SFG Wealth Management, LLC.
SFG Wealth Management, LLC. reported 113 positions worth $278.1M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: SPYM (16.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $46.3M | 16.64% | 526,644 | — | — | |
| ▸ 2 | MFSV | SH | $31.4M | 11.30% | 1,099,524 | — | — | |
| ▸ 3 | SPY | SH | $30.7M | 11.05% | 41,163 | — | — | |
| ▸ 4 | AVUV | SH | $19.2M | 6.91% | 154,039 | — | — | |
| ▸ 5 | MDYG | SH | $18.7M | 6.72% | 166,652 | — | — | |
| ▸ 6 | SPTM | SH | $7.6M | 2.72% | 83,314 | — | — | |
| ▸ 7 | AVUS | SH | $6.6M | 2.37% | 51,363 | — | — | |
| ▸ 8 | OUNZ | SH | $6.0M | 2.16% | 155,892 | — | — | |
| ▸ 9 | XNTK | SH | $5.1M | 1.84% | 13,096 | — | — | |
| ▸ 10 | MINT | SH | $4.3M | 1.55% | 42,657 | — | — |
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Frequently Asked Questions
What stocks does SFG Wealth Management, LLC. hold as of Q2 2026?
SFG Wealth Management, LLC. reported 113 positions worth $278.1M in its Q2 2026 13F filing. Largest positions: SPYM (16.6%), MFSV (11.3%), SPY (11.1%), AVUV (6.9%) and MDYG (6.7%).
What did SFG Wealth Management, LLC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SFG Wealth Management, LLC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.