	+305%	10k	124.21	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$1.2M		6.5k	188.09	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$1.2M	-4%	10k	119.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.2M	+3%	7.8k	148.30	View chart
Bunge Global Sa Com Shs (BG)	0.1	$1.1M	NEW	11k	106.73	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.1M	-5%	6.7k	164.27	View chart
Donaldson Company (DCI)	0.1	$1.1M		12k	89.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.1M	+38%	2.2k	500.39	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.1	$1.0M	-6%	13k	80.16	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$1.0M	-5%	17k	60.79	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$1.0M	+10%	22k	47.41	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$1.0M		9.1k	110.15	View chart
Broadcom (AVGO)	0.1	$975k	+18%	2.6k	374.67	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.1	$942k		83k	11.38	View chart
Dimensional Etf Trust International (DFSI)	0.1	$936k		21k	45.10	View chart
Tesla Motors (TSLA)	0.1	$915k	+117%	2.2k	420.52	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$912k		24k	38.06	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.1	$891k	+71%	9.7k	91.95	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$891k		15k	58.98	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBMC)	0.1	$876k	-3%	7.3k	120.14	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$871k	-2%	15k	58.20	View chart
Solventum Corp Com Shs (SOLV)	0.1	$855k		11k	77.15	View chart
Eli Lilly & Co. (LLY)	0.1	$810k	+10%	677.00	1196.58	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$808k	-21%	35k	23.15	View chart
Micron Technology (MU)	0.1	$806k	NEW	698.00	1154.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$789k		11k	71.25	View chart
Meta Platforms Cl A (META)	0.1	$767k	+5%	1.4k	556.44	View chart
Johnson & Johnson (JNJ)	0.1	$750k		3.0k	253.95	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$737k	-7%	1.8k	409.50	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$734k	-2%	18k	41.82	View chart
Advanced Micro Devices (AMD)	0.1	$716k	NEW	1.2k	580.91	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$711k	+2%	30k	24.14	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$679k		6.6k	102.30	View chart
Exxon Mobil Corporation (XOM)	0.1	$647k	+27%	4.7k	136.71	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$645k	-4%	16k	40.21	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.1	$635k	+34%	7.3k	87.17	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.1	$634k		11k	58.64	View chart
Cisco Systems (CSCO)	0.1	$631k		5.4k	117.46	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.1	$631k	-3%	4.4k	142.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$596k	+31%	2.5k	236.62	View chart
Ishares Tr Europe Etf (IEV)	0.1	$596k	-2%	8.2k	72.85	View chart
JPMorgan Chase & Co. (JPM)	0.1	$591k	+62%	1.8k	327.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$571k	+5%	1.5k	370.09	View chart
Ouster Com New (OUST)	0.1	$566k	NEW	9.1k	62.52	View chart
Intuitive Surgical Com New (ISRG)	0.1	$561k		1.4k	397.68	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$560k		7.6k	73.26	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBSC)	0.1	$528k	-4%	6.1k	87.01	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$525k		3.2k	163.58	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$488k	-4%	7.0k	69.45	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$484k	-7%	10k	48.43	View chart
Abbvie (ABBV)	0.0	$482k	-10%	1.9k	249.10	View chart
Lam Research Corp Com New (LRCX)	0.0	$474k	NEW	1.1k	433.33	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.0	$464k		9.5k	48.88	View chart
J P Morgan Exchange Traded F Bet Usd Hig Etf (BBHY)	0.0	$462k	+22%	10k	45.34	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$457k		8.2k	55.77	View chart
Costco Wholesale Corporation (COST)	0.0	$449k	+10%	480.00	936.20	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$441k		1.5k	285.58	View chart
Merck & Co (MRK)	0.0	$441k	-7%	3.4k	128.50	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$440k		3.3k	132.76	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$438k	-3%	3.8k	114.18	View chart
Honeywell Intl Com a (HON)	0.0	$432k	NEW	1.9k	223.90	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$431k		7.2k	59.69	View chart
Honeywell Aerospace Com a (HONA)	0.0	$426k	NEW	1.9k	221.08	View chart
Boston Scientific Corporation (BSX)	0.0	$426k	+159%	10k	42.68	View chart
Caterpillar (CAT)	0.0	$424k	+23%	398.00	1064.90	View chart
Chevron Corporation (CVX)	0.0	$403k		2.4k	165.76	View chart
Hewlett Packard Enterprise (HPE)	0.0	$399k		8.9k	45.11	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$396k	+39%	2.1k	185.23	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$392k	NEW	16k	24.99	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$392k		2.7k	146.41	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$386k	-2%	5.3k	72.28	View chart
Applied Materials (AMAT)	0.0	$375k	NEW	519.00	722.91	View chart
Ecolab (ECL)	0.0	$373k	-12%	1.3k	278.61	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$372k	NEW	3.4k	110.32	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$371k	+23%	12k	31.71	View chart
Wells Fargo & Company (WFC)	0.0	$370k	-7%	4.5k	82.64	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.0	$366k		7.1k	51.78	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.0	$365k	-4%	5.8k	62.78	View chart
American Express Company (AXP)	0.0	$364k	NEW	1.1k	338.25	View chart
Wal-Mart Stores (WMT)	0.0	$351k	+17%	3.1k	113.25	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$347k		1.4k	246.49	View chart
Mastercard Incorporated Cl A (MA)	0.0	$339k	+10%	660.00	513.60	View chart
Morgan Stanley Com New (MS)	0.0	$335k	+11%	1.6k	209.04	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$333k	-23%	6.1k	54.69	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$333k	+12%	2.8k	117.28	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$318k	+20%	9.4k	33.84	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$313k	-15%	9.4k	33.29	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$307k	NEW	6.1k	50.57	View chart
Xcel Energy (XEL)	0.0	$300k		3.7k	80.31	View chart
Philip Morris International (PM)	0.0	$296k	NEW	1.6k	180.85	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.0	$295k	-2%	4.1k	72.31	View chart
McKesson Corporation (MCK)	0.0	$295k		390.00	755.60	View chart
Visa Com Cl A (V)	0.0	$290k	+12%	846.00	343.09	View chart
Servicenow (NOW)	0.0	$289k	-16%	2.9k	99.28	View chart
Ishares Tr Esg Advan Etf (EUSB)	0.0	$274k	+2%	6.3k	43.45	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$261k	NEW	3.0k	87.88	View chart
Wisdomtree Tr Voya Yld Enhncd (UNIY)	0.0	$261k	-4%	5.4k	48.39	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.0	$260k		3.0k	85.46	View chart
Sandisk Corp (SNDK)	0.0	$252k	NEW	111.00	2273.73	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$252k	NEW	4.7k	53.61	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$252k	+3%	3.0k	84.60	View chart
TJX Companies (TJX)	0.0	$252k	+19%	1.7k	150.23	View chart
Ge Aerospace Com New (GE)	0.0	$251k	NEW	671.00	373.67	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$249k	-3%	2.6k	95.80	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$242k		4.8k	50.39	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.0	$242k		1.9k	124.21	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.0	$240k		2.9k	81.94	View chart
Palo Alto Networks (PANW)	0.0	$237k	NEW	695.00	341.02	View chart
Bank of America Corporation (BAC)	0.0	$235k		4.2k	55.88	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.0	$235k		4.5k	52.11	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.0	$234k	NEW	9.2k	25.52	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$233k	NEW	488.00	477.57	View chart
Ishares Tr Morningstar Valu (ILCV)	0.0	$232k	-24%	2.3k	101.24	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$231k	NEW	7.4k	31.10	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$230k		3.0k	77.12	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.0	$225k	-56%	8.6k	26.23	View chart
Texas Instruments Incorporated (TXN)	0.0	$224k	NEW	752.00	298.16	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$224k	NEW	3.9k	57.67	View chart
T Rowe Price Exchange-traded Price Div Grwt (TDVG)	0.0	$224k		4.6k	49.03	View chart
salesforce (CRM)	0.0	$223k	-16%	1.4k	156.66	View chart
Oracle Corporation (ORCL)	0.0	$221k	+4%	1.5k	146.55	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$221k	NEW	1.4k	158.66	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$219k	NEW	2.9k	76.70	View chart
J P Morgan Exchange Traded F Beta Us Grad Etf (BBCB)	0.0	$218k	NEW	4.8k	45.32	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.0	$215k		2.2k	96.90	View chart
Nextera Energy (NEE)	0.0	$213k	NEW	2.5k	86.31	View chart
Lockheed Martin Corporation (LMT)	0.0	$210k	-2%	412.00	509.12	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$207k	NEW	1.3k	164.60	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$207k	NEW	5.7k	36.26	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.0	$203k	NEW	272.00	746.77	View chart
Hp (HPQ)	0.0	$203k	NEW	9.2k	21.94	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$202k	NEW	1.9k	106.31	View chart
Amphenol Corp Cl A (APH)	0.0	$202k	NEW	1.1k	176.32	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$202k	NEW	694.00	290.66	View chart
Trane Technologies SHS (TT)	0.0	$201k	NEW	409.00	491.16	View chart
Petroleo Brasileiro S A Sponsored Adr (PBR)	0.0	$162k		10k	16.16	View chart

Past Filings by MLG Wealth Management DBA Pine Grove Financial Group

SEC 13F filings are viewable for MLG Wealth Management DBA Pine Grove Financial Group going back to 2025

MLG Wealth Management DBA Pine Grove Financial Group 2026 Q1 filed Sept. 2, 2026
MLG Wealth Management DBA Pine Grove Financial Group 2026 Q2 filed Sept. 2, 2026
MLG Wealth Management DBA Pine Grove Financial Group 2025 Q4 filed Aug. 25, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z