Loading…
CIK 0002027836 • 8 13F filings • Apr 8, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("hfg-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPS ETF TR | ALERIAN MLP | $1.6M | 0.9%Prev: 0.8% | 34,824 SH | Increased+1,945 SH |
| AMAZON COM INC | COM | $427K | 0.2%Prev: 0.2% | 1,852 SH | Increased+30 SH |
| APPLE INC | COM | $2.7M | 1.5%Prev: 1.4% | 10,007 SH | Increased+10 SH |
| CHEVRON CORP NEW | COM | $316K | 0.2%Prev: 0.2% | 2,075 SH | Decreased+6 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $4.7M | 2.6%Prev: 2.6% | 109,784 SH | Decreased-69 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.7M | 0.9%Prev: 0.9% | 51,846 SH | Increased-1,606 SH |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | $442K | 0.2%Prev: 0.2% | 10,647 SH | Decreased-6 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $2.6M | 1.5%Prev: 1.3% | 69,282 SH | Increased+2,823 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $881K | 0.5%Prev: 0.5% | 25,559 SH | Decreased-3,906 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $705K | 0.4%Prev: 0.4% | 14,713 SH | Increased+485 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $6.1M | 3.4%Prev: 3.1% | 129,988 SH | Increased+5,420 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $2.3M | 1.3%Prev: 1.3% | 57,387 SH | Decreased-6,125 SH |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $10.0M | 5.5%Prev: 5.2% | 135,342 SH | Increased+2,765 SH |
| EXXON MOBIL CORP | COM | $3.9M | 2.1%Prev: 2.0% | 32,219 SH | Increased-86 SH |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | $1.8M | 1.0%Prev: 1.2% | 35,330 SH | Decreased-9,907 SH |
| FIRST TR EXCHANGE TRAD FD | FST TR GLB FD | $11.9M | 6.6% | 514,206 SH | New |
| FIRST TR EXCHANGE-TRADED FD | FT VEST GOLD | $10.5M | 5.8%Prev: 5.8% | 421,007 SH | Decreased-25,580 SH |
| FIRST TR EXCHNG TRADED FD | FT VEST EMERGING | $9.1M | 5.0% | 383,731 SH | New |
| FIRST TR EXCHNG TRADED FD | FT VEST LADDERED | $5.8M | 3.2% | 169,039 SH | New |
| FIRST TR EXCHNG TRADED FD | FT VEST U.S EQT | $22.4M | 12.3% | 568,519 SH | New |
| GRAYSCALE BITCOIN MINI TR | SHS NEW | $6.2M | 3.4% | 159,218 SH | New |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | $2.9M | 1.6%Prev: 2.2% | 43,020 SH | Decreased-2,102 SH |
| INNOVATOR ETFS TRUST | EMRGNG MKT JAN | $730K | 0.4%Prev: 5.2% | 21,617 SH | Decreased-265,866 SH |
| INNOVATOR ETFS TRUST | EMRGNG MKT JULY | $2.4M | 1.3%Prev: 1.5% | 81,635 SH | Decreased-11,414 SH |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | $228K | 0.1%Prev: 0.1% | 8,525 SH | Increased-28 SH |
| INNOVATOR ETFS TRUST | INNOVATOR INTL D | $291K | 0.2%Prev: 0.2% | 9,750 SH | Increased |
| INNOVATOR ETFS TRUST | INTRNL DEV APRL | $14.9M | 8.2%Prev: 8.0% | 484,738 SH | Increased-3,128 SH |
| INNOVATOR ETFS TRUST | INTRNL DEV JAN | $4.0M | 2.2%Prev: 2.4% | 109,407 SH | Decreased-15,207 SH |
| INNOVATOR ETFS TRUST | NASDAQ 100 MANA | $14.0M | 7.7%Prev: 7.5% | 409,141 SH | Increased-7,092 SH |
| INNOVATOR ETFS TRUST | QUITY MANAGD FLR | $6.4M | 3.5%Prev: 3.4% | 172,485 SH | Increased+566 SH |
| INNOVATOR ETFS TRUST | UNCAPPED ACCLRTD | $570K | 0.3%Prev: 0.3% | 11,997 SH | Decreased-629 SH |
| INNOVATOR ETFS TRUST | US EQTY BUF OCT | $2.0M | 1.1%Prev: 1.1% | 40,546 SH | Increased+302 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $1.6M | 0.9%Prev: 0.9% | 35,565 SH | Increased-611 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.1M | 0.6%Prev: 0.6% | 1,793 SH | Increased+4 SH |
| ISHARES TR | 1 3 YR TREAS BD | $502K | 0.3%Prev: 0.5% | 6,065 SH | Decreased-4,454 SH |
| ISHARES TR | CORE US AGGBD ET | $739K | 0.4%Prev: 0.4% | 7,398 SH | Increased+423 SH |
| ISHARES TR | RUS 1000 ETF | $206K | 0.1%Prev: 0.1% | 550 SH | Increased+1 SH |
| ISHARES TR | US TREAS BD ETF | $504K | 0.3%Prev: 0.5% | 21,902 SH | Decreased-16,080 SH |
| MANAGED PORTFOLIO SERIES | KENSINGTON HEDGE | $4.4M | 2.4%Prev: 2.3% | 172,621 SH | Increased+4,149 SH |
| NORTHERN LIGHTS FD TR | TOEWS AGILTY SHS | $12.1M | 6.7%Prev: 6.4% | 328,561 SH | Increased-2,455 SH |
| NORTHERN LTS FD TR IV | INSPIRE CORP BD | $1.0M | 0.6%Prev: 0.9% | 41,726 SH | Decreased-30,645 SH |
| NORTHERN LTS FD TR IV | INSPIRE INTL ETF | $304K | 0.2%Prev: 0.2% | 8,328 SH | Decreased-2,915 SH |
| NVIDIA CORPORATION | COM | $294K | 0.2%Prev: 0.2% | 1,579 SH | Decreased-7 SH |
| PROLOGIS INC. | COM | $670K | 0.4%Prev: 0.3% | 5,252 SH | Increased-278 SH |
| SPDR GOLD TR | GOLD SHS | $441K | 0.2%Prev: 0.2% | 1,113 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $1.6M | 0.9%Prev: 1.1% | 2,325 SH | Decreased-673 SH |
| TESLA INC | COM | $228K | 0.1%Prev: 0.1% | 507 SH | Increased |
| TIMOTHY PLAN | US LRGMD CP CORE | $227K | 0.1% | 4,997 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $905K | 0.5%Prev: 0.5% | 1,854 SH | Increased-2 SH |
| 13F-HR/A |
| 0001214659-25-016505 |
| $184.0M |
| View |
| Aug 13, 2026 | Q2 2026 | 13F-HR | 0001214659-26-010014 | $99.4M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010176 | $164.0M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004981 | $181.7M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0001214659-25-005567 | $165.1M | View |