Sign In
test

Timothy Carne

Sfg Wealth Management, Llc.

Assets Managed
$278.057M
Holdings
113
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
14.48%(2Q avg: 4.96%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sfg Wealth Management, Llc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 113 positions.

Assets under management

The assets under management (AUM) of Sfg Wealth Management, Llc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 278.057M in assets, with a quarterly growth rate of 14.48% and a 2-quarter average growth rate of 4.96%. The portfolio is managed by Timothy Carne, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 10.98%
16.65%
$46.281M
526,644 shares@ $87.89 avg price
MFSV
Mfs Active Value
Recent Activity
Increased 17.78%
11.3%
$31.413M
1.1M shares@ $28.58 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -9.35%
11.06%
$30.739M
41,163 shares@ $746.77 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 3.52%
6.92%
$19.218M
154,039 shares@ $124.76 avg price
MDYG
Spdr S&p 400 Mid Capgrowth E
Recent Activity
Increased 1.43%
6.72%
$18.68M
166,652 shares@ $112.09 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Decreased -3.35%
2.73%
$7.564M
83,314 shares@ $90.8 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -3.38%
2.37%
$6.579M
51,363 shares@ $128.08 avg price
OUNZ
Vaneck Merk Gold Etf
Recent Activity
Decreased -38.3%
2.17%
$6.016M
155,892 shares@ $38.59 avg price
XNTK
Spdr Nyse Technology Etf
Recent Activity
Increased 6.24%
1.84%
$5.116M
13,096 shares@ $390.66 avg price
MINT
Pimco Enhanced Short Maturit
Recent Activity
Increased 13.27%
1.55%
$4.3M
42,657 shares@ $100.82 avg price

1-10 of 113