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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 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NLR VANECK ETF TRUST 5,394.0 $718K 0.30% -847.0 -13.6% $133.19 +0.1%
22 IJH ISHARES TR 9,903.0 $669K 0.28% -1K -11.8% $67.53 +10.3%
23 GOOGL ALPHABET INC Communication Services 2,219.0 $638K 0.26% -960.0 -30.2% $287.52 +36.1%
24 CIBR FIRST TR EXCHANGE-TRADED FD 9,733.0 $610K 0.25% -576.0 -5.6% $62.68 +33.6%
25 XLV SELECT SECTOR SPDR TR 4,119.0 $604K 0.25% -1K -22.2% $146.61 +3.0%
26 IJR ISHARES TR 4,665.0 $580K 0.24% -89.0 -1.9% $124.31 +12.3%
27 GM GENERAL MTRS CO Consumer Cyclical 7,653.0 $570K 0.23% -499.0 -6.1% $74.50 +13.4%
28 IDEV ISHARES TR 6,442.0 $538K 0.22% -151.0 -2.3% $83.58 +8.1%
29 JPM JPMORGAN CHASE & CO Financial Services 1,521.0 $447K 0.18% -819.0 -35.0% $294.13 +0.7%
30 JMST J P MORGAN EXCHANGE TRADED F 8,613.0 $439K 0.18% -14K -62.4% $50.98 -0.1%
31 GSST GOLDMAN SACHS ETF TR 8,295.0 $419K 0.17% -48K -85.2% $50.55 -0.0%
32 BIL SPDR SERIES TRUST 4,570.0 $419K 0.17% -98.0 -2.1% $91.63 -0.0%
33 IWM ISHARES TR 1,623.0 $402K 0.17% -268.0 -14.2% $247.95 +17.9%
34 CEG CONSTELLATION ENERGY CORP Utilities 1,387.0 $387K 0.16% -500.0 -26.5% $279.23 +2.3%
35 GOOG ALPHABET INC Communication Services 1,315.0 $377K 0.15% -2K -65.5% $286.86 +35.0%
36 IVV ISHARES TR 563.0 $367K 0.15% -150.0 -21.0% $652.63 +16.2%
37 IUSV ISHARES TR 3,273.0 $335K 0.14% -874.0 -21.1% $102.26 +8.0%
38 SPYV SPDR SERIES TRUST 5,435.0 $308K 0.13% -279.0 -4.9% $56.58 +8.1%
39 META META PLATFORMS INC Communication Services 478.0 $273K 0.11% -395.0 -45.2% $572.13 +10.9%
40 IUSG ISHARES TR 1,623.0 $252K 0.10% -520.0 -24.3% $155.07 +23.0%
Page 2 of 3  ·  44 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%