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 151–200 of 213
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ZFEB | INNOVATOR ETFS TRUST | 17K | $100K–$500K | SH |
| NJUL | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 4K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 834 | $100K–$500K | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 2K | $100K–$500K | SH |
| LKFN | LAKELAND FINL CORP | 7K | $100K–$500K | SH |
| DDFO | INNOVATOR ETFS TRUST | 18K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 2K | $100K–$500K | SH |
| CHD | CHURCH & DWIGHT CO INC | 4K | $100K–$500K | SH |
| FANG | DIAMONDBACK ENERGY INC | 2K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 2K | $100K–$500K | SH |
| XT | ISHARES TR | 5K | $100K–$500K | SH |
| AJUL | INNOVATOR ETFS TRUST | 11K | $100K–$500K | SH |
| SRCE | 1ST SOURCE CORP | 5K | $100K–$500K | SH |
| LJUL | INNOVATOR ETFS TRUST | 13K | $100K–$500K | SH |
| LOCT | INNOVATOR ETFS TRUST | 13K | $100K–$500K | SH |
| LAPR | INNOVATOR ETFS TRUST | 13K | $100K–$500K | SH |
| LJAN | INNOVATOR ETFS TRUST | 13K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| CPRT | COPART INC | 8K | $100K–$500K | SH |
| FDS | FACTSET RESH SYS INC | 1K | $100K–$500K | SH |
| IJH | ISHARES TR | 5K | $100K–$500K | SH |
| CHE | CHEMED CORP NEW | 693 | $100K–$500K | SH |
| ZMAR | INNOVATOR ETFS TRUST | 11K | $100K–$500K | SH |
| GE | GE AEROSPACE | 905 | $100K–$500K | SH |
| DFAI | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| ZJUN | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 567 | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 3K | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS CO | 816 | $100K–$500K | SH |
| DFNM | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| PFF | ISHARES TR | 8K | $100K–$500K | SH |
| LOW | LOWES COS INC | 1K | $100K–$500K | SH |
| BMAR | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 2K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 3K | $100K–$500K | SH |
| FAST | FASTENAL CO | 6K | $100K–$500K | SH |
| QTUM | ETF SER SOLUTIONS | 2K | $100K–$500K | SH |
| IJUN | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| AR | ANTERO RESOURCES CORP | 7K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 2K | $100K–$500K | SH |
| ZMAY | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| GOVT | ISHARES TR | 10K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 650 | $100K–$500K | SH |
| KO | COCA COLA CO | 3K | $100K–$500K | SH |
| IBTK | ISHARES TR | 11K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 956 | $100K–$500K | SH |