account_balance
Investment manager · 13F filer · SEC CIK 1908914
SFG Wealth Management, LLC.
Reported value$281Mas of Sep 30, 2026
Positions103 5 new, 15 sold out
Top 10 weight63.3%SPYM alone is 17%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
17.1%
MFSVMFS Active Exchange Traded F
12.3%Added +12%
SPYSPDR S&P 500 ETF Trust
10.5%Trimmed −6%
MDYGSPDR Series Trust
6.1%
AVUVAmerican Centy ETF Tr
6.1%Trimmed −6%
SPTMSPDR Series Trust
2.7%
EMXCiShares Inc
2.3%New
AVUSAmerican Centy ETF Tr
2.3%
OUNZVanEck Merk Gold ETF
2.0%
XNTKSPDR Series Trust
1.8%
HGERHarbor ETF Trust
1.7%+3%
MINT1.4%
SPYMSPDR Series Trust
17.1%
MFSVMFS Active Exchange Traded F
12.3%Added +12%
SPYSPDR S&P 500 ETF Trust
10.5%Trimmed −6%
MDYGSPDR Series Trust
6.1%
AVUVAmerican Centy ETF Tr
6.1%−6%
SPTM
EMXC2.3%
AVUS2.3%
OUNZXNTK
HGER
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 17.1% Held
MFSV MFS Active Exchange Traded F 12.3% Added +12%
SPY SPDR S&P 500 ETF Trust 10.5% Trimmed −6%MDYG SPDR Series Trust 6.1% Held
AVUV American Centy ETF Tr 6.1% Trimmed −6%
SPTM SPDR Series Trust 2.7% Held
EMXC iShares Inc 2.3% New
AVUS American Centy ETF Tr 2.3% Held
OUNZ VanEck Merk Gold ETF 2.0% Trimmed −10%XNTK SPDR Series Trust 1.8% Added +3%
HGER Harbor ETF Trust 1.7% Added +3%
MINT Pimco ETF Tr 1.4% Trimmed −11%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- EMXC $6.6M
- SGOV $3.07M
- GVAL $1.98M
- IDEQ $1.25M
arrow_upwardAdded
- MFUS +22%
- JGRO +19%
- INFO +15%
- MFSV +12%
arrow_downwardTrimmed
- VOO −33%
- KEMX −24%
- GDX −22%
- PWRD −19%
remove_circleSold out
- DHS $935K
- AVLV $930K
- SMMU $929K
- MUNI $866K
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