Portfolio (Quarterly) Guide ↗

SFG Wealth Management, LLC.

· CIK 0001908914

13F Portfolio $243M AUM 100 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 14 New 29 Added 44 Reduced 44 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ALAI	THE ALGER ETF TRUST	—	65,364	$2.4M	0.93%	SOLD
2	VB	VANGUARD INDEX FDS	—	6,564	$1.7M	0.67%	SOLD
3	SPMB	SPDR SERIES TRUST	—	72,993	$1.6M	0.64%	SOLD
4	VUG	VANGUARD INDEX FDS	—	3,351	$1.6M	0.64%	SOLD
5	IEF	ISHARES TR	—	16,967	$1.6M	0.64%	SOLD
6	GBIL	GOLDMAN SACHS ETF TR	—	15,381	$1.5M	0.60%	SOLD
7	HYG	ISHARES TR	—	15,189	$1.2M	0.48%	SOLD
8	DIVB	ISHARES TR	—	16,315	$867K	0.34%	SOLD
9	CGDV	CAPITAL GROUP DIVIDEND VALUE	—	18,110	$790K	0.31%	SOLD
10	VNQ	VANGUARD INDEX FDS	—	8,528	$755K	0.30%	SOLD
11	VO	VANGUARD INDEX FDS	—	2,522	$732K	0.29%	SOLD
12	IDEQ	LAZARD ACTIVE ETF TR	—	22,822	$693K	0.27%	SOLD
13	CGGR	CAPITAL GROUP GROWTH ETF	—	14,831	$660K	0.26%	SOLD
14	HOOD	ROBINHOOD MKTS INC	Financial Services	5,133	$581K	0.23%	SOLD
15	VBK	VANGUARD INDEX FDS	—	1,841	$556K	0.22%	SOLD
16	GE	GE AEROSPACE	Industrials	1,801	$555K	0.22%	SOLD
17	MDYV	SPDR SERIES TRUST	—	6,513	$551K	0.22%	SOLD
18	VZ	VERIZON COMMUNICATIONS INC	Communication Services	11,034	$449K	0.18%	SOLD
19	BST	BLACKROCK SCIENCE & TECHNOLO	Financial Services	10,276	$417K	0.16%	SOLD
20	GS	GOLDMAN SACHS GROUP INC	Financial Services	452	$397K	0.16%	SOLD

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Sector Allocation

Financial Services 71.0%

Technology 11.8%

Industrials 5.3%

Consumer Defensive 3.6%

Consumer Cyclical 3.5%

Communication Services 2.0%

Energy 1.6%

Utilities 0.6%

Healthcare 0.6%