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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 1 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FELC FIDELITY COVINGTON TRUST 3,484,948.0 $146.1M 16.49% NEW $41.91 +4.3%
2 ACIO ETF SER SOLUTIONS 1,645,489.0 $75.9M 8.57% NEW $46.14 +2.0%
3 FENI FIDELITY COVINGTON TRUST 1,507,517.0 $60.5M 6.83% NEW $40.13 +3.5%
4 DRSK ETF SER SOLUTIONS 1,989,312.0 $57.2M 6.46% NEW $28.75 -0.7%
5 FMDE FIDELITY COVINGTON TRUST 947,794.0 $38.5M 4.34% NEW $40.58 +4.6%
6 FBND FIDELITY MERRIMACK STR TR 813,982.0 $37.0M 4.18% NEW $45.49 -0.9%
7 DCOR DIMENSIONAL ETF TRUST 407,966.0 $33.4M 3.77% NEW $81.98 +3.5%
8 FESM FIDELITY COVINGTON TRUST 451,959.0 $21.8M 2.46% NEW $48.29 -0.0%
9 ETF SER SOLUTIONS 760,896.0 $21.0M 2.37% NEW $27.58
10 ETF SER SOLUTIONS 686,892.0 $18.7M 2.11% NEW $27.23
11 ETF SER SOLUTIONS 626,631.0 $17.1M 1.93% NEW $27.21
12 UFEB INNOVATOR ETFS TRUST 431,456.0 $16.7M 1.88% NEW $38.65 +1.8%
13 ETF SER SOLUTIONS 610,360.0 $16.4M 1.85% NEW $26.88
14 SPEM SPDR INDEX SHS FDS 307,414.0 $15.9M 1.80% NEW $51.78 +0.5%
15 FRDM EA SERIES TRUST 194,857.0 $14.2M 1.60% NEW $72.90 -7.6%
16 DFIC DIMENSIONAL ETF TRUST 338,219.0 $12.6M 1.42% NEW $37.26 +5.0%
17 DFIP DIMENSIONAL ETF TRUST 264,903.0 $10.9M 1.23% NEW $41.26 -1.9%
18 PSTP INNOVATOR ETFS TRUST 248,305.0 $9.1M 1.03% NEW $36.78 +1.7%
19 UMAR INNOVATOR ETFS TRUST 195,559.0 $8.3M 0.93% NEW $42.25 +1.8%
20 AAPL APPLE INC Technology 28,267.0 $8.2M 0.92% NEW $289.36 +9.5%
Page 1 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%