Holdings
Kfg Wealth Management, LLC
As of Sep 30, 2026, Kfg Wealth Management, LLC reported 210 positions worth US$919M. Largest: Fidelity Enhanced Large Cap Core ETF, Aptus Collared Investment Opportunity ETF and Fidelity Enhanced International ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Fidelity Enhanced Large Cap Core ETF | 3.64M | US$158M | new | Sep 30, 2026 |
| Aptus Collared Investment Opportunity ETF | 1.69M | US$79.3M | new | Sep 30, 2026 |
| Fidelity Enhanced International ETF | 1.63M | US$64.9M | new | Sep 30, 2026 |
| Aptus Defined Risk ETF | 2.09M | US$56.9M | new | Sep 30, 2026 |
| Fidelity Enhanced Mid Cap Core ETF | 1.02M | US$41.2M | new | Sep 30, 2026 |
| Fidelity Total Bond ETF | 861K | US$37.3M | new | Sep 30, 2026 |
| U.S. Core Equity 1 Portfolio: ETF Class Shares | 439K | US$36.3M | new | Sep 30, 2026 |
| Aptus July Buffer ETF | 790K | US$22.2M | new | Sep 30, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 474K | US$21.3M | new | Sep 30, 2026 |
| Aptus January Buffer ETF | 708K | US$19.8M | new | Sep 30, 2026 |