CIK 2061027

PTM WEALTH MANAGEMENT, LLC

Institutional 13F holdings & portfolio

Holdings

Portfolio Value

$1M+

Latest Report

Dec 31, 2025

Report Periods

Holdings

13F filings as of Dec 31, 2025 · Showing 51–56 of 56

Ticker	Company	Shares	Value	Type
ZFEB	INNOVATOR ETFS TRUST	10K	$100K–$500K	SH
WTRG	ESSENTIAL UTILS INC	6K	$100K–$500K	SH
V	VISA INC	647	$100K–$500K	SH
PANW	PALO ALTO NETWORKS INC	1K	$100K–$500K	SH
SCHA	SCHWAB STRATEGIC TR	7K	$100K–$500K	SH
ATAI	ATAI BECKLEY NV	15K	$50K–$100K	SH