KFG WEALTH MANAGEMENT, LLC
13F Reported Value
ⓘ$885.9M
incl. option notional
Equity Holdings
ⓘ$885.6M
Option Notional
ⓘ$320,144
$320,144 puts / $0 calls
Holdings
225
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
KFG WEALTH MANAGEMENT, LLC disclosed 225 positions worth $885.9M in its Form 13F-HR for Q2 2026 — $885.6M in common stock plus $320,144 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 27 new positions and exited 18 — including a new stake in $LRCX and a full exit from $PEP. The portfolio is most concentrated in Other (91.5% of disclosed assets). All figures are sourced directly from KFG WEALTH MANAGEMENT, LLC’s Form 13F-HR filing with the SEC under CIK 1919344.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
FIDELITY COVINGTON TRUST - ENHANCED LARGE
—Quality
$146.1M3,484,948 shETF SER SOLUTIONS - APTUS COLLRD INV
—Quality
$75.9M1,645,489 shFIDELITY COVINGTON TRUST - ENHANCED INTL
—Quality
$60.5M1,507,517 shETF SER SOLUTIONS - APTUS DEFINED
—Quality
$57.2M1,989,312 shFIDELITY COVINGTON TRUST - ENH MID COR ETF
—Quality
$38.5M947,794 shFIDELITY MERRIMACK STR TR - TOTAL BD ETF
—Quality
$37.0M813,982 shDIMENSIONAL ETF TRUST - US COR EQU 1 ETF
—Quality
$33.4M407,966 shFIDELITY COVINGTON TRUST - ENHANCED SML CAP
—Quality
$21.8M451,959 shETF SER SOLUTIONS - APTUS JULY BUFR
—Quality
$21.0M760,896 shETF SER SOLUTIONS - APTUS JAN BUFFER
—Quality
$18.7M686,892 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| FIDELITY COVINGTON TRUST - ENHANCED LARGE | — | $146.1M | 3,484,948 |
| ETF SER SOLUTIONS - APTUS COLLRD INV | — | $75.9M | 1,645,489 |
| FIDELITY COVINGTON TRUST - ENHANCED INTL | — | $60.5M | 1,507,517 |
| ETF SER SOLUTIONS - APTUS DEFINED | — | $57.2M | 1,989,312 |
| FIDELITY COVINGTON TRUST - ENH MID COR ETF | — | $38.5M | 947,794 |
| FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $37.0M | 813,982 |
| DIMENSIONAL ETF TRUST - US COR EQU 1 ETF | — | $33.4M | 407,966 |
| FIDELITY COVINGTON TRUST - ENHANCED SML CAP | — | $21.8M | 451,959 |
| ETF SER SOLUTIONS - APTUS JULY BUFR | — | $21.0M | 760,896 |
| ETF SER SOLUTIONS - APTUS JAN BUFFER | — | $18.7M | 686,892 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of KFG WEALTH MANAGEMENT, LLC's 225 positions.
Showing top 10 of 225 holdings.
Sector Allocation
Other
$810.6M
Technology
$26.9M
Financials
$11.8M
Consumer Discretionary
$10.0M
Healthcare
$9.5M
Industrials
$8.6M
Consumer Staples
$3.2M
Utilities
$2.2M
Top Holdings — KFG WEALTH MANAGEMENT, LLC (Q2 2026)
Top 150 of 225 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $146.1M | 16.5% | +5% | — |
| 2 | — | ETF SER SOLUTIONS - APTUS COLLRD INV | $75.9M | 8.6% | +4% | — |
| 3 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | $60.5M | 6.8% | +7% | — |
| 4 | — | ETF SER SOLUTIONS - APTUS DEFINED | $57.2M | 6.5% | +5% | — |
| 5 | — | FIDELITY COVINGTON TRUST - ENH MID COR ETF | $38.5M | 4.3% | +6% | — |
| 6 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $37.0M | 4.2% | +4% | — |
| 7 | — | DIMENSIONAL ETF TRUST - US COR EQU 1 ETF | $33.4M | 3.8% | -0% | — |
| 8 | — | FIDELITY COVINGTON TRUST - ENHANCED SML CAP | $21.8M | 2.5% | +5% | — |
| 9 | — | ETF SER SOLUTIONS - APTUS JULY BUFR | $21.0M | 2.4% | +1% | — |
| 10 | — | ETF SER SOLUTIONS - APTUS JAN BUFFER | $18.7M | 2.1% | +2% | — |
| 11 | — | ETF SER SOLUTIONS - APTUS OCT BUFF E | $17.1M | 1.9% | +2% | — |
| 12 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BFR | $16.7M | 1.9% | +14% | — |
| 13 | — | ETF SER SOLUTIONS - APTUS APRIL BUF | $16.4M | 1.9% | +1% | — |
| 14 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $15.9M | 1.8% | +6% | — |
| 15 | — | EA SERIES TRUST - FREEDOM 100 EM | $14.2M | 1.6% | +3% | — |
| 16 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $12.6M | 1.4% | +1% | — |
| 17 | — | DIMENSIONAL ETF TRUST - INFLATION PROTE | $10.9M | 1.2% | +4% | — |
| 18 | — | INNOVATOR ETFS TRUST - POWER BUFFER SET | $9.1M | 1.0% | -1% | — |
| 19 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BF | $8.3M | 0.9% | +2% | — |
| 20 |  $AAPL | Apple Inc. | $8.2M | 0.9% | +14% | 76.4 |
| 21 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $7.6M | 0.9% | -2% | — |
| 22 | — | INNOVATOR ETFS TRUST - LADERD ALCTN PWR | $7.3M | 0.8% | +1% | — |
| 23 |  $NVDA | NVIDIA CORP | $7.1M | 0.8% | +43% | 85.9 |
| 24 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $6.9M | 0.8% | +14% | — |
| 25 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $5.8M | 0.7% | +14% | — |
| 26 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $5.5M | 0.6% | +8% | — |
| 27 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BF | $5.5M | 0.6% | +78% | — |
| 28 | — | INNOVATOR ETFS TRUST - LADDERED ALC BFR | $4.5M | 0.5% | -0% | — |
| 29 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BF | $4.5M | 0.5% | -0% | — |
| 30 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $4.4M | 0.5% | +0% | — |
| 31 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BF | $4.1M | 0.5% | -23% | — |
| 32 | — | INNOVATOR ETFS TRUST - US EQTY ULTRA B | $4.1M | 0.5% | -2% | — |
| 33 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $4.0M | 0.5% | +14% | — |
| 34 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BF | $3.9M | 0.5% | -5% | — |
| 35 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $3.7M | 0.4% | -4% | — |
| 36 | — | INNOVATOR ETFS TRUST - US EQT PWR BUF | $3.6M | 0.4% | +21% | — |
| 37 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $3.6M | 0.4% | +14% | — |
| 38 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $3.5M | 0.4% | +35% | — |
| 39 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $3.4M | 0.4% | +14% | — |
| 40 | — | INNOVATOR ETFS TRUST - US EQTY ULTRA B | $3.3M | 0.4% | -36% | — |
| 41 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $3.3M | 0.4% | -6% | — |
| 42 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $3.2M | 0.4% | -5% | — |
| 43 | — | INNOVATOR ETFS TRUST - EQUI DEFI SEPT | $3.2M | 0.4% | -0% | — |
| 44 | — | INNOVATOR ETFS TRUST - US EQTY PWR BF | $3.2M | 0.4% | -10% | — |
| 45 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $2.8M | 0.3% | -4% | — |
| 46 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $2.8M | 0.3% | +2% | — |
| 47 |  $MSFT | MICROSOFT CORP | $2.7M | 0.3% | +20% | 79.8 |
| 48 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $2.7M | 0.3% | +58% | — |
| 49 | — | INNOVATOR ETFS TRUST - U S EQ 10 BUFFER | $2.7M | 0.3% | +114% | — |
| 50 | — | INNOVATOR ETFS TRUST - US EQTY ULTRA B | $2.5M | 0.3% | -29% | — |
| 51 | — | INNOVATOR ETFS TRUST - EQUI DEFI 1 DECE | $2.5M | 0.3% | -1% | — |
| 52 |  $WMT | Walmart Inc. | $2.3M | 0.3% | -8% | 60.2 |
| 53 |  $AMZN | AMAZON COM INC | $2.3M | 0.3% | +12% | 68.7 |
| 54 | — | INNOVATOR ETFS TRUST - EQUITY DEF PROTN | $2.1M | 0.2% | -13% | — |
| 55 |  $GLD | SPDR GOLD TRUST | $2.1M | 0.2% | -0% | — |
| 56 | — | INNOVATOR ETFS TRUST - EQUITY DEFIN 1YR | $1.9M | 0.2% | -4% | — |
| 57 | — | ISHARES TR - IBONDS 26 TRM TS | $1.8M | 0.2% | +1% | — |
| 58 |  $JPM | JPMORGAN CHASE & CO | $1.8M | 0.2% | +53% | 70.7 |
| 59 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $1.8M | 0.2% | -19% | — |
| 60 |  $AMGN | AMGEN INC | $1.8M | 0.2% | -11% | 79.2 |
| 61 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.7M | 0.2% | -1% | — |
| 62 | — | INNOVATOR ETFS TRUST - US EQTY ULTRA BU | $1.7M | 0.2% | -3% | — |
| 63 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BF | $1.7M | 0.2% | +82% | — |
| 64 |  $LLY | ELI LILLY & Co | $1.7M | 0.2% | +171% | 87.5 |
| 65 |  $NEE | NEXTERA ENERGY INC | $1.6M | 0.2% | +6% | 64.6 |
| 66 | — | ISHARES TR - IBONDS 27 TRM TS | $1.6M | 0.2% | +4% | — |
| 67 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.6M | 0.2% | -0% | 73.8 |
| 68 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $1.6M | 0.2% | -6% | — |
| 69 | — | ISHARES TR - IBONDS 28 TRM TS | $1.5M | 0.2% | +3% | — |
| 70 |  $AVGO | Broadcom Inc. | $1.5M | 0.2% | +153% | 84.5 |
| 71 | — | VANGUARD WORLD FD - INF TECH ETF | $1.4M | 0.2% | +701% | — |
| 72 |  $ABBV | AbbVie Inc. | $1.4M | 0.2% | +23% | 72.6 |
| 73 |  $TSLA | Tesla, Inc. | $1.4M | 0.2% | -0% | 53.9 |
| 74 |  $JNJ | JOHNSON & JOHNSON | $1.3M | 0.1% | +5% | 69 |
| 75 | — | INNOVATOR ETFS TRUST - EQUI DEFI 1 APRI | $1.3M | 0.1% | +2% | — |
| 76 | — | ETF SER SOLUTIONS - OPUS SML CP VL | $1.3M | 0.1% | -5% | — |
| 77 | — | INNOVATOR ETFS TRUST - EQUI DEFI 1 JULY | $1.3M | 0.1% | -2% | — |
| 78 |  $GOOGL | Alphabet Inc. | $1.3M | 0.1% | +15% | 78.2 |
| 79 | — | ISHARES TR - ISHARES SEMICDTR | $1.2M | 0.1% | -37% | — |
| 80 |  $HD | HOME DEPOT, INC. | $1.2M | 0.1% | -12% | 60.3 |
| 81 |  $PATK | PATRICK INDUSTRIES INC | $1.1M | 0.1% | +14% | 51.4 |
| 82 |  $GOOG | Alphabet Inc. | $1.1M | 0.1% | +14% | 78.2 |
| 83 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.1M | 0.1% | -1% | 70 |
| 84 |  $V | VISA INC. | $1.1M | 0.1% | +6% | 82.9 |
| 85 | — | INNOVATOR ETFS TRUST - EQUI DEFI 1 MARC | $1.1M | 0.1% | +3% | — |
| 86 | $HD | HOME DEPOT, INC. | $1.1M | 0.1% | +4% | 60.3 |
| 87 | — | INNOVATOR ETFS TRUST - INNOVATOR INTER | $1.0M | 0.1% | +0% | — |
| 88 | — | ISHARES TR - CORE S&P500 ETF | $1.0M | 0.1% | -0% | — |
| 89 | — | INNOVATOR ETFS TRUST - EQUI DEFI 1 AUG | $1.0M | 0.1% | +0% | — |
| 90 | — | INNOVATOR ETFS TRUST - EQUITY DEFINED P | $996,891 | 0.1% | +0% | — |
| 91 | — | INNOVATOR ETFS TRUST - EQUITY 1YR JANUA | $974,212 | 0.1% | +0% | — |
| 92 | — | INNOVATOR ETFS TRUST - QUITY MANAGD FLR | $969,912 | 0.1% | +133% | — |
| 93 |  $PG | PROCTER & GAMBLE Co | $963,482 | 0.1% | +3% | 64.6 |
| 94 | — | INNOVATOR ETFS TRUST - EQUITY DUAL DIRT | $943,419 | 0.1% | +0% | — |
| 95 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $910,035 | 0.1% | +4% | — |
| 96 | — | ISHARES TR - IBONDS 29 TRM TS | $897,177 | 0.1% | +2% | — |
| 97 |  $PWR | QUANTA SERVICES, INC. | $891,566 | 0.1% | -2% | 72.1 |
| 98 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $887,441 | 0.1% | +3% | — |
| 99 |  $ETN | Eaton Corp plc | $854,173 | 0.1% | +27% | — |
| 100 |  $CL | COLGATE PALMOLIVE CO | $806,189 | 0.1% | -1% | 61.3 |
| 101 | — | INNOVATOR ETFS TRUST - EQUI DEFI 1 NOVE | $794,000 | 0.1% | +0% | — |
| 102 | — | ISHARES TR - ISHARES BIOTECH | $791,211 | 0.1% | +11% | — |
| 103 |  $LRCX | LAM RESEARCH CORP | $778,466 | 0.1% | NEW | 79.4 |
| 104 |  $SPY | SPDR S&P 500 ETF TRUST | $774,789 | 0.1% | -4% | — |
| 105 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $770,643 | 0.1% | -2% | — |
| 106 |  $META | Meta Platforms, Inc. | $769,254 | 0.1% | +269% | 79.6 |
| 107 | — | FIRST TR EXCHANGE TRADED FD - NASDQ ARTFCIAL | $752,174 | 0.1% | +8% | — |
| 108 | — | INNOVATOR ETFS TRUST - EQUI DEF PRO APR | $747,664 | 0.1% | +1% | — |
| 109 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $733,675 | 0.1% | +41% | — |
| 110 | — | ISHARES TR - GL CLEAN ENE ETF | $730,898 | 0.1% | +4% | — |
| 111 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $730,264 | 0.1% | -26% | — |
| 112 | — | FIRST TR EXCHANGE-TRADED FD - WTR ETF | $728,789 | 0.1% | +14% | — |
| 113 | — | GLOBAL X FDS - RBTCS ARTFL INTE | $723,340 | 0.1% | +9% | — |
| 114 | — | INNOVATOR ETFS TRUST - EQUITY DEFINED | $721,126 | 0.1% | +27% | — |
| 115 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $660,617 | 0.1% | +0% | — |
| 116 |  $ECL | ECOLAB INC. | $656,804 | 0.1% | +0% | 63.3 |
| 117 | — | INNOVATOR ETFS TRUST - EQUIT DEFIN JUL | $654,610 | 0.1% | -14% | — |
| 118 | — | INNOVATOR ETFS TRUST - EQUITY DEF PROTN | $640,426 | 0.1% | +0% | — |
| 119 |  $ASML | ASML HOLDING NV | $631,034 | 0.1% | -45% | — |
| 120 | — | BONDBLOXX ETF TRUST - BLOOMBERG SIX MN | $623,720 | 0.1% | NEW | — |
| 121 | — | NEW YORK LIFE INVTS ACTIVE E - MACKAY MUN INTER | $622,800 | 0.1% | NEW | — |
| 122 | — | T ROWE PRICE EXCHANGE-TRADED - INTER MU IN ETF | $622,581 | 0.1% | NEW | — |
| 123 | — | VANECK ETF TRUST - URANI NUCLE ETF | $618,935 | 0.1% | +5% | — |
| 124 |  $SLV | iShares Silver Trust | $603,409 | 0.1% | +14% | — |
| 125 |  $MCD | MCDONALDS CORP | $602,262 | 0.1% | -9% | 69 |
| 126 |  $ANET | Arista Networks, Inc. | $589,334 | 0.1% | -23% | 81.9 |
| 127 |  $WM | WASTE MANAGEMENT INC | $586,914 | 0.1% | -4% | 67.6 |
| 128 |  $COST | COSTCO WHOLESALE CORP /NEW | $574,688 | 0.1% | -9% | 66.2 |
| 129 | — | INNOVATOR ETFS TRUST - EQUITY DEFND 1YR | $570,227 | 0.1% | +95% | — |
| 130 | — | INNOVATOR ETFS TRUST - EQUIT PROTN MAY | $565,222 | 0.1% | +156% | — |
| 131 |  $MA | Mastercard Inc | $564,397 | 0.1% | +13% | 85.1 |
| 132 | — | INNOVATOR ETFS TRUST - US EQTY BUF OCT | $552,749 | 0.1% | +0% | — |
| 133 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $547,873 | 0.1% | +37% | 55.2 |
| 134 |  $SYK | STRYKER CORP | $546,821 | 0.1% | +10% | 72.1 |
| 135 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $534,574 | 0.1% | +0% | 73.7 |
| 136 |  $AON | Aon plc | $531,372 | 0.1% | +0% | — |
| 137 |  $PFE | PFIZER INC | $522,103 | 0.1% | +1% | 62 |
| 138 |  $COR | Cencora, Inc. | $506,762 | 0.1% | +16% | 61.1 |
| 139 | — | INNOVATOR ETFS TRUST - EQUITY DEF PRO 2 | $505,876 | 0.1% | -2% | — |
| 140 |  $ORLY | O REILLY AUTOMOTIVE INC | $496,733 | 0.1% | -2% | 67.4 |
| 141 |  $IDXX | IDEXX LABORATORIES INC /DE | $489,589 | 0.1% | +1% | 73.8 |
| 142 |  $XOM.R34088 | EXXON MOBIL CORP | $484,333 | 0.1% | -8% | 57.9 |
| 143 |  $ABT | ABBOTT LABORATORIES | $479,319 | 0.1% | +0% | 65.5 |
| 144 |  $APH | AMPHENOL CORP /DE/ | $473,394 | 0.1% | -1% | 79.3 |
| 145 | — | INNOVATOR ETFS TRUST - INTL DE PWR DECE | $458,491 | 0.1% | +0% | — |
| 146 |  $FANG | Diamondback Energy, Inc. | $443,044 | 0.1% | +0% | 76.1 |
| 147 | — | GMO ETF TRUST - US QUALITY ETF | $441,449 | 0.1% | +3% | — |
| 148 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $435,673 | 0.1% | +0% | — |
| 149 | — | INNOVATOR ETFS TRUST - EQUITY DEFI 2027 | $425,425 | 0.1% | NEW | — |
| 150 |  $PGR | PROGRESSIVE CORP/OH/ | $421,779 | 0.1% | +1% | 80.1 |
New Positions (27)
$LRCX LAM RESEARCH CORP$778,466
$INTC INTEL CORP$379,380
$PM Philip Morris International Inc.$357,855
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$357,207
$IAUM iShares Gold Trust Micro$333,403
$MO ALTRIA GROUP, INC.$250,345
$LMT LOCKHEED MARTIN CORP$247,318Exited Positions (18)
$PEP PEPSICO INC
$HSY HERSHEY CO
$UNH UNITEDHEALTH GROUP INC
$CLX CLOROX CO /DE/
$MTD METTLER TOLEDO INTERNATIONAL INC/
$AZO AUTOZONE INC
$CHD CHURCH & DWIGHT CO INC /DE/
$ROL ROLLINS INC
$ADP AUTOMATIC DATA PROCESSING INC
$MKC MCCORMICK & CO INC
$PAYX PAYCHEX INC
$DUK Duke Energy CORP
$INTU INTUIT INC.
$IVZ Invesco Ltd.
$BR BROADRIDGE FINANCIAL SOLUTIONS, INC.Browse Top Institutional Investors
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