Long-term investor
Kfg Wealth Management, LLC @kfgwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001919344).
Record
- Tracked since 2025-06-30 (449 days), 65 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +3.7% · 1 year n/a · all +6.1%
- Max drawdown n/a · win rate 53% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 316092113 · 16.5% · long · since 2025-06-30
- 26922A222 · 8.6% · long · since 2025-06-30
- 31609A404 · 6.8% · long · since 2025-06-30
- 26922A388 · 6.5% · long · since 2025-06-30
- 31609A503 · 4.3% · long · since 2025-06-30
- 316188309 · 4.2% · long · since 2025-06-30
- 25434V625 · 3.8% · long · since 2025-06-30
- 31609A206 · 2.5% · long · since 2026-03-31
- 268961869 · 2.4% · long · since 2025-12-31
- 268961885 · 2.1% · long · since 2025-12-31
- 268961851 · 1.9% · long · since 2025-12-31
- 45782C425 · 1.9% · long · since 2025-06-30