KFG WEALTH MANAGEMENT, LLC
Q4 2025 13F Holdings
- Locationgranger, IN
- Num holdings
213
- Value ($000)
$747,708
- Date Filed01/21/2026
- Form type13F-HR
- CIK0001919344
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FIDELITY COVINGTON TRUST | ENHANCED LARGE | 316092113 | $103.47M | 14 % | 2,710,665 | ||
ETF SER SOLUTIONS | APTUS COLLRD INV | 26922A222 | $78.34M | 11 % | 1,792,607 | ||
ETF SER SOLUTIONS | APTUS DEFINED | 26922A388 | $48.82M | 7 % | 1,714,919 | ||
FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 | $46.12M | 6 % | 1,260,747 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $33.07M | 4 % | 718,253 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $26.33M | 4 % | 562,583 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 | $24.99M | 3 % | 339,367 | ||
FIDELITY COVINGTON TRUST | ENHANCED MID | 31609A503 | $22.89M | 3 % | 629,198 | ||
ETF SER SOLUTIONS | OPUS SML CP VL | 26922A446 | $20.18M | 3 % | 545,056 | ||
INNOVATOR ETFS TRUST | POWER BUFFER SET | 45783Y723 | $18.38M | 3 % | 520,081 |
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