13F Insight
DOSSIER · 13F-HR · Q1 2026

SFMG, LLC

$1.5B in tracked AUM across 333 positions as of Q1 2026.

SL
CIK 0001512026 · last filed Mar 31, 2026
Total AUM
$1.5B
as of Q1 2026
Holdings
333
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

SFMG, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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
ATO
ATMOS ENERGY CORP
$196M1.1M13.2%02
PTLC
PACER FDS TR
$132M2.5M8.9%03
SPHQ
INVESCO EXCHANGE TRADED FD T
$127M1.7M8.6%04
GSLC
GOLDMAN SACHS ETF TR
$107M852K7.2%05
QUS
SPDR SERIES TRUST
$93M542K6.3%06
MOAT
VANECK ETF TRUST
$65M672K4.4%07
AAPL
APPLE INC
$59M234K4.0%08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$54M112K3.6%09
NVDA
NVIDIA CORPORATION
$36M208K2.5%10
COWZ
PACER FDS TR
$35M566K2.4%

Filing history

2026Q1Mar 31
$1.5B▼ 1.0%
333 positionsView →2025Q4Dec 31
$1.5B▲ 3.4%
315 positionsView →2025Q3Sep 30
$1.4B▲ 8.3%
307 positionsView →2025Q2Jun 30
$1.3B▲ 5.1%
280 positionsLocked2025Q1Mar 31
$1.3B▼ 0.1%
283 positionsLocked2024Q4Dec 31
$1.3B▲ 2.8%
273 positionsLocked2024Q3Sep 30
$1.2B▲ 7.3%
274 positionsLocked2024Q2Jun 30
$1.2B▼ 1.1%
272 positionsLocked2024Q1Mar 31
$1.2B▲ 7.8%
283 positionsLocked2023Q4Dec 31
$1.1B▲ 10.9%
271 positionsLocked2023Q3Sep 30
$973M▲ 0.1%
256 positionsLocked2023Q2Jun 30
$972M▲ 4.7%
258 positionsLocked
Showing 12 of 59