KFG WEALTH MANAGEMENT, LLC

Q1 2025 13F Holdings

  • Location
    granger, IN
  • Num holdings

    189

  • Value ($000)

    $550,142

  • Date Filed
    04/11/2025
  • Form type
    13F-HR
  • CIK
    0001919344
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
FELC
FELC

FIDELITY COVINGTON TRUST

ENHANCED LARGE
$63.54M
12 %

2,037,063

ACIO
ACIO

ETF SER SOLUTIONS

APTUS COLLRD INV
$53.13M
10 %

1,373,229

DRSK
DRSK

ETF SER SOLUTIONS

APTUS DEFINED
$36.68M
7 %

1,344,978

FENI
FENI

FIDELITY COVINGTON TRUST

ENHANCED INTL
$29.01M
5 %

974,707

FBND
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
$27.18M
5 %

595,410

PSTP
PSTP

INNOVATOR ETFS TRUST

POWER BUFFER SET
$18.17M
3 %

578,464

DCOR
DCOR

DIMENSIONAL ETF TRUST

US CORE EQUITY 1
$18.05M
3 %

294,238

BUFF
BUFF

INNOVATOR ETFS TRUST

LADERD ALCTN PWR
$17.94M
3 %

406,844

SPEM
SPEM

SPDR INDEX SHS FDS

PORTFOLIO EMG MK
$16.78M
3 %

426,328

FMDE
FMDE

FIDELITY COVINGTON TRUST

ENHANCED MID
$14.56M
3 %

464,696

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