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HFG Wealth Management, LLC Portfolio
$99M across 41 positions as of 2026-09-30, with 61% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | $8.6M | 8.7% | 103,945 |
| INNOVATOR ETFS TRUST | $8M | 8.1% | 241,761 |
| INNOVATOR ETFS TRUST | $6.5M | 6.6% | 177,791 |
| NORTHERN LIGHTS FD TR | $6.2M | 6.3% | 160,726 |
| DIMENSIONAL ETF TRUST | $5.6M | 5.7% | 68,794 |
| FTGCFirst Trust Global Tactical Commodity Strategy Fund | $5.6M | 5.6% | 205,361 |
| FIRST TR EXCHANGE-TRADED FD | $5.1M | 5.1% | 240,859 |
| SPMOInvesco S&P 500 Momentum ETF | $5M | 5.1% | 31,052 |
| FIRST TR EXCHNG TRADED FD VI | $5M | 5.1% | 192,561 |
| ETF OPPORTUNITIES TRUST | $4.7M | 4.8% | 249,280 |
| NORTHERN LIGHTS FD TR | $4.5M | 4.5% | 177,095 |
| DFAUDimensional US Core Equity Market ETF | $4.1M | 4.1% | 78,396 |
| MANAGED PORTFOLIO SER | $4M | 4.0% | 153,698 |
| INNOVATOR ETFS TRUST | $3.4M | 3.4% | 87,145 |
| DFCFDimensional Core Fixed Income ETF | $3.2M | 3.2% | 75,050 |
| BTCGRAYSCALE BITCOIN MINI TR ET | $3.1M | 3.1% | 118,551 |
| AAPLApple Inc | $1.9M | 1.9% | 6,590 |
| DFAIDimensional International Core Equity Market ETF | $1.7M | 1.7% | 40,364 |
| DFAEDimensional Emerging Core Equity Market ETF | $1.6M | 1.6% | 39,581 |
| DIMENSIONAL ETF TRUST | $1.5M | 1.5% | 39,245 |
| IBDInspire Corporate Bond Impact ETF | $956.2K | 1.0% | 40,229 |
| AMLPAlerian MLP ETF | $802.5K | 0.8% | 15,478 |
| INNOVATOR ETFS TRUST | $699.9K | 0.7% | 18,379 |
| VUGVanguard Growth ETF | $650.8K | 0.7% | 7,555 |
| INNOVATOR ETFS TRUST | $597.3K | 0.6% | 11,343 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $523.8K | 0.5% | 11,808 |
| FIRST TR EXCH TRADED FD III | $522K | 0.5% | 10,163 |
| GBTCGrayscale Bitcoin Trust (Btc) | $515.3K | 0.5% | 11,320 |
| DFSDDimensional ETF Trust Dimensional Short-Duration Fixed Income ETF | $488.8K | 0.5% | 10,237 |
| INNOVATOR ETFS TRUST | $479K | 0.5% | 15,334 |
| GOVTiShares U.S. Treasury Bond ETF | $466.6K | 0.5% | 20,482 |
| SHYiShares 1-3 Year Treasury Bond ETF | $463.8K | 0.5% | 5,649 |
| AGGiShares Core U.S. Aggregate Bond ETF | $376.7K | 0.4% | 3,806 |
| SPYState Street SPDR S&P 500 ETF Trust | $353.7K | 0.4% | 474 |
| INNOVATOR ETFS TRUST | $330.2K | 0.3% | 9,173 |
| CVXChevron Corp | $310.7K | 0.3% | 1,875 |
| WWJDInspire International ESG ETF | $301.4K | 0.3% | 7,905 |
| INNOVATOR ETFS TRUST | $291.6K | 0.3% | 6,105 |
| DIMENSIONAL ETF TRUST | $290.5K | 0.3% | 7,042 |
| FIRST TR EXCHNG TRADED FD VI | $289.1K | 0.3% | 6,535 |
| IWBiShares Russell 1000 ETF | $225.9K | 0.2% | 552 |
Quarter ending 2026-09-30.
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