• 13F History

KFG WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$550M
Signature - Title
Jason Matthews - Compliance Manager
Location
Granger, IN
Summary
This page shows a list of all the recent 13F filings made by KFG WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KFG WEALTH MANAGEMENT, LLC reported 189 stock holdings with total value $550M as of Q1 2025. Top holdings included FELC, ACIO, DRSK, FENI, and FBND.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 189 $550M +$58.9M -$34.4M +$24.5M FELC, ACIO, DRSK, FENI, FBND 13F-HR 4/11/2025, 01:10 PM
Q4 2024 182 $535M +$107M -$30.3M +$77.1M FELC, ACIO, DRSK, FBND, FENI 13F-HR 1/21/2025, 04:31 PM
Q3 2024 181 $460M +$224M -$26.1M +$198M FELC, ACIO, DRSK, FENI, PSTP 13F-HR 10/15/2024, 10:52 AM
Q2 2024 157 $252M +$32M -$28.8M +$3.17M QQQ, PSTP, BUFF, UAUG, SPY 13F-HR 7/19/2024, 04:16 PM
Q1 2024 156 $243M +$34.1M -$19.6M +$14.5M UAUG, QQQ, PSTP, BUFF, SPY 13F-HR 4/19/2024, 11:01 AM
Q4 2023 131 $219M +$48.2M -$28.7M +$19.6M UAUG, QQQ, BUFF, PSTP, SPY 13F-HR 1/31/2024, 01:55 PM
Q3 2023 127 $184M +$32.2M -$12.5M +$19.7M QQQ, BUFF, PSTP, SPY, SPHB 13F-HR 10/17/2023, 05:03 PM
Q2 2023 118 $171M +$36.6M -$19M +$17.6M QQQ, SPY, PSTP, BUFF, EMB 13F-HR 7/18/2023, 09:25 AM
Q1 2023 94 $144M +$65.8M -$2.67M +$63.1M QQQ, SPY, EMB, PSTP, BUFF 13F-HR 4/14/2023, 03:24 PM
Q4 2022 75 $97.6M EMB, SPY, RDIV, IBB, LQDH 13F-HR 1/18/2023, 02:27 PM