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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 11 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AMD ADVANCED MICRO DEVICES INC Technology 422.0 $245K 0.03% NEW $580.91 -19.8%
202 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 633.0 $245K 0.03% NEW $386.76 +2.0%
203 BMAY INNOVATOR ETFS TRUST 5,112.0 $242K 0.03% NEW $47.35 +1.9%
204 GOVT ISHARES TR 10,345.0 $236K 0.03% NEW $22.78 -1.3%
205 IEFA ISHARES TR 2,423.0 $234K 0.03% NEW $96.59 +4.0%
206 GNR SPDR INDEX SHS FDS 3,376.0 $227K 0.03% NEW $67.31 +14.5%
207 GEV GE VERNOVA INC Utilities 193.0 $227K 0.03% NEW $1176.17 -16.0%
208 HTGC HERCULES CAPITAL INC Financial Services 14,335.0 $226K 0.03% NEW $15.77 +7.3%
209 BSTP INNOVATOR ETFS TRUST 5,683.0 $224K 0.03% NEW $39.33 +2.1%
210 XLRE SELECT SECTOR SPDR TR 5,076.0 $223K 0.03% NEW $44.03 +2.2%
211 DDFN INNOVATOR ETFS TRUST 10,730.0 $215K 0.02% NEW $20.08 +1.3%
212 HWM HOWMET AEROSPACE INC Industrials 778.0 $209K 0.02% NEW $268.93 +4.6%
213 LHX L3HARRIS TECHNOLOGIES INC Industrials 719.0 $209K 0.02% NEW $290.59 -5.1%
214 VZ VERIZON COMMUNICATIONS INC Communication Services 4,840.0 $205K 0.02% NEW $42.34 +16.6%
215 INFL LISTED FDS TR 4,105.0 $205K 0.02% NEW $49.88 +8.3%
216 XLE SELECT SECTOR SPDR TR 3,839.0 $204K 0.02% NEW $53.11 +21.0%
217 ETF SER SOLUTIONS 7,495.0 $203K 0.02% NEW $27.08
218 CAT CATERPILLAR INC Industrials 190.0 $202K 0.02% NEW $1065.44 -23.4%
219 ITW ILLINOIS TOOL WKS INC Industrials 746.0 $202K 0.02% NEW $270.51 +5.1%
220 IFLR INNOVATOR ETFS TRUST 3,795.0 $201K 0.02% NEW $53.05 +2.3%
Page 11 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%