# EDGAR Filing Document

**Accession Number:** 0001908914
**File Stem:** 0001085146-25-004187
**Filing Date:** 2025-7
**Character Count:** 13006
**Document Hash:** f4e639355554d6a97c4e2922f898be4a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-004187.hdr.sgml**: 20250728

**ACCESSION NUMBER**: 0001085146-25-004187

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250728

**DATE AS OF CHANGE**: 20250728

**EFFECTIVENESS DATE**: 20250728

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SFG Wealth Management, LLC.
- **CENTRAL INDEX KEY:** 0001908914

**ORGANIZATION NAME:**
- **EIN:** 134280330
- **STATE OF INCORPORATION:** MD
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21892
- **FILM NUMBER:** 251154701

**BUSINESS ADDRESS:**
- **STREET 1:** 1104 KENILWORTH DRIVE
- **STREET 2:** SUITE 500
- **CITY:** TOWSON
- **STATE:** MD
- **ZIP:** 21204
- **BUSINESS PHONE:** 410-825-3200

**MAIL ADDRESS:**
- **STREET 1:** 1104 KENILWORTH DRIVE
- **STREET 2:** SUITE 500
- **CITY:** TOWSON
- **STATE:** MD
- **ZIP:** 21204

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** SFG Wealth Management LLC.<br>**Address:** 1104 KENILWORTH DRIVE<br>SUITE 500<br>TOWSON, MD 21204

**Form 13F File Number:** 028-21892

**CRD Number (if applicable):** 000285785

**SEC File Number (if applicable):** 801-108748

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Kenneth W Pegher Jr<br>**Title:** Chief Compliance Officer<br>**Phone:** 410-825-3200

**Signature, Place, and Date of Signing:**

/s/Kenneth W Pegher Jr  Towson, MD  07-28-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 83

**Form 13F Information Table Value Total:** $165488198

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 722147 | 4098 | SH |  | SOLE |  | 0 | 0 | 4098 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 676033 | 3811 | SH |  | SOLE |  | 0 | 0 | 3811 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 2035725 | 9279 | SH |  | SOLE |  | 0 | 0 | 9279 |
| AMGEN INC | COM | 031162100 | BBG001S5NNL6 | 349013 | 1250 | SH |  | SOLE |  | 0 | 0 | 1250 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 2546436 | 12411 | SH |  | SOLE |  | 0 | 0 | 12411 |
| ARES CAPITAL CORP | COM | 04010L103 | BBG001SL96Z9 | 727107 | 33111 | SH |  | SOLE |  | 16246 | 0 | 16865 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 | BBG001SB80N8 | 283363 | 4055 | SH |  | SOLE |  | 0 | 0 | 4055 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 388130 | 799 | SH |  | SOLE |  | 0 | 0 | 799 |
| BLACKROCK SCIENCE  TECHNOLO | SHS | 09258G104 | BBG0077G51R4 | 784470 | 20552 | SH |  | SOLE |  | 10276 | 0 | 10276 |
| EASTGROUP PPTYS INC | COM | 277276101 | BBG001S5QT03 | 237478 | 1421 | SH |  | SOLE |  | 0 | 0 | 1421 |
| EXELON CORP | COM | 30161N101 | BBG001SBJMT2 | 310712 | 7156 | SH |  | SOLE |  | 0 | 0 | 7156 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 871898 | 8088 | SH |  | SOLE |  | 0 | 0 | 8088 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 | BBG009K1H2W7 | 821405 | 10868 | SH |  | SOLE |  | 0 | 0 | 10868 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | BBG005SW6WS0 | 901985 | 14377 | SH |  | SOLE |  | 0 | 0 | 14377 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | BBG001SQ1882 | 275190 | 3028 | SH |  | SOLE |  | 0 | 0 | 3028 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 | BBG001SLWD88 | 514635 | 11513 | SH |  | SOLE |  | 0 | 0 | 11513 |
| GENERAL MTRS CO | COM | 37045V100 | BBG001SM1DK6 | 461393 | 9376 | SH |  | SOLE |  | 0 | 0 | 9376 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | BBG001SC07Z6 | 307871 | 435 | SH |  | SOLE |  | 0 | 0 | 435 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 523530 | 1428 | SH |  | SOLE |  | 0 | 0 | 1428 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | BBG001S7XR78 | 275509 | 507 | SH |  | SOLE |  | 0 | 0 | 507 |
| IRON MTN INC DEL | COM | 46284V101 | BBG001SCQ2X1 | 416742 | 4063 | SH |  | SOLE |  | 0 | 0 | 4063 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | BBG001SKXPR1 | 2144446 | 25880 | SH |  | SOLE |  | 0 | 0 | 25880 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 | BBG001SSD812 | 2113394 | 17746 | SH |  | SOLE |  | 0 | 0 | 17746 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 | BBG001S80936 | 4815423 | 50281 | SH |  | SOLE |  | 21557 | 0 | 28724 |
| ISHARES TR | CORE INTL AGGR | 46435G672 | BBG00BDV2SQ0 | 389561 | 7625 | SH |  | SOLE |  | 0 | 0 | 7625 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | BBG003H6TRS0 | 234789 | 2813 | SH |  | SOLE |  | 0 | 0 | 2813 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | BBG003H6TMV7 | 1051492 | 13601 | SH |  | SOLE |  | 0 | 0 | 13601 |
| ISHARES TR | CORE S MCP ETF | 464287507 | BBG001SFC7V0 | 762975 | 12302 | SH |  | SOLE |  | 0 | 0 | 12302 |
| ISHARES TR | CORE S SCP ETF | 464287804 | BBG001SFC7W9 | 478602 | 4379 | SH |  | SOLE |  | 0 | 0 | 4379 |
| ISHARES TR | CORE S TTL STK | 464287150 | BBG001SHTRL5 | 3648889 | 27021 | SH |  | SOLE |  | 0 | 0 | 27021 |
| ISHARES TR | CORE S US GWT | 464287671 | BBG001SFQL99 | 360826 | 2399 | SH |  | SOLE |  | 0 | 0 | 2399 |
| ISHARES TR | CORE S US VLU | 464287663 | BBG001SFQL80 | 408627 | 4318 | SH |  | SOLE |  | 0 | 0 | 4318 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 368055 | 593 | SH |  | SOLE |  | 0 | 0 | 593 |
| ISHARES TR | CORE TOTAL USD | 46434V613 | BBG006MJCSW0 | 393465 | 8511 | SH |  | SOLE |  | 0 | 0 | 8511 |
| ISHARES TR | EXPANDED TECH | 464287515 | BBG001S7W2J1 | 708466 | 6470 | SH |  | SOLE |  | 3235 | 0 | 3235 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | BBG001ST0ZQ7 | 3094377 | 38368 | SH |  | SOLE |  | 19094 | 0 | 19274 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | BBG001SG09V7 | 286783 | 3208 | SH |  | SOLE |  | 0 | 0 | 3208 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | BBG001SK77D5 | 209573 | 4344 | SH |  | SOLE |  | 0 | 0 | 4344 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | BBG004TRTWW3 | 211341 | 1156 | SH |  | SOLE |  | 0 | 0 | 1156 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | BBG001S56320 | 1002086 | 2360 | SH |  | SOLE |  | 0 | 0 | 2360 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 414852 | 1923 | SH |  | SOLE |  | 0 | 0 | 1923 |
| ISHARES TR | TIPS BD ETF | 464287176 | BBG001SD9RM5 | 278306 | 2529 | SH |  | SOLE |  | 0 | 0 | 2529 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG001S8CRC3 | 665622 | 2296 | SH |  | SOLE |  | 0 | 0 | 2296 |
| LOCKHEED MARTIN CORP | COM | 539830109 | BBG001S7PS57 | 479905 | 1036 | SH |  | SOLE |  | 0 | 0 | 1036 |
| LOWES COS INC | COM | 548661107 | BBG001S5SVL3 | 274008 | 1235 | SH |  | SOLE |  | 0 | 0 | 1235 |
| LPL FINL HLDGS INC | COM | 50212V100 | BBG001T5GK39 | 444714 | 1186 | SH |  | SOLE |  | 0 | 0 | 1186 |
| MCCORMICK  CO INC | COM NON VTG | 579780206 | BBG001S79S19 | 779054 | 10275 | SH |  | SOLE |  | 0 | 0 | 10275 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 636234 | 862 | SH |  | SOLE |  | 0 | 0 | 862 |
| MICRON TECHNOLOGY INC | COM | 595112103 | BBG001S6P675 | 369750 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 2391955 | 4809 | SH |  | SOLE |  | 0 | 0 | 4809 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 1973685 | 12492 | SH |  | SOLE |  | 0 | 0 | 12492 |
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 224971 | 1029 | SH |  | SOLE |  | 0 | 0 | 1029 |
| PARKER-HANNIFIN CORP | COM | 701094104 | BBG001S5V554 | 1920793 | 2750 | SH |  | SOLE |  | 0 | 0 | 2750 |
| PFIZER INC | COM | 717081103 | BBG001S5V466 | 342706 | 14138 | SH |  | SOLE |  | 0 | 0 | 14138 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | BBG001T618D9 | 3232070 | 32149 | SH |  | SOLE |  | 0 | 0 | 32149 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | BBG001S7T223 | 209690 | 4004 | SH |  | SOLE |  | 2002 | 0 | 2002 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | BBG001S7T1Q9 | 202986 | 934 | SH |  | SOLE |  | 467 | 0 | 467 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | BBG001S7SCQ6 | 9835999 | 72973 | SH |  | SOLE |  | 0 | 0 | 72973 |
| SPDR INDEX SHS FDS | EURO STOXX 50 | 78463X202 | BBG001SLBK12 | 206713 | 3461 | SH |  | SOLE |  | 0 | 0 | 3461 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | BBG001SRXRJ1 | 319346 | 7887 | SH |  | SOLE |  | 0 | 0 | 7887 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 57391335 | 92889 | SH |  | SOLE |  | 782 | 0 | 92107 |
| SPDR SERIES TRUST | NYSE TECH ETF | 78464A102 | BBG001SG42D8 | 2777278 | 11705 | SH |  | SOLE |  | 0 | 0 | 11705 |
| SPDR SERIES TRUST | PORT MTG BK ETF | 78464A383 | BBG001T2HF72 | 4104102 | 185706 | SH |  | SOLE |  | 92853 | 0 | 92853 |
| SPDR SERIES TRUST | PORTFOLI S | 78464A805 | BBG001SG6843 | 6486511 | 86614 | SH |  | SOLE |  | 0 | 0 | 86614 |
| SPDR SERIES TRUST | PORTFOLIO S | 78468R853 | BBG004T58LZ5 | 788666 | 18513 | SH |  | SOLE |  | 6769 | 0 | 11744 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 | BBG001SD7RB9 | 983617 | 10319 | SH |  | SOLE |  | 1138 | 0 | 9181 |
| SPDR SERIES TRUST | PRTFLO S VL | 78464A508 | BBG001SG4284 | 285367 | 5452 | SH |  | SOLE |  | 0 | 0 | 5452 |
| SPDR SERIES TRUST | S 400 MDCP GRW | 78464A821 | BBG001SPTBN0 | 11871110 | 136654 | SH |  | SOLE |  | 0 | 0 | 136654 |
| SPDR SERIES TRUST | S 400 MDCP VAL | 78464A839 | BBG001SPTBM1 | 994940 | 12526 | SH |  | SOLE |  | 6263 | 0 | 6263 |
| UNDER ARMOUR INC | CL C | 904311206 | BBG009DTD8J0 | 184329 | 28402 | SH |  | SOLE |  | 0 | 0 | 28402 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | BBG001SR42Z0 | 1026314 | 19714 | SH |  | SOLE |  | 0 | 0 | 19714 |
| VANECK MERK GOLD ETF | GOLD SHS | 921078101 | BBG002WYN9L7 | 3205459 | 100516 | SH |  | SOLE |  | 0 | 0 | 100516 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | BBG001SHTTS4 | 2339302 | 5336 | SH |  | SOLE |  | 1985 | 0 | 3351 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | BBG001SHVTS1 | 526911 | 1883 | SH |  | SOLE |  | 0 | 0 | 1883 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | BBG001SMD2X3 | 1251828 | 14056 | SH |  | SOLE |  | 5528 | 0 | 8528 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 1157806 | 2038 | SH |  | SOLE |  | 0 | 0 | 2038 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | BBG001SHTTV0 | 2120579 | 8948 | SH |  | SOLE |  | 2557 | 0 | 6391 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | BBG001SHTTW9 | 1016923 | 3672 | SH |  | SOLE |  | 1831 | 0 | 1841 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 1290529 | 4246 | SH |  | SOLE |  | 0 | 0 | 4246 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | BBG001SS0V24 | 286617 | 2150 | SH |  | SOLE |  | 0 | 0 | 2150 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | BBG001S67QY1 | 430022 | 9938 | SH |  | SOLE |  | 0 | 0 | 9938 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 350177 | 986 | SH |  | SOLE |  | 0 | 0 | 986 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 2301175 | 23534 | SH |  | SOLE |  | 0 | 0 | 23534 |

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