PTM WEALTH MANAGEMENT, LLC
13F Portfolio Filings
Most recent 13F
Q2 2025
Location
North Wales, X1
CIK
0002061027
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2025
49
151,101
FNDX, ULST, XLK, SMLF
13F-HR
7/8/2025
000195175725000592
Q1 2025
39
95,073
FNDX, XLK, BALT, ZALT
13F-HR
5/7/2025
000195175725000525