ADG Wealth Management Group, LLC
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationmetairie, LA
- CIK0002053824
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
30 | $125.83M | IVW, RSP, IVE, JEPI | 13F-HR | Oct 14, 2025 | 000205382425000006 | ||
28 | $117.46M | IVW, RSP, IVE, JEPI | 13F-HR | Aug 5, 2025 | 000205382425000005 | ||
25 | $106.05M | IVW, RSP, JEPI, IVE | 13F-HR | May 1, 2025 | 000205382425000003 | ||
28 | $112.61M | IVW, RSP, IVE, JEPI | 13F-HR | Feb 5, 2025 | 000205382425000002 |