KFG WEALTH MANAGEMENT, LLC - Portfolio overview

KFG WEALTH MANAGEMENT, LLC has 238 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. FELC - FIDELITY COVINGTON TRUST, 15.31%
2. ACIO - ETF SER SOLUTIONS, 8.48%
3. FENI - FIDELITY COVINGTON TRUST, 6.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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