Institutions / Kfg Wealth Management, LLC

Kfg Wealth Management, LLC

CIK 1919344 · Institution · as of Dec 31, 2025

Portfolio value

$747.71M

Positions

213

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 213 →

Company	Class	Value	Shares	% of portfolio
Fidelity Covington Trust	—	$103.47M	2,710,665	13.8%
ETF Ser Solutions	—	$78.34M	1,792,607	10.5%
ETF Ser Solutions	—	$48.82M	1,714,919	6.5%
Fidelity Covington Trust	—	$46.12M	1,260,747	6.2%
Fidelity Merrimack Str Tr	—	$33.07M	718,253	4.4%
SPDR Index Shs Fds	—	$26.33M	562,583	3.5%
Dimensional ETF Trust	—	$24.99M	339,367	3.3%
Fidelity Covington Trust	—	$22.89M	629,198	3.1%
ETF Ser Solutions	—	$20.18M	545,056	2.7%
Innovator Etfs Trust	—	$18.38M	520,081	2.5%
ETF Ser Solutions	—	$16.37M	639,592	2.2%
Innovator Etfs Trust	—	$13.58M	369,168	1.8%
ETF Ser Solutions	—	$12.92M	505,592	1.7%
ETF Ser Solutions	—	$11.81M	461,361	1.6%
ETF Ser Solutions	—	$11.10M	432,838	1.5%
Dimensional ETF Trust	—	$10.73M	311,501	1.4%
Dimensional ETF Trust	—	$9.63M	231,701	1.3%
Innovator Etfs Trust	—	$6.84M	137,212	0.9%
Apple Inc.	—	$6.84M	25,147	0.9%
Select Sector SPDR Tr	—	$6.78M	168,099	0.9%
Dimensional ETF Trust	—	$6.16M	186,245	0.8%
Innovator Etfs Trust	—	$5.35M	137,124	0.7%
Innovator Etfs Trust	—	$5.25M	131,444	0.7%
Innovator Etfs Trust	—	$5.17M	133,406	0.7%
Innovator Etfs Trust	—	$5.15M	128,794	0.7%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.