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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 6 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CEG CONSTELLATION ENERGY CORP Utilities 1,336.0 $332K 0.12% -51.0 -3.7% $248.39 +20.4%
102 SPYV SPDR SERIES TRUST 5,399.0 $328K 0.12% -36.0 -0.7% $60.80 +4.4%
103 AVNM AMERICAN CENTY ETF TR 3,912.0 $322K 0.12% -7K -62.8% $82.38 +5.2%
104 RSP INVESCO EXCHANGE TRADED FD T 1,453.0 $309K 0.11% +208.0 +16.7% $212.77 +2.9%
105 ITA ISHARES TR 1,179.0 $286K 0.10% +100.0 +9.3% $242.42 -6.9%
106 META META PLATFORMS INC Communication Services 478.0 $269K 0.10% $563.29 +9.5%
107 HPE HEWLETT PACKARD ENTERPRISE C Technology 5,918.0 $267K 0.10% NEW $45.11 +15.3%
108 MINO PIMCO ETF TR 5,714.0 $261K 0.09% NEW $45.76 -3.6%
109 FTCS FIRST TR EXCHANGE-TRADED FD 2,529.0 $238K 0.09% -62.0 -2.4% $93.92 +6.0%
110 ARKK ARK ETF TR 2,573.0 $208K 0.07% NEW $80.81 +6.7%
111 SIHY HARBOR ETF TRUST 4,466.0 $203K 0.07% NEW $45.56 -0.8%
112 SPLV INVESCO EXCH TRADED FD TR II 2,692.0 $202K 0.07% -100.0 -3.6% $74.89 -0.2%
113 AUPH AURINIA PHARMACEUTICALS INC Healthcare 11,039.0 $187K 0.07% NEW $16.97 -5.2%
Page 6 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%