HFG Wealth Management, LLC reported 4 positions worth $5.81M for the quarter ended Sep 30, 2026, down 6.9% on the prior quarter. It opened 0 new positions, added to 0, trimmed 0 and exited 1. Its largest holding is Grayscale Bitcoin Mini Trust ETF at 53% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | -3,144 | -100.0% | $429.83K | Exited |
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | -3,144 | $429.83K | 6.89% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BTC Grayscale Bitcoin Mini Trust ETF | Others | 118.6K | $3.08M | 52.96% | 0 | 0.0% | Unchanged | 0.1% |
| 2 | AAPL Apple Inc. | Technology | 6,590 | $1.91M | 32.82% | 0 | 0.0% | Unchanged | 0% |
| 3 | GBTC Grayscale Bitcoin Trust ETF | Financial Services | 11.3K | $515.29K | 8.87% | 0 | 0.0% | Unchanged | 0.01% |
| 4 | CVX Chevron Corp | Energy | 1,875 | $310.74K | 5.35% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at HFG Wealth Management.
As of its Q3 2026 13F filing, HFG Wealth Management, LLC’s five largest positions were Grayscale Bitcoin Mini Trust ETF (BTC) at 53.0%, Apple Inc. (AAPL) at 32.8%, Grayscale Bitcoin Trust ETF (GBTC) at 8.9%, Chevron Corp (CVX) at 5.3% of the reported portfolio.
HFG Wealth Management, LLC reported a 13F portfolio worth $5.81M across 4 positions for Q3 2026. That is down 6.9% from the previous quarter.
Its largest sales by value were ExxonMobil Holdings Corp ($429.83K). It exited 1 positions entirely.
From the Form 13F-HR reports HFG Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.