HFG Wealth Management
HFG Wealth Management reported 41 stocks worth $99M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are DFAW (8.7%), IAPR (8.1%) and QFLR (6.5%). Compared with Q2 2026, the fund sold out of XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFAW Dimensional World Equity | $8.6M | 8.7% | 104K | No change | 8 of 8 | |
| 2 |  IAPR Innovator International Developed Power Buffer ETF - April | $8M | 8.1% | 242K | No change | 8 of 8 | |
| 3 |  QFLR Innovator Etfs Trust | $6.5M | 6.5% | 178K | No change | 7 of 8 | |
| 4 |  MRSK Northern Lights FD TR | $6.2M | 6.3% | 161K | No change | 8 of 8 | |
| 5 |  DFUS Dimensional US Equity Market ETF | $5.6M | 5.7% | 69K | No change | 2 of 8 | |
| 6 |  FTGC First Trust Global Tactical Commodity Strategy Fund | $5.6M | 5.6% | 205K | No change | 8 of 8 | |
| 7 |  IGLD First TR Exchange-Traded FD | $5.1M | 5.1% | 241K | No change | 8 of 8 | |
| 8 |  SPMO Invesco S&P | $5M | 5.1% | 31K | No change | 2 of 8 | |
| 9 |  TSEP First TR Exchng Traded FD VI | $5M | 5.1% | 193K | No change | 4 of 8 | |
| 10 |  GLDB ETF Opportunities Trust | $4.7M | 4.8% | 249K | No change | 3 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $430K | 3,144 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →HFG Wealth Management 13F FAQ
What does HFG Wealth Management own?
HFG Wealth Management reported 41 stocks worth $99M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are DFAW (8.7%), IAPR (8.1%) and QFLR (6.5%). The table above lists every position in the filing (the top 10 without an account).
What did HFG Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 0 added to, 0 trimmed and 1 sold out. It sold all of XOM.
When will HFG Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is HFG Wealth Management's portfolio worth?
The Q3 2026 filing reports $99M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.