HFG Wealth Management, LLC: 13F holdings
CIK 20278362026Q2
| Positions | 42 |
|---|---|
| Reported value | $99.4m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 103,945 | $8.6m | 8.7% |
| INNOVATOR ETFS TRUST | 241,761 | $8.0m | 8.1% |
| INNOVATOR ETFS TRUST | 177,791 | $6.5m | 6.5% |
| NORTHERN LIGHTS FD TR | 160,726 | $6.2m | 6.2% |
| DFUS DIMENSIONAL ETF TRUST | 68,794 | $5.6m | 5.7% |
| FTGC FIRST TR EXCHANGE TRAD FD VI | 205,361 | $5.6m | 5.6% |
| FIRST TR EXCHANGE-TRADED FD | 240,859 | $5.1m | 5.1% |
| SPMO INVESCO EXCH TRADED FD TR II | 31,052 | $5.0m | 5.0% |
| FIRST TR EXCHNG TRADED FD VI | 192,561 | $5.0m | 5.0% |
| ETF OPPORTUNITIES TRUST | 249,280 | $4.7m | 4.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2027836")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.