SFG Wealth Management, LLC.
All 13F Filings
- Location
- Towson, MD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 278,057
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 | 7/22/2026 | 113 | 278,057 | 13F-HR | SFG Wealth Management, LLC. |
| Q1 2026 | 4/22/2026 | 100 | 242,898 | 13F-HR | SFG Wealth Management, LLC. |
| Q4 2025 | 2/3/2026 | 130 | 254,533 | 13F-HR | SFG Wealth Management, LLC. |
| Q3 2025 | 11/13/2025 | 129 | 230,849 | 13F-HR | SFG Wealth Management, LLC. |
| Q2 2025 | 7/28/2025 | 83 | 165,488 | 13F-HR | SFG Wealth Management, LLC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 37.72 K | 13.6% | 3.136 K | 0 | 3.136 K |
| ETFs | 240.3 K | 86.4% | 32.44 K | 0 | 32.44 K |
| Debt | 0 | 0.0% | 0 | 419 | -419 |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
278,057
Holdings
113
QoQ value change ($000)
35,159
(14.5%)
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.