Hfg Wealth Management, LLC has filed its 13F form on October 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $184 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Exchng Traded Fd Vi with a value of $20.9B, Innovator Etfs Tr Internationa with a value of $14.3B, Innovator Etfs Trust with a value of $12.6B, Toews Agility Shares Managed R with a value of $11.4B, and First Trust Global Tactical CO with a value of $11.1B.

Examining the 13F form we can see an increase of $19.5B in the current position value, from $164B to 184B.

Hfg Wealth Management, LLC is based out at The Woodlands, TX

Below you can find more details about Hfg Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $184 Billion
ETFs: $79.8 Billion
Communication Services: $9.95 Billion
Energy: $3.77 Billion
Technology: $2.4 Billion
Consumer Cyclical: $1.01 Billion
Real Estate: $586 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $184 Billion
  • Prior Value $164 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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