§ 13F · FUND PROFILE
SFG Wealth Management, LLC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $165.5T (13F)Positions · 83Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$26.1T 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 FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 57K | $38.9T | 15.3% | −40% |
| 2 | SPYM | SPDR SERIES TRUST | 334K | $26.8T | 10.5% | — |
| 3 | MFSV | MFS ACTIVE EXCHANGE TRADED F | 660K | $17.5T | 6.9% | NEW |
| 4 | AVUV | AMERICAN CENTY ETF TR | 149K | $15.2T | 6.0% | +3% |
| 5 | MDYG | SPDR SERIES TRUST | 160K | $14.8T | 5.8% | +9% |
| 6 | OUNZ | VANECK MERK GOLD ETF | 180K | $7.5T | 2.9% | +18% |
| 7 | SPTM | SPDR SERIES TRUST | 86K | $7.1T | 2.8% | +1% |
| 8 | AVUS | AMERICAN CENTY ETF TR | 57K | $6.4T | 2.5% | −1% |
| 9 | SPBC | SIMPLIFY EXCHANGE TRADED FUN | 100K | $4.5T | 1.8% | +1% |
| 10 | MINT | PIMCO ETF TR | 36K | $3.6T | 1.4% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SFG SIGNAL
AC read
SFG Wealth Management, LLC. is a Other fund managing $165488.2 trillion in assets. The fund runs a portfolio of 83 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