HFG Wealth Management, LLC
Net seller this quarter
$99.4M
8
-$17.8M
17.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FTGC | $5.56M | 5.59% | Not reported | -58.4% | Q1 2023 |
 GLDB | $4.71M | 4.74% | Not reported | +54.0% | Q1 2026 |
 BTC | $3.08M | 3.09% | 0.10% | -38.7% | Q1 2025 |
 AAPL | $1.91M | 1.92% | 0.00% | -34.2% | Q1 2023 |
 GBTC | $515K | 0.52% | 0.01% | -72.8% | Q1 2024 |
 XOM | $430K | 0.43% | 0.00% | -77.7% | Q1 2023 |
 SPY | $354K | 0.36% | Not reported | -58.9% | Q1 2023 |
 CVX | $311K | 0.31% | 0.00% | -9.9% | Q1 2023 |
| Q1 2026 | |||||
| FTGC | $14.2M | 7.79% | Not reported | -4.1% | Q1 2023 |
| BTC | $5.8M | 3.19% | 0.17% | +21.5% | Q1 2025 |
| GLDB | $3.82M | 2.10% | Not reported | New | Q1 2026 |
| AAPL | $2.54M | 1.40% | 0.00% | +0.1% | Q1 2023 |
| XOM | $2.39M | 1.31% | 0.00% | -56.3% | Q1 2023 |
| GBTC | $2.2M | 1.21% | 0.02% | -3.2% | Q1 2024 |
 BOCT | $1.94M | 1.07% | Not reported | -0.5% | Q1 2025 |
 QQQ | $1.04M | 0.57% | Not reported | +0.1% | Q1 2023 |
| SPY | $750K | 0.41% | Not reported | -50.4% | Q1 2023 |
 PLD | $677K | 0.37% | 0.00% | -2.4% | Q1 2023 |
| GLD | $479K | 0.26% | 0.00% | Not reported | Q1 2023 |
| CVX | $430K | 0.24% | 0.00% | +0.2% | Q1 2023 |
 AMZN | $386K | 0.21% | 0.00% | Not reported | Q1 2023 |
 NVDA | $274K | 0.15% | 0.00% | -0.3% | Q1 2023 |
| Q4 2025 | |||||
| FTGC | $11.9M | 6.59% | Not reported | +13.0% | Q1 2023 |
| BTC | $6.17M | 3.40% | 0.15% | +7.3% | Q1 2025 |
| XOM | $3.88M | 2.14% | 0.00% | -0.3% | Q1 2023 |
| GBTC | $2.94M | 1.62% | 0.02% | -4.7% | Q1 2024 |
| AAPL | $2.72M | 1.50% | 0.00% | +0.1% | Q1 2023 |
| BOCT | $2M | 1.10% | Not reported | +0.8% | Q1 2025 |
| SPY | $1.59M | 0.87% | Not reported | -22.5% | Q1 2023 |
| QQQ | $1.1M | 0.61% | Not reported | +0.2% | Q1 2023 |
| PLD | $670K | 0.37% | 0.00% | -5.0% | Q1 2023 |
| GLD | $441K | 0.24% | 0.00% | Not reported | Q1 2023 |
| AMZN | $427K | 0.24% | 0.00% | +1.7% | Q1 2023 |
| CVX | $316K | 0.17% | 0.00% | +0.3% | Q1 2023 |
| NVDA | $294K | 0.16% | 0.00% | -0.4% | Q1 2023 |
 TSLA | $228K | 0.13% | 0.00% | Not reported | Q1 2023 |
| Q3 2025 | |||||
| FTGC | $11.8M | 6.41% | Not reported | -2.2% | Q1 2023 |
| BTC | $7.51M | 4.08% | 0.14% | -15.4% | Q1 2025 |
| GBTC | $4.05M | 2.20% | 0.02% | -7.9% | Q1 2024 |
| XOM | $3.64M | 1.98% | 0.00% | -3.6% | Q1 2023 |
| AAPL | $2.55M | 1.38% | 0.00% | +0.6% | Q1 2023 |
| SPY | $2M | 1.09% | Not reported | +172.8% | Q1 2023 |
| BOCT | $1.95M | 1.06% | Not reported | +0.5% | Q1 2025 |
| QQQ | $1.07M | 0.58% | Not reported | +0.2% | Q1 2023 |
| PLD | $633K | 0.34% | 0.00% | -4.3% | Q1 2023 |
| AMZN | $400K | 0.22% | 0.00% | +2.0% | Q1 2023 |
| GLD | $396K | 0.22% | 0.00% | Not reported | Q1 2023 |
| CVX | $321K | 0.17% | 0.00% | +33.9% | Q1 2023 |
| NVDA | $296K | 0.16% | 0.00% | -23.6% | Q1 2023 |
| TSLA | $225K | 0.12% | 0.00% | Not reported | Q1 2023 |