SFMG, LLC
CIK 0001512026 · PLANO, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.66B
2026 Q2
Positions
344
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
59.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
ATO
ATMOS ENERGY CORP
11.0%
PTLC
PACER FDS TR
9.3%
SPHQ
INVESCO EXCHANGE TRADED FD T
9.3%
GSLC
GOLDMAN SACHS ETF TR
7.4%
QUS
SPDR SERIES TRUST
6.3%
MOAT
VANECK ETF TRUST
4.3%
AAPL
APPLE INC
4.0%
BRK-B
BERKSHIRE HATHAWAY INC DEL
3.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.