account_balance

Investment manager · 13F filer · SEC CIK 1919344

KFG Wealth Management, LLC

Reported value$922Mas of Sep 30, 2026
Positions216 7 new, 15 sold out
Top 10 weight58.3%FELC alone is 17%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
FELC Fidelity Covington Trust 17.1% Added +5%
ACIO ETF Ser Solutions 8.6% Added +3%
FENI Fidelity Covington Trust 7.0% Added +8%
DRSK ETF Ser Solutions 6.2% Added +5%
FMDE Fidelity Covington Trust 4.5% Added +8%
FBND Fidelity Merrimack STR Tr 4.0% Added +6%
DCOR Dfa Invt Dimensions Group In 3.9% Added +8%
JULB ETF Ser Solutions 2.4% Added +4%
FESM Fidelity Covington Trust 2.3% Added +5%
JANB ETF Ser Solutions 2.2% Added +3%
OCTB ETF Ser Solutions 2.0% Held
UFEB Innovator Etfs Trust 1.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 22, 2026 filing
add_circleNew
  • MU $880K
  • VXUS $358K
  • VTV $329K
  • JUDB $319K
arrow_upwardAdded
  • SPCX +1009%
  • PSEP +66%
  • UAUG +41%
  • ZSEP +31%
arrow_downwardTrimmed
  • PJUN −30%
  • AMZN −18%
  • NVDA −18%
  • PMAY −16%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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