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.
