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PFG Advisors, LLC
Mike Prior · Investment Advisor · Multi-Strategy
PFG Advisors, LLC is an SEC-registered investment advisor based in Phoenix, Arizona, serving as the wealth management arm of Priority Financial Group (PFG). Founded by CEO Mike Prior, the firm has spent over two decades providing comprehensive compliance, technology, and back-office solutions to financial institutions, credit unions, and independent advisors. PFG Advisors specializes in building scalable investment programs and offers a multi-custodial platform through major partners like Charles Schwab and Fidelity. The institution focuses on bridging the gap between quality financial advisors and institutional partners to deliver objective, client-centered advice while optimizing operational efficiencies.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +21.3% |
| YTD return | +16.3% |
| Sharpe ratio | 3.81 |
| Win rate | 80% |
| AUM | $0.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.pfgteam.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 13.7% | +26.4% |
| MSFT | Microsoft Corporation | 12.9% | +6.6% |
| NVDA | NVIDIA Corporation | 11.2% | +15.5% |
| GOOGL | Alphabet Inc Class A | 9.5% | +23.1% |
| AMZN | Amazon.com Inc | 5.2% | +10.3% |
| BRK-A | Berkshire Hathaway Inc | 5.1% | +3.8% |
| COST | Costco Wholesale Corp | 4.9% | -5.1% |
| AVGO | Broadcom Inc | 4.8% | +2.4% |
| JPM | JPMorgan Chase & Co | 3.9% | +12.7% |
| KLAC | KLA-Tencor Corporation | 3.9% | +9.7% |
| PG | Procter & Gamble Company | 2.9% | -1.8% |
| CAT | Caterpillar Inc | 2.8% | +24.3% |
| LRCX | Lam Research Corp | 2.8% | +22.2% |
| V | Visa Inc. Class A | 2.8% | +8.0% |
| EME | EMCOR Group Inc | 2.4% | +4.8% |
| JNJ | Johnson & Johnson | 2.4% | +28.4% |
| APH | Amphenol Corporation | 2.4% | +16.7% |
| DHR | Danaher Corporation | 2.3% | +4.6% |
| SNPS | Synopsys Inc | 2.2% | -14.0% |
| HD | The Home Depot Inc | 2.1% | -16.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | DHR | 2.3% → 2.3% |
| Sep 14, 2026 | SELL | EME | 2.4% → 2.4% |
| Sep 14, 2026 | BUY | CAT | 2.8% → 2.8% |
| Sep 14, 2026 | BUY | SNPS | 2.2% → 2.2% |
| Sep 14, 2026 | BUY | JPM | 3.9% → 3.9% |
Investment Style Analysis
PFG Advisors, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, PFG Advisors, LLC made a significant move by increasing exposure to DHR. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
PFG Advisors’ philosophy is centered on the principle of 'Quality Advisors... Quality Advice,' emphasizing a values-driven and relationship-focused approach to wealth management. The firm utilizes an open-architecture investment platform and unbiased market research to tailor strategies to the specific goals of individuals, families, and institutional members. By leveraging advanced portfolio management technology and institutional-grade resources, PFG Advisors aims to provide transparency and efficient service while fostering long-term, ethical, and sustainable growth for its advisory community and the clients they serve.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with PFG Advisors, LLC.
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Frequently asked questions
How is the simulated portfolio for PFG Advisors, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is PFG Advisors, LLC's largest holding?
As of the latest filing, PFG Advisors, LLC's top position is Apple Inc (AAPL), representing 13.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is PFG Advisors, LLC's historical performance and risk profile?
Our simulation indicates a total return of +21.3% with a win rate of 80%. Notably, the portfolio maintains a Sharpe Ratio of 3.81, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does PFG Advisors, LLC primarily invest in?
PFG Advisors, LLC has a strong preference for the Semiconductors sector, which makes up 16.0% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is PFG Advisors, LLC's portfolio concentrated or diversified?
PFG Advisors, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 37.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has PFG Advisors, LLC performed in 2026?
Our AI-simulated model portfolio for PFG Advisors, LLC tracks a Year-to-Date (YTD) return of +16.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Mike Prior manage PFG Advisors, LLC directly?
Yes, Mike Prior serves as the key portfolio manager for PFG Advisors, LLC, overseeing the investment strategy and final capital allocation decisions.