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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 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HPE HEWLETT PACKARD ENTERPRISE C Technology 5,918.0 $267K 0.10% NEW $45.11 +15.3%
22 MINO PIMCO ETF TR 5,714.0 $261K 0.09% NEW $45.76 -3.6%
23 ARKK ARK ETF TR 2,573.0 $208K 0.07% NEW $80.81 +6.7%
24 SIHY HARBOR ETF TRUST 4,466.0 $203K 0.07% NEW $45.56 -0.8%
25 AUPH AURINIA PHARMACEUTICALS INC Healthcare 11,039.0 $187K 0.07% NEW $16.97 -5.2%
Page 2 of 2  ·  25 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%