0001214659-24-015023.txt : 20240820
0001214659-24-015023.hdr.sgml : 20240820
20240820141429
ACCESSION NUMBER: 0001214659-24-015023
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240820
DATE AS OF CHANGE: 20240820
EFFECTIVENESS DATE: 20240820
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: 241224442
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
06-30-2024
06-30-2024
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
08-19-2024
0
40
156902052
INFORMATION TABLE
2
infotable.xml
ALPS ETF TR
ALERIAN MLP
00162Q452
1488875
31031
SH
SOLE
0
0
31031
AMAZON COM INC
COM
023135106
303982
1573
SH
SOLE
0
0
1573
APPLE INC
COM
037833100
2025392
9616
SH
SOLE
0
0
9616
CHEVRON CORP NEW
COM
166764100
1183193
7564
SH
SOLE
0
0
7564
DIMENSIONAL ETF TRUST
CORE FIXED INCOM
25434V872
4085204
98344
SH
SOLE
0
0
98344
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
25434V302
1646843
63658
SH
SOLE
0
0
63658
DIMENSIONAL ETF TRUST
INFLATION PROTE
25434V856
401846
9841
SH
SOLE
0
0
9841
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25434V203
2021281
68125
SH
SOLE
0
0
68125
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
25434V799
323998
12324
SH
SOLE
0
0
12324
DIMENSIONAL ETF TRUST
SHORT DURATION F
25434V864
611239
13005
SH
SOLE
0
0
13005
DIMENSIONAL ETF TRUST
US CORE EQT MKT
25434V104
5196778
138618
SH
SOLE
0
0
138618
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
2397899
74377
SH
SOLE
0
0
74377
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
576317
9592
SH
SOLE
0
0
9592
DIMENSIONAL ETF TRUST
WORLD EQUITY ETF
25434V617
8973508
150714
SH
SOLE
0
0
150714
EXXON MOBIL CORP
COM
30231G102
4375932
38012
SH
SOLE
0
0
38012
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
33739H101
12029432
503113
SH
SOLE
0
0
503113
FIRST TR EXCHANGE-TRADED FD
FT VEST GOLD
33733E856
10861067
542459
SH
SOLE
0
0
542459
FIRST TR EXCHANGE-TRADED FD
MANAGD MUN ETF
33739N108
2646743
51836
SH
SOLE
0
0
51836
FIRST TR EXCHNG TRADED FD VI
FT VEST LADDERED
33740F755
6233272
215535
SH
SOLE
0
0
215535
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
33740U844
4246139
115322
SH
SOLE
0
0
115322
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
33740F482
8646049
243963
SH
SOLE
0
0
243963
GRAYSCALE BITCOIN TR BTC
SHS REP COM UT
389637109
8551237
160617
SH
SOLE
0
0
160617
INNOVATOR ETFS TRUST
EMRGNG MKT JAN
45782C516
4902262
164340
SH
SOLE
0
0
164340
INNOVATOR ETFS TRUST
EMRGNG MKT JULY
45782C714
2876052
117342
SH
SOLE
0
0
117342
INNOVATOR ETFS TRUST
INNOVATOR INTL D
45783Y343
250656
9750
SH
SOLE
0
0
9750
INNOVATOR ETFS TRUST
INTRNL DEV APRL
45782C367
17834787
659571
SH
SOLE
0
0
659571
INNOVATOR ETFS TRUST
INTRNL DEV JAN
45782C524
4611621
146808
SH
SOLE
0
0
146808
INNOVATOR ETFS TRUST
INTRNL DEV JULY
45782C722
3180795
113115
SH
SOLE
0
0
113115
INNOVATOR ETFS TRUST
US EQTY BUFR MAR
45782C391
622710
14424
SH
SOLE
0
0
14424
INNOVATOR ETFS TRUST
US EQTY PWR BUF
45782C383
8414448
221900
SH
SOLE
0
0
221900
INNOVATOR ETFS TRUST
US EQTY PWR BUF
45782C813
5260275
135400
SH
SOLE
0
0
135400
INNOVATOR ETFS TRUST
US EQTY ULTRA B
45782C649
229853
6805
SH
SOLE
0
0
6805
INVESCO QQQ TR
UNIT SER 1
46090E103
891617
1861
SH
SOLE
0
0
1861
ISHARES TR
CORE US AGGBD ET
464287226
283580
2921
SH
SOLE
0
0
2921
MANHATTAN BRDG CAP INC
COM
562803106
15589
15589
SH
SOLE
0
0
15589
NORTHERN LIGHTS FD TR
TOEWS AGILTY SHS
66538J720
16442053
517371
SH
SOLE
0
0
517371
PROLOGIS INC.
COM
74340W103
681397
6067
SH
SOLE
0
0
6067
SPDR S&P 500 ETF TR
TR UNIT
78462F103
333194
612
SH
SOLE
0
0
612
TIMOTHY PLAN
US LRGMD CP CORE
887432359
755632
18622
SH
SOLE
0
0
18622
VANGUARD INDEX FDS
GROWTH ETF
922908736
489305
1308
SH
SOLE
0
0
1308