Pfg Advisors Portfolio Stock Holdings

Pfg Advisors disclosed 788 stock positions valued at approximately $2.1 billion in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 5, 2026.

Report Period
March 31, 2026
No. of Stocks
788
Portfolio Value
$2.1B
Holdings by Sector
Pfg Advisors Portfolio Holdings in Q1 2026

748 holdings in the latest reporting period.

Page 1 of 8
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD INDEX FDSVTIOther2.35%150,333+7,095+4.95%$48,228,479
VANGUARD INDEX FDSVUGOther2.08%97,643-20,093-17.07%$42,649,324
APPLE INCAAPLTechnology1.99%161,272+6,191+3.99%$40,929,128
INVESCO QQQ TRQQQOther1.95%69,419+222+0.32%$40,066,995
SCHWAB STRATEGIC TRSCHDOther1.64%1,098,342+351,699+47.10%$33,697,127
SPDR SERIES TRUSTSPLGOther1.63%436,471-16,256-3.59%$33,407,464
NVIDIA CORPORATIONNVDATechnology1.50%177,063+7,214+4.25%$30,879,817
MICROSOFT CORPMSFTTechnology1.32%73,084+1,857+2.61%$27,053,640
VANGUARD INDEX FDSVOOOther1.26%43,427-1,829-4.04%$25,949,572
VANGUARD SPECIALIZED FUNDSVIGOther1.24%118,267+6,996+6.29%$25,434,604
FIDELITY COVINGTON TRUSTFTECOther1.04%102,299+1,668+1.66%$21,283,305
SPDR GOLD TRGLDOther1.03%49,200-4,753-8.81%$21,170,268
VANGUARD WHITEHALL FDSVYMOther0.99%136,721+8,605+6.72%$20,248,330
ISHARES TRIUSBOther0.91%402,930+28,720+7.67%$18,611,317
VANGUARD STAR FDSVXUSOther0.89%237,446+18,615+8.51%$18,309,399
ISHARES TRIEIOther0.85%148,034+97,517+193.04%$17,556,851
ISHARES TRSGOVOther0.83%169,504+70,455+71.13%$17,062,310
SELECT SECTOR SPDR TRXLEOther0.83%278,026+197,168+243.84%$17,031,854
VANGUARD BD INDEX FDSBNDOther0.81%226,192-15,551-6.43%$16,656,782
ISHARES TRIVVOther0.80%25,234-2,157-7.87%$16,483,392
DIMENSIONAL ETF TRUSTDFUSOther0.79%230,266+17,586+8.27%$16,328,147
INVESCO EXCH TRADED FD TR IISPLVOther0.72%202,254+180,042+810.56%$14,792,833
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.70%14,481+417+2.97%$14,429,273
SELECT SECTOR SPDR TRXLUOther0.70%313,665+19,784+6.73%$14,394,108
AMAZON COM INCAMZNConsumer Cyclical0.70%68,844+3,220+4.91%$14,338,229
STATE STR SPDR S&P 500 ETF TSPYOther0.69%21,923-4,841-18.09%$14,257,100
JANUS DETROIT STR TRJAAAOther0.69%281,156+49,465+21.35%$14,161,824
BROADCOM INCAVGOTechnology0.64%42,770+2,447+6.07%$13,237,843
ALPHABET INCGOOGCommunication Services0.62%44,289-646-1.44%$12,704,727
FIRST TR EXCHANGE TRADED FDRDVYOther0.61%183,680+10,239+5.90%$12,541,668
FIDELITY MERRIMACK STR TRFBNDOther0.59%266,122-177,242-39.98%$12,140,475
FIRST TR EXCHANGE-TRADED FDFCGOther0.59%380,509+380,509+100.00%$12,058,325
VANECK ETF TRUSTREMXOther0.58%135,587-34,067-20.08%$11,931,613
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.57%24,510-368-1.48%$11,744,955
ISHARES TRAGGOther0.56%116,397-1,231-1.05%$11,554,720
SCHWAB STRATEGIC TRSCHGOther0.55%385,467-5,939-1.52%$11,228,659
JPMORGAN CHASE & COJPMFinancial Services0.53%36,795+777+2.16%$10,823,543
INVESCO EXCH TRADED FD TR IIIDLVOther0.52%311,104+19,339+6.63%$10,718,676
SCHWAB STRATEGIC TRSCHXOther0.51%408,690+27,029+7.08%$10,478,819
VANGUARD MUN BD FDSVTEBOther0.50%206,958+4,620+2.28%$10,325,121
ARK ETF TRARKFOther0.50%269,823+269,823+100.00%$10,255,972
DIMENSIONAL ETF TRUSTDFACOther0.50%263,239+16,133+6.53%$10,229,477
ABRDN PRECIOUS METALS BASKETGLTROther0.50%46,754+43,744+1453.29%$10,226,035
VANGUARD INDEX FDSVTVOther0.49%51,663-1,374-2.59%$10,136,371
SPDR SERIES TRUSTSPTSOther0.49%346,863+339,202+4427.65%$10,121,466
VANGUARD SCOTTSDALE FDSVMBSOther0.49%214,939+17,132+8.66%$10,091,380
PROCTER & GAMBLE COPGConsumer Defensive0.47%66,979+1,508+2.30%$9,674,441
PIMCO ETF TRMINTOther0.47%95,630+3,605+3.92%$9,617,483
SPDR SERIES TRUSTSPLBOther0.46%428,104+25,921+6.45%$9,512,478
WORLD GOLD TRGLDMOther0.46%102,322-783-0.76%$9,484,226
WELLS FARGO & COWFCFinancial Services0.46%118,872+107,989+992.27%$9,463,382
SIMPLIFY EXCHANGE TRADED FUNPFIXOther0.43%190,575+190,575+100.00%$8,810,282
VANGUARD MALVERN FDSVTIPOther0.42%172,373+168,044+3881.82%$8,610,052
ISHARES TRTLTWOther0.42%377,977+356,342+1647.06%$8,549,840
CATERPILLAR INCCATIndustrials0.41%12,013+329+2.82%$8,510,424
ISHARES TRSLQDOther0.40%164,186+164,186+100.00%$8,289,729
CAPITAL GROUP DIVIDEND VALUECGDVOther0.40%193,270+20,231+11.69%$8,221,705
ALPHABET INCGOOGLCommunication Services0.39%28,073-120-0.43%$8,072,728
VANGUARD INTL EQUITY INDEX FVEUOther0.38%104,683+2,482+2.43%$7,861,657
PIMCO ETF TRPYLDOther0.38%299,083+46,545+18.43%$7,835,969
VANECK ETF TRUSTSMHOther0.38%20,360-577-2.76%$7,806,165
BLACKROCK ETF TRUSTDYNFOther0.37%131,312+13,871+11.81%$7,639,740
ISHARES TRIEFOther0.37%79,474-82,664-50.98%$7,585,000
ISHARES TRQUALOther0.36%38,956-19-0.05%$7,472,110
JOHNSON & JOHNSONJNJHealthcare0.36%30,331+2,290+8.17%$7,414,128
ISHARES TRIVEOther0.36%34,689+2,969+9.36%$7,324,549
ISHARES TRSOXXOther0.35%21,979-1,379-5.90%$7,223,608
ISHARES TRIMTBOther0.34%161,077+2,508+1.58%$7,058,399
PACER FDS TRPTLCOther0.34%131,500+20,152+18.10%$6,898,484
VANGUARD INTL EQUITY INDEX FVWOOther0.33%126,609-193,254-60.42%$6,843,205
KLA CORPKLACTechnology0.33%4,576-411-8.24%$6,737,767
VISA INCVFinancial Services0.32%21,783+407+1.90%$6,583,728
INVESCO EXCH TRD SLF IDX FDIUSOther0.32%113,417+5,381+4.98%$6,568,405
FIRST TR EXCHNG TRADED FD VIUCONOther0.32%261,514-71,595-21.49%$6,477,695
PACER FDS TRCOWZOther0.31%101,547-13,017-11.36%$6,352,789
EMCOR GROUP INCEMEIndustrials0.30%8,411+187+2.27%$6,209,816
SCHWAB STRATEGIC TRSCHAOther0.30%208,408+48,263+30.14%$6,060,492
TESLA INCTSLAConsumer Cyclical0.29%16,266+7,088+77.23%$6,046,886
INVESCO EXCHANGE TRADED FD TXLGOther0.29%109,490-148,841-57.62%$5,972,697
CHEVRON CORPORATIONCVXEnergy0.29%28,369-9,715-25.51%$5,869,639
ISHARES TREFVOther0.29%78,784+1,250+1.61%$5,857,555
CAPITAL GROUP GROWTH ETFCGGROther0.29%145,683+11,423+8.51%$5,855,007
EXXON MOBIL CORPXOMEnergy0.28%34,034+1,331+4.07%$5,774,300
VANGUARD SCOTTSDALE FDSVCITOther0.28%68,824-100,175-59.28%$5,695,155
DIMENSIONAL ETF TRUSTDFUVOther0.28%116,621+7,233+6.61%$5,651,448
ISHARES TRIVWOther0.27%48,898+4,013+8.94%$5,530,896
VANGUARD BD INDEX FDSBIVOther0.27%71,585-117-0.16%$5,524,899
VANGUARD INDEX FDSVBROther0.27%25,356-909-3.46%$5,508,653
ISHARES TRIJHOther0.27%81,295-5,597-6.44%$5,489,845
DIMENSIONAL ETF TRUSTDFAEOther0.27%161,815+9,957+6.56%$5,479,065
RTX CORPORATIONRTXIndustrials0.26%27,884+3,139+12.69%$5,378,914
CAPITAL GROUP CORE EQUITY ETCGUSOther0.26%139,383+4,117+3.04%$5,355,112
DIMENSIONAL ETF TRUSTDFCFOther0.26%126,458+10,420+8.98%$5,339,063
HOME DEPOT INCHDConsumer Cyclical0.26%16,179+829+5.40%$5,321,009
INVESCO EXCHANGE TRADED FD TXMHQOther0.26%51,254+1,413+2.84%$5,298,074
META PLATFORMS INCMETACommunication Services0.25%9,135-13,103-58.92%$5,226,535
GOLDMAN SACHS ETF TRGSLCOther0.25%41,616-29,438-41.43%$5,207,469
VANGUARD WHITEHALL FDSVIGIOther0.25%58,269+4,716+8.81%$5,154,473
AMGEN INCAMGNHealthcare0.25%14,335+948+7.08%$5,043,862
GE VERNOVA INCGEVUtilities0.24%5,759+298+5.46%$5,027,445