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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 3 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPMD SPDR SERIES TRUST 16,619.0 $1.1M 0.40% +10K +155.3% $67.56 -1.6%
42 VTI VANGUARD INDEX FDS 3,006.0 $1.1M 0.40% -651.0 -17.8% $370.00 +2.6%
43 AGIX KRANESHARES TRUST 23,249.0 $1.1M 0.39% NEW $46.89 -2.0%
44 KEMX KRANESHARES TRUST 18,879.0 $991K 0.36% +8K +78.3% $52.47 +0.2%
45 DHS WISDOMTREE TR 8,226.0 $935K 0.34% NEW $113.69 +4.2%
46 AVLV AMERICAN CENTY ETF TR 10,200.0 $930K 0.34% NEW $91.21 +3.8%
47 SMMU PIMCO ETF TR 18,397.0 $929K 0.33% NEW $50.50 -0.8%
48 IWF ISHARES TR 7,186.0 $892K 0.32% +5K +220.8% $124.17 -0.6%
49 BERKSHIRE HATHAWAY INC DEL 1,764.0 $883K 0.32% $500.39
50 CIBR FIRST TR EXCHANGE-TRADED FD 9,647.0 $867K 0.31% -86.0 -0.9% $89.85 +5.3%
51 MUNI PIMCO ETF TR 16,457.0 $866K 0.31% NEW $52.60 -2.8%
52 FMDE FIDELITY COVINGTON TRUST 21,219.0 $861K 0.31% NEW $40.58 +3.8%
53 XOM EXXON MOBIL CORP Energy 6,249.0 $854K 0.31% -169.0 -2.6% $136.71 +16.6%
54 FENI FIDELITY COVINGTON TRUST 20,107.0 $807K 0.29% +482.0 +2.5% $40.13 +3.8%
55 GOOGL ALPHABET INC Communication Services 2,219.0 $793K 0.28% $357.34 -5.3%
56 QGRO AMERICAN CENTY ETF TR 6,242.0 $737K 0.27% +4K +184.6% $118.06 +0.4%
57 JGRO J P MORGAN EXCHANGE TRADED F 7,466.0 $736K 0.27% +3K +57.4% $98.59 -4.0%
58 INFO HARBOR ETF TRUST 26,638.0 $724K 0.26% NEW $27.19 +4.1%
59 FBCG FIDELITY COVINGTON TRUST 11,647.0 $723K 0.26% NEW $62.11 +0.4%
60 AMD ADVANCED MICRO DEVICES INC Technology 1,232.0 $716K 0.26% $580.91 -17.8%
Page 3 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%