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

Page 3 of 3 · 44 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	TSLA	TESLA INC	Consumer Cyclical	461	$207K	0.08%	SOLD
42	ORCL	ORACLE CORP	Technology	1,051	$205K	0.08%	SOLD
43	—	BLUEROCK PVT REAL ESTATE FD	—	10,684	$160K	0.06%	SOLD
44	UA	UNDER ARMOUR INC	Consumer Cyclical	28,100	$135K	0.05%	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%