account_balance

Investment manager · 13F filer · SEC CIK 2027836

HFG Wealth Management, LLC

Reported value$99Mas of Sep 30, 2026
Positions41 0 new, 1 sold out
Top 10 weight60.9%DFAW alone is 9%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
DFAW Dimensional ETF Trust 8.7% Held
IAPR Innovator Etfs Trust 8.1% Held
QFLR Innovator Etfs Trust 6.6% Held
MRSK Northern Lights Fd Tr 6.3% Held
DFUS Dimensional ETF Trust 5.7% Held
FTGC First Tr Exchange Trad Fd Vi 5.6% Held
IGLD First Tr Exchange-Traded Fd 5.1% Held
SPMO Invesco Exch Traded Fd Tr II 5.1% Held
TSEP First Tr Exchng Traded Fd Vi 5.1% Held
GLDB ETF Opportunities Trust 4.8% Held
HRSK Northern Lights Fd Tr 4.5% Held
DFAU Dimensional ETF Trust 4.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Aug 13, 2026 filing
add_circleNew

None

arrow_upwardAdded

None

arrow_downwardTrimmed

None

remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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