StockDriftsStockDriftsTop 50 Kfg Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FELC | FIDELITY COVINGTON TRUST | 16.49% | 3.48M | $146.1M | +5.47%(+180.89K) | $33.72(+30.29%) | 2026-06-30 | |
| ACIO | ETF SER SOLUTIONS | 8.57% | 1.65M | $75.9M | +3.99%(+63.10K) | $39.96(+18.77%) | 2026-06-30 | |
| FENI | FIDELITY COVINGTON TRUST | 6.83% | 1.51M | $60.5M | +7.11%(+100.06K) | $31.45(+33.01%) | 2026-06-30 | |
| DRSK | ETF SER SOLUTIONS | 6.46% | 1.99M | $57.2M | +4.98%(+94.40K) | $27.91(+3.67%) | 2026-06-30 | |
| FMDE | FIDELITY COVINGTON TRUST | 4.34% | 947.8K | $38.5M | +5.94%(+53.18K) | $33.66(+26.13%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.18% | 814.0K | $37.0M | +3.76%(+29.50K) | $45.81(-1.93%) | 2026-06-30 | |
| DCOR | DIMENSIONAL ETF TRUST | 3.78% | 408.0K | $33.4M | -0.34%(-1.37K) | $64.47(+32.26%) | 2026-06-30 | |
| FESM | FIDELITY COVINGTON TRUST | 2.46% | 452.0K | $21.8M | +5.20%(+22.34K) | $38.12(+27.06%) | 2026-06-30 | |
| JULB | ETF SER SOLUTIONS | 2.37% | 760.9K | $21.0M | +0.76%(+5.74K) | $25.56(+5.33%) | 2026-06-30 | |
| JANB | ETF SER SOLUTIONS | 2.11% | 686.9K | $18.7M | +2.42%(+16.20K) | $25.56(+8.91%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.75% | +47.17% | — | — | +61.89% |
| Top 20 Holdings Unweighted | +13.78% | +47.30% | — | — | +61.99% |
Kfg Wealth Management LLC reports $885.94M in US-listed equity holdings across 224 positions in its most recent 13F filing. Its largest disclosed positions are FELC (16.5%), ACIO (8.6%) and FENI (6.8%). The top 20 holdings account for 72.18% of reported assets. Its disclosed equity book has returned +47.17% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Kfg Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Kfg Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1919344). View Kfg Wealth Management LLC’s 13F filings on SEC