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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

HFG Wealth Management, LLC

Quarter ended Q3 2025 · Filed October 3, 2025 · Accession 0001214659-25-014568

Total Value
$183.5M
Positions
57
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (57)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIRST TR EXCHNG TRADED FD VI33740U695572,822$20.9M11.41%
2INNOVATOR ETFS TRUSTINHD488,259$14.3M7.78%
3INNOVATOR ETFS TRUSTINHD423,263$12.6M6.88%
4NORTHERN LIGHTS FD TRNTRSO340,238$11.4M6.22%
5FIRST TR EXCHANGE TRAD FD VI33739H101451,566$11.1M6.07%
6FIRST TR EXCHANGE-TRADED FD33733E856458,426$10.0M5.42%
7INNOVATOR ETFS TRUSTINHD284,022$9.1M4.96%
8DIMENSIONAL ETF TRUST25434V617125,762$8.4M4.60%
9GRAYSCALE BITCOIN MINI TR ET389930207161,756$7.7M4.21%
10FIRST TR EXCHNG TRADED FD VI33740F755189,434$6.0M3.28%
11INNOVATOR ETFS TRUSTINHD171,628$5.8M3.14%
12DIMENSIONAL ETF TRUST25434V104133,693$5.7M3.09%
13DIMENSIONAL ETF TRUST25434V872113,871$4.8M2.62%
14INNOVATOR ETFS TRUSTINHD127,535$4.4M2.38%
15MANAGED PORTFOLIO SERIES56167N183165,824$4.2M2.28%
16GRAYSCALE BITCOIN TRUST ETFGBTC46,723$4.0M2.16%
17EXXON MOBIL CORPXOM32,901$3.5M1.93%
18VANGUARD INDEX FDS9229087698,910$2.7M1.48%
19INNOVATOR ETFS TRUSTINHD96,323$2.7M1.45%
20DIMENSIONAL ETF TRUST25434V70868,663$2.5M1.34%
21DIMENSIONAL ETF TRUST25434V20368,604$2.4M1.29%
22FIRST TR EXCH TRADED FD III33739N10845,139$2.2M1.23%
23APPLE INCAAPL9,974$2.0M1.12%
24INNOVATOR ETFS TRUSTINHD41,191$1.9M1.02%
25ALPS ETF TR00162Q45232,790$1.6M0.87%
26DIMENSIONAL ETF TRUST25434V30254,695$1.6M0.86%
27DIMENSIONAL ETF TRUST25434V50024,762$1.6M0.86%
28NORTHERN LTS FD TR IVNTRSO63,654$1.5M0.83%
29DIMENSIONAL ETF TRUST25434V83136,832$1.3M0.71%
30INVESCO QQQ TRIVZ1,787$985,7040.54%
31DIMENSIONAL ETF TRUST25434V79931,347$974,5860.53%
32ISHARES TR46428745711,221$929,7980.51%
33VANGUARD BD INDEX FDS92193783512,400$912,9870.50%
34INNOVATOR ETFS TRUSTINHD20,764$857,5530.47%
35DIMENSIONAL ETF TRUST25434V86417,633$846,5690.46%
36VANGUARD INDEX FDS9229087361,884$825,9700.45%
37ISHARES TR46429B26732,995$758,2340.41%
38SPDR S&P 500 ETF TRSPY1,179$728,1920.40%
39VANGUARD INDEX FDS9229087512,643$626,3300.34%
40VANGUARD INDEX FDS9229086113,170$618,1040.34%
41ISHARES TR4642872265,972$592,4610.32%
42INNOVATOR ETFS TRUSTINHD13,967$587,4420.32%
43PROLOGIS INC.PLDGP5,579$586,4260.32%
44VANGUARD BD INDEX FDS9219378277,258$571,2050.31%
45DIMENSIONAL ETF TRUST25434V85610,926$456,8080.25%
46HOME DEPOT INCHD1,085$397,8960.22%
47AMAZON COM INCAMZN1,802$395,3410.22%
48NVIDIA CORPORATIONNVDA2,234$353,0230.19%
49NORTHERN LTS FD TR IVNTRSO10,140$347,5130.19%
50SPDR GOLD TRGLD1,113$339,2760.18%
51INNOVATOR ETFS TRUSTINHD7,891$333,2370.18%
52FIRST TR EXCHNG TRADED FD VI33740F4828,447$329,0110.18%
53INNOVATOR ETFS TRUSTINHD7,032$308,3530.17%
54INNOVATOR ETFS TRUSTINHD9,750$274,9400.15%
55CHEVRON CORP NEWCVX1,563$223,8210.12%
56INNOVATOR ETFS TRUSTINHD8,622$223,1800.12%
57TESLA INCTSLA679$215,6910.12%