KFG WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Granger, IN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 773,700
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/20/2026 | 216 | 773,700 | 13F-HR | KFG WEALTH MANAGEMENT, LLC |
| Q4 2025 | 1/21/2026 | 213 | 747,708 | 13F-HR | KFG WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/7/2025 | 205 | 692,566 | 13F-HR | KFG WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/14/2025 | 200 | 622,056 | 13F-HR | KFG WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
279
(0.0% of total reported value)
· QoQ Δ:
+279
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 434.5 K | 56.2% | 0 | 260.3 K | -260.3 K |
| ETFs | 332.9 K | 43.0% | 285.3 K | 0 | 285.3 K |
| Debt | 6.012 K | 0.8% | 711 | 0 | 711 |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
773,700
Holdings
216
QoQ value change ($000)
25,992
(3.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.