StockDriftsStockDriftsTop 41 Hfg Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAW | DIMENSIONAL ETF TRUST | 8.65% | 103.9K | $8.6M | -22.37%(-29.95K) | $54.59(+57.05%) | 2026-06-30 | |
| IAPR | INNOVATOR ETFS TRUST | 8.07% | 241.8K | $8.0M | -48.95%(-231.84K) | $25.15(+35.57%) | 2026-06-30 | |
| QFLR | INNOVATOR ETFS TRUST | 6.52% | 177.8K | $6.5M | -56.14%(-227.57K) | $28.28(+25.34%) | 2026-06-30 | |
| MRSK | NORTHERN LIGHTS FD TR | 6.24% | 160.7K | $6.2M | -51.08%(-167.83K) | $26.75(+48.47%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 5.67% | 68.8K | $5.6M | new | $75.42(+12.13%) | 2026-06-30 | |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 5.59% | 205.4K | $5.6M | -58.35%(-287.74K) | $23.94(+24.08%) | 2026-06-30 | |
| IGLD | FIRST TR EXCHANGE-TRADED FD | 5.1% | 240.9K | $5.1M | -42.23%(-176.10K) | $19.39(+13.24%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 5.04% | 31.1K | $5.0M | new | $134.69(+12.27%) | 2026-06-30 | |
| TSEP | FIRST TR EXCHNG TRADED FD VI | 5.04% | 192.6K | $5.0M | -49.07%(-185.53K) | $23.48(+12.92%) | 2026-06-30 | |
| GLDB | ETF OPPORTUNITIES TRUST | 4.74% | 249.3K | $4.7M | +54.04%(+87.45K) | $22.81(-7.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +33.22% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.39% |
Hfg Wealth Management LLC reports $99.44M in US-listed equity holdings across 42 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 86.01% of reported assets. Its disclosed equity book has returned +33.22% cumulatively over 11 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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