Sign In
test

Henry Pizzutello

Hfg Wealth Management, Llc

Assets Managed
$181.72M
Holdings
50
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
0.19%(2Q avg: -0.61%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Hfg Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 50 positions.

Assets under management

The assets under management (AUM) of Hfg 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 - Q1, they manage 181.72M in assets, with a quarterly growth rate of 0.19% and a 2-quarter average growth rate of -0.61%. The portfolio is managed by Henry Pizzutello, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOCT
Ft Vest Us Equity Moderate B
Recent Activity
Decreased -1.32%
11.75%
$21.348M
552,661 shares@ $38.63 avg price
IAPR
Innovator International Deve
Recent Activity
Decreased -2.29%
8.26%
$14.999M
473,603 shares@ $31.68 avg price
FTGC
First Trust Global Tactical
Recent Activity
Decreased -4.1%
7.8%
$14.157M
493,104 shares@ $28.71 avg price
QFLR
Innovator Nasdaq-100 Mf Etf
Recent Activity
Decreased -0.92%
7.43%
$13.498M
405,358 shares@ $33.3 avg price
MRSK
Toews Agility Shares Managed
Recent Activity
Decreased 0%
6.39%
$11.61M
328,552 shares@ $35.34 avg price
IGLD
Ft Vest Gold Strategy Target
Recent Activity
Decreased -0.96%
5.86%
$10.645M
416,956 shares@ $25.54 avg price
DFAW
Dimenstional World Eqty Etf
Recent Activity
Decreased -1.06%
5.44%
$9.879M
133,896 shares@ $73.79 avg price
TSEP
Ftvestembuffetfsep
Recent Activity
Decreased -1.46%
5.01%
$9.099M
378,094 shares@ $24.07 avg price
SFLR
Innovator Eqty Mgd Floor Etf
Recent Activity
Decreased -2.19%
3.29%
$5.973M
168,691 shares@ $35.42 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 3.04%
3.24%
$5.882M
174,174 shares@ $33.78 avg price

1-10 of 50