HFG Wealth Management, LLC
Top Portfolio Positions
11 positions ·
$16,960,284 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
193,397 | $5,799,976 | 34.20% | |
| AAPL |
Apple Inc.
Technology
|
10,016 | $2,541,960 | 14.99% | |
| XOM |
Exxon Mobil Corp
Energy
|
14,076 | $2,388,134 | 14.08% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
41,652 | $2,197,559 | 12.96% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,795 | $1,036,038 | 6.11% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,153 | $749,842 | 4.42% | |
| PLD |
Prologis, Inc.
Real Estate
|
5,124 | $677,290 | 3.99% | |
| GLD |
Spdr Gold Trust
|
1,113 | $478,912 | 2.82% | |
| CVX |
Chevron Corp
Energy
|
2,080 | $430,352 | 2.54% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,852 | $385,716 | 2.27% |
Portfolio Trend
11 quarters · across all stocks
Holdings in GBTC
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,197,559 | 41,652 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,940,847 | 43,020 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $4,050,601 | 45,122 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,153,700 | 48,965 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,218,811 | 49,391 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $3,917,286 | 52,922 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $8,111,158 | 160,617 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $7,724,697 | 160,617 | Shares | Sole | 2024-08-20 | |
| 2024-03-31 | $12,312,150 | 215,760 | Shares | Sole | 2024-06-28 | |
| No 13F history on record for this holder in this stock. | ||||||