Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HFG Wealth Management, LLC (CIK 2027836) reported $181.7M across 50 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOCT ($21.3M, 11.75%), IAPR ($15.0M, 8.25%), FTGC ($14.2M, 7.79%), QFLR ($13.5M, 7.43%), MRSK ($11.6M, 6.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOCT | FIRST TR EXCHNG TRADED FD VI | $21.3M | 11.75% | 552,661 | Trimmed |
| 2 | IAPR | INNOVATOR ETFS TRUST | $15.0M | 8.25% | 473,603 | Trimmed |
| 3 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $14.2M | 7.79% | 493,104 | Trimmed |
| 4 | QFLR | INNOVATOR ETFS TRUST | $13.5M | 7.43% | 405,358 | Trimmed |
| 5 | MRSK | NORTHERN LIGHTS FD TR | $11.6M | 6.39% | 328,552 | Trimmed |
| 6 | IGLD | FIRST TR EXCHANGE-TRADED FD | $10.6M | 5.86% | 416,956 | Trimmed |
| 7 | DFAW | DIMENSIONAL ETF TRUST | $9.9M | 5.44% | 133,896 | Trimmed |
| 8 | TSEP | FIRST TR EXCHNG TRADED FD VI | $9.1M | 5.01% | 378,094 | Trimmed |
| 9 | SFLR | INNOVATOR ETFS TRUST | $6.0M | 3.29% | 168,691 | Trimmed |
| 10 | BUFR | FIRST TR EXCHNG TRADED FD VI | $5.9M | 3.24% | 174,174 | Added |
| 11 | BTC | GRAYSCALE BITCOIN MINI TR ET | $5.8M | 3.19% | 193,397 | Added |
| 12 | DFAU | DIMENSIONAL ETF TRUST | $5.7M | 3.16% | 127,158 | Trimmed |
| 13 | DFCF | DIMENSIONAL ETF TRUST | $4.8M | 2.64% | 113,686 | Added |
| 14 | KHPI | MANAGED PORTFOLIO SERIES | $4.2M | 2.32% | 174,490 | Added |
| 15 | IJAN | INNOVATOR ETFS TRUST | $4.1M | 2.27% | 113,792 | Added |
| 16 | WZRD | ETF OPPORTUNITIES TRUST | $3.8M | 2.10% | 161,832 | New |
| 17 | DFAI | DIMENSIONAL ETF TRUST | $2.5M | 1.40% | 65,435 | Trimmed |
| 18 | AAPL | APPLE INC | $2.5M | 1.40% | 10,016 | Added |
| 19 | EJUL | INNOVATOR ETFS TRUST | $2.5M | 1.39% | 84,437 | Added |
| 20 | DFAC | DIMENSIONAL ETF TRUST | $2.5M | 1.36% | 63,483 | Added |
| 21 | XOM | EXXON MOBIL CORP | $2.4M | 1.31% | 14,076 | Trimmed |
| 22 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $2.2M | 1.21% | 41,652 | Trimmed |
| 23 | FMB | FIRST TR EXCH TRADED FD III | $2.1M | 1.15% | 41,072 | Added |
| 24 | BOCT | INNOVATOR ETFS TRUST | $1.9M | 1.07% | 40,349 | Trimmed |
| 25 | AMLP | ALPS ETF TR | $1.8M | 1.02% | 35,049 | Added |
Source: SEC Form 13F filings · as of 2026-03-31