Hfg Wealth Management, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $181 Billion distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Exchng Traded Fd with a value of $22B, Innovator Etfs Tr Internationa with a value of $14.9B, Innovator Etfs Trust with a value of $14B, Toews Agility Shares Managed R with a value of $12.1B, and First Trust Global Tactical CO with a value of $11.9B.

Examining the 13F form we can see an decrease of $2.59B in the current position value, from $184B to 181B.

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 $181 Billion
ETFs: $72 Billion
Communication Services: $10.5 Billion
Energy: $4.19 Billion
Technology: $3.01 Billion
Real Estate: $670 Million
Consumer Cyclical: $655 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $181 Billion
  • Prior Value $184 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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