MLG Wealth Management, operating as Pine Grove Financial Group, has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the end of the second quarter of 2026. The filing lists the firm's principal office at 796 Bielelberg Drive, Suite 103, in Woodbury, Minnesota. The report was submitted on September 2, 2026, and lists Aryn Sands as the authorized agent.
The portfolio consists of a diverse mix of individual stocks and exchange-traded funds (ETFs). Among the largest individual stock positions disclosed are Apple Inc., with 23,984 shares, and Microsoft Corporation, with 6,275 shares. Other notable individual equity holdings include NVIDIA Corporation (19,481 shares), Berkshire Hathaway Inc. Class B (2,166 shares), and Johnson & Johnson (2,953 shares).
The filing indicates that the manager holds a significant number of ETFs, including various funds from BlackRock, iShares, Invesco, J.P. Morgan, Schwab, and SPDR. Notable ETF positions include the iShares Core S&P 500 ETF (98,908 shares) and the iShares Core U.S. Aggregate Bond ETF (18,013 shares). The report also lists exposure to international markets through funds such as the iShares Core MSCI EAFE ETF and the iShares Core MSCI Emerging Markets ETF.
