StockDriftsStockDriftsTop 50 SFG Wealth Management, LLC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 16.64% | 526.6K | $46.3M | +10.98%(+52.09K) | $78.86(+15.71%) | 2026-06-30 | |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | 11.3% | 1.10M | $31.4M | +17.77%(+165.93K) | $26.58(+13.22%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 11.05% | 41.2K | $30.7M | -9.35%(-4.25K) | $425.53(+82.21%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 6.91% | 154.0K | $19.2M | +3.51%(+5.22K) | $81.43(+57.39%) | 2026-06-30 | |
| MDYG | SPDR SERIES TRUST | 6.72% | 166.7K | $18.7M | +1.42%(+2.34K) | $77.62(+46.34%) | 2026-06-30 | |
| SPTM | SPDR SERIES TRUST | 2.72% | 83.3K | $7.6M | -3.35%(-2.89K) | $53.78(+75.32%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 2.37% | 51.4K | $6.6M | -3.39%(-1.80K) | $76.36(+73.39%) | 2026-06-30 | |
| OUNZ | VANECK MERK GOLD ETF | 2.16% | 155.9K | $6.0M | -38.31%(-96.79K) | $32.99(+27.51%) | 2026-06-30 | |
| XNTK | SPDR SERIES TRUST | 1.84% | 13.1K | $5.1M | +6.24%(+769) | $160.16(+130.35%) | 2026-06-30 | |
| MINT | PIMCO ETF TR | 1.55% | 42.7K | $4.3M | +13.27%(+5.00K) | $100.21(+0.46%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.65% | +54.68% | — | — | +42.99% |
| Top 20 Holdings Unweighted | +14.56% | +50.36% | — | — | +43.25% |
SFG Wealth Management, LLC. reports $278.06M in US-listed equity holdings across 113 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (16.6%), MFSV (11.3%) and SPY (11.1%). The top 20 holdings account for 74.37% of reported assets. Its disclosed equity book has returned +54.68% on a three-year cumulative basis. 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 SFG Wealth Management, LLC.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908914). View SFG Wealth Management, LLC.’s 13F filings on SEC