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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 3 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PSEP INNOVATOR ETFS TRUST 70,650.0 $3.3M 0.37% NEW $46.05 +1.4%
42 POCT INNOVATOR ETFS TRUST 69,980.0 $3.2M 0.37% NEW $46.41 +1.9%
43 INNOVATOR ETFS TRUST 114,908.0 $3.2M 0.36% NEW $27.56
44 PAUG INNOVATOR ETFS TRUST 69,241.0 $3.2M 0.36% NEW $45.64 +2.3%
45 PNOV INNOVATOR ETFS TRUST 63,759.0 $2.8M 0.32% NEW $44.35 +2.2%
46 PFEB INNOVATOR ETFS TRUST 64,990.0 $2.8M 0.32% NEW $43.06 +1.9%
47 MSFT MICROSOFT CORP Technology 7,328.0 $2.7M 0.31% NEW $373.02 +29.8%
48 PJUN INNOVATOR ETFS TRUST 63,148.0 $2.7M 0.31% NEW $43.23 +2.0%
49 ZALT INNOVATOR ETFS TRUST 79,251.0 $2.7M 0.30% NEW $33.87 +1.8%
50 USEP INNOVATOR ETFS TRUST 61,459.0 $2.5M 0.29% NEW $41.33 +1.4%
51 INNOVATOR ETFS TRUST 95,635.0 $2.5M 0.28% NEW $26.42
52 WMT WALMART INC Consumer Defensive 20,545.0 $2.3M 0.26% NEW $113.26 +0.9%
53 AMZN AMAZON COM INC Consumer Cyclical 9,753.0 $2.3M 0.26% NEW $238.35 +11.5%
54 TJUL INNOVATOR ETFS TRUST 69,871.0 $2.1M 0.24% NEW $30.23 +1.0%
55 GLD SPDR GOLD TR Financial Services 5,699.0 $2.1M 0.24% NEW $368.39 +12.3%
56 INNOVATOR ETFS TRUST 70,501.0 $1.9M 0.22% NEW $27.61
57 ISHARES TR 79,889.0 $1.8M 0.21% NEW $22.89
58 JPM JPMORGAN CHASE & CO Financial Services 5,520.0 $1.8M 0.20% NEW $327.31 +9.2%
59 PJUL INNOVATOR ETFS TRUST 36,446.0 $1.8M 0.20% NEW $48.81 +1.9%
60 AMGN AMGEN INC Healthcare 4,837.0 $1.8M 0.20% NEW $362.15 +22.1%
Page 3 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%