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Portfolio (Quarterly) Guide ↗

KFG WEALTH MANAGEMENT, LLC

· CIK 0001919344
13F Portfolio $886M AUM 225 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 225 New
Page 4 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QQQ INVESCO QQQ TR Financial Services 2,351.0 $1.7M 0.20% NEW $736.35 -3.6%
62 UNOV INNOVATOR ETFS TRUST 42,871.0 $1.7M 0.19% NEW $40.16 +2.0%
63 UMAY INNOVATOR ETFS TRUST 44,688.0 $1.7M 0.19% NEW $38.00 +1.5%
64 LLY ELI LILLY & CO Healthcare 1,378.0 $1.7M 0.19% NEW $1199.31 +4.3%
65 NEE NEXTERA ENERGY INC Utilities 18,701.0 $1.6M 0.18% NEW $87.77 -2.8%
66 ISHARES TR 73,356.0 $1.6M 0.18% NEW $22.37
67 BERKSHIRE HATHAWAY INC DEL 3,208.0 $1.6M 0.18% NEW $500.39
68 PJAN INNOVATOR ETFS TRUST 31,935.0 $1.6M 0.18% NEW $49.49 +1.7%
69 ISHARES TR 67,035.0 $1.5M 0.17% NEW $22.14
70 AVGO BROADCOM INC Technology 3,874.0 $1.5M 0.17% NEW $377.70 -3.7%
71 VGT VANGUARD WORLD FD 11,952.0 $1.4M 0.16% NEW $119.52 -0.9%
72 ABBV ABBVIE INC Healthcare 5,670.0 $1.4M 0.16% NEW $251.65 +4.9%
73 TSLA TESLA INC Consumer Cyclical 3,279.0 $1.4M 0.16% NEW $420.62 -18.3%
74 JNJ JOHNSON & JOHNSON Healthcare 5,298.0 $1.3M 0.15% NEW $253.97 +6.0%
75 INNOVATOR ETFS TRUST 50,027.0 $1.3M 0.15% NEW $26.64
76 OSCV ETF SER SOLUTIONS 30,734.0 $1.3M 0.15% NEW $42.19 -0.0%
77 INNOVATOR ETFS TRUST 43,009.0 $1.3M 0.14% NEW $29.97
78 GOOG ALPHABET INC Communication Services 3,577.0 $1.3M 0.14% NEW $353.31 -4.4%
79 SOXX ISHARES TR 1,924.0 $1.2M 0.14% NEW $640.63 -18.8%
80 UJAN INNOVATOR ETFS TRUST 26,406.0 $1.2M 0.14% NEW $45.33 +1.6%
Page 4 of 12  ·  225 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.6%
Financial Services 18.2%
Healthcare 12.7%
Consumer Cyclical 10.4%
Consumer Defensive 7.4%
Industrials 7.4%
Communication Services 4.5%
Utilities 2.5%
Energy 2.0%
Basic Materials 0.9%