Sfmg

$1.5B Assets Reported
327 Holdings
Latest filing 2026-03-31

Top Holdings

TickerCompanySharesValueWeight
ATOATMOS ENERGY CORP1,058,545$196M13.2%
PTLCPACER FDS TR2,507,224$132M8.9%
SPHQINVESCO EXCHANGE TRADED FD T1,686,924$127M8.6%
GSLCGOLDMAN SACHS ETF TR852,009$107M7.2%
QUSSPDR SERIES TRUST541,590$93M6.3%
MOATVANECK ETF TRUST672,286$65M4.4%
AAPLAPPLE INC234,027$59M4.0%
BRKBBERKSHIRE HATHAWAY INC DEL111,699$54M3.6%
NVDANVIDIA CORPORATION208,428$36M2.5%
COWZPACER FDS TR566,250$35M2.4%

Track Sfmg's 13F portfolio: $1.5B in reported holdings, 327 positions. Top holdings, AUM, and quarterly changes on SentiSense.