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HFG Wealth Management

Latest statistics and disclosures from HFG Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IAPR, MRSK, FTGC, IGLD, DFAW, and represent 42.15% of HFG Wealth Management's stock portfolio.
HFG Wealth Management has $157M in assets under management (AUM), dropping by -0.00%.
Central Index Key (CIK): 0002027836

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Portfolio Holdings for HFG Wealth Management

HFG Wealth Management holds 40 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	11.4	$18M	660k	27.04	View chart
Northern Lights Fd Tr Toews Agilty Shs (MRSK)	10.5	$16M	517k	31.78	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	7.7	$12M	503k	23.91	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	6.9	$11M	543k	20.02	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	5.7	$9.0M	151k	59.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	5.5	$8.6M	244k	35.44	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	5.5	$8.6M	161k	53.24	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	5.4	$8.4M	222k	37.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	4.0	$6.2M	216k	28.92	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	3.4	$5.3M	135k	38.85	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.3	$5.2M	139k	37.49	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	3.1	$4.9M	164k	29.83	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	2.9	$4.6M	147k	31.41	View chart
Exxon Mobil Corporation (XOM)	2.8	$4.4M	38k	115.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	2.7	$4.2M	115k	36.82	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.6	$4.1M	98k	41.54	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	2.0	$3.2M	113k	28.12	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	1.8	$2.9M	117k	24.51	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	1.7	$2.6M	52k	51.06	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.5	$2.4M	74k	32.24	View chart
Apple (AAPL)	1.3	$2.0M	9.6k	210.63	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.3	$2.0M	68k	29.67	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.0	$1.6M	64k	25.87	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.9	$1.5M	31k	47.98	View chart
Chevron Corporation (CVX)	0.8	$1.2M	7.6k	156.42	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$892k	1.9k	479.11	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.5	$756k	19k	40.58	View chart
Prologis (PLD)	0.4	$681k	6.1k	112.31	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.4	$623k	14k	43.17	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.4	$611k	13k	47.00	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$576k	9.6k	60.08	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$489k	1.3k	374.01	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.3	$402k	9.8k	40.83	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$333k	612.00	544.43	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$324k	12k	26.29	View chart
Amazon (AMZN)	0.2	$304k	1.6k	193.25	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$284k	2.9k	97.08	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.2	$251k	9.8k	25.71	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$230k	6.8k	33.78	View chart
Manhattan Bridge Capital (LOAN)	0.0	$16k	16k	1.00	View chart

Past Filings by HFG Wealth Management

SEC 13F filings are viewable for HFG Wealth Management going back to 2024

HFG Wealth Management 2024 Q3 filed Oct. 4, 2024
HFG Wealth Management 2024 Q2 filed Aug. 20, 2024
HFG Wealth Management 2023 Q1 filed June 28, 2024
HFG Wealth Management 2023 Q4 filed June 28, 2024
HFG Wealth Management 2024 Q1 filed June 28, 2024

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