13F Insight
DOSSIER · 13F-HR · Q3 2025

JFG Wealth Management, LLC

$511M in tracked AUM across 67 positions as of Q3 2025.

JW
CIK 0001766972 · last filed Sep 30, 2025
Total AUM
$511M
as of Q3 2025
Holdings
67
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

JFG Wealth Management, LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
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Filing history

2025Q3Sep 30
$511M▲ 6.8%
67 positionsLocked2025Q2Jun 30
$478M▲ 8.6%
62 positionsLocked2025Q1Mar 31
$440M▲ 0.8%
80 positionsLocked2024Q4Dec 31
$436M▲ 19.7%
97 positionsLocked2024Q3Sep 30
$365M▲ 3.8%
73 positionsLocked2024Q2Jun 30
$351M▼ 5.8%
56 positionsLocked2024Q1Mar 31
$373M▲ 7.1%
61 positionsLocked2023Q4Dec 31
$348M▲ 13.7%
80 positionsLocked2023Q3Sep 30
$306M▼ 6.1%
35 positionsLocked2023Q2Jun 30
$326M▲ 11.1%
37 positionsLocked2023Q1Mar 31
$294M▼ 4.7%
30 positionsLocked2022Q4Dec 31
$308M▲ 3.3%
35 positionsLocked
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