Sfg Wealth Management, Llc. Portfolio Holdings

Sfg Wealth Management, Llc.

  • $211 Million
  • Q3 2025

Sfg Wealth Management, Llc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $211 Million distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $63.2M, American Centy ETF Tr Avantis with a value of $14.4M, Spdr S&P 400 Mid Cap Growth Et with a value of $13.5M, Spdr Portfolio S&P 1500 Compos with a value of $6.84M, and American Centy ETF Tr Avantis with a value of $6.24M.

Examining the 13F form we can see an increase of $46M in the current position value, from $165M to 211M.

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

Portfolio value $211 Million
ETFs: $179 Million
Technology: $8.9 Million
Communication Services: $4.36 Million
Consumer Cyclical: $3.63 Million
Industrials: $3.37 Million
Financial Services: $3.23 Million
Consumer Defensive: $2.87 Million
Healthcare: $1.26 Million
Other: $2.16 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$63.2 Million 29.91% of portfolio
94,931
Q3 2025 Added 2.2%
$0
$14.4 Million 6.8% of portfolio
144,394
Q3 2025 New
$0
$13.5 Million 6.39% of portfolio
147,449
Q3 2025 Added 7.9%
$0
$6.84 Million 3.23% of portfolio
84,771
Q3 2025 Reduced 2.13%
$0
$6.24 Million 2.95% of portfolio
57,437
Q3 2025 New
$1.44B
$5.65 Million 2.67% of portfolio
152,050
Q3 2025 Added 51.27%
$0
$4.45 Million 2.11% of portfolio
99,269
Q3 2025 New
$0
$3.8 Million 1.8% of portfolio
74,876
Q3 2025 New
$0
$3.46 Million 1.64% of portfolio
34,387
Q3 2025 Added 6.96%
$0
$3.2 Million 1.51% of portfolio
11,755
Q3 2025 Added 0.43%
$0
$3.15 Million 1.49% of portfolio
21,626
Q3 2025 Reduced 19.97%
$0
$3.04 Million 1.44% of portfolio
45,256
Q3 2025 Added 214.78%
$4.3T
$2.75 Million 1.3% of portfolio
10,817
Q3 2025 Reduced 12.84%
$0
$2.32 Million 1.1% of portfolio
27,943
Q3 2025 Added 7.97%
$279B
$2.2 Million 1.04% of portfolio
21,343
Q3 2025 Reduced 9.31%
$3.78T
$2.21 Million 1.04% of portfolio
4,262
Q3 2025 Reduced 11.37%
$465B
$2.16 Million 1.02% of portfolio
11,576
Q3 2025 Reduced 7.33%
$107B
$2.08 Million 0.99% of portfolio
2,750
Q3 2024 Reduced 4.25%
$0
$1.96 Million 0.93% of portfolio
34,094
Q3 2025 New
$0
$1.94 Million 0.92% of portfolio
13,963
Q3 2025 Reduced 80.87%
$2.39T
$1.94 Million 0.92% of portfolio
8,836
Q3 2025 Reduced 4.77%
$0
$1.71 Million 0.81% of portfolio
14,346
Q3 2025 Reduced 19.16%
$0
$1.64 Million 0.78% of portfolio
22,047
Q3 2025 New
$0
$1.64 Million 0.77% of portfolio
16,967
Q3 2025 Reduced 66.26%
$0
$1.64 Million 0.77% of portfolio
72,993
Q3 2025 Reduced 60.69%
$0
$1.61 Million 0.76% of portfolio
3,351
Q3 2025 Reduced 37.2%
$0
$1.51 Million 0.72% of portfolio
19,806
Q3 2025 Added 0.47%
$0
$1.48 Million 0.7% of portfolio
5,827
Q3 2025 Reduced 34.88%
$55.8B
$1.45 Million 0.69% of portfolio
10,471
Q3 2025 New
$0
$1.37 Million 0.65% of portfolio
53,808
Q3 2025 New
$0
$1.36 Million 0.64% of portfolio
4,150
Q3 2025 Reduced 2.26%
$0
$1.3 Million 0.61% of portfolio
25,464
Q3 2025 New
$0
$1.24 Million 0.59% of portfolio
2,028
Q3 2025 Reduced 0.49%
$0
$1.23 Million 0.58% of portfolio
15,189
Q3 2025 Reduced 60.41%
$0
$1.22 Million 0.58% of portfolio
49,404
Q3 2025 New
$0
$1.2 Million 0.57% of portfolio
8,858
Q3 2025 New
$0
$1.09 Million 0.52% of portfolio
2,332
Q3 2025 Reduced 1.19%
$0
$1.02 Million 0.48% of portfolio
1,694
Q3 2025 New
$0
$1.02 Million 0.48% of portfolio
9,771
Q3 2025 Reduced 5.31%
$1.74T
$934,000 0.44% of portfolio
3,835
Q3 2025 Added 0.63%
$0
$939,000 0.44% of portfolio
24,714
Q3 2025 New
$1.65T
$899,000 0.43% of portfolio
3,699
Q3 2025 Reduced 9.74%
$490B
$890,000 0.42% of portfolio
7,897
Q3 2025 Reduced 2.36%
$0
$863,000 0.41% of portfolio
18,635
Q3 2025 Added 0.66%
$0
$867,000 0.41% of portfolio
3,509
Q3 2025 New
$0
$852,000 0.4% of portfolio
16,315
Q3 2025 New
$0
$833,000 0.39% of portfolio
10,645
Q3 2025 New
$0
$810,000 0.38% of portfolio
10,663
Q3 2025 Reduced 1.89%
$0
$779,000 0.37% of portfolio
8,528
Q3 2025 Reduced 39.33%

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $211 Million
  • Prior Value $165 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 55 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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