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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 4 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IDEV ISHARES TR 6,442.0 $538K 0.22% -151.0 -2.3% $83.58 +8.2%
62 COPX GLOBAL X FDS 6,868.0 $524K 0.22% +3K +100.1% $76.35 +15.4%
63 SLVP ISHARES INC 14,400.0 $511K 0.21% NEW $35.46 +2.9%
64 AVGO BROADCOM INC Technology 1,588.0 $491K 0.20% $309.49 +38.0%
65 OSEA HARBOR ETF TRUST 16,150.0 $468K 0.19% $28.95 +5.3%
66 JPM JPMORGAN CHASE & CO Financial Services 1,521.0 $447K 0.18% -819.0 -35.0% $294.13 +1.0%
67 JMST J P MORGAN EXCHANGE TRADED F 8,613.0 $439K 0.18% -14K -62.4% $50.98 -0.1%
68 RTX RTX CORPORATION Industrials 2,237.0 $432K 0.18% +682.0 +43.9% $192.90 -6.4%
69 KEMX KRANESHARES TRUST 10,587.0 $429K 0.18% $40.55 +27.4%
70 GSST GOLDMAN SACHS ETF TR 8,295.0 $419K 0.17% -48K -85.2% $50.55 -0.0%
71 BIL SPDR SERIES TRUST 4,570.0 $419K 0.17% -98.0 -2.1% $91.63 -0.0%
72 HD HOME DEPOT INC Consumer Cyclical 1,240.0 $408K 0.17% $328.89 -2.7%
73 AZN ASTRAZENECA PLC Healthcare 2,059.0 $406K 0.17% NEW $197.22 -6.1%
74 IWM ISHARES TR 1,623.0 $402K 0.17% -268.0 -14.2% $247.95 +17.9%
75 JGRO J P MORGAN EXCHANGE TRADED F 4,743.0 $401K 0.17% +2K +76.8% $84.51 +16.6%
76 ARKX ARK ETF TR 13,401.0 $393K 0.16% NEW $29.35 +28.5%
77 CEG CONSTELLATION ENERGY CORP Utilities 1,387.0 $387K 0.16% -500.0 -26.5% $279.23 +3.0%
78 SPMD SPDR SERIES TRUST 6,510.0 $385K 0.16% +3K +72.3% $59.22 +10.6%
79 GOOG ALPHABET INC Communication Services 1,315.0 $377K 0.15% -2K -65.5% $286.86 +34.1%
80 XOP SPDR SERIES TRUST 2,069.0 $376K 0.15% NEW $181.87 -9.4%
Page 4 of 5  ·  100 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%