ADG Wealth Management Group, LLC has filed its Form 13F-HR, disclosing the firm’s equity securities holdings as of the close of business on September 30, 2026. The filing was submitted on October 23, 2026, and details the firm's positions in various exchange-traded funds (ETFs) and individual common stocks.
The firm’s largest holding is the iShares Core S&P 500 ETF, with 34,333,837 shares. The iShares Core S&P Mid-Cap ETF is the second-largest holding, with 7,189,897 shares. The iShares Core S&P 500 ETF is followed by the iShares Core S&P Mid-Cap ETF with 7,189,897 shares. The Vanguard Whitehall Funds International High Dividend ETF is the fourth-largest holding, with 9,505,382 shares. The iShares Core S&P 500 ETF is the fifth-largest holding, with 34,333,837 shares.
The filing also lists significant positions in other ETFs, including the iShares Core S&P 500 ETF (34,333,837 shares), the iShares Core S&P Mid-Cap ETF (7,189,897 shares), and the Vanguard Whitehall Funds International High Dividend ETF (9,505,382 shares). Individual stock positions include Meta Platforms Inc. Class A (391 shares), Amazon.com Inc. (1,531 shares), and NVIDIA Corporation (1,375 shares).
