Sfg Wealth Management, LLC
$278M 13F equity value
125 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Sfg Wealth Management, LLC 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 |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 526,644 | $46M | 16.6% |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | 1,099,524 | $31M | 11.3% |
| SPY | STATE STR SPDR S&P 500 ETF T | 41,163 | $31M | 11.1% |
| AVUV | AMERICAN CENTY ETF TR | 154,039 | $19M | 6.9% |
| MDYG | SPDR SERIES TRUST | 166,652 | $19M | 6.7% |
| SPTM | SPDR SERIES TRUST | 83,314 | $8M | 2.7% |
| AVUS | AMERICAN CENTY ETF TR | 51,363 | $7M | 2.4% |
| OUNZ | VANECK MERK GOLD ETF | 155,892 | $6M | 2.2% |
| XNTK | SPDR SERIES TRUST | 13,096 | $5M | 1.8% |
| MINT | PIMCO ETF TR | 42,657 | $4M | 1.5% |
Track Sfg Wealth Management, LLC's 13F portfolio: $278M in reported holdings, 125 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}