StockDrifts LogoStockDrifts

HFG Wealth Management, LLC

Portfolio Manager
HFG Wealth Management, LLC
Performance
+0.55% (2026 Q1)
AUM (13F)
$181.72M
# of Holdings
50
Performance Rank
Allocation (Top 20)
85.68%

HFG Wealth Management, LLC Holdings Map

Top 50 HFG Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOCT
FIRST TR EXCHNG TRADED FD VI
11.75%552.7K$21.3M
-1.32%(-7.41K)
2025-Q1: 530.2K shares2025-Q2: 538.3K shares2025-Q3: 562.4K shares2025-Q4: 560.1K shares2026-Q1: 552.7K shares
$34.84(+17.89%)
2026-03-31
IAPR
INNOVATOR ETFS TRUST
8.25%473.6K$15.0M
-2.30%(-11.13K)
2025-Q1: 487.9K shares2025-Q2: 483.1K shares2025-Q3: 487.9K shares2025-Q4: 484.7K shares2026-Q1: 473.6K shares
$25.15(+30.64%)
2026-03-31
FTGC
FIRST TR EXCHANGE TRAD FD VI
7.79%493.1K$14.2M
-4.10%(-21.10K)
2025-Q1: 431.9K shares2025-Q2: 465.3K shares2025-Q3: 455.3K shares2025-Q4: 514.2K shares2026-Q1: 493.1K shares
$23.94(+27.21%)
2026-03-31
QFLR
INNOVATOR ETFS TRUST
7.43%405.4K$13.5M
-0.92%(-3.78K)
2025-Q1: 384.4K shares2025-Q2: 398.2K shares2025-Q3: 416.2K shares2025-Q4: 409.1K shares2026-Q1: 405.4K shares
$28.28(+26.74%)
2026-03-31
MRSK
NORTHERN LIGHTS FD TR
6.39%328.6K$11.6M
-0.00%(-9)
2025-Q1: 352.2K shares2025-Q2: 346.5K shares2025-Q3: 331.0K shares2025-Q4: 328.6K shares2026-Q1: 328.6K shares
$26.47(+43.88%)
2026-03-31
IGLD
FIRST TR EXCHANGE-TRADED FD
5.86%417.0K$10.6M
-0.96%(-4.05K)
2025-Q1: 472.7K shares2025-Q2: 472.6K shares2025-Q3: 446.6K shares2025-Q4: 421.0K shares2026-Q1: 417.0K shares
$19.39(+27.47%)
2026-03-31
DFAW
DIMENSIONAL ETF TRUST
5.44%133.9K$9.9M
-1.07%(-1.45K)
2025-Q1: 131.1K shares2025-Q2: 119.2K shares2025-Q3: 132.6K shares2025-Q4: 135.3K shares2026-Q1: 133.9K shares
$54.59(+49.72%)
2026-03-31
TSEP
FIRST TR EXCHNG TRADED FD VI
5.01%378.1K$9.1M
-1.47%(-5.64K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 383.7K shares2026-Q1: 378.1K shares
$23.48(+9.98%)
2026-03-31
SFLR
INNOVATOR ETFS TRUST
3.29%168.7K$6.0M
-2.20%(-3.79K)
2025-Q1: 148.7K shares2025-Q2: 153.6K shares2025-Q3: 171.9K shares2025-Q4: 172.5K shares2026-Q1: 168.7K shares
$32.34(+17.25%)
2026-03-31
BUFR
FIRST TR EXCHNG TRADED FD VI
3.24%174.2K$5.9M
+3.04%(+5.13K)
2025-Q1: 200.5K shares2025-Q2: 192.7K shares2025-Q3: 185.7K shares2025-Q4: 169.0K shares2026-Q1: 174.2K shares
$26.03(+38.76%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track HFG Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all