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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 5 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OPPJ WISDOMTREE TR 7,406.0 $427K 0.15% NEW $57.66 +3.6%
82 OSEA HARBOR ETF TRUST 13,982.0 $427K 0.15% -2K -13.4% $30.54 -0.7%
83 BIL SPDR SERIES TRUST 4,607.0 $422K 0.15% +37.0 +0.8% $91.63 -0.2%
84 ALLW SSGA ACTIVE TR 14,400.0 $421K 0.15% NEW $29.27 +3.1%
85 GSST GOLDMAN SACHS ETF TR 8,306.0 $420K 0.15% $50.57 -0.3%
86 HD HOME DEPOT INC Consumer Cyclical 1,190.0 $420K 0.15% -50.0 -4.0% $352.68 -9.0%
87 LGLV SPDR SERIES TRUST 2,312.0 $420K 0.15% NEW $181.46 +2.2%
88 RTX RTX CORPORATION Industrials 2,210.0 $419K 0.15% -27.0 -1.2% $189.73 +5.8%
89 JPM JPMORGAN CHASE & CO Financial Services 1,269.0 $415K 0.15% -252.0 -16.6% $327.23 +9.6%
90 GOOG ALPHABET INC 1,175.0 $415K 0.15% -140.0 -10.7% $353.33
91 JTEK J P MORGAN EXCHANGE TRADED F 3,680.0 $411K 0.15% -485.0 -11.6% $111.55 -10.1%
92 SLV ISHARES SILVER TR Financial Services 7,658.0 $409K 0.15% -8K -51.7% $53.47 +11.9%
93 CORP PIMCO ETF TR 4,033.0 $391K 0.14% NEW $96.90 -2.6%
94 AZN ASTRAZENECA PLC Healthcare 2,059.0 $390K 0.14% $189.62 -14.2%
95 IUSV ISHARES TR 3,471.0 $382K 0.14% +198.0 +6.0% $110.14 +4.1%
96 IUSG ISHARES TR 1,942.0 $365K 0.13% +319.0 +19.6% $188.07 +2.0%
97 EFIV SPDR SERIES TRUST 4,778.0 $348K 0.12% +27.0 +0.6% $72.93 +3.4%
98 LPLA LPL FINL HLDGS INC Financial Services 1,193.0 $336K 0.12% $281.68 +27.6%
99 IEFA ISHARES TR 3,469.0 $335K 0.12% +719.0 +26.1% $96.59 +4.6%
100 IVV ISHARES TR 445.0 $333K 0.12% -118.0 -21.0% $748.89 +3.3%
Page 5 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%