PMG Family Office LLC

CIK: 0002102299SEC EDGAR →

Portfolio Value

$86.5M

Holdings

97

As of

Q4 2025

New Positions

98

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

CALAMOS STRATEGIC TOTAL RETU

156,894$3.0M
3.48%
2

COLUMBIA SELIGM PREM TECH GR

76,592$2.8M
3.26%
3

J P MORGAN EXCHANGE TRADED F

47,083$2.8M
3.19%
4

BLACKROCK SCIENCE & TECHNOLO

62,736$2.5M
2.94%
5

GLOBAL X FDS

92,397$2.5M
2.91%
6

GLOBAL X FDS

59,403$2.2M
2.49%
7

NVIDIA CORPORATION

11,525$2.1M
2.48%
8

J P MORGAN EXCHANGE TRADED F

36,271$2.1M
2.42%
9

PROSHARES TR

44,569$2.0M
2.29%
10

EATON VANCE TAX ADVT DIV INC

77,011$1.9M
2.24%

Quarterly Changes

Top Buys

LRCXNEW
$234K
XOMNEW
$208K
DONNEW
$202K
RTXNEW
$200K
STK↑ Increased
$158K

Top Sells

UTF-RCLOSED
$4.0M
ASG↓ Decreased
$291K
BDJ↓ Decreased
$276K
CCD↓ Decreased
$273K
USA↓ Decreased
$270K

New Positions (4)

$234K · 1K shares
$208K · 2K shares
$202K · 421 shares
$200K · 1K shares

Closed Positions (5)

$4.0M · 51K shares
$257K · 11K shares
$216K · 185 shares
$121K · 11K shares
$57K · 14K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services48$45.1M52.1%
Technology32$32.1M37.1%
Unknown11$7.4M8.6%
Consumer Cyclical2$829K1.0%
Energy2$703K0.8%
Consumer Defensive1$217K0.3%
Industrials1$200K0.2%