HFG Wealth Management, LLC
All 13F Filings
- Location
- The Woodlands, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 181,391
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/16/2026 | 52 | 181,391 | 13F-HR | HFG Wealth Management, LLC |
| Q3 2025 | 11/14/2025 | 51 | 183,978 | 13F-HR/A - RESTATEMENT | HFG Wealth Management, LLC |
| Q3 2025 | 10/3/2025 | 57 | 183,521 | 13F-HR | HFG Wealth Management, LLC |
| Q2 2025 | 7/9/2025 | 50 | 163,986 | 13F-HR | HFG Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 167.6 K | 92.4% | 0 | 1.947 K | -1.947 K |
| ETFs | 13.74 K | 7.6% | 0 | 647 | -647 |
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Fund Snapshot
Q4 2025
Latest filed
1/16/2026
Total value ($000)
181,391
Holdings
52
QoQ value change ($000)
-2,587
(-1.4%)
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.