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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 8 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IDXX IDEXX LABS INC Healthcare 930.0 $490K 0.06% NEW $526.44 +3.7%
142 XOM EXXON MOBIL CORP Energy 3,543.0 $484K 0.06% NEW $136.70 +21.5%
143 ABT ABBOTT LABORATORIES Healthcare 5,282.0 $479K 0.05% NEW $90.75 +25.8%
144 APH AMPHENOL CORP Technology 2,685.0 $473K 0.05% NEW $176.31 -13.2%
145 IDEC INNOVATOR ETFS TRUST 13,360.0 $458K 0.05% NEW $34.32 +2.6%
146 FANG DIAMONDBACK ENERGY INC Energy 2,520.0 $443K 0.05% NEW $175.81 +20.0%
147 QLTY GMO ETF TRUST 10,607.0 $441K 0.05% NEW $41.62 +2.7%
148 DIA STATE STR SPDR DOW JONES IND Financial Services 834.0 $436K 0.05% NEW $522.39 +1.0%
149 TAPR INNOVATOR ETFS TRUST Financial Services 16,075.0 $425K 0.05% NEW $26.46 +1.0%
150 PGR PROGRESSIVE CORP Financial Services 1,931.0 $422K 0.05% NEW $218.43 +0.9%
151 LKFN LAKELAND FINL CORP Financial Services 6,827.0 $421K 0.05% NEW $61.72 -2.1%
152 VOO VANGUARD INDEX FDS 605.0 $416K 0.05% NEW $687.12 +2.0%
153 NJUL INNOVATOR ETFS TRUST 5,239.0 $406K 0.05% NEW $77.43 -1.1%
154 IJR ISHARES TR 2,734.0 $405K 0.05% NEW $148.30 -1.3%
155 DVY ISHARES TR 2,561.0 $400K 0.04% NEW $156.29 +5.2%
156 INTC INTEL CORP Technology 2,717.0 $379K 0.04% NEW $139.63 -34.0%
157 INNOVATOR ETFS TRUST 16,807.0 $378K 0.04% NEW $22.51
158 ISRG INTUITIVE SURGICAL INC Healthcare 948.0 $377K 0.04% NEW $397.68 -5.8%
159 CHE CHEMED CORP NEW Healthcare 788.0 $367K 0.04% NEW $465.72 +14.8%
160 BIL SPDR SERIES TRUST 4,004.0 $367K 0.04% NEW $91.65 -0.1%
Page 8 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%