KFG WEALTH MANAGEMENT, LLC: 13F holdings
CIK 19193442026Q2
| Positions | 224 |
|---|
| Reported value | $885.9m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 224 (+9 vs prior quarter) |
|---|
| Reported value | $885.9m (+14.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FELC FIDELITY COVINGTON TRUST | 3,484,948 | $146.1m | 16.5% |
| ACIO ETF SER SOLUTIONS | 1,645,489 | $75.9m | 8.6% |
| FENI FIDELITY COVINGTON TRUST | 1,507,517 | $60.5m | 6.8% |
| DRSK ETF SER SOLUTIONS | 1,989,312 | $57.2m | 6.5% |
| FMDE FIDELITY COVINGTON TRUST | 947,794 | $38.5m | 4.3% |
| FBND FIDELITY MERRIMACK STR TR | 813,982 | $37.0m | 4.2% |
| DIMENSIONAL ETF TRUST | 407,966 | $33.4m | 3.8% |
| FESM FIDELITY COVINGTON TRUST | 451,959 | $21.8m | 2.5% |
| ETF SER SOLUTIONS | 760,896 | $21.0m | 2.4% |
| ETF SER SOLUTIONS | 686,892 | $18.7m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1919344")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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