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INSTITUTIONS
CIK 0002061027
PTM WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)
STOCK
TICKER
SHARES HELD
▲
▼
VALUE
▲
▼
GE Vernova Inc.
GEV
404
$409.61K
Caterpillar Inc.
CAT
291
$259K
Seagate Technology Holdings plc
STX
240
$204.41K