HFG Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
The Woodlands, TX
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
50
Total value ($000)
$181,720
Net value change ($000)
+329 (0.2%)
New positions
1
Sold out positions
3
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GLDB 3,816 NEW
FTGC 2,212 18.5%
FMB 274 15.2%
DFIC 267 30.3%
AMLP 208 12.7%
DFAC 195 8.6%
IJAN 172 4.3%
DFCF 128 2.7%
IGLD 116 1.1%
CVX 114 36.1%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,489 -38.4%
SPY -835 -52.7%
GBTC -743 -25.3%
GOCT -657 -3.0%
QFLR -527 -3.8%
MRSK -481 -4.0%
SFLR -385 -6.1%
BTC -366 -5.9%
DFAU -346 -5.7%
TSLA -228 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type