Kfg Wealth Management, LLC Portfolio Holdings

Kfg Wealth Management, LLC

  • $454 Million
  • Q4 2025

Kfg Wealth Management, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $454 Million distributed in 213 stocks.

Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Aptus Collar with a value of $78.1M, ETF Ser Solutions Aptus Define with a value of $49.7M, Fidelity Merrimack Str Tr Tota with a value of $33.2M, Spdr Ser Tr Fds Spdr Portfolio with a value of $26.7M, and Opus Small Cap Value ETF with a value of $20.1M.

Examining the 13F form we can see an decrease of $17.9M in the current position value, from $472M to 454M.

Kfg Wealth Management, LLC is based out at Granger, IN

Below you can find more details about Kfg Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $454 Million
ETFs: $378 Million
Technology: $20.6 Million
Consumer Defensive: $14.2 Million
Healthcare: $9.72 Million
Consumer Cyclical: $8.74 Million
Financial Services: $6.89 Million
Industrials: $4.21 Million
Communication Services: $2.13 Million
Other: $4.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$78.1 Million 17.19% of portfolio
1,792,607
Q4 2025 Added 9.43%
$0
$49.7 Million 10.94% of portfolio
1,714,919
Q4 2025 Added 8.98%
$0
$33.2 Million 7.31% of portfolio
718,253
Q4 2025 Added 7.57%
$0
$26.7 Million 5.87% of portfolio
562,583
Q4 2025 Added 8.83%
$0
$20.1 Million 4.41% of portfolio
545,056
Q4 2025 Added 12.88%
$0
$18.1 Million 3.98% of portfolio
520,081
Q4 2025 Reduced 20.07%
$0
$13.3 Million 2.92% of portfolio
369,168
Q4 2025 Reduced 11.0%
$0
$10.4 Million 2.29% of portfolio
311,501
Q4 2025 Added 9.01%
$0
$9.76 Million 2.15% of portfolio
231,701
Q4 2025 Added 7.82%
$0
$6.88 Million 1.51% of portfolio
168,099
Q4 2025 Added 13.81%
$4.3T
$6.73 Million 1.48% of portfolio
25,147
Q4 2025 Reduced 8.42%
$0
$6.73 Million 1.48% of portfolio
137,212
Q4 2025 Reduced 70.29%
$0
$6.16 Million 1.36% of portfolio
186,245
Q4 2025 Added 9.48%
$0
$5.28 Million 1.16% of portfolio
137,124
Q4 2025 Added 134.13%
$0
$5.18 Million 1.14% of portfolio
131,444
Q4 2025 Reduced 4.3%
$0
$5.09 Million 1.12% of portfolio
89,685
Q4 2025 Added 21.59%
$0
$5.05 Million 1.11% of portfolio
128,794
Q4 2025 Reduced 12.21%
$465B
$4.8 Million 1.06% of portfolio
25,733
Q4 2025 Added 42.41%
$0
$4.49 Million 0.99% of portfolio
136,187
Q4 2025 Added 28.43%
$0
$4.32 Million 0.95% of portfolio
133,848
Q4 2025 Reduced 24.74%
$0
$4.11 Million 0.9% of portfolio
114,526
Q4 2025 Reduced 2.22%
$0
$3.99 Million 0.88% of portfolio
68,945
Q4 2025 Added 22.96%
$0
$3.83 Million 0.84% of portfolio
98,429
Q4 2025 Reduced 22.25%
$0
$3.57 Million 0.79% of portfolio
97,029
Q4 2025 Reduced 13.46%
$0
$3.52 Million 0.78% of portfolio
82,850
Q4 2025 Reduced 19.46%
$0
$3.54 Million 0.78% of portfolio
80,034
Q4 2025 Reduced 37.42%
$0
$3.49 Million 0.77% of portfolio
80,750
Q4 2025 Reduced 38.67%
$0
$3.34 Million 0.73% of portfolio
5,527
Q4 2025 Reduced 41.41%
$3.78T
$3.11 Million 0.68% of portfolio
6,126
Q4 2025 Reduced 12.01%
$0
$2.75 Million 0.61% of portfolio
49,104
Q4 2025 Added 21.59%
$0
$2.68 Million 0.59% of portfolio
69,571
Q4 2025 Reduced 59.65%
$0
$2.65 Million 0.58% of portfolio
68,035
Q4 2025 Reduced 52.44%
$279B
$2.3 Million 0.51% of portfolio
22,305
Q4 2025 Reduced 2.39%
$0
$2.26 Million 0.5% of portfolio
82,998
Q4 2025 Added 21.46%
$0
$2.28 Million 0.5% of portfolio
49,935
Q4 2025 Reduced 37.51%
$0
$2.2 Million 0.49% of portfolio
25,177
Q4 2025 Added 21.51%
$183B
$2.14 Million 0.47% of portfolio
6,248
Q4 2025 Reduced 37.15%
$130B
$2.06 Million 0.45% of portfolio
5,472
Q4 2025 Reduced 8.89%
$0
$1.94 Million 0.43% of portfolio
48,669
Q4 2025 Reduced 28.4%
$0
$1.76 Million 0.39% of portfolio
46,759
Q4 2025 Reduced 0.52%
$2.39T
$1.71 Million 0.38% of portfolio
7,293
Q4 2025 Reduced 2.95%
$0
$1.66 Million 0.36% of portfolio
40,117
Q4 2025 Reduced 31.82%
$662B
$1.64 Million 0.36% of portfolio
3,232
Q4 2025 Reduced 3.55%
$0
$1.64 Million 0.36% of portfolio
71,535
Q4 2025 Added 105.52%
$168B
$1.52 Million 0.33% of portfolio
17,712
Q4 2025 Added 28.81%
$1.29T
$1.4 Million 0.31% of portfolio
3,423
Q4 2025 Reduced 0.12%
$0
$1.36 Million 0.3% of portfolio
29,516
Q4 2025 Reduced 36.17%
$0
$1.35 Million 0.3% of portfolio
60,066
Q4 2025 Added 177.27%
$169B
$1.31 Million 0.29% of portfolio
1,564
Q4 2025 Added 487.97%

Summary

  • Portfolio
  • No. of Stocks 213
  • Current Value $454 Million
  • Prior Value $472 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 25 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 110 stocks
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