HFG Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, HFG Wealth Management, LLC held in its portfolio 49 assets valued at $181,390,965 (i.e. $181.39M).

The most valuable assets in the portfolio included: FIRST TR EXCHNG TRADED FD ($22.35M), INNOVATOR ETFS TRUST ($14.95M), and INNOVATOR ETFS TRUST ($14.03M).

The chart below shows the top 10 valuable assets, and the table below shows the top 49 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in HFG Wealth Management, LLC Portfolio

FIRST TR EXCHNG TRADED FD

INNOVATOR ETFS TRUST

NORTHERN LIGHTS FD TR

FIRST TR EXCHANGE TRAD FD

FIRST TR EXCHANGE-TRADED FD

DIMENSIONAL ETF TRUST

FIRST TR EXCHNG TRADED FD

INNOVATOR ETFS TRUST

GRAYSCALE BITCOIN MINI TR

HFG Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
FIRST TR EXCHNG TRADED FD	568519	22351047	FT VEST U.S EQT
INNOVATOR ETFS TRUST	484738	14949321	INTRNL DEV APRL
INNOVATOR ETFS TRUST	409141	14025350	NASDAQ 100 MANA
NORTHERN LIGHTS FD TR	328561	12091052	TOEWS AGILTY SHS
FIRST TR EXCHANGE TRAD FD	514206	11945008	FST TR GLB FD
FIRST TR EXCHANGE-TRADED FD	421007	10529391	FT VEST GOLD
DIMENSIONAL ETF TRUST	135342	10012568	WORLD EQUITY ETF
FIRST TR EXCHNG TRADED FD	383731	9126275	FT VEST EMERGING
INNOVATOR ETFS TRUST	172485	6357789	QUITY MANAGD FLR
GRAYSCALE BITCOIN MINI TR	159218	6166498	SHS NEW
DIMENSIONAL ETF TRUST	129988	6083450	US CORE EQT MKT
FIRST TR EXCHNG TRADED FD	169039	5791276	FT VEST LADDERED
DIMENSIONAL ETF TRUST	109784	4672398	CORE FIXED INCOM
MANAGED PORTFOLIO SERIES	172621	4429444	KENSINGTON HEDGE
INNOVATOR ETFS TRUST	109407	3956157	INTRNL DEV JAN
EXXON MOBIL CORP	32219	3877238	COM
GRAYSCALE BITCOIN TRUST ETF	43020	2940847	SHS REP COM UT
APPLE INC	10007	2720409	COM
DIMENSIONAL ETF TRUST	69282	2640319	INTL CORE EQT MK
INNOVATOR ETFS TRUST	81635	2420372	EMRGNG MKT JULY
DIMENSIONAL ETF TRUST	57387	2271961	US CORE EQUITY 2
INNOVATOR ETFS TRUST	40546	2003949	US EQTY BUF OCT
FIRST TR EXCH TRADED FD III	35330	1806580	MANAGD MUN ETF
DIMENSIONAL ETF TRUST	51846	1688637	EMGR CRE EQT MNG
ALPS ETF TR	34824	1637403	ALERIAN MLP
INNOVATOR ETFS TRUST	35565	1587101	US EQTY PWR BUF
SPDR S&P 500 ETF TR	2325	1585131	TR UNIT
INVESCO QQQ TR	1793	1101444	UNIT SER 1
NORTHERN LTS FD TR IV	41726	1009759	INSPIRE CORP BD
VANGUARD INDEX FDS	1854	904624	GROWTH ETF
DIMENSIONAL ETF TRUST	25559	880777	INTL CORE EQUITY
ISHARES TR	7398	738894	CORE US AGGBD ET
INNOVATOR ETFS TRUST	21617	730430	EMRGNG MKT JAN
DIMENSIONAL ETF TRUST	14713	705468	SHORT DURATION F
PROLOGIS INC.	5252	670483	COM
INNOVATOR ETFS TRUST	11997	569820	UNCAPPED ACCLRTD
ISHARES TR	21902	504301	US TREAS BD ETF
ISHARES TR	6065	502298	1 3 YR TREAS BD
DIMENSIONAL ETF TRUST	10647	442449	INFLATION PROTE
SPDR GOLD TR	1113	441093	GOLD SHS
AMAZON COM INC	1852	427479	COM
CHEVRON CORP NEW	2075	316239	COM
NORTHERN LTS FD TR IV	8328	303804	INSPIRE INTL ETF
NVIDIA CORPORATION	1579	294423	COM
INNOVATOR ETFS TRUST	9750	291219	INNOVATOR INTL D
INNOVATOR ETFS TRUST	8525	228300	EQUITY DEFINED P
TESLA INC	507	228008	COM
TIMOTHY PLAN	4997	227130	US LRGMD CP CORE
ISHARES TR	550	205552	RUS 1000 ETF