HFG Wealth Management

HFG Wealth Management as of June 30, 2026

Portfolio Holdings for HFG Wealth Management

HFG Wealth Management holds 42 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust World Equity Etf (DFAW) 8.7 $8.6M 104k 82.79
Innovator Etfs Trust Intrnl Dev Aprl (IAPR) 8.1 $8.0M 242k 33.21
Innovator Etfs Trust Nasdaq 100 Mana (QFLR) 6.5 $6.5M 178k 36.48
Northern Lights Fd Tr Toews Agilty Shs (MRSK) 6.2 $6.2M 161k 38.61
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 5.7 $5.6M 69k 81.94
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 5.6 $5.6M 205k 27.05
First Tr Exchange-traded Ft Vest Gold (IGLD) 5.1 $5.1M 241k 21.06
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 5.0 $5.0M 31k 161.54
First Tr Exchng Traded Fd Vi Ft Ve Em Mark Bu (TSEP) 5.0 $5.0M 193k 26.00
Etf Opportunities Trust Idx Alternative (GLDB) 4.7 $4.7M 249k 18.90
Northern Lights Fd Tr Toews Agility Sh 4.5 $4.5M 177k 25.36
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 4.1 $4.1M 78k 51.69
Managed Portfolio Ser Kens He Prem Etf (KHPI) 4.0 $4.0M 154k 25.82
Innovator Etfs Trust Quity Managd Flr (SFLR) 3.4 $3.4M 87k 38.58
Dimensional Etf Trust Core Fixe In Etf (DFCF) 3.2 $3.2M 75k 42.21
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 3.1 $3.1M 119k 25.95
Apple (AAPL) 1.9 $1.9M 6.6k 289.35
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.7 $1.7M 40k 41.25
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.6 $1.6M 40k 40.21
Dimensional Etf Trust Intl Core Equity (DFIC) 1.5 $1.5M 39k 37.26
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 1.0 $956k 40k 23.77
Alps Etf Tr Alerian Mlp (AMLP) 0.8 $803k 16k 51.85
Innovator Etfs Trust Intrnl Dev Jan (IJAN) 0.7 $700k 18k 38.08
Vanguard Index Fds Growth Etf (VUG) 0.7 $651k 7.6k 86.14
Innovator Etfs Trust Uncapped Acclrtd (XUSP) 0.6 $597k 11k 52.66
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.5 $524k 12k 44.36
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.5 $522k 10k 51.36
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.5 $515k 11k 45.52
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.5 $489k 10k 47.75
Innovator Etfs Trust Emrgng Mkt July (EJUL) 0.5 $479k 15k 31.24
Ishares Tr Us Treas Bd Etf (GOVT) 0.5 $467k 21k 22.78
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $464k 5.6k 82.11
Exxon Mobil Corporation (XOM) 0.4 $430k 3.1k 136.71
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $377k 3.8k 98.97
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $354k 474.00 746.28
Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.3 $330k 9.2k 36.00
Chevron Corporation (CVX) 0.3 $311k 1.9k 165.73
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.3 $301k 7.9k 38.13
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.3 $292k 6.1k 47.77
Dimensional Etf Trust Inflation Prote (DFIP) 0.3 $291k 7.0k 41.25
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) 0.3 $289k 6.5k 44.24
Ishares Tr Rus 1000 Etf (IWB) 0.2 $226k 552.00 409.32