Notify me when SFMG, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 306 | $1,490,252,568 | +$47,588,961 | -$26,591,664 | +$20,997,297 | ATO, PTLC, SPHQ, GSLC, QUS | 13F-HR | 10 Feb 2026, 10:35 |
| Q3 2025 | 307 | $1,442,537,157 | +$53,272,731 | -$29,279,495 | +$23,993,236 | ATO, PTLC, SPHQ, GSLC, QUS | 13F-HR | 13 Nov 2025, 11:04 |
| Q2 2025 | 280 | $1,332,380,887 | +$147,687,668 | -$155,557,852 | -$7,870,184 | ATO, SPHQ, PTLC, GSLC, QUS | 13F-HR | 12 Aug 2025, 10:55 |
| Q1 2025 | 283 | $1,267,150,362 | +$50,956,924 | -$35,947,076 | +$15,009,848 | ATO, IVV, SPHQ, GSLC, QUS | 13F-HR | 09 May 2025, 10:24 |
| Q4 2024 | 273 | $1,268,476,494 | +$67,445,781 | -$38,121,583 | +$29,324,198 | ATO, IVV, SPHQ, GSLC, QUS | 13F-HR | 11 Feb 2025, 12:06 |
| Q3 2024 | 274 | $1,233,572,257 | +$27,293,004 | -$22,134,740 | +$5,158,264 | ATO, IVV, SPHQ, GSLC, QUS | 13F-HR | 25 Nov 2024, 10:50 |
| Q2 2024 | 272 | $1,150,162,245 | +$30,489,538 | -$49,924,787 | -$19,435,249 | IVV, ATO, SPHQ, GSLC, QUS | 13F-HR | 14 Aug 2024, 16:53 |
| Q1 2024 | 283 | $1,163,245,013 | +$57,322,108 | -$36,506,508 | +$20,815,600 | IVV, ATO, SPHQ, GSLC, QUS | 13F-HR | 07 May 2024, 17:04 |
| Q4 2023 | 271 | $1,079,218,534 | +$28,238,891 | -$18,026,203 | +$10,212,688 | ATO, IVV, SPHQ, GSLC, QUS | 13F-HR | 30 Jan 2024, 16:56 |
| Q3 2023 | 254 | $972,847,605 | +$51,873,046 | -$16,023,598 | +$35,849,448 | ATO, IVV, SPHQ, GSLC, QUS | 13F-HR | 06 Nov 2023, 15:07 |
| Q2 2023 | 257 | $971,590,691 | +$36,422,977 | -$58,041,182 | -$21,618,205 | ATO, IVV, SPHQ, GSLC, QUS | 13F-HR | 11 Aug 2023, 18:07 |
| Q1 2023 | 263 | $928,408,822 | +$57,417,436 | -$79,308,612 | -$21,891,176 | ATO, SPHQ, IVV, GSLC, QUS | 13F-HR | 01 May 2023, 15:25 |
| Q4 2022 | 262 | $901,028,376 | +$75,422,116 | -$92,790,596 | -$17,368,480 | ATO, SPHQ, GSLC, IVV, QUS | 13F-HR | 25 Jan 2023, 15:56 |
| Q3 2022 | 251 | $856,406,000 | +$103,788,312 | -$47,218,251 | +$56,570,061 | ATO, IEI, SPHQ, GSLC, QUS | 13F-HR | 20 Oct 2022, 11:31 |
| Q2 2022 | 274 | $861,503,000 | +$119,496,626 | -$120,102,595 | -$605,969 | ATO, IEI, SPHQ, GSLC, QUS | 13F-HR | 08 Aug 2022, 11:04 |
| Q1 2022 | 298 | $1,011,003,000 | +$63,561,373 | -$59,588,655 | +$3,972,718 | ATO, IVV, SPHQ, GSLC, QUS | 13F-HR | 21 Apr 2022, 13:15 |
| Q4 2021 | 291 | $1,027,752,000 | +$76,520,362 | -$36,445,325 | +$40,075,037 | ATO, IVV, SPHQ, GSLC, QUS | 13F-HR | 31 Jan 2022, 11:03 |
| Q3 2021 | 257 | $901,416,000 | +$39,473,167 | -$23,949,350 | +$15,523,817 | ATO, IVV, SPHQ, GSLC, QUS | 13F-HR | 01 Nov 2021, 10:24 |
| Q2 2021 | 261 | $900,142,000 | +$72,750,529 | -$82,299,630 | -$9,549,101 | ATO, IVV, SPHQ, GSLC, QUS | 13F-HR | 06 Aug 2021, 15:51 |
| Q1 2021 | 239 | $862,493,000 | +$114,291,894 | -$68,365,776 | +$45,926,118 | ATO, IVV, SPHQ, GSLC, QUS | 13F-HR | 03 May 2021, 13:25 |
| Q4 2020 | 227 | $788,565,000 | +$56,503,659 | -$42,037,060 | +$14,466,599 | ATO, SPHQ, IEI, IVV, GSLC | 13F-HR | 02 Feb 2021, 11:02 |
| Q3 2020 | 186 | $724,797,000 | +$46,062,430 | -$42,081,514 | +$3,980,916 | ATO, IEI, SPHQ, IVV, GSLC | 13F-HR | 12 Nov 2020, 09:56 |
| Q2 2020 | 165 | $701,835,000 | +$227,552,893 | -$245,375,917 | -$17,823,024 | ATO, IEI, SPHQ, IVV, GSLC | 13F-HR | 03 Aug 2020, 08:41 |
| Q1 2020 | 143 | $666,903,000 | +$242,984,544 | -$278,088,351 | -$35,103,807 | ATO, GOVT, SHY, SPHQ, GSLC | 13F-HR | 08 May 2020, 11:12 |
| Q4 2019 | 171 | $817,272,000 | +$100,313,849 | -$59,299,778 | +$41,014,071 | ATO, SPHQ, SCHX, MOAT, GSLC | 13F-HR | 05 Feb 2020, 11:25 |
| Q3 2019 | 156 | $738,464,000 | +$35,219,624 | -$31,686,724 | +$3,532,900 | ATO, SPHQ, MOAT, SCHX, GSLC | Restatement | 12 Nov 2019, 10:44 |
| Q2 2019 | 156 | $736,833,000 | +$70,997,783 | -$61,610,141 | +$9,387,642 | ATO, MOAT, SPHQ, SCHX, BRKB | 13F-HR | 05 Aug 2019, 10:16 |
| Q1 2019 | 145 | $691,751,000 | +$119,806,172 | -$113,294,636 | +$6,511,536 | ATO, SPHQ, MOAT, SCHX, BRKB | 13F-HR | 13 May 2019, 13:44 |
| Q4 2018 | 137 | $618,271,000 | +$85,470,565 | -$75,408,299 | +$10,062,266 | ATO, SPHQ, SCHX, BRKB, MOAT | 13F-HR | 12 Feb 2019, 13:19 |
| Q3 2018 | 141 | $645,247,000 | +$105,802,667 | -$86,651,011 | +$19,151,656 | ATO, SCHX, SPHQ, MOAT, BRKB | 13F-HR | 14 Nov 2018, 21:26 |
| Q2 2018 | 151 | $613,438,000 | +$124,476,181 | -$111,582,884 | +$12,893,297 | ATO, SCHX, SPHQ, MOAT, BRKB | 13F-HR | 07 Aug 2018, 20:54 |
| Q1 2018 | 151 | $589,886,000 | +$56,846,859 | -$59,768,023 | -$2,921,164 | ATO, SCHX, SPHQ, BRKB, MOAT | 13F-HR | 09 May 2018, 20:03 |
| Q4 2017 | 147 | $602,496,000 | +$108,742,619 | -$40,532,908 | +$68,209,711 | ATO, SCHX, SPHQ, BRKB, MOAT | 13F-HR | 08 Feb 2018, 20:42 |
| Q3 2017 | 127 | $466,255,000 | +$44,586,944 | -$31,362,504 | +$13,224,440 | ATO, SPHQ, SCHX, FNDB, SPY | 13F-HR | 06 Nov 2017, 20:35 |
| Q2 2017 | 121 | $482,244,000 | +$16,699,971 | -$39,963,538 | -$23,263,567 | ATO, SPHQ, SCHX, BRKB, FNDB | 13F-HR | 07 Aug 2017, 17:34 |
| Q1 2017 | 116 | $493,981,000 | +$70,470,243 | -$65,303,525 | +$5,166,718 | ATO, SPHQ, BRKB, SCHX, FNDB | 13F-HR | 01 May 2017, 14:51 |
| Q4 2016 | 117 | $469,149,000 | +$101,796,793 | -$97,964,932 | +$3,831,861 | ATO, SPHQ, BRKB, SCHX, FNDB | 13F-HR | 09 Feb 2017, 18:23 |
| Q3 2016 | 111 | $455,717,000 | +$24,647,814 | -$14,242,224 | +$10,405,590 | ATO, SPHQ, BRKB, RFV, FNDB | 13F-HR | 09 Dec 2016, 15:15 |
| Q2 2016 | 107 | $447,775,000 | +$60,652,843 | -$81,914,745 | -$21,261,902 | ATO, SPHQ, BRKB, XLP, RFV | 13F-HR | 12 Aug 2016, 20:02 |
| Q1 2016 | 99 | $454,066,000 | +$129,175,209 | -$134,400,022 | -$5,224,813 | ATO, SPHQ, BRKB, XLP, FNDB | 13F-HR | 13 May 2016, 21:56 |
| Q4 2015 | 110 | $438,990,000 | +$70,847,506 | -$64,433,355 | +$6,414,151 | ATO, SPY, SPHQ, QQQ, OEF | 13F-HR | 05 Feb 2016, 20:29 |
| Q3 2015 | 115 | $413,708,000 | +$104,814,307 | -$118,304,493 | -$13,490,186 | ATO, SPY, SPHQ, MOAT, FNDB | 13F-HR | 12 Nov 2015, 21:57 |
| Q2 2015 | 121 | $447,072,000 | +$72,187,265 | -$843,409,743 | -$771,222,478 | ATO, SPHQ, SPY, MOAT, FNDB | 13F-HR | 12 Aug 2015, 16:41 |
| Q1 2015 | 178 | $1,238,244,000 | +$837,271,814 | -$54,016,959 | +$783,254,855 | ATO, SPHQ, HDV, SPY, MOAT | 13F-HR | 11 May 2015, 13:17 |
| Q4 2014 | 124 | $449,457,000 | +$132,526,173 | -$20,380,301 | +$112,145,872 | ATO, HDV, SPHQ, SPY, FNDB | 13F-HR | 10 Feb 2015, 20:31 |
| Q3 2014 | 90 | $319,325,000 | +$76,378,299 | -$44,613,454 | +$31,764,845 | ATO, HDV, SPHQ, SPY, FNDB | 13F-HR | 14 Nov 2014, 11:53 |
| Q2 2014 | 86 | $290,539,000 | +$20,317,749 | -$42,482,565 | -$22,164,816 | ATO, HDV, SPY, SPHQ, QQQ | 13F-HR | 13 Aug 2014, 21:06 |
| Q1 2014 | 81 | $296,602,000 | +$28,277,875 | -$27,751,343 | +$526,532 | ATO, HDV, SPHQ, SPY, IJK | 13F-HR | 13 May 2014, 21:35 |
| Q4 2013 | 79 | $290,951,000 | $0 | $0 | $0 | ATO, HDV, SPHQ, SPY, IJK | 13F-HR | 05 Feb 2014, 11:38 |