# EDGAR Filing Document

**Accession Number:** 0001799957
**File Stem:** 0001799957-26-000002
**Filing Date:** 2026-5
**Character Count:** 10905
**Document Hash:** c947af788089931fd33d6ae87fa3f46e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001799957-26-000002.hdr.sgml**: 20260515

**ACCESSION NUMBER**: 0001799957-26-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260515

**DATE AS OF CHANGE**: 20260514

**EFFECTIVENESS DATE**: 20260515

**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:** 26981589

**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:** 03-31-2026

**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  05-14-2026<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:** 75

**Form 13F Information Table Value Total:** $235848705

      (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 |
| AKEBIA THREAPEUTICS INC | COM | 00972D105 |  | 51896 | 37335 | SH |  | SOLE |  | 0 | 0 | 37335 |
| BANK AMERICA CORP | COM | 060505104 |  | 206635 | 4239 | SH |  | SOLE |  | 0 | 0 | 4239 |
| LEIDOS HOLDINGS INC | COM | 525327102 |  | 220372 | 1417 | SH |  | SOLE |  | 0 | 0 | 1417 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 233267 | 2527 | SH |  | SOLE |  | 0 | 0 | 2527 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 241342 | 566 | SH |  | SOLE |  | 0 | 0 | 566 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 245833 | 492 | SH |  | SOLE |  | 0 | 0 | 492 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 255066 | 739 | SH |  | SOLE |  | 0 | 0 | 739 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 255558 | 1766 | SH |  | SOLE |  | 0 | 0 | 1766 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 |  | 270844 | 1382 | SH |  | SOLE |  | 0 | 0 | 1382 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 271227 | 943 | SH |  | SOLE |  | 0 | 0 | 943 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 280796 | 11584 | SH |  | SOLE |  | 0 | 0 | 11584 |
| DUPONT DE NEMOURS INC | COM | 26614N102 |  | 282265 | 6163 | SH |  | SOLE |  | 0 | 0 | 6163 |
| ISHARES TR | FUTURE EXPONENTI | 46434V381 |  | 291475 | 4277 | SH |  | SOLE |  | 0 | 0 | 4277 |
| TOLL BROTHERS INC | COM | 889478103 |  | 295458 | 2165 | SH |  | SOLE |  | 0 | 0 | 2165 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 296840 | 1497 | SH |  | SOLE |  | 0 | 0 | 1497 |
| RTX CORPORATION | COM | 75513E101 |  | 299767 | 1554 | SH |  | SOLE |  | 0 | 0 | 1554 |
| AMGEN INC | COM | 031162100 |  | 307566 | 874 | SH |  | SOLE |  | 0 | 0 | 874 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 309725 | 965 | SH |  | SOLE |  | 481 | 0 | 484 |
| TEXAS INSTRS INC | COM | 882508104 |  | 317613 | 1636 | SH |  | SOLE |  | 0 | 0 | 1636 |
| SHELL PLC | SPON ADS | 780259305 |  | 320664 | 3448 | SH |  | SOLE |  | 0 | 0 | 3448 |
| BLACKSTONE INC | COM | 09260D107 |  | 321627 | 2797 | SH |  | SOLE |  | 0 | 0 | 2797 |
| KROGER CO | COM | 501044101 |  | 321713 | 4446 | SH |  | SOLE |  | 0 | 0 | 4446 |
| ANHEUSER BUSCH INBEV SA NV | SPONSORED ADR | 03524A108 |  | 324443 | 4677 | SH |  | SOLE |  | 0 | 0 | 4677 |
| ASTRAZENECA PLC | ORD | G0593M107 |  | 330935 | 1678 | SH |  | SOLE |  | 0 | 0 | 1678 |
| CSX CORP | COM | 126408103 |  | 331223 | 8069 | SH |  | SOLE |  | 0 | 0 | 8069 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 344679 | 1422 | SH |  | SOLE |  | 0 | 0 | 1422 |
| KIMCO REALTY CORP | COM | 49446R109 |  | 352015 | 15666 | SH |  | SOLE |  | 0 | 0 | 15666 |
| ELI LILLY  CO | COM | 532457108 |  | 354288 | 385 | SH |  | SOLE |  | 0 | 0 | 385 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 354809 | 1173 | SH |  | SOLE |  | 0 | 0 | 1173 |
| SOUTHERN CO | COM | 842587107 |  | 356738 | 3696 | SH |  | SOLE |  | 0 | 0 | 3696 |
| ORACLE CORP | COM | 68389X105 |  | 377631 | 2567 | SH |  | SOLE |  | 0 | 0 | 2567 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 379092 | 1322 | SH |  | SOLE |  | 0 | 0 | 1322 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A649 |  | 382199 | 14918 | SH |  | SOLE |  | 0 | 0 | 14918 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 396695 | 4005 | SH |  | SOLE |  | 0 | 0 | 4005 |
| AMERIPRISE FINL INC | COM | 03076C106 |  | 396849 | 893 | SH |  | SOLE |  | 0 | 0 | 893 |
| BARRICK MNG CORP | COM SHS | 06849F108 |  | 419280 | 10279 | SH |  | SOLE |  | 0 | 0 | 10279 |
| PHILLIPS 66 | COM | 718546104 |  | 420289 | 2307 | SH |  | SOLE |  | 0 | 0 | 2307 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 425075 | 1020 | SH |  | SOLE |  | 0 | 0 | 1020 |
| ISHARES TR | IBONDS DEC 28 | 46435U325 |  | 443558 | 17374 | SH |  | SOLE |  | 0 | 0 | 17374 |
| QUANTA SVCS INC | COM | 74762EAH5 |  | 444157 | 809 | SH |  | SOLE |  | 0 | 0 | 809 |
| AMAZON COM INC | COM | 023135106 |  | 454237 | 2181 | SH |  | SOLE |  | 0 | 0 | 2181 |
| ISHARES TR | IBONDS DEC 27 | 46435U283 |  | 460337 | 18095 | SH |  | SOLE |  | 0 | 0 | 18095 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 464968 | 3787 | SH |  | SOLE |  | 0 | 0 | 3787 |
| META PLATFORMS INC | CL A | 30303M102 |  | 468612 | 819 | SH |  | SOLE |  | 0 | 0 | 819 |
| T-MOBILE US INC | COM | 872590104 |  | 469627 | 2236 | SH |  | SOLE |  | 0 | 0 | 2236 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 470320 | 472 | SH |  | SOLE |  | 0 | 0 | 472 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 554492 | 5979 | SH |  | SOLE |  | 0 | 0 | 5979 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 564990 | 7382 | SH |  | SOLE |  | 0 | 0 | 7382 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 647147 | 1083 | SH |  | SOLE |  | 0 | 0 | 1083 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 647512 | 1916 | SH |  | SOLE |  | 0 | 0 | 1916 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 776783 | 1621 | SH |  | SOLE |  | 0 | 0 | 1621 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 842430 | 4392 | SH |  | SOLE |  | 0 | 0 | 4392 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 883689 | 5067 | SH |  | SOLE |  | 0 | 0 | 5067 |
| NETFLIX INC. | COM | 64110L106 |  | 923521 | 9605 | SH |  | SOLE |  | 0 | 0 | 9605 |
| ISHARES TR | IBONDS DEC 2030 | 46438G687 |  | 936079 | 36240 | SH |  | SOLE |  | 0 | 0 | 36240 |
| ISHARES TR | IBONDS DEC 2029 | 46436E825 |  | 941017 | 37121 | SH |  | SOLE |  | 0 | 0 | 37121 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 1026934 | 1579 | SH |  | SOLE |  | 0 | 0 | 1579 |
| APPLE INC | COM | 037833100 |  | 1545449 | 6089 | SH |  | SOLE |  | 0 | 0 | 6089 |
| MICROSOFT CORP | COM | 594918104 |  | 1748989 | 4725 | SH |  | SOLE |  | 0 | 0 | 4725 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 2872560 | 4 | SH |  | SOLE |  | 0 | 0 | 4 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 4684876 | 37687 | SH |  | SOLE |  | 0 | 0 | 37687 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 4980947 | 73759 | SH |  | SOLE |  | 0 | 0 | 73759 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 8194179 | 338044 | SH |  | SOLE |  | 0 | 0 | 338044 |
| ISHARES TR | IBONDS DEC 29 | 46436E825 |  | 8298180 | 356758 | SH |  | SOLE |  | 0 | 0 | 356758 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 |  | 8439458 | 333180 | SH |  | SOLE |  | 0 | 0 | 333180 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 |  | 10814579 | 74609 | SH |  | SOLE |  | 0 | 0 | 74609 |
| ISHARES TR | IBONDS DEC 2033 | 46436E148 |  | 12737562 | 492749 | SH |  | SOLE |  | 0 | 0 | 492749 |
| ISHARES TR | IBONDS DEC 2031 | 46436E486 |  | 13175582 | 629507 | SH |  | SOLE |  | 0 | 0 | 629507 |
| ISHARES TR | IBONDS DEC 2030 | 46436E726 |  | 13594609 | 621042 | SH |  | SOLE |  | 0 | 0 | 621042 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 13655540 | 92205 | SH |  | SOLE |  | 0 | 0 | 92205 |
| ISHARES TR | IBONDS DEC 2034 | 46438G653 |  | 13874188 | 532394 | SH |  | SOLE |  | 0 | 0 | 532394 |
| ISHARES TR | IBONDS DEC 2032 | 46436E312 |  | 13893193 | 549790 | SH |  | SOLE |  | 0 | 0 | 549790 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 23660032 | 241651 | SH |  | SOLE |  | 0 | 0 | 241651 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 24976657 | 389773 | SH |  | SOLE |  | 0 | 0 | 389773 |
| ISHARES TR | CORE S ETF | 464287200 |  | 30437926 | 46597 | SH |  | SOLE |  | 0 | 0 | 46597 |

---