SFG Wealth Management, LLC.: 13F holdings
CIK 19089142026Q2
| Positions | 113 |
|---|
| Reported value | $278.1m |
|---|
| Filed | 2026-07-22 |
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Change since last quarter
| Positions | 113 (+13 vs prior quarter) |
|---|
| Reported value | $278.1m (+14.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 526,644 | $46.3m | 16.6% |
| MFS ACTIVE EXCHANGE TRADED F | 1,099,524 | $31.4m | 11.3% |
| SPY STATE STR SPDR S&P 500 ETF T | 41,163 | $30.7m | 11.1% |
| AVUV AMERICAN CENTY ETF TR | 154,039 | $19.2m | 6.9% |
| MDYG SPDR SERIES TRUST | 166,652 | $18.7m | 6.7% |
| SPYM SPDR SERIES TRUST | 83,314 | $7.6m | 2.7% |
| AVUS AMERICAN CENTY ETF TR | 51,363 | $6.6m | 2.4% |
| OUNZ VANECK MERK GOLD ETF | 155,892 | $6.0m | 2.2% |
| XNTK SPDR SERIES TRUST | 13,096 | $5.1m | 1.8% |
| MINT PIMCO ETF TR | 42,657 | $4.3m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1908914")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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