MLG Wealth Management DBA Pine Grove Financial Group has filed a Form 13F-HR with the SEC, disclosing its equity holdings as of March 31, 2026. The filing lists the firm's address as 796 BieLENBERG Drive, Suite 103, Woodbury, MN 55125.
The portfolio includes a mix of individual equities and exchange-traded funds (ETFs). Among the notable individual stock positions listed are NVIDIA Corporation with 3,235,589 shares, Apple Inc. with 4,744,106 shares, and Microsoft Corporation with 2,240,260 shares. Other significant individual holdings include UnitedHealth Group Inc. (1,609,199 shares), Johnson & Johnson (728,196 shares), and Meta Platforms Inc. (747,884 shares).
The filing also details substantial exposure to various ETFs. The firm holds shares in Vanguard S&P 500 ETF Shares (56,656,915 shares), Vanguard Total Stock Market ETF (468,903 shares), and Vanguard Total International Stock ETF (393,195 shares). Other ETFs listed include BlackRock iShares Core S&P 500 ETF (23,188,173 shares) and SPDR S&P 500 ETF Trust (23,104,961 shares).
The filing indicates that all holdings are held for investment purposes and that the firm does not beneficially own more than 10% of any class of equity security.
