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Hfg Wealth Management - Q3 2026 13F Filings

HF

Hfg Wealth Management, LLC

CIK: 0002027836
Address: Texas The Woodlands 1790 Hughes Landing Blvd Suite 575
$99.01 M
Portfolio Value
41
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 10/16/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026

No buy transactions available for this period

Top Sells

Q3 2026

Asset Allocation

Stocks/ETFs
-0.45%
$94.29 M 95.24%
Options
$0 0.00%
Debt
$0 0.00%
Other
0.00%
$4.71 M 4.76%

Sector Allocation (Stocks)

Hfg Wealth Management Q3 2026 Filing Summary

Hfg Wealth Management, LLC filed its 13F report for Q3 2026 on October 16, 2026. The portfolio totaled 99.01 M reflecting a -0.43% change from the prior quarter, spanning 41 assets. The top 10 holdings comprised 63.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 0 new positions and 1 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Hfg Wealth Management’s Q3 2026 Filing

Hfg Wealth Management submitted their Form 13F-HR for the Q3 2026 period on 10/16/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Hfg Wealth Management reported a managed portfolio value of 99.01 M, consisting of 41 individual positions.

This page displays the raw filing documents. To see which stocks Hfg Wealth Management bought or sold during Q3 2026, please visit Hfg Wealth Management's Portfolio Analysis page.