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SFG Wealth Management, Llc.ETFConcentrated trader

CIK: 0001908914 | TOWSON, MD

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR103$281.1M2026-10-23SEC ↗
Q2 2026
13F-HR113$278.1M2026-07-22SEC ↗
Q1 2026
13F-HR100$242.9M2026-04-23SEC ↗
Q4 2025
13F-HR130$254.5M2026-02-03SEC ↗
Q3 2025
13F-HR129$230.8M2025-11-13SEC ↗
Q2 2025
13F-HR83$165.5M2025-07-28SEC ↗
Q1 2025
13F-HR115$204.7M2025-04-23SEC ↗
Q4 2024
13F-HR98$190.6M2025-01-16SEC ↗
Q3 2024
13F-HR91$188.5M2024-11-01SEC ↗
Q2 2024
13F-HR87$175.5M2024-07-19SEC ↗
Q1 2024
13F-HR95$168.4M2024-04-26SEC ↗
Q4 2023
13F-HR91$150.3M2024-01-19SEC ↗
Q3 2023
13F-HR92$125.9M2023-10-19SEC ↗
Q2 2023
13F-HR96$119.3M2023-07-17SEC ↗
Q1 2023
13F-HR82$90.3M2023-04-11SEC ↗
Q4 2022
13F-HR78$81.0M2023-02-01SEC ↗
Q3 2022
13F-HR77$5.6M2022-10-12SEC ↗
Q2 2022
13F-HR82$4.0M2022-07-13SEC ↗
Q1 2022
13F-HR86$2.4M2022-04-22SEC ↗
Q4 2021
13F-HR97$1.8M2022-02-14SEC ↗