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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 9 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AMT AMERICAN TOWER CORP Real Estate 2,237.0 $366K 0.04% NEW $163.58 +6.7%
162 WFC WELLS FARGO & CO Financial Services 4,422.0 $365K 0.04% NEW $82.65 +4.0%
163 CSCO CISCO SYS INC Technology 3,083.0 $362K 0.04% NEW $117.48 -5.9%
164 DFGR DIMENSIONAL ETF TRUST 12,456.0 $361K 0.04% NEW $28.97 +1.7%
165 PM PHILIP MORRIS INTL INC Consumer Defensive 1,978.0 $358K 0.04% NEW $180.92 +5.0%
166 SPACE EXPLORATION TECHN CORP 2,091.0 $357K 0.04% NEW $170.83
167 VUG VANGUARD INDEX FDS 3,973.0 $342K 0.04% NEW $86.13 +2.1%
168 DAL DELTA AIR LINES INC Industrials 3,569.0 $334K 0.04% NEW $93.67 -11.1%
169 IAUM ISHARES GOLD TRUST MICRO Financial Services 8,333.0 $333K 0.04% NEW $40.01 +12.4%
170 SRCE 1ST SOURCE CORP Financial Services 4,009.0 $327K 0.04% NEW $81.58 +5.1%
171 INNOVATOR ETFS TRUST 12,897.0 $326K 0.04% NEW $25.28
172 IJH ISHARES TR 4,212.0 $325K 0.04% NEW $77.10 -0.1%
173 LOCT INNOVATOR ETFS TRUST 13,593.0 $325K 0.04% NEW $23.88 +0.2%
174 INNOVATOR ETFS TRUST 13,157.0 $325K 0.04% NEW $24.67
175 FAST FASTENAL CO Industrials 6,743.0 $324K 0.04% NEW $48.03 +7.1%
176 IJUN INNOVATOR ETFS TRUST 10,374.0 $323K 0.04% NEW $31.18 +2.5%
177 INNOVATOR ETFS TRUST 13,537.0 $322K 0.04% NEW $23.80
178 NVDA PUT NVIDIA CORPORATION Technology 1,600.0 $320K 0.04% NEW $200.09 +8.7%
179 INNOVATOR ETFS TRUST 10,471.0 $315K 0.04% NEW $30.08
180 DFAI DIMENSIONAL ETF TRUST 7,336.0 $303K 0.03% NEW $41.25 +4.5%
Page 9 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%