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.
SFG Wealth Management, LLC. (CIK 1908914) reported $242.9M across 100 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($36.3M, 14.95%), SPY ($29.5M, 12.16%), MFSV ($25.0M, 10.27%), AVUV ($16.4M, 6.77%), MDYG ($15.8M, 6.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $36.3M | 14.95% | 474,554 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $29.5M | 12.16% | 45,410 | Trimmed |
| 3 | MFSV | MFS ACTIVE EXCHANGE TRADED F | $25.0M | 10.27% | 933,598 | Added |
| 4 | AVUV | AMERICAN CENTY ETF TR | $16.4M | 6.77% | 148,814 | Added |
| 5 | MDYG | SPDR SERIES TRUST | $15.8M | 6.49% | 164,316 | Added |
| 6 | OUNZ | VANECK MERK GOLD ETF | $11.4M | 4.69% | 252,686 | Added |
| 7 | SPTM | SPDR SERIES TRUST | $6.8M | 2.81% | 86,206 | Added |
| 8 | AVUS | AMERICAN CENTY ETF TR | $5.9M | 2.43% | 53,164 | Trimmed |
| 9 | HGER | HARBOR ETF TRUST | $4.6M | 1.89% | 147,924 | Added |
| 10 | MINT | PIMCO ETF TR | $3.8M | 1.56% | 37,660 | Added |
| 11 | BILZ | PIMCO ETF TR | $3.5M | 1.46% | 35,080 | New |
| 12 | XNTK | SPDR SERIES TRUST | $3.1M | 1.30% | 12,327 | Added |
| 13 | ITOT | ISHARES TR | $3.1M | 1.28% | 21,768 | Added |
| 14 | RDVY | FIRST TR EXCHANGE TRADED FD | $3.1M | 1.26% | 44,846 | Added |
| 15 | MGNR | AMERICAN BEACON SELECT FUNDS | $2.8M | 1.15% | 53,975 | Added |
| 16 | GLTR | ABRDN PRECIOUS METALS BASKET | $2.5M | 1.05% | 11,641 | Trimmed |
| 17 | SHY | ISHARES TR | $2.6M | 1.05% | 30,913 | Added |
| 18 | GDX | VANECK ETF TRUST | $2.4M | 0.99% | 26,162 | Trimmed |
| 19 | WMT | WALMART INC | $2.4M | 0.97% | 18,992 | Trimmed |
| 20 | AAPL | APPLE INC | $2.2M | 0.92% | 8,849 | Trimmed |
| 21 | PH | PARKER-HANNIFIN CORP | $2.2M | 0.92% | 2,500 | Trimmed |
| 22 | GDE | WISDOMTREE TR | $2.1M | 0.86% | 33,244 | Trimmed |
| 23 | TBIL | RBB FD INC | $2.1M | 0.85% | 41,610 | New |
| 24 | NVDA | NVIDIA CORPORATION | $2.0M | 0.81% | 11,254 | Added |
| 25 | CGGE | CAPITAL GROUP GLOBAL EQUITY | $1.7M | 0.72% | 57,240 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31