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Manager record

HFG Wealth Management, LLC

The Woodlands, TX · CIK 2027836 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$99.01MReported 13F valueQ3 2026 · as filed
41Holdings listed
-0.4%vs prior quartervalue change includes market moves
6Quarters on record
Oct 16Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $164.0M$164.0MQ2 202550 holdingsQ3 2025: $184.0M$184.0MQ3 202551 holdingsQ4 2025: $181.4M$181.4MQ4 202552 holdingsQ1 2026: $181.7M$181.7MQ1 202650 holdingsQ2 2026: $99.4M$99.4MQ2 202642 holdingsQ3 2026: $99.0M$99.0MQ3 202641 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 16 2026 13F-HR · period Q3 2026

$99.01M · 41 holdings listed · View original SEC filing ↗
Aug 13 2026 13F-HR · period Q2 2026

$99.44M · 42 holdings listed · View original SEC filing ↗
Apr 23 2026 13F-HR · period Q1 2026

$181.72M · 50 holdings listed · View original SEC filing ↗
Jan 16 2026 13F-HR · period Q4 2025

$181.39M · 52 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR/A · period Q3 2025

$183.98M · 51 holdings listed · amendment (restatement) · View original SEC filing ↗
Oct 03 2025 13F-HR · period Q3 2025

$183.52M · 57 holdings listed · View original SEC filing ↗
Jul 09 2025 13F-HR · period Q2 2025

$163.99M · 50 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 16, 2026 · Change methodology