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Kfg Wealth Management

Latest statistics and disclosures from Kfg Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are FELC, ACIO, FENI, DRSK, FBND, and represent 42.16% of Kfg Wealth Management's stock portfolio.
Added to shares of these 10 stocks: FELC (+$22M), FESM (+$16M), FRDM (+$10M), FMDE (+$9.5M), JANB (+$6.0M), FENI (+$5.5M), DCOR (+$5.0M), DRSK, APRB, FBND.
Started 10 new stock positions in XLE, FRDM, HTGC, SFLR, MRK, FESM, INFL, XMMO, VTI, VZ.
Reduced shares in these 10 stocks: OSCV (-$20M), SPEM (-$13M), PSTP (-$9.2M), ACIO (-$8.8M), XLRE (-$6.6M), QQQ, DFGR, UJUL, UJUN, UOCT.
Sold out of its positions in ARKK, ELV, NJAN, PFF, XT, ICVT, PLTR, SHW.
Kfg Wealth Management was a net buyer of stock by $39M.
Kfg Wealth Management has $774M in assets under management (AUM), dropping by 3.48%.
Central Index Key (CIK): 0001919344

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Portfolio Holdings for Kfg Wealth Management

Kfg Wealth Management holds 215 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Fidelity Covington Trust Enhanced Large (FELC)	15.5	$120M	+21%	3.3M	36.27	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	8.6	$66M	-11%	1.6M	41.96	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	6.8	$52M	+11%	1.4M	37.20	View chart
Etf Ser Solutions Aptus Defined (DRSK)	6.7	$52M	+10%	1.9M	27.33	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.6	$36M	+9%	785k	45.62	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	4.2	$32M	+42%	895k	35.96	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	3.8	$30M	+20%	409k	72.08	View chart
Etf Ser Solutions Aptus July Bufr (JULB)	2.5	$19M	+18%	755k	25.10	View chart
Etf Ser Solutions Aptus Jan Buffer (JANB)	2.2	$17M	+54%	671k	25.10	View chart
Fidelity Covington Trust Enhanced Small (FESM)	2.1	$16M	NEW	430k	38.00	View chart
Etf Ser Solutions Aptus Oct Buff E (OCTB)	2.0	$15M	+21%	614k	25.06	View chart
Etf Ser Solutions Aptus April Buf (APRB)	2.0	$15M	+30%	604k	25.24	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	1.8	$14M	+2%	379k	36.30	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	1.8	$14M	-48%	290k	46.91	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.5	$12M	+7%	336k	35.53	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	1.4	$11M	+10%	255k	41.72	View chart
Ea Series Trust Freedom 100 Em (FRDM)	1.3	$10M	NEW	189k	54.65	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	1.1	$8.7M	-51%	252k	34.47	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	1.0	$7.6M	+49%	192k	39.74	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.9	$6.8M		138k	49.41	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.8	$6.6M		190k	34.55	View chart
Apple (AAPL)	0.8	$6.3M		25k	253.79	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.8	$6.1M	+19%	107k	56.68	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.6	$5.0M	-3%	127k	39.34	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.6	$5.0M	+9%	149k	33.47	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.6	$4.8M	-9%	124k	38.24	View chart
NVIDIA Corporation (NVDA)	0.6	$4.6M	+2%	27k	174.40	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$4.6M	+20%	83k	55.52	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.5	$4.3M	-4%	128k	33.37	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.5	$4.2M		116k	35.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.5	$4.1M	+13%	91k	44.62	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.5	$3.9M	+2%	101k	38.84	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.5	$3.9M	-23%	102k	38.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.5	$3.6M	+6%	84k	42.50	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.4	$3.4M	-8%	87k	38.67	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.4	$3.3M	-6%	77k	42.72	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.4	$3.3M	+20%	59k	55.24	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.4	$3.2M	-2%	75k	43.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.4	$3.2M	-9%	73k	43.11	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.4	$3.1M		115k	26.72	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$3.1M	+20%	100k	30.68	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.4	$3.0M	-18%	79k	37.24	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$2.9M	+20%	30k	94.24	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.4	$2.8M	+2%	71k	39.80	View chart
Wal-Mart Stores (WMT)	0.4	$2.8M		22k	124.28	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.4	$2.7M		66k	40.86	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.3	$2.6M	+31%	64k	40.10	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.3	$2.5M	-8%	63k	39.94	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.3	$2.5M		97k	25.62	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$2.5M	+4%	5.7k	430.30	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.3	$2.4M	-3%	80k	29.36	View chart
Microsoft Corporation (MSFT)	0.3	$2.3M		6.1k	370.15	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$2.1M	-10%	45k	45.97	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.3	$2.0M		73k	26.75	View chart
Amgen (AMGN)	0.2	$1.9M	-12%	5.4k	351.88	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.2	$1.8M	+10%	79k	22.91	View chart
Amazon (AMZN)	0.2	$1.8M	+18%	8.7k	208.28	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.2	$1.7M		40k	41.83	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.2	$1.7M	-5%	44k	37.27	View chart
Nextera Energy (NEE)	0.2	$1.6M		18k	92.88	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.2	$1.6M	+17%	71k	22.43	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$1.6M	+14%	34k	46.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.5M		3.2k	479.20	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.2	$1.5M	+11%	65k	22.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.4M	-56%	2.4k	577.14	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.2	$1.3M	-5%	44k	29.07	View chart
Innovator Etfs Trust Equity Defined P (ZAPR)	0.2	$1.3M		49k	26.10	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.2	$1.3M	+83%	30k	42.51	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	0.2	$1.3M	-94%	32k	39.44	View chart
Patrick Industries (PATK)	0.2	$1.2M	+8%	11k	111.07	View chart
Johnson & Johnson (JNJ)	0.2	$1.2M		5.0k	244.42	View chart
Tesla Motors (TSLA)	0.2	$1.2M	-3%	3.3k	371.76	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.2	$1.2M	+5%	37k	32.46	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.1M		3.6k	294.18	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.0M		1.5k	697.89	View chart
Innovator Etfs Trust Equity Defined P (ZMAR)	0.1	$1.0M	+248%	37k	27.59	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$1.0M	-12%	3.1k	328.66	View chart
Abbvie (ABBV)	0.1	$1.0M		4.6k	217.49	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.1	$977k		37k	26.63	View chart
Innovator Etfs Trust Equity Defined P (AJAN)	0.1	$971k		35k	27.64	View chart
International Business Machines (IBM)	0.1	$968k	+21%	4.0k	242.41	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.1	$962k	-9%	29k	32.79	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.1	$949k	+38%	35k	27.26	View chart
Home Depot (HD)	0.1	$943k		2.9k	328.89	View chart
Procter & Gamble Company (PG)	0.1	$925k	-2%	6.4k	144.45	View chart
Visa Com Cl A (V)	0.1	$921k	+3%	3.0k	302.22	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.1	$913k		44k	20.54	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY)	0.1	$905k	-21%	25k	36.82	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$889k	+14%	41k	21.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$889k	-4%	3.1k	286.89	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$889k		1.4k	653.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$796k	-23%	2.8k	287.52	View chart
Pepsi (PEP)	0.1	$776k	+9%	5.0k	155.28	View chart
Innovator Etfs Trust Equity Defined P (ZNOV)	0.1	$768k	+5%	29k	26.55	View chart
McDonald's Corporation (MCD)	0.1	$762k		2.5k	310.84	View chart
Colgate-Palmolive Company (CL)	0.1	$760k		8.9k	85.23	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$758k	-2%	574.00	1320.72	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.1	$737k	+10%	25k	29.07	View chart
Hershey Company (HSY)	0.1	$730k	-2%	3.5k	207.92	View chart
Innovator Etfs Trust Equity Defined P (APOC)	0.1	$720k		28k	25.54	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$700k	-4%	1.1k	650.25	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$700k	-2%	2.1k	337.96	View chart
Quanta Services (PWR)	0.1	$692k	+2%	1.3k	549.05	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$675k	-6%	9.9k	68.14	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$674k		5.1k	133.19	View chart
Costco Wholesale Corporation (COST)	0.1	$674k		676.00	996.56	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$670k		4.1k	163.59	View chart
Exxon Mobil Corporation (XOM)	0.1	$652k	+4%	3.8k	169.66	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$635k	+8%	3.8k	168.86	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$634k		4.2k	151.43	View chart
Waste Management (WM)	0.1	$631k		2.7k	229.83	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$627k	+31%	34k	18.29	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.1	$626k	+46%	25k	25.39	View chart
Ecolab (ECL)	0.1	$625k		2.4k	266.02	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$603k	+17%	5.8k	103.13	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$603k	+28%	10k	59.03	View chart
Pfizer (PFE)	0.1	$601k		21k	28.08	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$600k	+25%	9.6k	62.68	View chart
UnitedHealth (UNH)	0.1	$591k	+8%	2.2k	270.59	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$581k	+18%	18k	33.22	View chart
Tractor Supply Company (TSCO)	0.1	$574k		13k	45.30	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.1	$573k	+29%	12k	46.16	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$566k	+131%	5.3k	107.30	View chart
Eaton Corp SHS (ETN)	0.1	$566k		1.6k	357.78	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.1	$556k		19k	28.79	View chart
Arista Networks Com Shs (ANET)	0.1	$551k	-2%	4.5k	122.78	View chart
Clorox Company (CLX)	0.1	$543k	+10%	5.2k	103.63	View chart
Abbott Laboratories (ABT)	0.1	$542k		5.3k	102.67	View chart
IDEXX Laboratories (IDXX)	0.1	$518k		921.00	561.89	View chart
Stryker Corporation (SYK)	0.1	$517k	-7%	1.6k	328.66	View chart
Aon Shs Cl A (AON)	0.1	$517k		1.6k	322.78	View chart
O'reilly Automotive (ORLY)	0.1	$506k		5.5k	92.31	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.1	$500k		10k	47.99	View chart
Diamondback Energy (FANG)	0.1	$498k	+4%	2.5k	197.80	View chart
Innovator Etfs Trust Equity Def Pro 2 (AOCT)	0.1	$497k		19k	26.46	View chart
Mettler-Toledo International (MTD)	0.1	$493k		391.00	1261.20	View chart
Mastercard Incorporated Cl A (MA)	0.1	$488k		976.00	499.75	View chart
AmerisourceBergen (COR)	0.1	$486k	-2%	1.5k	314.11	View chart
AutoZone (AZO)	0.1	$480k	+2%	142.00	3377.78	View chart
Broadcom (AVGO)	0.1	$473k	-37%	1.5k	309.47	View chart
Church & Dwight (CHD)	0.1	$471k	+14%	5.1k	93.32	View chart
Eli Lilly & Co. (LLY)	0.1	$467k	+6%	508.00	919.04	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$459k		3.5k	132.92	View chart
PNC Financial Services (PNC)	0.1	$452k		2.2k	208.10	View chart
Rollins (ROL)	0.1	$450k		8.4k	53.41	View chart
Automatic Data Processing (ADP)	0.1	$447k		2.2k	203.21	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$446k	+11%	8.8k	50.44	View chart
Intuitive Surgical Com New (ISRG)	0.1	$444k		964.00	460.99	View chart
Innovator Etfs Trust International De (IDEC)	0.1	$435k		13k	32.56	View chart
Paychex (PAYX)	0.1	$428k	+3%	4.6k	92.13	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$412k		5.8k	71.41	View chart
Innovator Etfs Trust Equity Dual Dire (DDFO)	0.1	$411k	+8%	19k	21.45	View chart
Lakeland Financial Corporation (LKFN)	0.1	$392k		6.8k	57.38	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$386k		834.00	463.19	View chart
American Tower Reit (AMT)	0.0	$385k	+8%	2.2k	172.61	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.0	$382k	NEW	11k	35.41	View chart
Progressive Corporation (PGR)	0.0	$379k	+16%	1.9k	198.21	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	0.0	$371k	-10%	10k	36.18	View chart
Chevron Corporation (CVX)	0.0	$354k	-16%	1.7k	206.88	View chart
Amphenol Corp Cl A (APH)	0.0	$343k	+19%	2.7k	126.36	View chart
Wells Fargo & Company (WFC)	0.0	$342k		4.3k	79.62	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.0	$335k	-78%	13k	26.58	View chart
Duke Energy Corp Com New (DUK)	0.0	$333k	+8%	2.5k	130.96	View chart
Innovator Etfs Trust Equity Defined P (AJUL)	0.0	$331k		11k	29.00	View chart
Intuit (INTU)	0.0	$319k	+2%	739.00	432.10	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$313k	NEW	2.2k	145.02	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$312k	NEW	973.00	320.66	View chart
Fastenal Company (FAST)	0.0	$312k	+6%	6.7k	46.40	View chart
Broadridge Financial Solutions (BR)	0.0	$308k	+8%	1.9k	162.46	View chart
Innovator Etfs Trust Premium Inc 15 B (LJUL)	0.0	$303k	-4%	13k	23.83	View chart
Innovator Etfs Trust Premium Incm 15 (LAPR)	0.0	$303k	-4%	12k	25.01	View chart
Copart (CPRT)	0.0	$302k	+18%	9.1k	33.20	View chart
Innovator Etfs Trust Premium Inc 15 B (LOCT)	0.0	$301k	-4%	13k	23.56	View chart
Antero Res (AR)	0.0	$300k		7.1k	42.44	View chart
Chemed Corp Com Stk (CHE)	0.0	$299k	+14%	791.00	377.90	View chart
Innovator Etfs Trust Innov Prm Inc 15 (LJAN)	0.0	$299k	-4%	12k	24.19	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$296k	-2%	4.4k	67.52	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$289k	+16%	662.00	436.79	View chart
Innovator Etfs Trust Equity Defnd 1yr (ZJUN)	0.0	$288k	+3%	11k	26.91	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$285k		7.3k	38.96	View chart
1st Source Corporation (SRCE)	0.0	$276k	-24%	4.0k	69.21	View chart
Servicenow (NOW)	0.0	$276k	+68%	2.6k	104.55	View chart
FactSet Research Systems (FDS)	0.0	$271k	+20%	1.2k	216.91	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.0	$269k	+19%	14k	19.72	View chart
Coca-Cola Company (KO)	0.0	$268k	+8%	3.5k	76.06	View chart
Lowe's Companies (LOW)	0.0	$267k	+5%	1.1k	236.20	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$266k		1.8k	148.08	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.0	$262k	+2%	5.0k	52.48	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.0	$262k	-42%	2.3k	115.96	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.0	$261k		5.4k	47.93	View chart
Spdr Index Shs Fds State Street Spd (GNR)	0.0	$252k		3.4k	74.68	View chart
Innovator Etfs Trust Innovator Intl D (IJUN)	0.0	$250k		8.5k	29.42	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$250k	-15%	2.8k	88.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$248k		2.0k	124.31	View chart
Ies Hldgs (IESC)	0.0	$247k		518.00	476.47	View chart
Merck & Co (MRK)	0.0	$242k	NEW	2.0k	120.30	View chart
L3harris Technologies (LHX)	0.0	$240k		695.00	345.15	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$239k		10k	22.91	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$233k	NEW	3.8k	61.26	View chart
Union Pacific Corporation (UNP)	0.0	$232k		956.00	242.71	View chart
Cisco Systems (CSCO)	0.0	$228k	-10%	2.9k	77.59	View chart
Ge Aerospace Com New (GE)	0.0	$227k	-11%	800.00	283.82	View chart
Johnson Controls Internation SHS (JCI)	0.0	$223k		1.7k	130.94	View chart
Verizon Communications (VZ)	0.0	$223k	NEW	4.4k	50.20	View chart
Innovator Etfs Trust Equity Defined P (ZMAY)	0.0	$218k	-9%	8.5k	25.61	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.0	$215k	-96%	5.3k	40.83	View chart
Listed Fds Tr Horizon Kinetics (INFL)	0.0	$214k	NEW	4.1k	52.06	View chart
Meta Platforms Cl A (META)	0.0	$212k	+15%	370.00	572.54	View chart
Delta Air Lines Com New (DAL)	0.0	$211k		3.2k	66.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$209k	-3%	2.3k	90.52	View chart
Hercules Technology Growth Capital (HTGC)	0.0	$206k	NEW	14k	14.77	View chart
Innovator Etfs Trust Equity Dual Nov (DDFN)	0.0	$204k	-2%	11k	19.00	View chart
Innovator Etfs Trust Buffer Step Up S (BSTP)	0.0	$202k		5.6k	36.01	View chart
Dragonfly Energy Holdings Com Shs (DFLI)	0.0	$49k	+34%	28k	1.74	View chart
Esperion Therapeutics (ESPR)	0.0	$27k		10k	2.74	View chart

Past Filings by Kfg Wealth Management

SEC 13F filings are viewable for Kfg Wealth Management going back to 2022

Kfg Wealth Management 2026 Q1 filed April 20, 2026
Kfg Wealth Management 2025 Q4 filed Jan. 21, 2026
Kfg Wealth Management 2025 Q3 filed Oct. 7, 2025
Kfg Wealth Management 2025 Q2 filed July 14, 2025
Kfg Wealth Management 2025 Q1 filed April 11, 2025
Kfg Wealth Management 2024 Q4 filed Jan. 21, 2025
Kfg Wealth Management 2024 Q3 filed Oct. 15, 2024
Kfg Wealth Management 2024 Q2 filed July 19, 2024
Kfg Wealth Management 2024 Q1 filed April 19, 2024
Kfg Wealth Management 2023 Q4 filed Jan. 31, 2024
Kfg Wealth Management 2023 Q3 filed Oct. 17, 2023
Kfg Wealth Management 2023 Q2 filed July 18, 2023
Kfg Wealth Management 2023 Q1 filed April 14, 2023
Kfg Wealth Management 2022 Q4 filed Jan. 18, 2023

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