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Portfolio (Quarterly) Guide ↗

SFG Wealth Management, LLC.

· CIK 0001908914
13F Portfolio $278M AUM 113 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 25 New 33 Added 42 Reduced 12 Exited
Page 1 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM SPDR SERIES TRUST 526,644.0 $46.3M 16.64% +52K +11.0% $87.88 +3.2%
2 MFS ACTIVE EXCHANGE TRADED F 1,099,524.0 $31.4M 11.30% +166K +17.8% $28.57
3 AVUV AMERICAN CENTY ETF TR 154,039.0 $19.2M 6.91% +5K +3.5% $124.76 +1.7%
4 MDYG SPDR SERIES TRUST 166,652.0 $18.7M 6.72% +2K +1.4% $112.09 -3.4%
5 XNTK SPDR SERIES TRUST 13,096.0 $5.1M 1.84% +769.0 +6.2% $390.66 -7.5%
6 MINT PIMCO ETF TR 42,657.0 $4.3M 1.55% +5K +13.3% $100.81 -0.3%
7 BILZ PIMCO ETF TR 36,999.0 $3.7M 1.34% +2K +5.5% $100.93 -0.2%
8 MGNR AMERICAN BEACON SELECT FUNDS 56,569.0 $2.7M 0.99% +3K +4.8% $48.55 +13.3%
9 QQQ INVESCO QQQ TR Financial Services 2,629.0 $1.9M 0.70% +249.0 +10.5% $736.47 -2.4%
10 PWRD TCW ETF TRUST 14,782.0 $1.8M 0.65% +1K +8.2% $122.96 -12.6%
11 SPYG SPDR SERIES TRUST 12,663.0 $1.5M 0.54% +1K +12.6% $118.99 +2.3%
12 PYLD PIMCO ETF TR 56,554.0 $1.5M 0.54% +48K +575.4% $26.52 -1.8%
13 SPSM SPDR SERIES TRUST 22,314.0 $1.3M 0.46% +474.0 +2.2% $57.67 -2.0%
14 SDVY FIRST TR EXCHANGE TRADED FD 28,871.0 $1.2M 0.45% +2K +7.8% $43.14 +0.7%
15 SPDW SPDR INDEX SHS FDS 23,258.0 $1.2M 0.42% +15K +190.0% $50.39 +3.8%
16 SPMD SPDR SERIES TRUST 16,619.0 $1.1M 0.40% +10K +155.3% $67.56 -1.6%
17 KEMX KRANESHARES TRUST 18,879.0 $991K 0.36% +8K +78.3% $52.47 +0.2%
18 IWF ISHARES TR 7,186.0 $892K 0.32% +5K +220.8% $124.17 -0.6%
19 FENI FIDELITY COVINGTON TRUST 20,107.0 $807K 0.29% +482.0 +2.5% $40.13 +3.8%
20 QGRO AMERICAN CENTY ETF TR 6,242.0 $737K 0.27% +4K +184.6% $118.06 +0.4%
Page 1 of 2  ·  33 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 63.6%
Technology 18.5%
Industrials 5.4%
Consumer Cyclical 4.0%
Consumer Defensive 3.4%
Energy 2.1%
Communication Services 1.7%
Healthcare 0.9%
Utilities 0.5%