# EDGAR Filing Document

**Accession Number:** 0001766972
**File Stem:** 0001172661-25-002960
**Filing Date:** 2025-8
**Character Count:** 10052
**Document Hash:** 1c117021644ad44672ba34be0f4c9efa
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-002960.hdr.sgml**: 20250808

**ACCESSION NUMBER**: 0001172661-25-002960

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250808

**DATE AS OF CHANGE**: 20250807

**EFFECTIVENESS DATE**: 20250808

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** JFG Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001766972

**ORGANIZATION NAME:**
- **EIN:** 813152917
- **STATE OF INCORPORATION:** CO
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19331
- **FILM NUMBER:** 251195629

**BUSINESS ADDRESS:**
- **STREET 1:** 1144 FIFTEENTH STREET
- **STREET 2:** SUITE 3950
- **CITY:** DENVER
- **STATE:** CO
- **ZIP:** 80202
- **BUSINESS PHONE:** 7207784467

**MAIL ADDRESS:**
- **STREET 1:** 1144 FIFTEENTH STREET
- **STREET 2:** SUITE 3950
- **CITY:** DENVER
- **STATE:** CO
- **ZIP:** 80202

### 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:** JFG Wealth Management LLC<br>**Address:** 1144 Fifteenth Street<br>Suite 3950<br>Denver, CO 80202

**Form 13F File Number:** 028-19331

**CRD Number (if applicable):** 000285023

**SEC File Number (if applicable):** 801-108299

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:** Lisa Burke<br>**Title:** Chief Compliance Officer<br>**Phone:** 720-475-1195

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

/s/ Lisa Burke  Denver, CO  08-07-2025<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:** 62

**Form 13F Information Table Value Total:** $477964509

      (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 |
| ABBVIE INC | COM | 00287Y109 |  | 374581 | 2018 | SH |  | SOLE |  | 2018 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 345591 | 1961 | SH |  | SOLE |  | 1961 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 817008 | 3724 | SH |  | SOLE |  | 3724 | 0 | 0 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 |  | 252812 | 1782 | SH |  | SOLE |  | 1782 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 1412718 | 6886 | SH |  | SOLE |  | 6886 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 1457600 | 2 | SH |  | SOLE |  | 2 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 330721 | 2211 | SH |  | SOLE |  | 2211 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 379362 | 5362 | SH |  | SOLE |  | 5362 | 0 | 0 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 300019 | 856 | SH |  | SOLE |  | 856 | 0 | 0 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 617213 | 17854 | SH |  | SOLE |  | 17854 | 0 | 0 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 628883 | 20280 | SH |  | SOLE |  | 20280 | 0 | 0 |
| INSPIRATO INCORPORATED | CL A NEW | 45791E206 |  | 259880 | 76211 | SH |  | SOLE |  | 76211 | 0 | 0 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 |  | 4227177 | 324170 | SH |  | SOLE |  | 324170 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 2555050 | 4632 | SH |  | SOLE |  | 4632 | 0 | 0 |
| ISHARES INC | EM MKT SM-CP ETF | 464286475 |  | 2655218 | 40944 | SH |  | SOLE |  | 40944 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 497542 | 4519 | SH |  | SOLE |  | 4519 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 2362895 | 12165 | SH |  | SOLE |  | 12165 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 648334 | 1527 | SH |  | SOLE |  | 1527 | 0 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 2475117 | 7289 | SH |  | SOLE |  | 7289 | 0 | 0 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 210974 | 1154 | SH |  | SOLE |  | 1154 | 0 | 0 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 469776 | 3653 | SH |  | SOLE |  | 3653 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1910129 | 3076 | SH |  | SOLE |  | 3076 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 305449 | 4925 | SH |  | SOLE |  | 4925 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 777282 | 9311 | SH |  | SOLE |  | 9311 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 249651 | 861 | SH |  | SOLE |  | 861 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 577149 | 1160 | SH |  | SOLE |  | 1160 | 0 | 0 |
| MICROSTRATEGY INC | CL A NEW | 594972408 |  | 323384 | 800 | SH |  | SOLE |  | 800 | 0 | 0 |
| NUSHARES ETF TR | NUVEEN ESG INTL | 67092P805 |  | 245200 | 6909 | SH |  | SOLE |  | 6909 | 0 | 0 |
| NUSHARES ETF TR | ESG LARGE CAP | 67092P862 |  | 648125 | 13224 | SH |  | SOLE |  | 13224 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 6889532 | 43607 | SH |  | SOLE |  | 43607 | 0 | 0 |
| ONEOK INC NEW | COM | 682680103 |  | 281215 | 3445 | SH |  | SOLE |  | 3445 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 547052 | 4013 | SH |  | SOLE |  | 4013 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 363531 | 1996 | SH |  | SOLE |  | 1996 | 0 | 0 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 65434601 | 650864 | SH |  | SOLE |  | 650864 | 0 | 0 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 684103 | 32330 | SH |  | SOLE |  | 32330 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 3691858 | 151058 | SH |  | SOLE |  | 151058 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 1559271 | 53381 | SH |  | SOLE |  | 53381 | 0 | 0 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 1741466 | 71430 | SH |  | SOLE |  | 71430 | 0 | 0 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 1232953 | 49259 | SH |  | SOLE |  | 49259 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 16746516 | 393203 | SH |  | SOLE |  | 393203 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 3514342 | 159020 | SH |  | SOLE |  | 159020 | 0 | 0 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 1220338 | 40489 | SH |  | SOLE |  | 40489 | 0 | 0 |
| SPDR INDEX SHS FDS | S EMKTSC ETF | 78463X756 |  | 1339848 | 21600 | SH |  | SOLE |  | 21600 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 6972876 | 11286 | SH |  | SOLE |  | 11286 | 0 | 0 |
| SPDR SERIES TRUST | SPDR S 500 ETF | 78468R796 |  | 724938 | 14234 | SH |  | SOLE |  | 14234 | 0 | 0 |
| SPDR SERIES TRUST | NUVEEN ICE SHORT | 78468R739 |  | 389145 | 8136 | SH |  | SOLE |  | 8136 | 0 | 0 |
| SPDR SERIES TRUST | NUVEEN ICE MUNIC | 78468R721 |  | 1859619 | 41630 | SH |  | SOLE |  | 41630 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 581318 | 1830 | SH |  | SOLE |  | 1830 | 0 | 0 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 1369991 | 27671 | SH |  | SOLE |  | 27671 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 591549 | 3347 | SH |  | SOLE |  | 3347 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 4808173 | 15820 | SH |  | SOLE |  | 15820 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 12732224 | 53727 | SH |  | SOLE |  | 53727 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 485098 | 854 | SH |  | SOLE |  | 854 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 5275736 | 59238 | SH |  | SOLE |  | 59238 | 0 | 0 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 216420877 | 758573 | SH |  | SOLE |  | 758573 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 631734 | 1441 | SH |  | SOLE |  | 1441 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 1596688 | 11881 | SH |  | SOLE |  | 11881 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 28940827 | 585136 | SH |  | SOLE |  | 585136 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 355496 | 4172 | SH |  | SOLE |  | 4172 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 221953 | 3776 | SH |  | SOLE |  | 3776 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 60083360 | 1053909 | SH |  | SOLE |  | 1053909 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 361441 | 1018 | SH |  | SOLE |  | 1018 | 0 | 0 |

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