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SFG Wealth Management, LLC.

Q2 2026 13F filing

Updated 51 days ago

113 disclosed positions worth $278.1M

Portfolio value
$278.1M
Total holdings
113
New positions
25
Closed positions
12
Increased
36
Decreased
42
Turnover
32.7%
Filed
2026-07-22

Full holdings

Every line item disclosed in Q2 2026

S

SPDR SERIES TRUST

+11.0%
Value
$46.3M
Shares
526.6K
% Port
16.64%
?
2.N/A

MFS ACTIVE EXCHANGE TRADED F

+17.8%
Value
$31.4M
Shares
1.10M
% Port
11.30%
S
3.SPY

STATE STR SPDR S&P 500 ETF T

-9.3%
Value
$30.7M
Shares
41.2K
% Port
11.05%
?
4.N/A

AMERICAN CENTY ETF TR

+3.5%
Value
$19.2M
Shares
154.0K
% Port
6.91%
S

SPDR SERIES TRUST

+1.4%
Value
$18.7M
Shares
166.7K
% Port
6.72%
S

SPDR SERIES TRUST

-3.4%
Value
$7.6M
Shares
83.3K
% Port
2.72%
?
7.N/A

AMERICAN CENTY ETF TR

-3.4%
Value
$6.6M
Shares
51.4K
% Port
2.37%
O

VANECK MERK GOLD ETF

-38.3%
Value
$6M
Shares
155.9K
% Port
2.16%
?
9.N/A

SPDR SERIES TRUST

+6.2%
Value
$5.1M
Shares
13.1K
% Port
1.84%
?
10.N/A

PIMCO ETF TR

+13.3%
Value
$4.3M
Shares
42.7K
% Port
1.55%
?
11.N/A

HARBOR ETF TRUST

-11.4%
Value
$3.8M
Shares
131.0K
% Port
1.38%
?
12.N/A

PIMCO ETF TR

+5.5%
Value
$3.7M
Shares
37.0K
% Port
1.34%
F
13.FPF

FIRST TR EXCHANGE TRADED FD

-3.7%
Value
$3.5M
Shares
43.2K
% Port
1.26%
E
14.ETHA

ISHARES TR

-2.2%
Value
$3.5M
Shares
21.3K
% Port
1.26%
M
15.MU

MICRON TECHNOLOGY INC

Unchanged
Value
$3.5M
Shares
3.0K
% Port
1.25%
?
16.N/A

AMERICAN BEACON SELECT FUNDS

+4.8%
Value
$2.7M
Shares
56.6K
% Port
0.99%
?
17.N/A

AB ACTIVE ETFS INC

Value
$2.6M
Shares
17.3K
% Port
0.92%
B
18.BLK

ISHARES TR

+0.3%
Value
$2.5M
Shares
31.0K
% Port
0.92%
A
19.AAPL

APPLE INC

-1.1%
Value
$2.5M
Shares
8.8K
% Port
0.91%
P
20.PH

PARKER-HANNIFIN CORP

Unchanged
Value
$2.4M
Shares
2.5K
% Port
0.88%
N
21.NVDA

NVIDIA CORPORATION

-4.2%
Value
$2.2M
Shares
10.8K
% Port
0.78%
W
22.WMT

WALMART INC

-0.6%
Value
$2.1M
Shares
18.9K
% Port
0.77%
?
23.N/A

WISDOMTREE TR

-0.7%
Value
$2M
Shares
33.0K
% Port
0.73%
C

CAPITAL GROUP GLOBAL EQUITY

-0.8%
Value
$2M
Shares
56.8K
% Port
0.72%
Q
25.QQQ

INVESCO QQQ TR

+10.5%
Value
$1.9M
Shares
2.6K
% Port
0.70%
?
26.N/A

TCW ETF TRUST

+8.2%
Value
$1.8M
Shares
14.8K
% Port
0.65%
?
27.N/A

PIMCO EQUITY SER

Value
$1.7M
Shares
25.5K
% Port
0.61%
?
28.N/A

VANECK ETF TRUST

-16.8%
Value
$1.6M
Shares
21.8K
% Port
0.59%
S

SPDR SERIES TRUST

+12.6%
Value
$1.5M
Shares
12.7K
% Port
0.54%
?
30.N/A

PIMCO ETF TR

+575.4%
Value
$1.5M
Shares
56.6K
% Port
0.54%
A
31.AMZN

AMAZON COM INC

-3.1%
Value
$1.5M
Shares
6.2K
% Port
0.53%
?
32.N/A

SIMPLIFY EXCHANGE TRADED FUN

-0.6%
Value
$1.4M
Shares
29.4K
% Port
0.50%
?
33.N/A

FRANKLIN TEMPLETON ETF TR

+0.1%
Value
$1.4M
Shares
53.7K
% Port
0.49%
A
34.ARCC

SPDR SERIES TRUST

+2.2%
Value
$1.3M
Shares
22.3K
% Port
0.46%
?
35.N/A

J P MORGAN EXCHANGE TRADED F

Unchanged
Value
$1.3M
Shares
15.9K
% Port
0.46%
F
36.FPF

FIRST TR EXCHANGE TRADED FD

+7.8%
Value
$1.2M
Shares
28.9K
% Port
0.45%
M
37.MSFT

MICROSOFT CORP

-2.1%
Value
$1.2M
Shares
3.3K
% Port
0.44%
?
38.N/A

VANECK ETF TRUST

-18.2%
Value
$1.2M
Shares
13.8K
% Port
0.44%
V
39.VGES

VANGUARD INDEX FDS

-11.1%
Value
$1.2M
Shares
1.7K
% Port
0.43%
S

SPDR INDEX SHS FDS

+190.0%
Value
$1.2M
Shares
23.3K
% Port
0.42%
S

SPDR SERIES TRUST

+155.3%
Value
$1.1M
Shares
16.6K
% Port
0.40%
V
42.VGES

VANGUARD INDEX FDS

-17.8%
Value
$1.1M
Shares
3.0K
% Port
0.40%
?
43.N/A

KRANESHARES TRUST

Value
$1.1M
Shares
23.2K
% Port
0.39%
?
44.N/A

KRANESHARES TRUST

+78.3%
Value
$991K
Shares
18.9K
% Port
0.36%
?
45.N/A

WISDOMTREE TR

Value
$935K
Shares
8.2K
% Port
0.34%
?
46.N/A

AMERICAN CENTY ETF TR

Value
$930K
Shares
10.2K
% Port
0.33%
?
47.N/A

PIMCO ETF TR

Value
$929K
Shares
18.4K
% Port
0.33%
E
48.ETHA

ISHARES TR

+220.8%
Value
$892K
Shares
7.2K
% Port
0.32%
B

BERKSHIRE HATHAWAY INC DEL

Unchanged
Value
$883K
Shares
1.8K
% Port
0.32%
F
50.FPF

FIRST TR EXCHANGE-TRADED FD

-0.9%
Value
$867K
Shares
9.6K
% Port
0.31%