13F Insight
DOSSIER · 13F-HR · Q2 2026

SFG Wealth Management, LLC.

$278M in tracked AUM across 113 positions as of Q2 2026.

SW
CIK 0001908914 · last filed Jun 30, 2026
Total AUM
$278M
as of Q2 2026
Holdings
113
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SFG Wealth Management, LLC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$46M527K16.6%02
MFSV
MFS ACTIVE EXCHANGE TRADED F
$31M1.1M11.3%03
SPY
STATE STR SPDR S&P 500 ETF T
$31M41K11.1%04
AVUV
AMERICAN CENTY ETF TR
$19M154K6.9%05
MDYG
SPDR SERIES TRUST
$19M167K6.7%06
SPTM
SPDR SERIES TRUST
$8M83K2.7%07
AVUS
AMERICAN CENTY ETF TR
$7M51K2.4%08
OUNZ
VANECK MERK GOLD ETF
$6M156K2.2%09
XNTK
SPDR SERIES TRUST
$5M13K1.8%10
MINT
PIMCO ETF TR
$4M43K1.5%

Filing history

2026Q2Jun 30
$278M▲ 14.5%
113 positionsView →2026Q1Mar 31
$243M▼ 4.6%
100 positionsView →2025Q4Dec 31
$255M▲ 65.5%
130 positionsView →2025Q3Sep 30
$154M▼ 7.1%
74 positionsView →2025Q2Jun 30
$165M▲ 19.6%
83 positionsLocked2025Q1Mar 31
$138M▼ 27.4%
63 positionsLocked2024Q4Dec 31
$191M▲ 1.1%
98 positionsLocked2024Q3Sep 30
$188M▲ 7.4%
91 positionsLocked2024Q2Jun 30
$175M▲ 4.2%
87 positionsLocked2024Q1Mar 31
$168M▲ 12.1%
95 positionsLocked2023Q4Dec 31
$150M▲ 19.4%
91 positionsLocked2023Q3Sep 30
$126M▲ 5.5%
92 positionsLocked
Showing 12 of 19