Top 50 HFG Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOCT | FIRST TR EXCHNG TRADED FD VI | 11.75% | 552.7K | $21.3M | -1.32%(-7.41K) | $34.84(+17.89%) | 2026-03-31 | |
| IAPR | INNOVATOR ETFS TRUST | 8.25% | 473.6K | $15.0M | -2.30%(-11.13K) | $25.15(+30.64%) | 2026-03-31 | |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 7.79% | 493.1K | $14.2M | -4.10%(-21.10K) | $23.94(+27.21%) | 2026-03-31 | |
| QFLR | INNOVATOR ETFS TRUST | 7.43% | 405.4K | $13.5M | -0.92%(-3.78K) | $28.28(+26.74%) | 2026-03-31 | |
| MRSK | NORTHERN LIGHTS FD TR | 6.39% | 328.6K | $11.6M | -0.00%(-9) | $26.47(+43.88%) | 2026-03-31 | |
| IGLD | FIRST TR EXCHANGE-TRADED FD | 5.86% | 417.0K | $10.6M | -0.96%(-4.05K) | $19.39(+27.47%) | 2026-03-31 | |
| DFAW | DIMENSIONAL ETF TRUST | 5.44% | 133.9K | $9.9M | -1.07%(-1.45K) | $54.59(+49.72%) | 2026-03-31 | |
| TSEP | FIRST TR EXCHNG TRADED FD VI | 5.01% | 378.1K | $9.1M | -1.47%(-5.64K) | $23.48(+9.98%) | 2026-03-31 | |
| SFLR | INNOVATOR ETFS TRUST | 3.29% | 168.7K | $6.0M | -2.20%(-3.79K) | $32.34(+17.25%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 3.24% | 174.2K | $5.9M | +3.04%(+5.13K) | $26.03(+38.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.48% | +34.87% |
| Top 20 Holdings Unweighted | +9.33% | +30.70% |
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