SEC 13F Intelligence

Managers / Q3 2025 · view latest →

PTM WEALTH MANAGEMENT, LLC

CIK 0002061027 · 1501 LOWER STATE ROAD, BUILDING D, NORTH WALES, PA, 19454 · 267-317-1515

Reported Value
$168M
Q3 2025
Positions
54
Filings on Record
5
2019–present window
Filed
Oct 28, 2025
original filing

Summary

Ptm Wealth Management, LLC reported $168M in U.S.-listed holdings across 54 positions for Q3 2025.

The portfolio is heavily concentrated: FNDX alone accounts for 20.5% of reported value.

Compared with Q2 2025, the fund opened 5 new positions and exited 0.

Portfolio Metrics

Turnover
+0.2%
vs prior filed quarter
Top-10 Concentration
+94.5%
share of reported value
Largest Position
+20.5%
Schwab Strategic Tr

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’25: $95MQ1 ’25Q2 ’25: $151MQ2 ’25Q3 ’25: $168MQ3 ’25Q4 ’25: $177MQ4 ’25Q1 ’26: $189MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 93.1%Common Stock: 6.8%Other: 0.0%
  • ETP · 93.1% · $156M
  • Common Stock · 6.8% · $11M
  • Other · 0.0% · $82,050

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ZAUGINNOVATOR ETFS TRUSTNEW+17.3K17.3K+$457,687$457,687
LRCXLAM RESEARCH CORPNEW+2.0K2.0K+$298,300$298,300
TSLATESLA INCNEW+600600+$271,950$271,950
SCHASCHWAB STRATEGIC TRNEW+7.2K7.2K+$203,973$203,973
GOOGALPHABET INCNEW+805805+$202,572$202,572
AMZNAMAZON COM INCTRIMMED8833.0K$204,833$665,572
ATAI LIFE SCIENCES NVADDED+2.5K15.0K+$47,425$82,050
NVDANVIDIA CORPORATIONTRIMMED4001.9K$13,692$354,383

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2025

32 positions
#IssuerClass% PortfolioValueShares
1FNDXSCHWAB STRATEGIC TRFUNDAMENTAL US L · US LRG CAP ETF · US DIVIDEND EQ · US SML CAP ETF20.48%$34M1.29M
2ULSTSSGA ACTIVE ETF TRhistory →ULT SHT TRM BD15.99%$27M659.9K
3SMLFISHARES TRUS SML CAP EQT · MRGSTR MD CP GRW · MSCI USA MIN VOL · CORE S&P SCP ETF · RUS TP200 GR ETF · ISHARES SEMICDTR15.54%$26M315.4K
4ZALTINNOVATOR ETFS TRUSTDEFINED WLT SHLD · U S EQ 10 BUFFER · US EQTY PWR BUF · US EQTY PWR BF · EQUITY DEFINED P · EQUITY DEF PROTN15.41%$26M759.0K
5XLKSELECT SECTOR SPDR TRhistory →TECHNOLOGY15.06%$25M87.7K
6COWZPACER FDS TRhistory →US CASH COWS 1005.35%$9M154.7K
7FBTCFIDELITY WISE ORIGIN BITCOINhistory →SHS2.10%$4M32.2K
8VOOVANGUARD INDEX FDSS&P 500 ETF SHS · GROWTH ETF · MID CAP ETF · VALUE ETF1.94%$3M7.1K
9AAPLAPPLE INChistory →COM1.77%$3M11.5K
10CEGCONSTELLATION ENERGY CORPCOM0.91%$2M4.2K
11MSFTMICROSOFT CORPCOM0.50%$843,8781.6K
12FVDFIRST TR EXCHANGE-TRADED FDSHS0.48%$797,00817.2K
13GOOGLALPHABET INCCAP STK CL A · CAP STK CL C0.47%$784,6003.1K
14AMZNAMAZON COM INCCOM0.40%$665,5723.0K
15EXCEXELON CORPCOM0.37%$624,63613.7K
16FMBFIRST TR EXCH TRADED FD IIIMANAGD MUN ETF0.33%$552,88110.9K
17LWLGLIGHTWAVE LOGIC INCCOM0.29%$494,000100.0K
18LMTLOCKHEED MARTIN CORPCOM0.26%$443,206862
19LLYELI LILLY & COCOM0.25%$425,990504
20NAMSNEWAMSTERDAM PHARMA COMPANYORDINARY SHARES0.25%$418,99212.9K
21NVDANVIDIA CORPORATIONCOM0.21%$354,3831.9K
22LRCXLAM RESEARCH CORPCOM NEW0.18%$298,3002.0K
23METAMETA PLATFORMS INCCL A0.17%$282,613395
24PANWPALO ALTO NETWORKS INCCOM0.16%$276,3541.3K
25TSLATESLA INCCOM0.16%$271,950600
26VTVANGUARD INTL EQUITY INDEX FTT WRLD ST ETF0.16%$262,3861.9K
27VYMVANGUARD WHITEHALL FDSHIGH DIV YLD0.16%$260,6561.8K
28WTRGESSENTIAL UTILS INCCOM0.15%$255,9466.4K
29IDXXIDEXX LABS INCCOM0.15%$251,112400
30QQQINVESCO QQQ TRUNIT SER 10.15%$244,746403
31GEVGE VERNOVA INCCOM0.15%$243,098403
32ATAI LIFE SCIENCES NVSHS0.05%$82,05015.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$189M56Apr 9, 202613F-HRchanges · EDGAR ↗
Q4 2025$177M56Jan 9, 202613F-HRchanges · EDGAR ↗
Q3 2025$168M54Oct 28, 202513F-HRchanges · EDGAR ↗
Q2 2025$151M49Jul 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$95M39May 7, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.