StockDriftsStockDriftsTop 50 Kfg Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FELC | FIDELITY COVINGTON TRUST | 15.49% | 3.30M | $119.8M | +21.89%(+593.39K) | $33.46(+24.09%) | 2026-03-31 | |
| ACIO | ETF SER SOLUTIONS | 8.58% | 1.58M | $66.4M | -11.73%(-210.22K) | $39.81(+16.47%) | 2026-03-31 | |
| FENI | FIDELITY COVINGTON TRUST | 6.77% | 1.41M | $52.4M | +11.64%(+146.71K) | $30.98(+29.09%) | 2026-03-31 | |
| DRSK | ETF SER SOLUTIONS | 6.7% | 1.89M | $51.8M | +10.50%(+179.99K) | $27.91(+5.14%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.63% | 784.5K | $35.8M | +9.22%(+66.23K) | $45.82(-0.68%) | 2026-03-31 | |
| FMDE | FIDELITY COVINGTON TRUST | 4.16% | 894.6K | $32.2M | +42.18%(+265.42K) | $33.41(+15.92%) | 2026-03-31 | |
| DCOR | DIMENSIONAL ETF TRUST | 3.81% | 409.3K | $29.5M | +20.62%(+69.97K) | $64.47(+24.49%) | 2026-03-31 | |
| JULB | ETF SER SOLUTIONS | 2.45% | 755.2K | $19.0M | +18.07%(+115.57K) | $25.56(+5.45%) | 2026-03-31 | |
| JANB | ETF SER SOLUTIONS | 2.18% | 670.7K | $16.8M | +54.95%(+237.85K) | $25.55(+5.43%) | 2026-03-31 | |
| FESM | FIDELITY COVINGTON TRUST | 2.11% | 429.6K | $16.3M | new | $37.89(+16.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.62% | +42.84% |
| Top 20 Holdings Unweighted | +12.23% | +41.34% |
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