SFG Wealth Management, LLC.
SFG Wealth Management, LLC is a U.S.-based independent wealth management and investment advisory firm headquartered in Towson, Maryland. The firm provides investment management and comprehensive financial planning services to select individuals, families, and business owners. SFG Wealth Management develops personalized financial strategies tailored to client needs and goals, focusing on transparency and client education. Founded in Maryland and employing a team of experienced advisors and staff, SFG Wealth Management focuses on providing a high level of client service and education throughout all stages of the wealth management process.
Investment Strategy
SFG Wealth Management employs a customized investment management strategy, focusing on building, managing, preserving, and transitioning wealth for clients. The firm emphasizes a personalized approach—taking the time to understand each client’s unique circumstances and goals before creating tailored investment and financial plans. The portfolio is diversified across a broad set of equities and fixed income, as evidenced by holdings in major ETFs and mutual funds, with ongoing portfolio adjustments based on evolving client needs, market conditions, and long-term objectives. SFG’s philosophy is centered around education, transparency, and ongoing adaptation to ensure clients’ wealth strategies evolve as their financial lives and market environments change.
Top Holdings
Equity Positions (83)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 34.68% | $57.4M | 92,889 | $427.12 | $617.85 | +$6.2M |
M MDYG | SPDR SERIES TRUST | 7.17% | $11.9M | 136,654 | $75.36 | $86.87 | +$1.5M |
X XLV | SELECT SECTOR SPDR TR | 5.94% | $9.8M | 72,973 | $136.69 | $134.79 | -$1.5M |
S SPTM | SPDR SERIES TRUST | 3.92% | $6.5M | 86,614 | $55.09 | $74.89 | +$842.9K |
I IEF | ISHARES TR | 2.91% | $4.8M | 50,281 | $95.37 | $95.77 | -$1.0M |