HFG Wealth Management

HFG Wealth Management as of March 31, 2026

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