SFMG, LLC
All 13F Filings
- Location
- Plano, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,660,632
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 344 | 1,660,632 | 13F-HR | SFMG, LLC |
| Q1 2026 | 5/12/2026 | 327 | 1,476,894 | 13F-HR | SFMG, LLC |
| Q4 2025 | 2/10/2026 | 309 | 1,491,736 | 13F-HR | SFMG, LLC |
| Q3 2025 | 11/13/2025 | 307 | 1,442,537 | 13F-HR | SFMG, LLC |
| Q2 2025 | 8/12/2025 | 280 | 1,332,381 | 13F-HR | SFMG, LLC |
| Q1 2014 | 5/14/2014 | 81 | 296,969 | 13F-HR | SFMG, LLC |
| Q4 2013 | 2/5/2014 | 79 | 290,951 | 13F-HR | SFMG, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
19.54 K
(1.2% of total reported value)
· QoQ Δ:
+1.61 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 996.6 K | 60.7% | 96.71 K | 0 | 96.71 K |
| ETFs | 644.1 K | 39.3% | 85.19 K | 0 | 85.19 K |
| Debt | 0 | 0.0% | 0 | 84 | -84 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
1,660,632
Holdings
344
QoQ value change ($000)
183,738
(12.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.