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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 GOCT, IAPR, FTGC, QFLR, MRSK, and represent 41.61% of HFG Wealth Management's stock portfolio.
Added to shares of these 10 stocks: GLDB, BTC, FMB, DFIC, DFAC, BUFR, DFCF, IJAN, EJUL, KHPI.
Started 1 new stock position in GLDB.
Reduced shares in these 10 stocks: XOM, SPY, FTGC, IAPR, GOCT, , TPLC, IWB, DFAI, TSEP.
Sold out of its positions in IWB, TSLA, TPLC.
HFG Wealth Management was a net seller of stock by $-514k.
HFG Wealth Management has $182M in assets under management (AUM), dropping by 0.18%.
Central Index Key (CIK): 0002027836

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Positions held by HFG Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for HFG Wealth Management

HFG Wealth Management holds 50 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	11.7	$21M		553k	38.63	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	8.3	$15M	-2%	474k	31.67	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	7.8	$14M	-4%	493k	28.71	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	7.4	$14M		405k	33.30	View chart
Northern Lights Fd Tr Toews Agilty Shs (MRSK)	6.4	$12M		329k	35.34	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	5.9	$11M		417k	25.53	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	5.4	$9.9M		134k	73.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Emerging (TSEP)	5.0	$9.1M		378k	24.07	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	3.3	$6.0M	-2%	169k	35.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	3.2	$5.9M	+3%	174k	33.77	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	3.2	$5.8M	+21%	193k	29.99	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.2	$5.7M	-2%	127k	45.12	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.6	$4.8M	+3%	114k	42.22	View chart
Managed Portfolio Series Kensington Hedge (KHPI)	2.3	$4.2M		175k	24.21	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	2.3	$4.1M	+4%	114k	36.28	View chart
Etf Opportunities Trust Idx Alternative (GLDB)	2.1	$3.8M	NEW	162k	23.58	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.4	$2.5M	-5%	65k	38.96	View chart
Apple (AAPL)	1.4	$2.5M		10k	253.80	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	1.4	$2.5M	+3%	84k	29.89	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.4	$2.5M	+10%	64k	38.86	View chart
Exxon Mobil Corporation (XOM)	1.3	$2.4M	-56%	14k	169.66	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	1.2	$2.2M	-3%	42k	52.76	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.1	$2.1M	+16%	41k	50.66	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	1.1	$1.9M		40k	47.99	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.0	$1.8M		35k	52.64	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.0	$1.7M		52k	33.86	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.6	$1.1M	+26%	32k	35.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.0M		1.8k	577.28	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.5	$976k		41k	23.86	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.5	$882k	-2%	21k	43.11	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$816k		1.9k	436.85	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$750k	-50%	1.2k	650.50	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$743k		7.5k	99.27	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.4	$741k	+5%	16k	47.88	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.4	$734k		22k	33.93	View chart
Prologis (PLD)	0.4	$677k	-2%	5.1k	132.17	View chart
Innovator Etfs Trust Uncapped Acclrtd (XUSP)	0.3	$572k	+7%	13k	44.16	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$489k	-2%	21k	22.91	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$482k	-3%	5.8k	82.57	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$479k		1.1k	430.29	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.2	$448k		11k	41.72	View chart
Chevron Corporation (CVX)	0.2	$430k		2.1k	206.91	View chart
Amazon (AMZN)	0.2	$386k		1.9k	208.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.2	$352k		8.4k	41.69	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.2	$352k		7.9k	44.62	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.2	$302k	-2%	8.1k	37.39	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.2	$283k		9.8k	29.03	View chart
NVIDIA Corporation (NVDA)	0.2	$274k		1.6k	174.36	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$268k	-14%	5.8k	45.97	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.1	$227k		8.5k	26.72	View chart

Past Filings by HFG Wealth Management

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

HFG Wealth Management 2026 Q1 filed April 23, 2026
HFG Wealth Management 2025 Q4 filed Jan. 16, 2026
HFG Wealth Management 2025 Q3 restated filed Nov. 14, 2025
HFG Wealth Management 2025 Q3 filed Oct. 3, 2025
HFG Wealth Management 2025 Q2 filed July 9, 2025
HFG Wealth Management 2025 Q1 filed April 8, 2025
HFG Wealth Management 2024 Q4 filed Jan. 13, 2025
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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