Hfg Wealth Management
$99M 13F equity value
54 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Hfg Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAW | DIMENSIONAL ETF TRUST | 103,945 | $9M | 8.7% |
| IAPR | INNOVATOR ETFS TRUST | 241,761 | $8M | 8.1% |
| QFLR | INNOVATOR ETFS TRUST | 177,791 | $6M | 6.5% |
| MRSK | NORTHERN LIGHTS FD TR | 160,726 | $6M | 6.2% |
| DFUS | DIMENSIONAL ETF TRUST | 68,794 | $6M | 5.7% |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 205,361 | $6M | 5.6% |
| IGLD | FIRST TR EXCHANGE-TRADED FD | 240,859 | $5M | 5.1% |
| SPMO | INVESCO EXCH TRADED FD TR II | 31,052 | $5M | 5.0% |
| TSEP | FIRST TR EXCHNG TRADED FD VI | 192,561 | $5M | 5.0% |
| GLDB | ETF OPPORTUNITIES TRUST | 249,280 | $5M | 4.7% |
Track Hfg Wealth Management's 13F portfolio: $99M in reported holdings, 54 positions. Top holdings and quarterly changes on SentiSense.
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