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KFG LLC

Updated 3 days ago

Managed by Kfg Llc • Latest filing Q3 2026

Portfolio value
$150.7M
Q3 2026
Filings
1
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Top holdings

708 positions as of Q3 2026

View filing
V

VANGUARD BD INDEX FDS

Value
$16.5M
Shares
234.6K
% Port
10.92%
V

VANGUARD CHARLOTTE FDS

Value
$8.4M
Shares
180.2K
% Port
5.60%
?
3.N/A

DIMENSIONAL ETF TRUST

Value
$7.7M
Shares
172.1K
% Port
5.08%
?
4.N/A

AMERICAN CENTY ETF TR

Value
$7.6M
Shares
59.7K
% Port
5.07%
E

ISHARES TR

Value
$7.6M
Shares
18.2K
% Port
5.03%
V

VANGUARD MALVERN FDS

Value
$5.5M
Shares
111.9K
% Port
3.65%
?
7.N/A

AMERICAN CENTY ETF TR

Value
$4.6M
Shares
51.1K
% Port
3.06%
H

DIMENSIONAL ETF TRUST

Value
$4.3M
Shares
114.9K
% Port
2.87%
V

VANGUARD INDEX FDS

Value
$4M
Shares
5.7K
% Port
2.64%
E

ISHARES TR

Value
$3.5M
Shares
11.2K
% Port
2.35%
V

VANGUARD TAX-MANAGED FDS

Value
$3.5M
Shares
49.6K
% Port
2.32%
V

VANGUARD INDEX FDS

Value
$3.5M
Shares
9.2K
% Port
2.30%
V

VANGUARD INTL EQUITY INDEX F

Value
$3M
Shares
18.9K
% Port
1.98%
A

APPLE INC

Value
$2.6M
Shares
7.9K
% Port
1.75%
C

CENTRAL SECS CORP

Value
$2.5M
Shares
45.7K
% Port
1.68%
?
16.N/A

AMERICAN CENTY ETF TR

Value
$2.5M
Shares
26.4K
% Port
1.65%
C

CAPITAL GRP FIXED INCM ETF T

Value
$2.3M
Shares
87.8K
% Port
1.50%
A

SELECT SECTOR SPDR TR

Value
$1.8M
Shares
21.8K
% Port
1.17%
S

DIMENSIONAL ETF TRUST

Value
$1.7M
Shares
42.4K
% Port
1.12%
V

VANGUARD INDEX FDS

Value
$1.6M
Shares
21.0K
% Port
1.09%

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