SFG Wealth Management, LLC. - Portfolio overview

SFG Wealth Management, LLC. has 149 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 13.28%
2. SPY - STATE STR SPDR S&P 500 ETF T, 10.80%
3. MFSV - MFS ACTIVE EXCHANGE TRADED F, 9.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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