KFG WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Granger, IN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 747,708
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 694.8 K | 92.9% | 50.1 K | 0 | 50.1 K |
| ETFs | 47.59 K | 6.4% | 2.017 K | 0 | 2.017 K |
| Debt | 5.301 K | 0.7% | 3.02 K | 0 | 3.02 K |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
747,708
Holdings
213
QoQ value change ($000)
55,142
(8.0%)
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.