StockDriftsStockDriftsTop 40 Hfg Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAW | DIMENSIONAL ETF TRUST | 8.69% | 103.9K | $8.6M | +0.00%(+0) | $54.59(+52.36%) | 2026-09-30 | |
| IAPR | INNOVATOR ETFS TRUST | 8.11% | 241.8K | $8.0M | +0.00%(+0) | $25.15(+32.27%) | 2026-09-30 | |
| QFLR | INNOVATOR ETFS TRUST | 6.55% | 177.8K | $6.5M | +0.00%(+0) | $28.28(+25.55%) | 2026-09-30 | |
| MRSK | NORTHERN LIGHTS FD TR | 6.27% | 160.7K | $6.2M | +0.00%(+0) | $26.75(+48.51%) | 2026-09-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 5.69% | 68.8K | $5.6M | +0.00%(+0) | $75.42(+10.55%) | 2026-09-30 | |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 5.61% | 205.4K | $5.6M | +0.00%(+0) | $23.94(+29.95%) | 2026-09-30 | |
| IGLD | FIRST TR EXCHANGE-TRADED FD | 5.12% | 240.9K | $5.1M | +0.00%(+0) | $19.39(+3.70%) | 2026-09-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 5.07% | 31.1K | $5.0M | +0.00%(+0) | $134.69(+5.42%) | 2026-09-30 | |
| TSEP | FIRST TR EXCHNG TRADED FD VI | 5.06% | 192.6K | $5.0M | +0.00%(+0) | $23.48(+10.15%) | 2026-09-30 | |
| GLDB | ETF OPPORTUNITIES TRUST | 4.76% | 249.3K | $4.7M | +0.00%(+0) | $22.81(-5.24%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.26% | +37.72% | — | — | +37.72% |
| Top 20 Holdings Unweighted | +10.65% | +35.48% | — | — | +35.48% |
Hfg Wealth Management LLC reports $99.01M in US-listed equity holdings across 41 positions in its most recent 13F filing. Its largest disclosed positions are DFAW (8.7%), IAPR (8.1%) and QFLR (6.5%). The top 20 holdings account for 86.41% of reported assets. Its disclosed equity book has returned +37.72% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Sign up free to track Hfg Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Hfg Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2027836). View Hfg Wealth Management LLC’s 13F filings on SEC