SEC Form 13F · Q1 2026

HFG Wealth Management, LLC

Institutional Holdings Report

13F-HRTX
$181.7M
Portfolio Value
50
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
HFG Wealth Management, LLC
CIK
2027836
Accession No.
0001214659-26-004981
Location
The Woodlands, TX
Form Type
13F-HR
Portfolio Value
$181.7M
Holdings Reported
50
Reporting Period
Q1 2026
Filed
April 23, 2026

About this Filing

HFG Wealth Management, LLC is an institutional investment manager based in The Woodlands, TX reporting approximately $181.7M in 13(f) securities across 50 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.