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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 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 10,783.0 $2.2M 0.78% -471.0 -4.2% $200.09 +15.1%
22 WMT WALMART INC Consumer Defensive 18,870.0 $2.1M 0.77% -122.0 -0.6% $113.26 -5.4%
23 GDE WISDOMTREE TR 33,019.0 $2.0M 0.72% -225.0 -0.7% $61.09 +11.4%
24 CGGE CAPITAL GROUP GLOBAL EQUITY 56,795.0 $2.0M 0.72% -445.0 -0.8% $35.24 +0.1%
25 QQQ INVESCO QQQ TR Financial Services 2,629.0 $1.9M 0.70% +249.0 +10.5% $736.47 -2.4%
26 PWRD TCW ETF TRUST 14,782.0 $1.8M 0.65% +1K +8.2% $122.96 -12.6%
27 MFUS PIMCO EQUITY SER 25,460.0 $1.7M 0.61% NEW $67.17 -0.8%
28 GDX VANECK ETF TRUST 21,770.0 $1.6M 0.59% -4K -16.8% $75.45 +31.6%
29 SPYG SPDR SERIES TRUST 12,663.0 $1.5M 0.54% +1K +12.6% $118.99 +2.3%
30 PYLD PIMCO ETF TR 56,554.0 $1.5M 0.54% +48K +575.4% $26.52 -1.8%
31 AMZN AMAZON COM INC Consumer Cyclical 6,205.0 $1.5M 0.53% -199.0 -3.1% $238.34 +8.5%
32 SPBC SIMPLIFY EXCHANGE TRADED FUN 29,425.0 $1.4M 0.50% -191.0 -0.6% $47.19 +6.5%
33 FLMI FRANKLIN TEMPLETON ETF TR 53,674.0 $1.4M 0.49% $25.17 -3.8%
34 SPSM SPDR SERIES TRUST 22,314.0 $1.3M 0.46% +474.0 +2.2% $57.67 -2.0%
35 JPEF J P MORGAN EXCHANGE TRADED F 15,866.0 $1.3M 0.46% $80.33 +1.4%
36 SDVY FIRST TR EXCHANGE TRADED FD 28,871.0 $1.2M 0.45% +2K +7.8% $43.14 +0.7%
37 MSFT MICROSOFT CORP Technology 3,307.0 $1.2M 0.44% -71.0 -2.1% $373.04 +34.0%
38 REMX VANECK ETF TRUST 13,816.0 $1.2M 0.44% -3K -18.2% $88.50 -14.5%
39 VOO VANGUARD INDEX FDS 1,729.0 $1.2M 0.43% -215.0 -11.1% $686.77 +3.1%
40 SPDW SPDR INDEX SHS FDS 23,258.0 $1.2M 0.42% +15K +190.0% $50.39 +3.8%
Page 2 of 6  ·  113 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%