KFG WEALTH MANAGEMENT, LLC

CIK

1919344

City

GRANGER

State / Country

IN

Stock

SRCE — 1St Source Corp

Top Portfolio Positions

92 positions · $68,201,764 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	24,815	$6,297,798	9.23%
NVDA	Nvidia Corp Technology	26,500	$4,621,600	6.78%
WMT	Walmart Inc. Consumer Defensive	22,221	$2,761,625	4.05%
GLD	Spdr Gold Trust	5,724	$2,462,979	3.61%
MSFT	Microsoft Corp Technology	6,096	$2,256,556	3.31%
AMGN	Amgen Inc Healthcare	5,439	$1,913,712	2.81%
AMZN	Amazon Com Inc Consumer Cyclical	8,672	$1,806,117	2.65%
NEE	Nextera Energy Inc Utilities	17,688	$1,642,861	2.41%
BRK-B	Berkshire Hathaway Inc Financial Services	3,214	$1,540,148	2.26%
QQQ	Invesco Qqq Trust, Series 1	2,385	$1,376,574	2.02%

Portfolio Trend

14 quarters · across all stocks

Holdings in SRCE

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$276,355	3,993	-24.8%	Shares	Sole	2026-04-20
2025-12-31	$331,884	5,311	+0.1%	Shares	Sole	2026-01-21
2025-09-30	$326,575	5,305	0.0%	Shares	Sole	2025-10-07
2025-06-30	$329,281	5,305	0.0%	Shares	Sole	2025-07-14
2025-03-31	$317,292	5,305	0.0%	Shares	Sole	2025-04-11
2024-12-31	$309,705	5,305	-14.3%	Shares	Sole	2025-01-21
2024-09-30	$370,717	6,191	+0.1%	Shares	Sole	2024-10-15
2024-06-30	$331,693	6,186	+0.1%	Shares	Sole	2024-07-19
2024-03-31	$323,955	6,180	+0.1%	Shares	Sole	2024-04-19
2023-12-31	$339,261	6,174	+0.1%	Shares	Sole	2024-01-31
2023-09-30	$259,611	6,168	-1.1%	Shares	Sole	2023-10-17
2023-06-30	$261,391	6,234	+0.1%	Shares	Sole	2023-07-18
2023-03-31	$268,695	6,227	+0.1%	Shares	Sole	2023-04-14
2022-12-31	$330,325	6,222	—	Shares	Sole	2023-01-18
No 13F history on record for this holder in this stock.