HFG Wealth Management, LLC
Annual return '25
+17.8%
SPY '25
+17.7%
Alpha
+0.1ptsvs SPY
Invested
$181.7M
Holdings
50
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
$GOCT
FIRST TR EXCHNG TRADED FD VI
Q1 2026: Exited (was 560.1k shares)
11.7%
02
$IAPR
INNOVATOR ETFS TRUST
Q1 2026: Exited (was 484.7k shares)
8.3%
03
$FTGC
FIRST TR EXCHANGE TRAD FD VI
Q1 2026: Exited (was 514.2k shares)
7.8%
04
$QFLR
INNOVATOR ETFS TRUST
Q1 2026: Exited (was 409.1k shares)
7.4%
05
$MRSK
NORTHERN LIGHTS FD TR
Q1 2026: Exited (was 328.6k shares)
6.4%
06
$IGLD
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 421.0k shares)
5.9%
07
$DFAW
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 135.3k shares)
5.4%
08
$TSEP
FIRST TR EXCHNG TRADED FD VI
Q1 2026: Exited (was 383.7k shares)
5.0%
09
$SFLR
INNOVATOR ETFS TRUST
Q1 2026: Exited (was 172.5k shares)
3.3%
10
$BUFR
FIRST TR EXCHNG TRADED FD VI
Q1 2026: Exited (was 169.0k shares)
3.2%
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 09:30 UTC.