DOSSIER · 13F-HR · Q1 2026

HFG Wealth Management, LLC

HFG Wealth's family office based in Stamford, CT — $182M in tracked AUM across 50 positions as of Q1 2026.

HW

HFG Wealth·Stamford, CT·Family Office

CIK 0002027836 · last filed Mar 31, 2026

Total AUM

$182M

▼ 4.1%

vs prior

Holdings

50

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

Top sector

Financials

19% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of HFG Wealth Management, LLC SEC 13F Filing

1. Portfolio Overview

HFG Wealth Management, LLC reported a total portfolio value of $181.39 million as of December 31, 2025, representing a robust growth of 17.4% from the previous quarter's $154.52 million. The portfolio consists of 52 holdings, indicating a concentrated but actively managed strategy. The firm manages a mix of Exchange Traded Funds (ETFs), structured products, and individual equities. Notably...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

FIRST TR EXCHNG TRADED FD VI

$21M553K11.7%

02

INNOVATOR ETFS TRUST

$15M474K8.3%

03

FIRST TR EXCHANGE TRAD FD VI

$14M493K7.8%

04

INNOVATOR ETFS TRUST

$13M405K7.4%

05

NORTHERN LIGHTS FD TR

$12M329K6.4%

06

FIRST TR EXCHANGE-TRADED FD

$11M417K5.9%

07

DIMENSIONAL ETF TRUST

$10M134K5.4%

08

FIRST TR EXCHNG TRADED FD VI

$9M378K5.0%

09

INNOVATOR ETFS TRUST

$6M169K3.3%

10

FIRST TR EXCHNG TRADED FD VI

$6M174K3.2%

Filing history

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