Top 50 SFG Wealth Management, LLC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 14.95% | 474.6K | $36.3M | +42.11%(+140.62K) | $78.62(+11.14%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 12.16% | 45.4K | $29.5M | -20.33%(-11.59K) | $425.53(+74.44%) | 2026-03-31 | |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | 10.27% | 933.6K | $25.0M | +41.55%(+274.04K) | $26.43(+3.94%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 6.77% | 148.8K | $16.4M | +0.02%(+33) | $80.19(+46.91%) | 2026-03-31 | |
| MDYG | SPDR SERIES TRUST | 6.49% | 164.3K | $15.8M | +2.45%(+3.94K) | $77.26(+38.24%) | 2026-03-31 | |
| OUNZ | VANECK MERK GOLD ETF | 4.69% | 252.7K | $11.4M | +40.50%(+72.84K) | $32.99(+36.66%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 2.81% | 86.2K | $6.8M | +0.34%(+293) | $53.78(+67.14%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 2.43% | 53.2K | $5.9M | -6.86%(-3.92K) | $76.36(+63.81%) | 2026-03-31 | |
| HGER | HARBOR ETF TRUST | 1.89% | 147.9K | $4.6M | +30.58%(+34.64K) | $25.36(+31.09%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 1.56% | 37.7K | $3.8M | +4.18%(+1.51K) | $100.15(+0.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.11% | +48.56% |
| Top 20 Holdings Unweighted | +13.96% | +48.00% |
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