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Timothy Carne

Sfg Wealth Management, Llc.

Assets Managed
$242.898M
Holdings
100
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
-4.57%(2Q avg: 2.85%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sfg Wealth Management, Llc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 100 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 242.898M in assets, with a quarterly growth rate of -4.57% and a 2-quarter average growth rate of 2.85%. The portfolio is managed by Timothy Carne, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 42.11%
14.96%
$36.322M
474,554 shares@ $76.55 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -20.32%
12.16%
$29.532M
45,410 shares@ $650.34 avg price
MFSV
Mfs Active Value
Recent Activity
Increased 41.55%
10.28%
$24.955M
933,598 shares@ $26.74 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 0.03%
6.77%
$16.44M
148,814 shares@ $110.48 avg price
MDYG
Spdr S&p 400 Mid Capgrowth E
Recent Activity
Increased 2.46%
6.5%
$15.768M
164,316 shares@ $95.97 avg price
OUNZ
Vaneck Merk Gold Etf
Recent Activity
Increased 40.51%
4.69%
$11.383M
252,686 shares@ $45.05 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 0.35%
2.81%
$6.815M
86,206 shares@ $79.06 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -6.86%
2.44%
$5.911M
53,164 shares@ $111.18 avg price
HGER
Harbor Commodity All Weather
Recent Activity
Increased 30.59%
1.89%
$4.587M
147,924 shares@ $31.01 avg price
MINT
Pimco Enhanced Short Maturit
Recent Activity
Increased 4.18%
1.56%
$3.787M
37,660 shares@ $100.57 avg price

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