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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 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP Energy 6,249.0 $854K 0.31% -169.0 -2.6% $136.71 +16.6%
22 IJH ISHARES TR 8,938.0 $689K 0.25% -965.0 -9.7% $77.11 -1.6%
23 WINN HARBOR ETF TRUST 19,515.0 $634K 0.23% -35K -64.5% $32.47 +3.6%
24 IJR ISHARES TR 4,043.0 $600K 0.22% -622.0 -13.3% $148.30 -2.0%
25 GM GENERAL MTRS CO Consumer Cyclical 7,578.0 $584K 0.21% -75.0 -1.0% $77.08 +13.9%
26 IDEV ISHARES TR 5,718.0 $509K 0.18% -724.0 -11.2% $89.01 +4.9%
27 COPX GLOBAL X FDS 6,521.0 $502K 0.18% -347.0 -5.0% $76.97 +17.8%
28 XLV SELECT SECTOR SPDR TR 2,947.0 $468K 0.17% -1K -28.4% $158.68 +8.1%
29 IWM ISHARES TR 1,441.0 $433K 0.16% -182.0 -11.2% $300.45 -1.5%
30 OSEA HARBOR ETF TRUST 13,982.0 $427K 0.15% -2K -13.4% $30.54 -0.7%
31 HD HOME DEPOT INC Consumer Cyclical 1,190.0 $420K 0.15% -50.0 -4.0% $352.68 -9.0%
32 RTX RTX CORPORATION Industrials 2,210.0 $419K 0.15% -27.0 -1.2% $189.73 +5.8%
33 JPM JPMORGAN CHASE & CO Financial Services 1,269.0 $415K 0.15% -252.0 -16.6% $327.23 +9.6%
34 GOOG ALPHABET INC 1,175.0 $415K 0.15% -140.0 -10.7% $353.33
35 JTEK J P MORGAN EXCHANGE TRADED F 3,680.0 $411K 0.15% -485.0 -11.6% $111.55 -10.1%
36 SLV ISHARES SILVER TR Financial Services 7,658.0 $409K 0.15% -8K -51.7% $53.47 +11.9%
37 IVV ISHARES TR 445.0 $333K 0.12% -118.0 -21.0% $748.89 +3.3%
38 CEG CONSTELLATION ENERGY CORP Utilities 1,336.0 $332K 0.12% -51.0 -3.7% $248.39 +20.4%
39 SPYV SPDR SERIES TRUST 5,399.0 $328K 0.12% -36.0 -0.7% $60.80 +4.4%
40 AVNM AMERICAN CENTY ETF TR 3,912.0 $322K 0.12% -7K -62.8% $82.38 +5.2%
Page 2 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%