0001214659-24-011552.txt : 20240628
0001214659-24-011552.hdr.sgml : 20240628
20240627183556
ACCESSION NUMBER: 0001214659-24-011552
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240628
DATE AS OF CHANGE: 20240627
EFFECTIVENESS DATE: 20240628
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: HFG Wealth Management, LLC
CENTRAL INDEX KEY: 0002027836
ORGANIZATION NAME:
IRS NUMBER: 270508023
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-24205
FILM NUMBER: 241080796
BUSINESS ADDRESS:
STREET 1: 1790 HUGHES LANDING BLVD
STREET 2: SUITE 575
CITY: THE WOODLANDS
STATE: TX
ZIP: 77380
BUSINESS PHONE: 832.585.0110
MAIL ADDRESS:
STREET 1: 1790 HUGHES LANDING BLVD
STREET 2: SUITE 575
CITY: THE WOODLANDS
STATE: TX
ZIP: 77380
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0002027836
XXXXXXXX
03-31-2024
03-31-2024
false
HFG Wealth Management, LLC
1790 HUGHES LANDING BLVD
SUITE 575
THE WOODLANDS
TX
77380
13F HOLDINGS REPORT
028-24205
N
Henry Pizzutello
Chief Investment Officer
8325850110
Henry Pizzutello
The Woodlands
TX
06-26-2024
0
36
169792480
INFORMATION TABLE
2
infotable.xml
ALPS ETF TR
ALERIAN MLP
00162Q452
1403926
29581
SH
SOLE
0
0
29581
AMAZON COM INC
COM
023135106
305383
1693
SH
SOLE
0
0
1693
APPLE INC
COM
037833100
1646846
9604
SH
SOLE
0
0
9604
BENEFICIENT
COM CL A
08178Q101
5321
79425
SH
SOLE
0
0
79425
CHEVRON CORP NEW
COM
166764100
1193177
7564
SH
SOLE
0
0
7564
DIMENSIONAL ETF TRUST
CORE FIXED INCOM
25434V872
3583434
85422
SH
SOLE
0
0
85422
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
25434V302
2924524
118306
SH
SOLE
0
0
118306
DIMENSIONAL ETF TRUST
INFLATION PROTE
25434V856
358999
8703
SH
SOLE
0
0
8703
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25434V203
1832533
60640
SH
SOLE
0
0
60640
DIMENSIONAL ETF TRUST
SHORT DURATION F
25434V864
535538
11385
SH
SOLE
0
0
11385
DIMENSIONAL ETF TRUST
US CORE EQT MKT
25434V104
4610677
126182
SH
SOLE
0
0
126182
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
2853542
89313
SH
SOLE
0
0
89313
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
1086366
17426
SH
SOLE
0
0
17426
DIMENSIONAL ETF TRUST
WORLD EQUITY ETF
25434V617
10002323
169158
SH
SOLE
0
0
169158
EXXON MOBIL CORP
COM
30231G102
4202996
36158
SH
SOLE
0
0
36158
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
2615992
50934
SH
SOLE
0
0
50934
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
33739H101
11169393
470885
SH
SOLE
0
0
470885
FIRST TR EXCHANGE-TRADED FD
FT VEST GOLD
33733E856
10261708
521163
SH
SOLE
0
0
521163
FIRST TR EXCHNG TRADED FD VI
FT VEST FD OF BU
33740F755
6171135
220713
SH
SOLE
0
0
220713
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
33740U844
13817357
381590
SH
SOLE
0
0
381590
GRAYSCALE BITCOIN TR BTC
SHS REP COM UT
389637109
13629557
215760
SH
SOLE
0
0
215760
INNOVATOR ETFS TRUST
EMRGNG MKT JULY
45782C714
3180341
133616
SH
SOLE
0
0
133616
INNOVATOR ETFS TRUST
INNOVATOR INTL D
45783Y343
251013
9750
SH
SOLE
0
0
9750
INNOVATOR ETFS TRUST
INTRNL DEV APRL
45782C367
18972551
698548
SH
SOLE
0
0
698548
INNOVATOR ETFS TRUST
INTRNL DEV JAN
45782C524
5021430
160506
SH
SOLE
0
0
160506
INNOVATOR ETFS TRUST
INTRNL DEV JULY
45782C722
9864502
349681
SH
SOLE
0
0
349681
INNOVATOR ETFS TRUST
US EQTY PWR BUF
45782C813
15338741
403864
SH
SOLE
0
0
403864
INNOVATOR ETFS TRUST
US EQTY ULTRA B
45782C649
224191
6805
SH
SOLE
0
0
6805
INVESCO QQQ TR
UNIT SER 1
46090E103
825200
1859
SH
SOLE
0
0
1859
ISHARES TR
MBS ETF
464288588
358394
3878
SH
SOLE
0
0
3878
MANHATTAN BRDG CAP INC
COM
562803106
15437
15589
SH
SOLE
0
0
15589
NORTHERN LIGHTS FD TR
TOEWS AGILTY SHS
66538J720
19488980
630744
SH
SOLE
0
0
630744
PROLOGIS INC.
COM
74340W103
789654
6064
SH
SOLE
0
0
6064
TIMOTHY PLAN
US LRGMD CP CORE
887432359
810428
19245
SH
SOLE
0
0
19245
VANGUARD INDEX FDS
GROWTH ETF
922908736
436401
1268
SH
SOLE
0
0
1268
WORKHORSE GROUP INC
COM NEW
98138J206
4490
19137
SH
SOLE
0
0
19137