SFG Wealth Management, LLC.
Annual return '25
+19.6%
SPY '25
+17.7%
Alpha
+1.9ptsvs SPY
Invested
$242.9M
Holdings
100
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Q1 2026: Exited (was 333.9k shares)
15.0%
02
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 99.3% (57.0k → 377 shares)
12.2%
03
$MFSV
MFS ACTIVE EXCHANGE TRADED F
Q1 2026: Exited (was 659.6k shares)
10.3%
04
$AVUV
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 148.8k shares)
6.8%
05
$MDYG
SPDR SERIES TRUST
Q1 2026: Exited (was 160.4k shares)
6.5%
06
$OUNZ
VANECK MERK GOLD ETF
Q1 2026: Exited (was 179.8k shares)
4.7%
07
$SPTM
SPDR SERIES TRUST
Q1 2026: Exited (was 85.9k shares)
2.8%
08
$AVUS
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 57.1k shares)
2.4%
09
$HGER
HARBOR ETF TRUST
Q1 2026: Exited (was 113.3k shares)
1.9%
10
$MINT
PIMCO ETF TR
Q1 2026: Exited (was 36.2k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:21 UTC.