Long-term investor
Sfg Wealth Management, Llc. @sfgwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001908914).
Record
- Tracked since 2025-06-30 (464 days), 234 trades recorded
- Returns: week n/a · month n/a · 90 days +0.2% · 6 months -1.2% · 1 year -0.2% · all -0.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 16.6% · long · since 2025-09-30
- 55286W504 · 11.3% · long · since 2025-12-31
- 78462F103 · 11.1% · long · since 2025-06-30
- 025072877 · 6.9% · long · since 2025-09-30
- 78464A821 · 6.7% · long · since 2025-06-30
- 78464A805 · 2.7% · long · since 2025-06-30
- 025072885 · 2.4% · long · since 2025-09-30
- OUNZ · 2.2% · long · since 2025-06-30
- 78464A102 · 1.8% · long · since 2025-06-30
- 72201R833 · 1.5% · long · since 2025-06-30
- 41151J505 · 1.4% · long · since 2025-09-30
- 72201R577 · 1.3% · long · since 2026-03-31