Adg Wealth Management Group, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationmetairie, LA
- CIK0002053824
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
41 | $132.02M | IVW, RSP, IVE, JEPI | 13F-HR | Jan 15, 2026 | 000205382426000001 | ||
30 | $125.83M | IVW, RSP, IVE, JEPI | 13F-HR | Oct 14, 2025 | 000205382425000006 | ||
28 | $117.46M | IVW, RSP, IVE, JEPI | 13F-HR | Aug 5, 2025 | 000205382425000005 | ||
25 | $106.05M | IVW, RSP, JEPI, IVE | 13F-HR | May 1, 2025 | 000205382425000003 | ||
28 | $112.61M | IVW, RSP, IVE, JEPI | 13F-HR | Feb 5, 2025 | 000205382425000002 |