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Portfolio (Quarterly) Guide ↗

SFG Wealth Management, LLC.

· CIK 0001908914
13F Portfolio $255M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 130 New
Page 6 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IGV ISHARES TR 3,235.0 $342K 0.13% NEW $105.69 -12.2%
102 ARCC ARES CAPITAL CORP Financial Services 16,865.0 $341K 0.13% NEW $20.23 -5.2%
103 IRM IRON MTN INC DEL Real Estate 4,063.0 $337K 0.13% NEW $82.95 +49.3%
104 SPYV SPDR SERIES TRUST 5,714.0 $325K 0.13% NEW $56.81 +9.0%
105 RSP INVESCO EXCHANGE TRADED FD T 1,681.0 $322K 0.13% NEW $191.56 +11.4%
106 EFA ISHARES TR 3,340.0 $321K 0.13% NEW $96.03 +7.6%
107 VYM VANGUARD WHITEHALL FDS 2,214.0 $318K 0.12% NEW $143.52 +11.6%
108 RTX RTX CORPORATION Industrials 1,555.0 $285K 0.11% NEW $183.40 +5.5%
109 EFIV SPDR SERIES TRUST 4,303.0 $285K 0.11% NEW $66.15 +8.3%
110 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,713.0 $284K 0.11% NEW $49.65 -26.8%
111 PFE PFIZER INC Healthcare 11,385.0 $283K 0.11% NEW $24.90 +0.6%
112 FTCS FIRST TR EXCHANGE-TRADED FD 2,950.0 $273K 0.11% NEW $92.50 +4.8%
113 AMD ADVANCED MICRO DEVICES INC Technology 1,232.0 $264K 0.10% NEW $214.16 +131.5%
114 QGRO AMERICAN CENTY ETF TR 2,286.0 $262K 0.10% NEW $114.50 +0.1%
115 URA GLOBAL X FDS 5,948.0 $254K 0.10% NEW $42.73 -9.4%
116 MRK MERCK & CO INC Healthcare 2,407.0 $253K 0.10% NEW $105.27 +21.1%
117 XLE SELECT SECTOR SPDR TR 5,592.0 $250K 0.10% NEW $44.71 +29.0%
118 MLPX GLOBAL X FDS 4,124.0 $250K 0.10% NEW $60.53 +26.2%
119 JGRO J P MORGAN EXCHANGE TRADED F 2,682.0 $249K 0.10% NEW $92.79 -0.1%
120 IEFA ISHARES TR 2,771.0 $248K 0.10% NEW $89.45 +7.6%
Page 6 of 7  ·  130 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 68.4%
Technology 12.2%
Industrials 4.6%
Consumer Cyclical 4.3%
Communication Services 4.0%
Consumer Defensive 2.8%
Energy 1.5%
Utilities 1.3%
Healthcare 0.7%
Real Estate 0.4%