DOSSIER · 13F-HR · Q1 2026
KFG WEALTH MANAGEMENT, LLC
KFG WEALTH's holding co. based in New York, NY — $774M in tracked AUM across 216 positions as of Q1 2026.
KW
KFG WEALTH·New York, NY·Holding Co.
CIK 0001919344 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
KFG Wealth Management’s reported 13F portfolio at 2025-12-31 is $747.71 million across 213 holdings, up 49.0% from $501.74 million at 2025-09-30. The growth is concentrated: 12 new positions were opened and several large new allocations were added this quarter (notably one $103.47M position). Activity shows active rebalancing (12 sells, 12 buys, 18 increases, 20 reductions). The portfolio is heavily fund- and ETF-centric: 188.71M (25.2%) is explicitly classified as “ETF” in ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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