§ 13F · FUND PROFILE
HFG Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $164.0T (13F)Positions · 50Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOCT | FIRST TR EXCHNG TRADED FD | 560K | $22.0T | 12.1% | −2% |
| 2 | IAPR | INNOVATOR ETFS TRUST | 485K | $14.9T | 8.2% | −1% |
| 3 | QFLR | INNOVATOR ETFS TRUST | 409K | $14.0T | 7.7% | −3% |
| 4 | MRSK | NORTHERN LIGHTS FD TR | 329K | $12.1T | 6.7% | −3% |
| 5 | FTGC | FIRST TR EXCHANGE TRAD FD | 514K | $11.9T | 6.6% | +14% |
| 6 | IGLD | FIRST TR EXCHANGE-TRADED FD | 421K | $10.5T | 5.8% | −8% |
| 7 | DFAW | DIMENSIONAL ETF TRUST | 135K | $10.0T | 5.5% | +8% |
| 8 | TSEP | FIRST TR EXCHNG TRADED FD | 384K | $9.1T | 5.0% | NEW |
| 9 | SFLR | INNOVATOR ETFS TRUST | 172K | $6.4T | 3.5% | ±0% |
| 10 | BTC | GRAYSCALE BITCOIN MINI TR | 159K | $6.2T | 3.4% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HFG SIGNAL
AC read
HFG Wealth Management, LLC is a Other fund managing $163985.9 trillion in assets. The fund runs a portfolio of 50 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed