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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 6 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 INNOVATOR ETFS TRUST 28,915.0 $794K 0.09% NEW $27.46
102 IBB ISHARES TR 4,160.0 $791K 0.09% NEW $190.19 +11.0%
103 LRCX LAM RESEARCH CORP Technology 1,796.0 $778K 0.09% NEW $433.44 -29.2%
104 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,038.0 $775K 0.09% NEW $746.42 +2.3%
105 GRID FIRST TR EXCHANGE-TRADED FD 4,019.0 $771K 0.09% NEW $191.75 -5.6%
106 META META PLATFORMS INC Communication Services 1,366.0 $769K 0.09% NEW $563.14 -4.1%
107 ROBT FIRST TR EXCHANGE TRADED FD 13,370.0 $752K 0.09% NEW $56.26 +4.4%
108 INNOVATOR ETFS TRUST 28,451.0 $748K 0.08% NEW $26.28
109 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 14,372.0 $734K 0.08% NEW $51.05 +23.5%
110 ICLN ISHARES TR 35,671.0 $731K 0.08% NEW $20.49 -14.3%
111 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,529.0 $730K 0.08% NEW $477.61 -13.0%
112 FIW FIRST TR EXCHANGE-TRADED FD 6,654.0 $729K 0.08% NEW $109.53 +0.9%
113 BOTZ GLOBAL X FDS 19,065.0 $723K 0.08% NEW $37.94 -6.0%
114 INNOVATOR ETFS TRUST 24,450.0 $721K 0.08% NEW $29.49
115 XLK SELECT SECTOR SPDR TR 3,467.0 $661K 0.07% NEW $190.54 -3.9%
116 ECL ECOLAB INC Basic Materials 2,357.0 $657K 0.07% NEW $278.66 +0.7%
117 JAJL INNOVATOR ETFS TRUST 21,886.0 $655K 0.07% NEW $29.91 +0.9%
118 INNOVATOR ETFS TRUST 24,646.0 $640K 0.07% NEW $25.98
119 ASML ASML HLDG NV Technology 317.0 $631K 0.07% NEW $1990.64 -12.3%
120 XHLF BONDBLOXX ETF TRUST 12,400.0 $624K 0.07% NEW $50.30 -0.1%
Page 6 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%