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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 Q4 2025 · Filed January 16, 2026 · Accession 0001214659-26-000528

Total Value
$181.4M
Positions
52
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (52)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIRST TR EXCHNG TRADED FD33740U695560,072$22.0M12.13%
2INNOVATOR ETFS TRUSTINHD484,738$14.9M8.24%
3INNOVATOR ETFS TRUSTINHD409,141$14.0M7.73%
4NORTHERN LIGHTS FD TRNTRSO328,561$12.1M6.67%
5FIRST TR EXCHANGE TRAD FD33739H101514,206$11.9M6.59%
6FIRST TR EXCHANGE-TRADED FD33733E856421,007$10.5M5.80%
7DIMENSIONAL ETF TRUST25434V617135,342$10.0M5.52%
8FIRST TR EXCHNG TRADED FD33740F177383,731$9.1M5.03%
9INNOVATOR ETFS TRUSTINHD172,485$6.4M3.51%
10GRAYSCALE BITCOIN MINI TR389930207159,218$6.2M3.40%
11DIMENSIONAL ETF TRUST25434V104129,988$6.1M3.35%
12FIRST TR EXCHNG TRADED FD33740F755169,039$5.8M3.19%
13DIMENSIONAL ETF TRUST25434V872109,784$4.7M2.58%
14MANAGED PORTFOLIO SERIES56167N183172,621$4.4M2.44%
15INNOVATOR ETFS TRUSTINHD109,407$4.0M2.18%
16EXXON MOBIL CORPXOM32,219$3.9M2.14%
17GRAYSCALE BITCOIN TRUST ETFGBTC43,020$2.9M1.62%
18APPLE INCAAPL10,007$2.7M1.50%
19DIMENSIONAL ETF TRUST25434V20369,282$2.6M1.46%
20INNOVATOR ETFS TRUSTINHD81,635$2.4M1.33%
21DIMENSIONAL ETF TRUST25434V70857,387$2.3M1.25%
22INNOVATOR ETFS TRUSTINHD40,546$2.0M1.10%
23FIRST TR EXCH TRADED FD III33739N10835,330$1.8M1.00%
24DIMENSIONAL ETF TRUST25434V30251,846$1.7M0.93%
25ALPS ETF TR00162Q45234,824$1.6M0.90%
26SPDR S&P 500 ETF TRSPY2,325$1.6M0.87%
27INVESCO QQQ TRIVZ1,793$1.1M0.61%
28NORTHERN LTS FD TR IVNTRSO41,726$1.0M0.56%
29INNOVATOR ETFS TRUSTINHD20,896$917,7520.51%
30VANGUARD INDEX FDS9229087361,854$904,6240.50%
31DIMENSIONAL ETF TRUST25434V79925,559$880,7770.49%
32ISHARES TR4642872267,398$738,8940.41%
33INNOVATOR ETFS TRUSTINHD21,617$730,4300.40%
34DIMENSIONAL ETF TRUST25434V86414,713$705,4680.39%
35PROLOGIS INC.PLDGP5,252$670,4830.37%
36INNOVATOR ETFS TRUSTINHD11,997$569,8200.31%
37ISHARES TR46429B26721,902$504,3010.28%
38ISHARES TR4642874576,065$502,2980.28%
39DIMENSIONAL ETF TRUST25434V85610,647$442,4490.24%
40SPDR GOLD TRGLD1,113$441,0930.24%
41AMAZON COM INCAMZN1,852$427,4790.24%
42INNOVATOR ETFS TRUSTINHD7,884$354,3210.20%
43FIRST TR EXCHNG TRADED FD33740F4828,447$345,8200.19%
44CHEVRON CORP NEWCVX2,075$316,2390.17%
45INNOVATOR ETFS TRUSTINHD6,785$315,0280.17%
46NORTHERN LTS FD TR IVNTRSO8,328$303,8040.17%
47NVIDIA CORPORATIONNVDA1,579$294,4230.16%
48INNOVATOR ETFS TRUSTINHD9,750$291,2190.16%
49INNOVATOR ETFS TRUSTINHD8,525$228,3000.13%
50TESLA INCTSLA507$228,0080.13%
51TIMOTHY PLAN8874323594,997$227,1300.13%
52ISHARES TR464287622550$205,5520.11%