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Portfolio (Quarterly)
Guide ↗
HFG Wealth Management, LLC
·
CIK 0002027836
13F Portfolio
$181M AUM
52 positions
Filed Jan 16, 2026
EDGAR ↗
← All Funds
Q4 2025
Q3 2025
·
All
2 New
11 Added
21 Reduced
1 Exited
#
Ticker
Company
Sector
Shares
Value ↓
% Port
Status
1
TPIF
TIMOTHY PLAN
—
5,995
$200K
0.11%
SOLD
Sector Allocation
Financial Services
58.9%
Energy
20.2%
Technology
14.5%
Consumer Cyclical
3.2%
Real Estate
3.2%