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Portfolio (Quarterly) Guide ↗

SFG Wealth Management, LLC.

· CIK 0001908914
13F Portfolio $243M AUM 100 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 29 Added 44 Reduced 44 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FVD FIRST TR EXCHANGE-TRADED FD 12,592.0 $592K 0.24% +318.0 +2.6% $47.03 +1.2%
22 LMT LOCKHEED MARTIN CORP Industrials 948.0 $573K 0.24% +16.0 +1.7% $604.39 -11.0%
23 COPX GLOBAL X FDS 6,868.0 $524K 0.22% +3K +100.1% $76.35 +15.0%
24 RTX RTX CORPORATION Industrials 2,237.0 $432K 0.18% +682.0 +43.9% $192.90 -6.4%
25 JGRO J P MORGAN EXCHANGE TRADED F 4,743.0 $401K 0.17% +2K +76.8% $84.51 +16.5%
26 SPMD SPDR SERIES TRUST 6,510.0 $385K 0.16% +3K +72.3% $59.22 +10.5%
27 SPDW SPDR INDEX SHS FDS 8,019.0 $366K 0.15% +97.0 +1.2% $45.65 +11.7%
28 LPLA LPL FINL HLDGS INC Financial Services 1,193.0 $359K 0.15% +7.0 +0.6% $300.83 -11.1%
29 EFIV SPDR SERIES TRUST 4,751.0 $300K 0.12% +448.0 +10.4% $63.08 +15.0%
Page 2 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 71.0%
Technology 11.8%
Industrials 5.3%
Consumer Defensive 3.6%
Consumer Cyclical 3.5%
Communication Services 2.0%
Energy 1.6%
Utilities 0.6%
Healthcare 0.6%