Kfg Wealth Management, LLC Portfolio Holdings
Kfg Wealth Management, LLC
- $434 Million
- Q2 2025
Kfg Wealth Management, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $434 Million distributed in 200 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 $61M, ETF Ser Solutions Aptus Define with a value of $40.8M, Fidelity Merrimack Str Tr Tota with a value of $27.8M, Innovator Etfs Tr Pwr Buffer S with a value of $20M, and Blue Buffalo Pet Products, Inc. with a value of $19.8M.
Examining the 13F form we can see an increase of $44M in the current position value, from $390M to 434M.
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 200
- Current Value $434 Million
- Prior Value $390 Million
- Filing
- Period Q2 2025
- Filing Date July 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 19 stocks
- Additional Purchases 133 stocks
- Sold out of 0 stocks
- Reduced holdings in 33 stocks