PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Q2 2026 13F Holdings

Location
Waltham, MA
Holdings as of
6/30/2026
Value ($000)
$370,871
Num holdings
544
Date filed
8/7/2026
Form type
13F-HR
Prev filing
8/7/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type