SFG Wealth Management, LLC.
All 13F Filings
- Location
- Towson, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 242,898
- 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 |
|---|---|---|---|---|---|
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 34.58 K | 14.2% | 0 | 169.5 K | -169.5 K |
| ETFs | 207.9 K | 85.6% | 160.3 K | 0 | 160.3 K |
| Debt | 419 | 0.2% | 0 | 2.408 K | -2.408 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
242,898
Holdings
100
QoQ value change ($000)
-11,635
(-4.6%)
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.