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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 10 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GE GE AEROSPACE Industrials 794.0 $297K 0.03% NEW $373.71 -4.7%
182 BMAR INNOVATOR ETFS TRUST 5,093.0 $293K 0.03% NEW $57.62 +2.1%
183 IESC IES HOLDINGS INC Industrials 398.0 $292K 0.03% NEW $734.66 -5.9%
184 CVX CHEVRON CORPORATION Energy 1,728.0 $286K 0.03% NEW $165.76 +24.1%
185 VYM VANGUARD WHITEHALL FDS 1,801.0 $285K 0.03% NEW $158.05 +4.6%
186 VTI VANGUARD INDEX FDS 758.0 $281K 0.03% NEW $370.18 +2.2%
187 MUB ISHARES TR 2,585.0 $278K 0.03% NEW $107.62 -1.8%
188 KO COCA COLA CO Consumer Defensive 3,379.0 $275K 0.03% NEW $81.27 +11.0%
189 UNP UNION PAC CORP Industrials 1,008.0 $274K 0.03% NEW $272.11 +10.9%
190 ISHARES TR 13,734.0 $268K 0.03% NEW $19.54
191 DFNM DIMENSIONAL ETF TRUST 5,472.0 $264K 0.03% NEW $48.34 -1.4%
192 NOW SERVICENOW INC Technology 2,656.0 $264K 0.03% NEW $99.28 +28.1%
193 MRK MERCK & CO INC Healthcare 2,046.0 $263K 0.03% NEW $128.52 +18.4%
194 JCI JOHNSON CONTROLS INTERNATION Industrials 1,774.0 $259K 0.03% NEW $146.11 -0.8%
195 CPRT COPART INC Industrials 9,136.0 $258K 0.03% NEW $28.19 +18.8%
196 VEA VANGUARD TAX-MANAGED FDS 3,555.0 $253K 0.03% NEW $71.26 +2.2%
197 MO ALTRIA GROUP INC Consumer Defensive 3,479.0 $250K 0.03% NEW $71.96 -8.2%
198 AR ANTERO RESOURCES CORP Energy 7,062.0 $248K 0.03% NEW $35.14 +6.7%
199 LOW LOWES COS INC Consumer Cyclical 1,125.0 $248K 0.03% NEW $220.44 -2.0%
200 LMT LOCKHEED MARTIN CORP Industrials 485.0 $247K 0.03% NEW $509.93 +15.0%
Page 10 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%