CIK 1919344
KFG WEALTH MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
213
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 213
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 83K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 25K | $1M+ | SH |
| GLD | SPDR GOLD TR | 5K | $1M+ | SH |
| AMGN | AMGEN INC | 6K | $1M+ | SH |
| PFEB | INNOVATOR ETFS TRUST | 49K | $1M+ | SH |
| ZOCT | INNOVATOR ETFS TRUST | 74K | $1M+ | SH |
| UNOV | INNOVATOR ETFS TRUST | 47K | $1M+ | SH |
| AMZN | AMAZON COM INC | 7K | $1M+ | SH |
| PJUN | INNOVATOR ETFS TRUST | 40K | $1M+ | SH |
| IBTG | ISHARES TR | 72K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 60K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 18K | $1M+ | SH |
| PJAN | INNOVATOR ETFS TRUST | 30K | $1M+ | SH |
| ZJUL | INNOVATOR ETFS TRUST | 47K | $1M+ | SH |
| IBTH | ISHARES TR | 60K | $1M+ | SH |
| IBTI | ISHARES TR | 58K | $1M+ | SH |
| ZAPR | INNOVATOR ETFS TRUST | 49K | $1M+ | SH |
| ZALT | INNOVATOR ETFS TRUST | 35K | $1M+ | SH |
| UMAY | INNOVATOR ETFS TRUST | 31K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 4K | $1M+ | SH |
| GOOGL | ALPHABET INC | 4K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 1K | $1M+ | SH |
| PATK | PATRICK INDS INC | 10K | $1M+ | SH |
| SOXX | ISHARES TR | 4K | $1M+ | SH |
| ISEP | INNOVATOR ETFS TRUST | 32K | $1M+ | SH |
| ABBV | ABBVIE INC | 5K | $1M+ | SH |
| V | VISA INC | 3K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $1M+ | SH |
| GOOG | ALPHABET INC | 3K | $1M+ | SH |
| AJAN | INNOVATOR ETFS TRUST | 35K | $500K+ | SH |
| ZAUG | INNOVATOR ETFS TRUST | 37K | $500K+ | SH |
| HD | HOME DEPOT INC | 3K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| IVV | ISHARES TR | 1K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 7K | $500K+ | SH |
| DDFL | INNOVATOR ETFS TRUST | 45K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| IBTJ | ISHARES TR | 36K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| APOC | INNOVATOR ETFS TRUST | 28K | $500K+ | SH |
| ZNOV | INNOVATOR ETFS TRUST | 27K | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO | 9K | $500K+ | SH |
| UJAN | INNOVATOR ETFS TRUST | 16K | $500K+ | SH |
| ZJAN | INNOVATOR ETFS TRUST | 25K | $500K+ | SH |
| SLV | ISHARES SILVER TR | 11K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| JAJL | INNOVATOR ETFS TRUST | 23K | $500K+ | SH |