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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 4 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJH ISHARES TR 8,938.0 $689K 0.25% -965.0 -9.7% $77.11 -1.6%
62 FESM FIDELITY COVINGTON TRUST 14,215.0 $686K 0.25% NEW $48.29 -1.9%
63 DWAS INVESCO EXCH TRADED FD TR II 5,338.0 $680K 0.24% NEW $127.32 -13.4%
64 WINN HARBOR ETF TRUST 19,515.0 $634K 0.23% -35K -64.5% $32.47 +3.6%
65 FVD FIRST TR EXCHANGE-TRADED FD 13,103.0 $631K 0.23% +511.0 +4.1% $48.18 +4.0%
66 AVGO BROADCOM INC Technology 1,642.0 $620K 0.22% +54.0 +3.4% $377.73 -5.2%
67 PIMCO ETF TR 12,358.0 $610K 0.22% NEW $49.38
68 IJR ISHARES TR 4,043.0 $600K 0.22% -622.0 -13.3% $148.30 -2.0%
69 GM GENERAL MTRS CO Consumer Cyclical 7,578.0 $584K 0.21% -75.0 -1.0% $77.08 +13.9%
70 RBLX ROBLOX CORP Technology 10,471.0 $569K 0.20% $54.38 -20.4%
71 PSC PRINCIPAL EXCHANGE TRADED FD 7,893.0 $553K 0.20% NEW $70.12 -1.4%
72 IDEV ISHARES TR 5,718.0 $509K 0.18% -724.0 -11.2% $89.01 +4.9%
73 COPX GLOBAL X FDS 6,521.0 $502K 0.18% -347.0 -5.0% $76.97 +17.8%
74 OIH VANECK ETF TRUST 1,333.0 $496K 0.18% +443.0 +49.8% $372.02 +14.9%
75 SLVP ISHARES INC 15,812.0 $487K 0.17% +1K +9.8% $30.83 +31.6%
76 LMT LOCKHEED MARTIN CORP Industrials 957.0 $487K 0.17% +9.0 +0.9% $509.28 +3.1%
77 XLV SELECT SECTOR SPDR TR 2,947.0 $468K 0.17% -1K -28.4% $158.68 +8.1%
78 SHEL SHELL PLC Energy 5,711.0 $443K 0.16% NEW $77.54 +19.9%
79 IWM ISHARES TR 1,441.0 $433K 0.16% -182.0 -11.2% $300.45 -1.5%
80 OPPE WISDOMTREE TR 7,731.0 $431K 0.15% NEW $55.81 +8.2%
Page 4 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%