Kfg Wealth Management, LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $472 Million distributed in 205 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 $71.1M, ETF Ser Solutions Aptus Define with a value of $45.4M, Fidelity Merrimack Str Tr Tota with a value of $30.9M, Spdr Ser Tr Fds Spdr Portfolio with a value of $24.2M, and Innovator Etfs Tr Pwr Buffer S with a value of $22.6M.

Examining the 13F form we can see an increase of $37.9M in the current position value, from $434M to 472M.

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 $472 Million
ETFs: $380 Million
Consumer Defensive: $31.3 Million
Technology: $18.6 Million
Healthcare: $11.3 Million
Consumer Cyclical: $9.58 Million
Financial Services: $7.71 Million
Industrials: $3.49 Million
Communication Services: $2.72 Million
Other: $4.04 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 205
  • Current Value $472 Million
  • Prior Value $434 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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