PTM WEALTH MANAGEMENT, LLC

Q3 2026 13F Holdings

Location
North Wales, PA
Holdings as of
9/30/2026
Value ($000)
$235,337
Num holdings
61
Date filed
10/23/2026
Form type
13F-HR
Prev filing
8/6/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type