HFG Wealth Management, LLC

Est. AUM

$181.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$21.3M	552661	11.75%	SOLE
2	INNOVATOR ETFS TRUST	INTRNL DEV APRL	$15.0M	473603	8.25%	SOLE
3	FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$14.2M	493104	7.79%	SOLE
4	INNOVATOR ETFS TRUST	NASDAQ 100 MANA	$13.5M	405358	7.43%	SOLE
5	NORTHERN LIGHTS FD TR	TOEWS AGILTY SHS	$11.6M	328552	6.39%	SOLE
6	FIRST TR EXCHANGE-TRADED FD	FT VEST GOLD	$10.6M	416956	5.86%	SOLE
7	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$9.9M	133896	5.44%	SOLE
8	FIRST TR EXCHNG TRADED FD VI	FT VEST EMERGING	$9.1M	378094	5.01%	SOLE
9	INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$6.0M	168691	3.29%	SOLE
10	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$5.9M	174174	3.24%	SOLE
11	GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$5.8M	193397	3.19%	SOLE
12	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$5.7M	127158	3.16%	SOLE
13	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$4.8M	113686	2.64%	SOLE
14	MANAGED PORTFOLIO SERIES	KENSINGTON HEDGE	$4.2M	174490	2.32%	SOLE
15	INNOVATOR ETFS TRUST	INTRNL DEV JAN	$4.1M	113792	2.27%	SOLE
16	ETF OPPORTUNITIES TRUST	IDX ALTERNATIVE	$3.8M	161832	2.10%	SOLE
17	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.5M	65435	1.40%	SOLE
18	APPLE INC	COM	$2.5M	10016	1.40%	SOLE
19	INNOVATOR ETFS TRUST	EMRGNG MKT JULY	$2.5M	84437	1.39%	SOLE
20	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.5M	63483	1.36%	SOLE
21	EXXON MOBIL CORP	COM	$2.4M	14076	1.31%	SOLE
22	GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$2.2M	41652	1.21%	SOLE
23	FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$2.1M	41072	1.15%	SOLE
24	INNOVATOR ETFS TRUST	US EQTY BUF OCT	$1.9M	40349	1.07%	SOLE
25	ALPS ETF TR	ALERIAN MLP	$1.8M	35049	1.02%	SOLE
26	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.7M	51595	0.96%	SOLE
27	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.1M	32321	0.63%	SOLE
28	INVESCO QQQ TR	UNIT SER 1	$1.0M	1795	0.57%	SOLE
29	NORTHERN LTS FD TR IV	INSPIRE CORP BD	$976K	40892	0.54%	SOLE
30	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$882K	20453	0.49%	SOLE
31	VANGUARD INDEX FDS	GROWTH ETF	$816K	1868	0.45%	SOLE
32	STATE STR SPDR S&P 500 ETF T	TR UNIT	$750K	1153	0.41%	SOLE
33	ISHARES TR	CORE US AGGBD ET	$743K	7485	0.41%	SOLE
34	DIMENSIONAL ETF TRUST	SHORT DURATION F	$741K	15468	0.41%	SOLE
35	INNOVATOR ETFS TRUST	EMRGNG MKT JAN	$733K	21617	0.40%	SOLE
36	PROLOGIS INC.	COM	$677K	5124	0.37%	SOLE
37	INNOVATOR ETFS TRUST	UNCAPPED ACCLRTD	$572K	12956	0.31%	SOLE
38	ISHARES TR	US TREAS BD ETF	$489K	21359	0.27%	SOLE
39	ISHARES TR	1 3 YR TREAS BD	$482K	5836	0.27%	SOLE
40	SPDR GOLD TR	GOLD SHS	$479K	1113	0.26%	SOLE
41	DIMENSIONAL ETF TRUST	INFLATION PROTE	$448K	10746	0.25%	SOLE
42	CHEVRON CORPORATION	COM	$430K	2080	0.24%	SOLE
43	AMAZON COM INC	COM	$386K	1852	0.21%	SOLE
44	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$352K	8447	0.19%	SOLE
45	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$352K	7884	0.19%	SOLE
46	NORTHERN LTS FD TR IV	INSPIRE INTL ETF	$302K	8082	0.17%	SOLE
47	INNOVATOR ETFS TRUST	INNOVATOR INTL D	$283K	9750	0.16%	SOLE
48	NVIDIA CORPORATION	COM	$274K	1574	0.15%	SOLE
49	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$268K	5820	0.15%	SOLE
50	INNOVATOR ETFS TRUST	EQUITY DEFINED P	$227K	8495	0.12%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.