MLG Wealth Management, operating as Pine Grove Financial Group, filed its Form 13F-HR on October 13, 2026, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's address as 796 Bielenberg Drive, Suite 103, Woodbury, MN 55125, and identifies Aryn Sands as the agent.
The report details a portfolio consisting of 224 individual holdings. The largest position in the portfolio is Apple Inc., with 25,247 shares. Other significant individual stock holdings include NVIDIA Corporation (21,843 shares), Microsoft Corporation (8,449 shares), and Amazon.com Inc. (8,080 shares). The filing also includes a substantial number of exchange-traded funds (ETFs), with BlackRock ETF Trust holding the largest number of shares across various funds.
The portfolio is broadly diversified across sectors and geographies. Major technology holdings include Broadcom Inc., Eli Lilly & Co., and Johnson & Johnson. The energy sector is represented by ExxonMobil Holdings Corp. and Chevron Corporation. International exposure is present through holdings in companies such as SAP SE, Banco Santander S.A., and Banco do Brasil S.A. Additionally, the portfolio includes significant allocations to ETFs tracking various indices, including the S&P 500, MSCI EAFE, and global equity markets.
