PMG Family Office LLC has disclosed its latest investment holdings in a recent filing, indicating a total value of approximately $108 million as of September 30, 2026. This report is crucial not only for the firm but also for the broader asset management industry, as it reflects current investment strategies and trends among similar entities.
Founded in Delaware, PMG Family Office LLC operates in the asset management sector. The firm is categorized under the SEC's classification for investment management, focusing on managing a diverse portfolio of assets. The company has been actively filing reports, with its most recent submission being a 13F-HR form filed on October 19, 2026, detailing its holdings as of the end of September.
The filing reveals that PMG Family Office holds a total of 112 different securities, with a combined value of $108,106,732. This diverse portfolio includes investments in well-known companies such as Apple Inc., Amazon.com Inc., and Chevron Corporation, among others. The firm’s strategy appears to focus on a mix of technology, healthcare, and energy sectors, which are indicative of current market trends.
According to the filing, the company’s holdings include:
"The total value of the reported securities is $108,106,732, with 112 different securities held as of September 30, 2026."
This update may affect various stakeholders, including investors and analysts who track asset management trends. The detailed breakdown of holdings provides insights into PMG Family Office's investment philosophy and its responses to market conditions. The report may also influence competitors in the asset management sector, as they analyze PMG's strategies and adjust their own accordingly.
Looking ahead, the filing does not specify any immediate actions or upcoming votes related to these holdings. However, stakeholders will likely be watching for future filings to gauge how PMG Family Office adapts its investment strategy in response to market changes.