SFG Wealth Management, LLC.

RIA/Wealth

SFG Wealth Management, LLC. is a RIA/Wealth based in Tampa, FL led by Lawrence Nelson Leitch, reporting $643.6M in AUM as of Q3 2025 with 82% ETF concentration, 55% concentrated in top 10 holdings, 27% allocation to SPY, and minimal technology exposure.

CEOLawrence Nelson Leitch

Portfolio Value: $230.1M
Positions: 128
Top Holding: SPY at 27.48%
Last Reported: Q3 2025

Address705 West Azeele Street, Tampa, FL, 33606, United States

Top Holdings

Largest long holdings in SFG Wealth Management, LLC.'s portfolio (54.6% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$63.2M	27.48%	+$1.4M Bought	— 94.9K shares	Q4 2021 Held for 3y 11m
2 Avantis U.S. Small Cap Value AVUV	ETF ETF	$14.4M	6.24%	+$14.4M Bought	— 144.4K shares	Q4 2021 Held for 3y 11m
3 SPDR S&P 400 Mid Cap Growth ETF MDYG	ETF ETF	$13.5M	5.87%	+$988.4K Bought	— 147.4K shares	Q1 2023 Held for 2y 8m
4 SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM	ETF ETF	$6.8M	2.97%	-$148.6K Sold	— 84.8K shares	Q4 2021 Held for 3y 11m
5 Avantis U.S. Equity AVUS	ETF ETF	$6.2M	2.71%	+$6.2M Bought	— 57.4K shares	Q3 2023 Held for 2y 2m
6 OUNZ VanEck Merk Gold Trust OUNZ	Unknown Unknown	$5.7M	2.46%	+$1.9M Bought	— 152.1K shares	Q4 2022 Held for 2y 11m
7 Simplify U.S. Equity PLUS GBTC SPBC	ETF ETF	$4.5M	1.93%	+$4.5M Bought	— 99.3K shares	Q4 2023 Held for 1y 11m
8 JPEF JPMorgan Equity Focus JPEF	ETF ETF	$4.1M	1.80%	+$4.1M Bought	— 56.0K shares	Q4 2023 Held for 1y 11m
9 Goldman Sachs Access Ultra Short Bond GSST	ETF ETF	$3.8M	1.65%	+$3.8M New	— 74.9K shares	Q3 2025 Held for 2 months
10 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT	ETF ETF	$3.5M	1.50%	+$225.3K Bought	— 34.4K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in SFG Wealth Management, LLC.'s latest filing

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Market Value

$230.1M

Prior: $165.5M

Q/Q Change

+39.06%

+$64.6M

Net Flows % of MV

-0.926%

Turnover Ratio

23.11%

New Purchases

16 stocks

$17.3M

Added To

25 stocks

+$7.2M

Sold Out Of

9 stocks

$3.3M

Reduced Holdings

38 stocks

-$23.4M

Increased Positions

Position	Shares Δ	Change
1 Goldman Sachs Access Ultra Short Bond GSST	New	0 → 74.9K +$3.8M
2 ALAI Alger AI Enablers & Adopters ALAI	New	0 → 66.3K +$2.5M
3 PWRD Perfect World PWRD	New	0 → 22.0K +$2.2M
4 CGGE Capital Group Global Equity ETF CGGE	New	0 → 57.6K +$1.8M
5 Capital Group Dividend Growers CGDG	New	0 → 41.4K +$1.4M

Decreased Positions

Position	Shares Δ	Change
1 iShares Core MSCI Total International Stock IXUS	Sold	13.6K → 0 −$1.1M
2 iShares Core Total USD Bond Market IUSB	Sold	8.5K → 0 −$393.5K
3 iShares Core International Aggregate Bond IAGG	Sold	7.6K → 0 −$389.6K
4 Exelon EXC	Sold	7.2K → 0 −$310.7K
5 iShares TIPS Bond TIP	Sold	2.5K → 0 −$278.3K