SFG Wealth Management, LLC. - Portfolio Stock Holdings
SFG Wealth Management, LLC. disclosed 118 stock positions in a recent SEC 13F filing. $281,124,535 of stock holdings were filed, with the largest holdings including SPYM, MFSV, and SPY. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $760,214,689 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
118Est. Stock Holding Value:
$281,124,535Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - SFG Wealth Management, LLC.
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...