SEC 13F Intelligence

Managers / Q1 2026

KFG WEALTH MANAGEMENT, LLC

CIK 0001919344 · 6910 N MAIN ST, BLDG 16, UNIT 41, GRANGER, IN, 46530 · 5742475898

Reported Value
$774M
Q1 2026
Positions
216
Filings on Record
14
2019–present window
Filed
Apr 20, 2026
original filing

Summary

Kfg Wealth Management, LLC reported $774M in U.S.-listed holdings across 216 positions for Q1 2026.

Its largest position, Fidelity Covington, represents 15.5% of the portfolio.

Compared with Q4 2025, the fund opened 10 new positions and exited 8.

Portfolio Metrics

Turnover
+10.1%
vs prior filed quarter
Top-10 Concentration
+56.9%
share of reported value
Largest Position
+15.5%
Fidelity Covington
New / Exited
10 / 8
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $98MQ4 ’22Q1 ’23: $144MQ2 ’23: $171MQ2 ’23Q3 ’23: $184MQ4 ’23: $219MQ4 ’23Q1 ’24: $243MQ2 ’24: $252MQ2 ’24Q3 ’24: $460MQ4 ’24: $535MQ4 ’24Q1 ’25: $550MQ2 ’25: $622MQ2 ’25Q3 ’25: $693MQ4 ’25: $748MQ4 ’25Q1 ’26: $774Mfilingsflow.com

Portfolio Composition

By security type
ETP: 91.9%Common Stock: 7.7%Other: 0.3%ADR: 0.1%REIT: 0.0%
  • ETP · 91.9% · $711M
  • Common Stock · 7.7% · $59M
  • Other · 0.3% · $2M
  • ADR · 0.1% · $699,581
  • REIT · 0.0% · $385,436

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
FIDELITY COVINGTON TRUSTNEW+429.6K429.6K+$16M$16M
EA SERIES TRUSTNEW+188.5K188.5K+$10M$10M
INNOVATOR ETFS TRUSTNEW+10.8K10.8K+$382,251$382,251
INVESCO EXCHANGE TRADED FD TNEW+2.2K2.2K+$313,098$313,098
VANGUARD INDEX FDSNEW+973973+$311,998$311,998
MRKMERCK & CO INCNEW+2.0K2.0K+$242,290$242,290
XLESELECT SECTOR SPDR TRNEW+3.8K3.8K+$233,095$233,095
BACVERIZON COMMUNICATIONS INCNEW+4.4K4.4K+$223,155$223,155

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

14 positions
#IssuerClass% PortfolioValueShares
1FIDELITY COVINGTON TRUSTENHANCED LARGE · ENHANCED INTL · ENHANCED MID · ENHANCED SMALL · HIGH DIVID ETF28.95%$224M6.09M
2ETF SER SOLUTIONSAPTUS COLLRD INV · APTUS DEFINED · APTUS JULY BUFR · APTUS JAN BUFFER · APTUS OCT BUFF E · APTUS APRIL BUF23.86%$185M6.12M
3INNOVATOR ETFS TRUSTUS EQT ULTRA BFR · POWER BUFFER SET · LADERD ALCTN PWR · DEFINED WLT SHLD · US EQTY ULTRA B · LADDERED ALC BFR · US EQTY PWR BUF · US EQTY PWR BF · EQUITY DEFINED P · US EQT PWR BUF13.92%$108M2.85M
4DFIPDIMENSIONAL ETF TRUSTUS CORE EQUITY 1 · INTL CORE EQUITY · INFLATION PROTE · EMERGING MKTS CO7.58%$59M1.19M
5FIDELITY MERRIMACK STR TRTOTAL BD ETF4.63%$36M784.5K
6SPDR INDEX SHS FDSSTATE STREET SPD1.76%$14M289.7K
7J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM · NASDAQ EQT PREM1.38%$11M190.2K
8EA SERIES TRUSTFREEDOM 100 EM1.33%$10M188.5K
9AAPLAPPLE INCCOM0.81%$6M24.8K
10NVDANVIDIA CORPORATIONCOM0.56%$4M24.9K
11SCHWAB STRATEGIC TRUS DIVIDEND EQ0.40%$3M99.7K
12VANGUARD WHITEHALL FDSINTL HIGH ETF0.37%$3M30.3K
13WMTWALMART INCCOM0.36%$3M22.2K
14GQ9SPDR GOLD TRGOLD SHS0.32%$2M5.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$774M216Apr 20, 202613F-HRchanges · EDGAR ↗
Q4 2025$748M213Jan 21, 202613F-HRchanges · EDGAR ↗
Q3 2025$693M205Oct 7, 202513F-HRchanges · EDGAR ↗
Q2 2025$622M200Jul 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$550M189Apr 11, 202513F-HRchanges · EDGAR ↗
Q4 2024$535M182Jan 21, 202513F-HRchanges · EDGAR ↗
Q3 2024$460M181Oct 15, 202413F-HRchanges · EDGAR ↗
Q2 2024$252M157Jul 19, 202413F-HRchanges · EDGAR ↗
Q1 2024$243M156Apr 19, 202413F-HRchanges · EDGAR ↗
Q4 2023$219M131Jan 31, 202413F-HRchanges · EDGAR ↗
Q3 2023$184M127Oct 17, 202313F-HRchanges · EDGAR ↗
Q2 2023$171M118Jul 18, 202313F-HRchanges · EDGAR ↗
Q1 2023$144M94Apr 14, 202313F-HRchanges · EDGAR ↗
Q4 2022$98M75Jan 18, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.