# EDGAR Filing Document

**Accession Number:** 0001799957
**File Stem:** 0001799957-25-000005
**Filing Date:** 2025-8
**Character Count:** 9135
**Document Hash:** d049a8b4054cb4abf1acacc0f9ccef18
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001799957-25-000005.hdr.sgml**: 20250811

**ACCESSION NUMBER**: 0001799957-25-000005

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250811

**DATE AS OF CHANGE**: 20250811

**EFFECTIVENESS DATE**: 20250811

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** PFG Private Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001799957

**ORGANIZATION NAME:**
- **EIN:** 810693395
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19666
- **FILM NUMBER:** 251201857

**BUSINESS ADDRESS:**
- **STREET 1:** 18572 N DALE MABRY HIGHWAY
- **CITY:** LUTZ
- **STATE:** FL
- **ZIP:** 33548
- **BUSINESS PHONE:** 8132867776

**MAIL ADDRESS:**
- **STREET 1:** 18572 N DALE MABRY HIGHWAY
- **CITY:** LUTZ
- **STATE:** FL
- **ZIP:** 33548

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** PFG Private Wealth Management LLC<br>**Address:** 18572 N DALE MABRY HIGHWAY<br>LUTZ, FL 33548

**Form 13F File Number:** 028-19666

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Samira Kadam<br>**Title:** Compliance Consultant<br>**Phone:** 7209961035

**Signature, Place, and Date of Signing:**

Samira Kadam  Broomfield, CO  08-11-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 56

**Form 13F Information Table Value Total:** $194147306

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 |  | 205248 | 2771 | SH |  | SOLE |  | 0 | 0 | 2771 |
| KROGER CO | COM | 501044101 |  | 210528 | 2935 | SH |  | SOLE |  | 0 | 0 | 2935 |
| DICKS SPORTING GOODS INC | COM | 253393102 |  | 220558 | 1115 | SH |  | SOLE |  | 0 | 0 | 1115 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 234949 | 1766 | SH |  | SOLE |  | 0 | 0 | 1766 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 248412 | 1400 | SH |  | SOLE |  | 0 | 0 | 1400 |
| BLACKSTONE INC | COM | 09260D107 |  | 249350 | 1667 | SH |  | SOLE |  | 0 | 0 | 1667 |
| T-MOBILE US INC | COM | 872590104 |  | 269234 | 1130 | SH |  | SOLE |  | 0 | 0 | 1130 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 275203 | 278 | SH |  | SOLE |  | 0 | 0 | 278 |
| ISHARES TR | EXPONENTIAL TECH | 46434V381 |  | 281243 | 4310 | SH |  | SOLE |  | 0 | 0 | 4310 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 282935 | 887 | SH |  | SOLE |  | 0 | 0 | 887 |
| ISHARES TR | IBONDS DEC 27 | 46435U283 |  | 295150 | 11643 | SH |  | SOLE |  | 0 | 0 | 11643 |
| ISHARES TR | IBONDS DEC 28 | 46435U325 |  | 296001 | 11649 | SH |  | SOLE |  | 0 | 0 | 11649 |
| AMERIPRISE FINL INC | COM | 03076C106 |  | 301557 | 565 | SH |  | SOLE |  | 0 | 0 | 565 |
| QUANTA SVCS INC | COM | 74762E102 |  | 305489 | 808 | SH |  | SOLE |  | 0 | 0 | 808 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 318434 | 728 | SH |  | SOLE |  | 0 | 0 | 728 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 322638 | 5746 | SH |  | SOLE |  | 0 | 0 | 5746 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 334575 | 1135 | SH |  | SOLE |  | 0 | 0 | 1135 |
| ISHARES TR | CORE DIVID ETF | 46435U861 |  | 345749 | 6871 | SH |  | SOLE |  | 0 | 0 | 6871 |
| ELI LILLY  CO | COM | 532457108 |  | 356245 | 457 | SH |  | SOLE |  | 0 | 0 | 457 |
| ORACLE CORP | COM | 68389X105 |  | 416709 | 1906 | SH |  | SOLE |  | 0 | 0 | 1906 |
| SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 |  | 431974 | 16874 | SH |  | SOLE |  | 0 | 0 | 16874 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 447438 | 1497 | SH |  | SOLE |  | 0 | 0 | 1497 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 451494 | 4413 | SH |  | SOLE |  | 0 | 0 | 4413 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 457264 | 805 | SH |  | SOLE |  | 0 | 0 | 805 |
| META PLATFORMS INC | CL A | 30303M102 |  | 470172 | 637 | SH |  | SOLE |  | 0 | 0 | 637 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 511852 | 7042 | SH |  | SOLE |  | 0 | 0 | 7042 |
| AMAZON COM INC | COM | 023135106 |  | 537944 | 2452 | SH |  | SOLE |  | 0 | 0 | 2452 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 539780 | 1776 | SH |  | SOLE |  | 0 | 0 | 1776 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 553315 | 2443 | SH |  | SOLE |  | 0 | 0 | 2443 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 575892 | 6135 | SH |  | SOLE |  | 0 | 0 | 6135 |
| ISHARES TR | IBONDS DEC 2030 | 46438G687 |  | 590539 | 23014 | SH |  | SOLE |  | 0 | 0 | 23014 |
| ISHARES TR | IBONDS DEC 2029 | 46436E163 |  | 591517 | 23445 | SH |  | SOLE |  | 0 | 0 | 23445 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 784311 | 32343 | SH |  | SOLE |  | 0 | 0 | 32343 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 796663 | 1640 | SH |  | SOLE |  | 0 | 0 | 1640 |
| ISHARES TR | IBONDS DEC25 ETF | 46434VBD1 |  | 906250 | 35991 | SH |  | SOLE |  | 0 | 0 | 35991 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 952565 | 6029 | SH |  | SOLE |  | 0 | 0 | 6029 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 988560 | 1600 | SH |  | SOLE |  | 0 | 0 | 1600 |
| NETFLIX INC | COM | 64110L106 |  | 1065947 | 796 | SH |  | SOLE |  | 0 | 0 | 796 |
| APPLE INC | COM | 037833100 |  | 1307971 | 6375 | SH |  | SOLE |  | 0 | 0 | 6375 |
| MICROSOFT CORP | COM | 594918104 |  | 2248410 | 4520 | SH |  | SOLE |  | 0 | 0 | 4520 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 3672914 | 33607 | SH |  | SOLE |  | 0 | 0 | 33607 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 4185140 | 67480 | SH |  | SOLE |  | 0 | 0 | 67480 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 5516411 | 30174 | SH |  | SOLE |  | 0 | 0 | 30174 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 |  | 5736769 | 43725 | SH |  | SOLE |  | 0 | 0 | 43725 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 |  | 7405487 | 317423 | SH |  | SOLE |  | 0 | 0 | 317423 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 |  | 7591960 | 298661 | SH |  | SOLE |  | 0 | 0 | 298661 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 7595870 | 312974 | SH |  | SOLE |  | 0 | 0 | 312974 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 7945009 | 59598 | SH |  | SOLE |  | 0 | 0 | 59598 |
| ISHARES TR | IBONDS DEC 2033 | 46436E130 |  | 10687574 | 412568 | SH |  | SOLE |  | 0 | 0 | 412568 |
| ISHARES TR | IBONDS DEC 2030 | 46436E726 |  | 10808181 | 491728 | SH |  | SOLE |  | 0 | 0 | 491728 |
| ISHARES TR | IBONDS DEC 2031 | 46436E486 |  | 10836989 | 515066 | SH |  | SOLE |  | 0 | 0 | 515066 |
| ISHARES TR | IBONDS DEC 2032 | 46436E312 |  | 11300928 | 446942 | SH |  | SOLE |  | 0 | 0 | 446942 |
| ISHARES TR | IBONDS DEC 2034 | 46438G653 |  | 11322808 | 433326 | SH |  | SOLE |  | 0 | 0 | 433326 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 18525748 | 324956 | SH |  | SOLE |  | 0 | 0 | 324956 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 23397449 | 245462 | SH |  | SOLE |  | 0 | 0 | 245462 |
| ISHARES TR | CORE S ETF | 464287200 |  | 26638004 | 42902 | SH |  | SOLE |  | 0 | 0 | 42902 |

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