The Analysis of HFG Wealth Management, LLC's Holdings
Currently, HFG Wealth Management, LLC holds 57 types of securities in its portfolio with a total value $183.5M. In the most recent quarter, they have increased their positions in VTI (+8.9K shares, valued at $2.7M), DFAS (+24.8K shares, valued at $1.6M), DUHP (+36.8K shares, valued at $1.3M); decreased their positions in GMAR (-27.4K shares, valued at $1.1M), PMAR (-20.1K shares, valued at $850.7K), BTC (-13.5K shares, valued at $645.0K); initiated new positions in VTI (+8.9K shares, valued at $2.7M), DFAS (+24.8K shares, valued at $1.6M), DUHP (+36.8K shares, valued at $1.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GOCT FIRST TR EXCHNG TRADED FD VI572.8K shares6.41%2025-09-302025-10-03
IAPR INNOVATOR ETFS TRUST488.3K shares1.08%2025-09-302025-10-03 QFLR INNOVATOR ETFS TRUST423.3K shares6.30%2025-09-302025-10-03 MRSK NORTHERN LIGHTS FD TR340.2K shares-1.82%2025-09-302025-10-03 FTGC FIRST TR EXCHANGE TRAD FD VI451.6K shares-2.96%2025-09-302025-10-03 IGLD FIRST TR EXCHANGE-TRADED FD458.4K shares-3.00%2025-09-302025-10-03 EJAN INNOVATOR ETFS TRUST284.0K shares5.07%2025-09-302025-10-03 DFAW DIMENSIONAL ETF TRUST125.8K shares5.50%2025-09-302025-10-03 BTC GRAYSCALE BITCOIN MINI TR ET161.8K shares-7.71%2025-09-302025-10-03 BUFR FIRST TR EXCHNG TRADED FD VI189.4K shares-1.72%2025-09-302025-10-03 SFLR INNOVATOR ETFS TRUST171.6K shares11.73%2025-09-302025-10-03 DFAU DIMENSIONAL ETF TRUST133.7K shares-3.38%2025-09-302025-10-03 DFCF DIMENSIONAL ETF TRUST113.9K shares0.42%2025-09-302025-10-03 IJAN INNOVATOR ETFS TRUST127.5K shares-2.74%2025-09-302025-10-03 KHPI MANAGED PORTFOLIO SERIES165.8K shares6.73%2025-09-302025-10-03 GBTC GRAYSCALE BITCOIN TRUST ETF46.7K shares-4.58%2025-09-302025-10-03 XOM EXXON MOBIL CORP32.9K shares-1.80%2025-09-302025-10-03 VTI VANGUARD INDEX FDS8.9K sharesnew addition2025-09-302025-10-03 EJUL INNOVATOR ETFS TRUST96.3K shares-2.88%2025-09-302025-10-03 DFAC DIMENSIONAL ETF TRUST68.7K shares2.27%2025-09-302025-10-03 DFAI DIMENSIONAL ETF TRUST68.6K shares-3.79%2025-09-302025-10-03 FMB FIRST TR EXCH TRADED FD III45.1K shares-3.69%2025-09-302025-10-03 AAPL APPLE INC10.0K shares0.38%2025-09-302025-10-03 BOCT INNOVATOR ETFS TRUST41.2K shares2.84%2025-09-302025-10-03 AMLP ALPS ETF TR32.8K shares1.14%2025-09-302025-10-03 DFAE DIMENSIONAL ETF TRUST54.7K shares1.18%2025-09-302025-10-03 DFAS DIMENSIONAL ETF TRUST24.8K sharesnew addition2025-09-302025-10-03 IBD NORTHERN LTS FD TR IV63.7K shares-3.33%2025-09-302025-10-03 DUHP DIMENSIONAL ETF TRUST36.8K sharesnew addition2025-09-302025-10-03 QQQ INVESCO QQQ TR1.8K shares0.06%2025-09-302025-10-03 DFIC DIMENSIONAL ETF TRUST31.3K shares15.23%2025-09-302025-10-03 SHY ISHARES TR11.2K shares18.32%2025-09-302025-10-03 BND VANGUARD BD INDEX FDS12.4K sharesnew addition2025-09-302025-10-03 POCT INNOVATOR ETFS TRUST20.8K shares18.44%2025-09-302025-10-03 DFSD DIMENSIONAL ETF TRUST17.6K shares18.50%2025-09-302025-10-03 VUG VANGUARD INDEX FDS1.9K shares-4.07%2025-09-302025-10-03 GOVT ISHARES TR33.0K shares-7.74%2025-09-302025-10-03 SPY SPDR S&P 500 ETF TR1.2K shares7.28%2025-09-302025-10-03 VB VANGUARD INDEX FDS2.6K sharesnew addition2025-09-302025-10-03 VBR VANGUARD INDEX FDS3.2K sharesnew addition2025-09-302025-10-03 AGG ISHARES TR6.0K shares-7.71%2025-09-302025-10-03 XUSP INNOVATOR ETFS TRUST14.0K shares0.17%2025-09-302025-10-03 PLD PROLOGIS INC.5.6K shares-3.46%2025-09-302025-10-03 BSV VANGUARD BD INDEX FDS7.3K sharesnew addition2025-09-302025-10-03 DFIP DIMENSIONAL ETF TRUST10.9K shares0.05%2025-09-302025-10-03 HD HOME DEPOT INC1.1K sharesnew addition2025-09-302025-10-03 AMZN AMAZON COM INC1.8K shares0.84%2025-09-302025-10-03 NVDA NVIDIA CORPORATION2.2K shares7.66%2025-09-302025-10-03 WWJD NORTHERN LTS FD TR IV10.1K shares-9.14%2025-09-302025-10-03 GLD SPDR GOLD TR1.1K shares0.00%2025-09-302025-10-03 PMAR INNOVATOR ETFS TRUST7.9K shares-71.85%2025-09-302025-10-03 GMAR FIRST TR EXCHNG TRADED FD VI8.4K shares-76.42%2025-09-302025-10-03 PJUL INNOVATOR ETFS TRUST7.0K shares-28.92%2025-09-302025-10-03 IMAR INNOVATOR ETFS TRUST9.8K shares0.00%2025-09-302025-10-03 CVX CHEVRON CORP NEW1.6K shares1.17%2025-09-302025-10-03 ZSEP INNOVATOR ETFS TRUST8.6K shares-0.52%2025-09-302025-10-03 TSLA TESLA INC679 sharesnew addition2025-09-302025-10-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available