13F Filings History of SFG Wealth Management, LLC.

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$254,532,550
Signature - Title
Timothy Carne - Chief Compliance Officer
Location
Towson, MD
Summary
This page shows a list of all the recent 13F filings made by SFG Wealth Management, LLC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SFG Wealth Management, LLC. reported 130 stock holdings with total value $254,532,550 as of Q4 2025. Top holdings included SPY, SPYM, MFSV, AVUV, and MDYG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 130 $254,532,550 +$60,230,097 -$41,429,114 +$18,800,983 SPY, SPYM, MFSV, AVUV, MDYG 13F-HR 03 Feb 2026, 10:21
Q3 2025 129 $230,848,953 +$80,448,014 -$26,641,711 +$53,806,303 SPY, AVUV, MDYG, SPTM, AVUS 13F-HR 13 Nov 2025, 16:54
Q2 2025 83 $165,488,198 +$11,997,792 -$62,542,997 -$50,545,205 SPY, MDYG, XLV, SPTM, IEF 13F-HR 28 Jul 2025, 12:54
Q1 2025 115 $204,740,624 +$45,262,631 -$23,170,956 +$22,091,675 SPY, AVUV, XLV, MDYG, IEF 13F-HR 23 Apr 2025, 17:19
Q4 2024 98 $190,580,512 +$18,225,566 -$18,789,997 -$564,431 SPY, AVUV, MDYG, XLV, SPBC 13F-HR 16 Jan 2025, 11:27
Q3 2024 91 $188,468,261 +$10,711,204 -$7,444,226 +$3,266,978 SPY, AVUV, XLV, MDYG, SPBC 13F-HR 31 Oct 2024, 17:40
Q2 2024 87 $175,474,904 +$12,650,824 -$7,872,246 +$4,778,578 SPY, AVUV, XLV, MDYG, SPBC 13F-HR 19 Jul 2024, 17:07
Q1 2024 95 $168,441,854 +$19,146,570 -$13,125,658 +$6,020,912 SPY, AVUV, XLV, MDYG, SPTM 13F-HR 26 Apr 2024, 12:28
Q4 2023 91 $150,273,514 +$19,825,256 -$8,706,149 +$11,119,107 SPY, AVUV, XLV, MDYG, SPTM 13F-HR 19 Jan 2024, 16:22
Q3 2023 92 $125,875,312 +$20,853,827 -$11,107,375 +$9,746,452 SPY, AVUV, XLV, MDYG, SPTM 13F-HR 19 Oct 2023, 11:32
Q2 2023 96 $119,330,011 +$29,179,485 -$5,768,333 +$23,411,152 SPY, XLV, AVUV, V, SPTM 13F-HR 14 Jul 2023, 17:39
Q1 2023 82 $90,256,753 +$13,197,080 -$8,724,569 +$4,472,511 SPY, XLV, AVUV, V, OUNZ 13F-HR 11 Apr 2023, 15:30
Q4 2022 78 $80,988,738 +$24,464,026 -$21,293,115 +$3,170,911 SPY, XLV, AVUV, V, VOO 13F-HR 31 Jan 2023, 20:40
Q3 2022 77 $73,944,000 +$8,777,853 -$15,556,241 -$6,778,388 SPY, UUP, SPTM, V, AVUV 13F-HR 11 Oct 2022, 19:51
Q2 2022 82 $85,835,000 +$25,574,928 -$32,493,629 -$6,918,701 SPY, SPTM, V, UUP, DBE 13F-HR 13 Jul 2022, 13:17
Q1 2022 86 $106,645,000 +$22,112,664 -$24,310,371 -$2,197,707 SPTM, SPY, SPTL, V, BBUS 13F-HR 21 Apr 2022, 19:51
Q4 2021 97 $112,442,000 $0 $0 $0 SPTM, QQQ, SPY, V, RBLX 13F-HR 11 Feb 2022, 20:51