HFG Wealth Management, LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, HFG Wealth Management, LLC opened 8 positions, added to 3, reduced 27, sold out of 13 and left 0 unchanged. The largest increase in value was DFUS (+$5,636,980); the largest decrease was GOCT (-$21,347,580).
- GLDB: Country of operation —; Class IDX ALTERNATIVE; Shares 2026-03-31 161,832; Shares 2026-06-30 249,280.
- DFIC: Country of operation —; Class INTL CORE EQUITY; Shares 2026-03-31 32,321; Shares 2026-06-30 39,245.
- VUG: Country of operation —; Class GROWTH ETF; Shares 2026-03-31 1,868; Shares 2026-06-30 7,555.
Two Form 13F-HR filings compared (SEC CIK 2027836): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Cladis Investment Advisory, LLC | United States | $0.182B | 159 |
| DELTA CAPITAL MANAGEMENT LLC | United States | $0.182B | 104 |
| Elefante Mark B | United States | $0.182B | 187 |
| Silverberg Bernstein Capital Management LLC | United States | $0.182B | 68 |
| Nikulski Financial, Inc. | United States | $0.182B | 32 |
| Anderson Financial Strategies, LLC | United States | $0.182B | 32 |
| LAM GROUP, INC. | United States | $0.182B | 136 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | United States | $0.182B | 329 |
| TILIA FIDUCIARY PARTNERS, INC. | United States | $0.182B | 115 |
| Oak Wealth Advisors LLC | United States | $0.182B | 58 |