KFG WEALTH MANAGEMENT, LLC: 13F holdings

CIK 19193442026Q2

Positions224
Reported value$885.9m
Filed2026-07-22

Top 10 holdings

SecuritySharesValueWeight
FIDELITY COVINGTON TRUST3,484,948$146.1m16.5%
ETF SER SOLUTIONS1,645,489$75.9m8.6%
FIDELITY COVINGTON TRUST1,507,517$60.5m6.8%
ETF SER SOLUTIONS1,989,312$57.2m6.5%
FIDELITY COVINGTON TRUST947,794$38.5m4.3%
FBND FIDELITY MERRIMACK STR TR813,982$37.0m4.2%
DIMENSIONAL ETF TRUST407,966$33.4m3.8%
FIDELITY COVINGTON TRUST451,959$21.8m2.5%
ETF SER SOLUTIONS760,896$21.0m2.4%
ETF SER SOLUTIONS686,892$18.7m2.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1919344")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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