Long-term investor
Hfg Wealth Management, LLC @hfgwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002027836).
Record
- Tracked since 2025-06-30 (448 days), 70 trades recorded
- Returns: week n/a · month n/a · 90 days +2.4% · 6 months n/a · 1 year +16.2% · all +16.2%
- Max drawdown n/a · win rate 52% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V617 · 8.7% · long · since 2025-06-30
- 45782C367 · 8.1% · long · since 2025-06-30
- 45783Y681 · 6.5% · long · since 2025-06-30
- 66538J720 · 6.2% · long · since 2025-06-30
- 25434V401 · 5.7% · long · since 2026-06-30
- 33739H101 · 5.6% · long · since 2025-06-30
- 33733E856 · 5.1% · long · since 2025-06-30
- 46138E339 · 5.0% · long · since 2026-06-30
- 33740F177 · 5.0% · long · since 2025-12-31
- 26923Q127 · 4.7% · long · since 2026-03-31
- 66538J241 · 4.5% · long · since 2026-06-30
- 25434V104 · 4.1% · long · since 2025-06-30