HFG Wealth Management, LLC
CIK
2027836
Location
The Woodlands, TX
Portfolio Value
Micro
$16,960,284
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,847
/ 8,605
▼ 36
· as of Mar 2026
Top Industry
Oil & Gas Integrated
42.1%
3Y Alpha vs SPY
-13.5%
Period ended 3 months ago
Filed Apr 23, 2026 · 3mo
11 quarters · since Mar 2023
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+26.7%
SPY
+76.5%
Annualised alpha
-12.7%
Max drawdown
−25.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
11 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
34.2%
+4.5 pts
Top 5
82.3%
−0.9 pts
Top 10
98.4%
+0.9 pts
HHI
1,855
Moderately concentrated+142
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 60.5% | $10,262,327 |
| Energy | 16.6% | $2,818,486 |
| Technology | 16.6% | $2,816,465 |
| Real Estate | 4.0% | $677,290 |
| Consumer Cyclical | 2.3% | $385,716 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XOM | Exxon Mobil Corp | −18,143 | 14,076 | $2,388,134 | |
| GBTC | Grayscale Bitcoin Trust ETF | −1,368 | 41,652 | $2,197,559 | |
| SPY | Spdr S&P 500 ETF Trust | −1,172 | 1,153 | $749,842 | |
| PLD | Prologis, Inc. | −128 | 5,124 | $677,290 | |
| NVDA | Nvidia Corp | −5 | 1,574 | $274,505 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TSLA | Tesla, Inc. | 507 | $228,008 | |
| No positions match the current search. | ||||
11 positions ·
$16,960,284 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
Added | 193,397 | $5,799,976 | 34.20% | |
| AAPL |
Apple Inc.
Technology
|
Added | 10,016 | $2,541,960 | 14.99% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 14,076 | $2,388,134 | 14.08% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
Reduced | 41,652 | $2,197,559 | 12.96% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,795 | $1,036,038 | 6.11% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,153 | $749,842 | 4.42% | |
| PLD |
Prologis, Inc.
Real Estate
|
Reduced | 5,124 | $677,290 | 3.99% | |
| GLD |
Spdr Gold Trust
|
Held | 1,113 | $478,912 | 2.82% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,080 | $430,352 | 2.54% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,852 | $385,716 | 2.27% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,574 | $274,505 | 1.62% |