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Samira Kadam

Pfg Private Wealth Management, Llc

Assets Managed
$235.849M
Holdings
74
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
3.19%(2Q avg: 2.57%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Pfg Private Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 74 positions.

Assets under management

The assets under management (AUM) of Pfg Private Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 235.849M in assets, with a quarterly growth rate of 3.19% and a 2-quarter average growth rate of 2.57%. The portfolio is managed by Samira Kadam, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.57%
12.91%
$30.438M
46,597 shares@ $653.22 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 4.15%
10.6%
$24.977M
389,773 shares@ $64.09 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 1.86%
10.04%
$23.66M
241,651 shares@ $97.91 avg price
IBDX
Ishares Ibonds Dec 2032 Tc
Recent Activity
Increased 10.74%
5.9%
$13.893M
549,790 shares@ $25.27 avg price
IBDZ
Isharesibondsdec2034tmcorp
Recent Activity
Increased 9.45%
5.89%
$13.874M
532,394 shares@ $26.07 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 36.81%
5.79%
$13.656M
92,205 shares@ $148.1 avg price
IBDV
Ishares Ibonds Dec 2030 Corp
Recent Activity
Increased 5.91%
5.77%
$13.595M
621,042 shares@ $21.89 avg price
IBDW
Ishares Ibonds Dec 2031 Corp
Recent Activity
Increased 4.96%
5.59%
$13.176M
629,507 shares@ $20.94 avg price
IBTO
Ishares Ibonds Dec 2033 Tres
Recent Activity
New Position
5.41%
$12.738M
492,749 shares@ $25.86 avg price
MGV
Vanguard Mega Cap Value Etf
Recent Activity
Increased 49.77%
4.59%
$10.815M
74,609 shares@ $144.96 avg price

1-10 of 74