Kfg Wealth Management, Llc

13F Filings History

Latest 13F report: Q1 2025 - Apr 11, 2025
Value $: $550M
Signature - Title: Jason Matthews - Compliance Manager
Location: Granger, IN
Summary: This page shows a list of all the recent 13F filings made by Kfg Wealth Management, Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kfg Wealth Management, Llc reported 189 stock holdings with total value $550M as of Q1 2025. Top holdings included FELC, ACIO, DRSK, FENI, and FBND.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2025	189	$550M	+$58.9M	-$34.4M	+$24.5M	FELC, ACIO, DRSK, FENI, FBND	13F-HR	4/11/2025, 01:10 PM
Q4 2024	182	$535M	+$107M	-$30.3M	+$77.1M	FELC, ACIO, DRSK, FBND, FENI	13F-HR	1/21/2025, 04:31 PM
Q3 2024	181	$460M	+$224M	-$26.1M	+$198M	FELC, ACIO, DRSK, FENI, PSTP	13F-HR	10/15/2024, 10:52 AM
Q2 2024	157	$252M	+$32M	-$28.8M	+$3.17M	QQQ, PSTP, BUFF, UAUG, SPY	13F-HR	7/19/2024, 04:16 PM
Q1 2024	156	$243M	+$34.1M	-$19.6M	+$14.5M	UAUG, QQQ, PSTP, BUFF, SPY	13F-HR	4/19/2024, 11:01 AM
Q4 2023	131	$219M	+$48.2M	-$28.7M	+$19.6M	UAUG, QQQ, BUFF, PSTP, SPY	13F-HR	1/31/2024, 01:55 PM
Q3 2023	127	$184M	+$32.2M	-$14.3M	+$17.9M	QQQ, BUFF, PSTP, SPY, SPHB	13F-HR	10/17/2023, 05:03 PM
Q2 2023	118	$171M	+$36.6M	-$20.2M	+$16.4M	QQQ, SPY, PSTP, BUFF, EMB	13F-HR	7/18/2023, 09:25 AM
Q1 2023	94	$144M	+$65.8M	-$23M	+$42.8M	QQQ, SPY, EMB, PSTP, BUFF	13F-HR	4/14/2023, 03:24 PM
Q4 2022	75	$97.6M	$0	$0		EMB, SPY, RDIV, IBB, LQDH	13F-HR	1/18/2023, 03:27 PM

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