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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 2 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFEM DIMENSIONAL ETF TRUST 186,481.0 $7.6M 0.85% NEW $40.64 -2.7%
22 BUFF INNOVATOR ETFS TRUST 139,152.0 $7.3M 0.83% NEW $52.68 +1.9%
23 NVDA NVIDIA CORPORATION Technology 35,691.0 $7.1M 0.81% NEW $200.09 +8.7%
24 JEPI J P MORGAN EXCHANGE TRADED F 121,768.0 $6.9M 0.78% NEW $56.48 +2.6%
25 JEPQ J P MORGAN EXCHANGE TRADED F 94,423.0 $5.8M 0.66% NEW $61.46 -2.6%
26 BALT INNOVATOR ETFS TRUST 160,987.0 $5.5M 0.62% NEW $34.27 +1.3%
27 UJUN INNOVATOR ETFS TRUST 141,429.0 $5.5M 0.61% NEW $38.54 +1.7%
28 BUFB INNOVATOR ETFS TRUST 115,479.0 $4.5M 0.51% NEW $39.31 +2.2%
29 UAPR INNOVATOR ETFS TRUST 127,143.0 $4.5M 0.50% NEW $35.11 +1.6%
30 PMAR INNOVATOR ETFS TRUST 91,510.0 $4.4M 0.49% NEW $47.77 +1.9%
31 UAUG INNOVATOR ETFS TRUST 98,177.0 $4.1M 0.47% NEW $42.08 +2.2%
32 UDEC INNOVATOR ETFS TRUST 99,124.0 $4.1M 0.47% NEW $41.68 +2.0%
33 FDVV FIDELITY COVINGTON TRUST 67,129.0 $4.0M 0.46% NEW $60.29 +5.5%
34 UJUL INNOVATOR ETFS TRUST 96,867.0 $3.9M 0.45% NEW $40.77 +1.5%
35 PDEC INNOVATOR ETFS TRUST 80,604.0 $3.7M 0.42% NEW $45.89 +2.0%
36 PAPR INNOVATOR ETFS TRUST 85,805.0 $3.6M 0.41% NEW $42.20 +1.6%
37 SCHD SCHWAB STRATEGIC TR 113,374.0 $3.6M 0.41% NEW $31.71 +10.7%
38 PMAY INNOVATOR ETFS TRUST 84,313.0 $3.5M 0.39% NEW $41.30 +1.9%
39 VYMI VANGUARD WHITEHALL FDS 34,572.0 $3.4M 0.38% NEW $98.20 +6.3%
40 UOCT INNOVATOR ETFS TRUST 79,797.0 $3.3M 0.37% NEW $41.11 +1.9%
Page 2 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%