Kfg Wealth Management, LLC Portfolio Holdings

Kfg Wealth Management, LLC

  • $454 Million
  • Q4 2025

Kfg Wealth Management, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $454 Million distributed in 213 stocks.

Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Aptus Collar with a value of $78.1M, ETF Ser Solutions Aptus Define with a value of $49.7M, Fidelity Merrimack Str Tr Tota with a value of $33.2M, Spdr Ser Tr Fds Spdr Portfolio with a value of $26.7M, and Opus Small Cap Value ETF with a value of $20.1M.

Examining the 13F form we can see an decrease of $17.9M in the current position value, from $472M to 454M.

Kfg Wealth Management, LLC is based out at Granger, IN

Below you can find more details about Kfg Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $454 Million
ETFs: $378 Million
Technology: $20.6 Million
Consumer Defensive: $14.2 Million
Healthcare: $9.72 Million
Consumer Cyclical: $8.74 Million
Financial Services: $6.89 Million
Industrials: $4.21 Million
Communication Services: $2.13 Million
Other: $4.4 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$6.73 Million 1.48% of portfolio
25,147
Q4 2025 Reduced 8.42%
$465B
$4.8 Million 1.06% of portfolio
25,733
Q4 2025 Added 42.41%
$3.78T
$3.11 Million 0.68% of portfolio
6,126
Q4 2025 Reduced 12.01%
$279B
$2.3 Million 0.51% of portfolio
22,305
Q4 2025 Reduced 2.39%
$2.39T
$1.71 Million 0.38% of portfolio
7,293
Q4 2025 Reduced 2.95%
$662B
$1.64 Million 0.36% of portfolio
3,232
Q4 2025 Reduced 3.55%
$1.29T
$1.4 Million 0.31% of portfolio
3,423
Q4 2025 Reduced 0.12%
$414B
$1.06 Million 0.23% of portfolio
4,538
Q4 2025 Added 0.42%
$881B
$1.06 Million 0.23% of portfolio
3,540
Q4 2025 Added 2.08%
$1.65T
$1 Million 0.22% of portfolio
3,627
Q4 2025 Reduced 27.85%
$522B
$995,000 0.22% of portfolio
4,990
Q4 2025 Reduced 17.77%
$367B
$1.02 Million 0.22% of portfolio
2,843
Q4 2025 Reduced 6.73%
$346B
$958,000 0.21% of portfolio
6,575
Q4 2025 Reduced 7.3%
$266B
$975,000 0.21% of portfolio
3,281
Q4 2025 Added 274.97%
$533B
$962,000 0.21% of portfolio
2,954
Q4 2025 Reduced 0.91%
$1.74T
$929,000 0.2% of portfolio
3,256
Q4 2025 Reduced 19.35%
$204B
$674,000 0.15% of portfolio
4,564
Q4 2025 Reduced 21.35%
$228B
$688,000 0.15% of portfolio
5,293
Q4 2025 Added 0.02%
$404B
$623,000 0.14% of portfolio
683
Q4 2025 Reduced 11.3%
$300B
$646,000 0.14% of portfolio
2,017
Q4 2025 Reduced 13.88%
$405B
$598,000 0.13% of portfolio
587
Q4 2025 Reduced 12.13%
$1.46T
$595,000 0.13% of portfolio
2,113
Q4 2025 Reduced 11.33%
$512B
$532,000 0.12% of portfolio
991
Q4 2025 Reduced 9.08%
$971B
$488,000 0.11% of portfolio
478
Q4 2025 Added 1.06%
$490B
$431,000 0.09% of portfolio
3,669
Q4 2025 Added 1.69%
$317B
$360,000 0.08% of portfolio
4,321
Q4 2025 Reduced 10.56%
$303B
$315,000 0.07% of portfolio
2,039
Q4 2025 Added 1.54%
$328B
$271,000 0.06% of portfolio
905
Q4 2025 New
$319B
$255,000 0.06% of portfolio
3,289
Q4 2025 Added 1.67%
$306B
$230,000 0.05% of portfolio
3,255
Q4 2025 Reduced 35.82%
$342B
$206,000 0.05% of portfolio
1,189
Q4 2025 Reduced 1.9%
$1.37T
$194,000 0.04% of portfolio
319
Q4 2025 Reduced 12.36%

Summary

  • Portfolio
  • No. of Stocks 213
  • Current Value $454 Million
  • Prior Value $472 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 25 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 110 stocks
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