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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 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 41,163.0 $30.7M 11.05% -4K -9.3% $746.77 +3.1%
2 SPTM SPDR SERIES TRUST 83,314.0 $7.6M 2.72% -3K -3.4% $90.79 +2.9%
3 AVUS AMERICAN CENTY ETF TR 51,363.0 $6.6M 2.37% -2K -3.4% $128.08 +2.5%
4 OUNZ VANECK MERK GOLD ETF Financial Services 155,892.0 $6.0M 2.16% -97K -38.3% $38.59 +10.4%
5 HGER HARBOR ETF TRUST 131,024.0 $3.8M 1.38% -17K -11.4% $29.34 +20.7%
6 RDVY FIRST TR EXCHANGE TRADED FD 43,178.0 $3.5M 1.26% -2K -3.7% $81.06 +1.2%
7 ITOT ISHARES TR 21,290.0 $3.5M 1.26% -478.0 -2.2% $164.27 +2.7%
8 AAPL APPLE INC Technology 8,755.0 $2.5M 0.91% -94.0 -1.1% $289.35 +10.6%
9 NVDA NVIDIA CORPORATION Technology 10,783.0 $2.2M 0.78% -471.0 -4.2% $200.09 +15.1%
10 WMT WALMART INC Consumer Defensive 18,870.0 $2.1M 0.77% -122.0 -0.6% $113.26 -5.4%
11 GDE WISDOMTREE TR 33,019.0 $2.0M 0.72% -225.0 -0.7% $61.09 +11.4%
12 CGGE CAPITAL GROUP GLOBAL EQUITY 56,795.0 $2.0M 0.72% -445.0 -0.8% $35.24 +0.1%
13 GDX VANECK ETF TRUST 21,770.0 $1.6M 0.59% -4K -16.8% $75.45 +31.6%
14 AMZN AMAZON COM INC Consumer Cyclical 6,205.0 $1.5M 0.53% -199.0 -3.1% $238.34 +8.5%
15 SPBC SIMPLIFY EXCHANGE TRADED FUN 29,425.0 $1.4M 0.50% -191.0 -0.6% $47.19 +6.5%
16 MSFT MICROSOFT CORP Technology 3,307.0 $1.2M 0.44% -71.0 -2.1% $373.04 +34.0%
17 REMX VANECK ETF TRUST 13,816.0 $1.2M 0.44% -3K -18.2% $88.50 -14.5%
18 VOO VANGUARD INDEX FDS 1,729.0 $1.2M 0.43% -215.0 -11.1% $686.77 +3.1%
19 VTI VANGUARD INDEX FDS 3,006.0 $1.1M 0.40% -651.0 -17.8% $370.00 +2.6%
20 CIBR FIRST TR EXCHANGE-TRADED FD 9,647.0 $867K 0.31% -86.0 -0.9% $89.85 +5.3%
Page 1 of 3  ·  42 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%