KFG WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Granger, IN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 921,997
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/16/2026 | 217 | 921,997 | 13F-HR | KFG WEALTH MANAGEMENT, LLC |
| Q2 2026 | 7/22/2026 | 225 | 885,938 | 13F-HR | KFG WEALTH MANAGEMENT, LLC |
| 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):
365
(0.0% of total reported value)
· QoQ Δ:
+45
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 522.1 K | 56.7% | 54.75 K | 0 | 54.75 K |
| ETFs | 393.7 K | 42.7% | 0 | 18.39 K | -18.39 K |
| Debt | 5.787 K | 0.6% | 0 | 332 | -332 |
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Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
921,997
Holdings
217
QoQ value change ($000)
36,059
(4.1%)
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.