SFG Wealth Management, LLC.
All 13F Filings
- Location
- Towson, MD
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 254,533
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/3/2026 | 130 | 254,533 | 13F-HR | SFG Wealth Management, LLC. |
| Q3 2025 | 11/13/2025 | 129 | 230,849 | 13F-HR | SFG Wealth Management, LLC. |
| Q2 2025 | 7/28/2025 | 83 | 165,488 | 13F-HR | SFG Wealth Management, LLC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 204.1 K | 80.2% | 13.04 K | 0 | 13.04 K |
| ETFs | 47.61 K | 18.7% | 11.62 K | 0 | 11.62 K |
| Debt | 2.827 K | 1.1% | 0 | 969 | -969 |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
254,533
Holdings
130
QoQ value change ($000)
23,684
(10.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.