Kfg Wealth Management, LLC Incresed Positions in Q4 2025

Kfg Wealth Management, LLC

  • $454 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
154K
+ 9.43%
$43.05 - $44.51 $6.65M - $6.88M
1.79M $78.1M
DRSK
ETF Ser Solutions Aptus Define

ETFs
141K
+ 8.98%
$28.98 - $29.71 $4.09M - $4.2M
1.71M $49.7M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
78.6K
+ 134.13%
$38.1 - $38.9 $2.99M - $3.06M
137K $5.28M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
45.7K
+ 8.83%
$45.45 - $48.31 $2.08M - $2.21M
563K $26.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
50.6K
+ 7.57%
$46.2 - $46.85 $2.34M - $2.37M
718K $33.2M
OSCV
Opus Small Cap Value ETF

ETFs
62.2K
+ 12.88%
$36.7 - $38.25 $2.28M - $2.38M
545K $20.1M
NVDA
Nvidia Corp

Technology
7.66K
+ 42.41%
$179.83 - $207.04 $1.38M - $1.59M
25.7K $4.8M
NOW
Service Now, Inc.

Technology
1.3K
+ 487.97%
$835.79 - $946.29 $1.08M - $1.23M
1.56K $1.31M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
47.1K
+ 413.42%
$22.32 - $22.47 $1.05M - $1.06M
58.5K $1.31M
DFIC
Dimensional ETF Tr Dimensional

ETFs
25.7K
+ 9.01%
$32.24 - $33.72 $830K - $868K
312K $10.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.9K
+ 21.59%
$56.0 - $57.6 $892K - $917K
89.7K $5.09M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
38.4K
+ 177.27%
$22.43 - $22.55 $861K - $866K
60.1K $1.35M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
36.7K
+ 105.52%
$22.88 - $22.95 $840K - $843K
71.5K $1.64M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
12.9K
+ 22.96%
$56.33 - $59.22 $725K - $763K
68.9K $3.99M
IBM
International Business Machines Corp

Technology
2.41K
+ 274.97%
$275.97 - $314.98 $664K - $758K
3.28K $975K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
16.1K
+ 9.48%
$31.28 - $33.46 $505K - $540K
186K $6.16M
DFIP
Dimensional ETF Tr Inflation P

ETFs
16.8K
+ 7.82%
$42.01 - $42.55 $706K - $715K
232K $9.76M
XLRE
Select Sector Spdr Tr Real Est

ETFs
20.4K
+ 13.81%
$40.65 - $42.74 $829K - $872K
168K $6.88M
FDVV
Fidelity High Dividend ETF

ETFs
8.72K
+ 21.59%
$54.66 - $56.68 $477K - $494K
49.1K $2.75M
XLK
Technology Sector Spdr

ETFs
1.68K
+ 94.64%
$278.39 - $304.13 $467K - $511K
3.45K $994K
NEE
Nextera Energy Inc

Utilities
3.96K
+ 28.81%
$78.18 - $86.03 $310K - $341K
17.7K $1.52M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.46K
+ 21.51%
$82.92 - $88.2 $370K - $393K
25.2K $2.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.7K
+ 21.46%
$26.44 - $27.53 $388K - $404K
83K $2.26M
IBB
Ishares Biotechnology ETF

ETFs
533
+ 18.09%
$148.51 - $164.96 $79.2K - $87.9K
3.48K $571K
ICLN
Ishares

ETFs
6.48K
+ 32.91%
$15.78 - $18.1 $102K - $117K
26.2K $445K
LLY
Eli Lilly & CO

Healthcare
5
+ 1.06%
$799.57 - $1025.28 $4K - $5.13K
478 $488K
ISRG
Intuitive Surgical Inc

Healthcare
17
+ 1.77%
$429.59 - $576.2 $7.3K - $9.8K
980 $535K
FIW
First Trust Water ETF

ETFs
841
+ 20.24%
$110.5 - $115.7 $92.9K - $97.3K
5K $552K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
1.34K
+ 16.29%
$51.86 - $56.58 $69.6K - $76K
9.59K $497K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
407
+ 11.02%
$149.52 - $158.91 $60.9K - $64.7K
4.1K $626K
BOTZ
Global X Fds

ETFs
2.03K
+ 15.99%
$35.15 - $38.25 $71.4K - $77.7K
14.7K $518K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
801
+ 11.77%
$74.62 - $78.21 $59.8K - $62.6K
7.61K $568K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
616
+ 13.77%
$128.96 - $165.33 $79.4K - $102K
5.09K $656K
FANG
Diamondback Energy, Inc.

Energy
238
+ 10.95%
$137.29 - $149.2 $32.7K - $35.5K
2.41K $359K
CSCO
Cisco Systems, Inc.

Technology
54
+ 1.67%
$67.46 - $78.0 $3.64K - $4.21K
3.29K $255K
PWR
Quanta Services, Inc.

Industrials
24
+ 1.99%
$412.21 - $453.83 $9.89K - $10.9K
1.23K $527K
XOM
Exxon Mobil Corp

Energy
61
+ 1.69%
$110.64 - $119.78 $6.75K - $7.31K
3.67K $431K
ABBV
Abb Vie Inc.

Healthcare
19
+ 0.42%
$211.96 - $244.38 $4.03K - $4.64K
4.54K $1.06M
XT
Ishares Tr Exponential Technol

ETFs
63
+ 1.29%
$71.46 - $75.47 $4.5K - $4.75K
4.96K $365K
CHE
Chemed Corp

Healthcare
48
+ 7.44%
$429.66 - $465.54 $20.6K - $22.3K
693 $301K
BMAR
Innovator U.S. Equity Buffer E

ETFs
105
+ 2.2%
$51.08 - $52.35 $5.36K - $5.5K
4.89K $253K
DFAI
Dimensional ETF Tr

ETFs
19
+ 0.26%
$35.82 - $37.52 $681 - $713
7.3K $270K
AR
Antero Resources Corp

Energy
16
+ 0.23%
$30.03 - $35.2 $480 - $563
7.03K $241K
DUK
Duke Energy Corp

Utilities
5
+ 0.21%
$121.57 - $129.03 $608 - $645
2.34K $292K
CVX
Chevron Corp

Energy
31
+ 1.54%
$148.9 - $157.72 $4.62K - $4.89K
2.04K $315K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
23
+ 1.3%
$137.47 - $143.13 $3.16K - $3.29K
1.79K $252K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
22
+ 0.21%
$23.04 - $23.36 $507 - $514
10.3K $238K
Dimensional ETF Trust
24.8K
+ 7.88%
N/A
339K $0
Dimensional ETF Trust
8.47K
+ 16.47%
N/A
59.9K $0
Activity Summary
Buys All Purchases 96 New Holdings 25 Increased Positions 71 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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