Notify me when KFG WEALTH MANAGEMENT, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 213 | $747,707,859 | +$112,346,953 | -$66,394,978 | +$45,951,975 | FELC, ACIO, DRSK, FENI, FBND | 13F-HR | 21 Jan 2026, 11:19 |
| Q3 2025 | 205 | $692,566,099 | +$60,602,123 | -$22,035,258 | +$38,566,865 | FELC, ACIO, DRSK, FENI, FBND | 13F-HR | 07 Oct 2025, 11:27 |
| Q2 2025 | 200 | $622,056,491 | +$58,974,521 | -$22,844,904 | +$36,129,617 | FELC, ACIO, DRSK, FENI, FBND | 13F-HR | 14 Jul 2025, 15:13 |
| Q1 2025 | 189 | $550,142,084 | +$58,899,990 | -$34,361,533 | +$24,538,457 | FELC, ACIO, DRSK, FENI, FBND | 13F-HR | 11 Apr 2025, 13:10 |
| Q4 2024 | 182 | $534,999,136 | +$107,412,851 | -$30,326,212 | +$77,086,639 | FELC, ACIO, DRSK, FBND, FENI | 13F-HR | 21 Jan 2025, 16:31 |
| Q3 2024 | 181 | $459,983,719 | +$223,622,284 | -$26,111,590 | +$197,510,694 | FELC, ACIO, DRSK, FENI, PSTP | 13F-HR | 15 Oct 2024, 10:52 |
| Q2 2024 | 157 | $252,189,440 | +$31,997,797 | -$28,827,227 | +$3,170,570 | QQQ, PSTP, BUFF, UAUG, SPY | 13F-HR | 19 Jul 2024, 16:16 |
| Q1 2024 | 156 | $243,392,560 | +$34,079,735 | -$19,608,158 | +$14,471,577 | UAUG, QQQ, PSTP, BUFF, SPY | 13F-HR | 19 Apr 2024, 11:01 |
| Q4 2023 | 131 | $219,173,678 | +$48,248,456 | -$28,667,860 | +$19,580,596 | UAUG, QQQ, BUFF, PSTP, SPY | 13F-HR | 31 Jan 2024, 13:55 |
| Q3 2023 | 127 | $184,099,546 | +$32,153,649 | -$14,287,273 | +$17,866,376 | QQQ, BUFF, PSTP, SPY, SPHB | 13F-HR | 17 Oct 2023, 17:03 |
| Q2 2023 | 118 | $171,034,681 | +$36,604,607 | -$20,160,345 | +$16,444,262 | QQQ, SPY, PSTP, BUFF, EMB | 13F-HR | 18 Jul 2023, 09:25 |
| Q1 2023 | 94 | $144,395,668 | +$65,764,422 | -$22,995,525 | +$42,768,897 | QQQ, SPY, EMB, PSTP, BUFF | 13F-HR | 14 Apr 2023, 15:24 |
| Q4 2022 | 75 | $97,585,978 | $0 | $0 | $0 | EMB, SPY, RDIV, IBB, LQDH | 13F-HR | 18 Jan 2023, 15:27 |