KFG
Kropog Financial Group LLC Portfolio
Invests via Kropog Financial Group LLC | Managed by Ryan Kropog, Courtney Valentine, Chris Rodriguez
Invests via Kropog Financial Group LLC
Managed by Ryan Kropog, Courtney Valentine, Chris Rodriguez
Automatically Tracked
Company Profile
Privately held financial services firm offering advisory, asset management and family-office services to institutional and high-net-worth clients. Kropog Financial Group LLC focuses on wealth management, fiduciary solutions and outsourced CIO capabilities, emphasizing multi-asset portfolio construction, risk management and customized private market allocations. Positioned as a boutique operator serving regional clients and intermediaries.
Privately held financial services firm offering advisory, asset management and family-office services to institutional and high-net-worth clients. Kropog Financial Group LLC focuses on wealth management, fiduciary solutions and outsourced CIO capabilities, emphasizing multi-asset portfolio construction, risk management and customized private market allocations. Positioned as a boutique operator serving regional clients and intermediaries.
Investment Philosophy & Strategy
Boutique wealth manager and outsourced CIO that emphasizes disciplined multi-asset portfolio construction, downside risk controls and bespoke private-market allocations for institutional and high‑net‑worth clients. Capital deployment balances liquid public strategies with selectively underwritten private investments, prioritizing diversified income and long-term total-return orientation. Investment decisions lean on fiduciary governance, scenario-driven stress testing, manager selection expertise and regional client service specialization.
Boutique wealth manager and outsourced CIO that emphasizes disciplined multi-asset portfolio construction, downside risk controls and bespoke private-market allocations for institutional and high‑net‑worth clients. Capital deployment balances liquid public strategies with selectively underwritten private investments, prioritizing diversified income and long-term total-return orientation. Investment decisions lean on fiduciary governance, scenario-driven stress testing, manager selection expertise and regional client service specialization.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
1.95%
Gain
Monthly
0.1%
Yearly
1.26%
Drawdown
19.82%
$138.32M
Equity
Holdings
$138.32M
Investment
$114.31M
$26.14M
Profit -$462,586.11
Realized
$2.13M
Unrealized
$24.01M
Dividends
$2.89M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$462,586.11
Win %
87%
This Week
Compared To Last Week
Gain
-1.24%
Profit
-$1.73M
Win %
87%
This Month
Compared to last month
Gain
-1.18%
Profit
-$1.66M
Win %
87%
This Year
Compared to last year
Gain
12.38%
Profit
$15.24M
Win %
84%
XOM Exxon Mobil Corporation
+1.44%
+$2,516.09 
GLD SPDR Gold Shares
+0.98%
+$1,722.01 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.45%
+$8,382.45 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.09%
+$20,393.17 
JPM JPMorgan Chase & Co.
+0.07%
+$243.99 
VUSB Vanguard Ultra-Short Bond ETF
+0.05%
+$125.37 
BPRE
0%
$0 
META Meta Platforms Inc Class A
-2.94%
-$10,195.99 
GOOG Alphabet Inc
-2.2%
-$5,866.35 
MSFT Microsoft Corp.
-1.86%
-$6,786.96 
VUG Vanguard Growth ETF
-1.05%
-$6,677.58 
NVDA NVIDIA Corporation
-1.02%
-$9,073 
EEM iShares MSCI Emerging Markets ETF
-0.89%
-$21,744.36 
CLOU Global X Cloud Computing ETF
-0.87%
-$3,711.54 
VOOG Vanguard S&P 500 Growth ETF
-0.84%
-$254,018.55 
IGV iShares Expanded Tech-Software Sector ETF
-0.83%
-$5,204.9 
QQQM Invesco NASDAQ 100 ETF
-0.82%
-$2,975.01 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.81%
-$4,869.55 
QQQ Invesco QQQ Trust, Series 1
-0.81%
-$175,420.81 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.72%
-$19,703.94 
VOO Vanguard S&P 500 ETF
-0.6%
-$4,442.22 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.57%
-$15,517.01 
CGDV Capital Group Dividend Value ETF
-0.56%
-$106,382.65 
AMZN Amazon.com Inc
-0.44%
-$2,359.85 
VIG Vanguard Dividend Appreciation ETF
-0.38%
-$1,572.48 
VBK Vanguard Small-Cap Growth ETF
-0.38%
-$1,137.48 
VGT Vanguard Information Technology ETF
-0.33%
-$4,455 
VOOV Vanguard S&P 500 Value ETF
-0.31%
-$2,055.78 
AAPL Apple Inc.
-0.31%
-$4,225.1 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.29%
-$6,895.8 
XLU Utilities Select Sector SPDR Fund
-0.23%
-$13,114.82 
VYM Vanguard High Dividend Yield ETF
-0.15%
-$18,416.24 
MUB iShares National Muni Bond ETF
-0.05%
-$189.91 Events
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Dividends
Dividend Analysis
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| Trades 160 | Longs Won 123/160 76% | Profit Factor 36.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $848,542.09 |
| Average Win $218,525.16 | Best Trade (Jul 14) $8.12M | Sharpe Ratio -292.28 |
| Average Loss -$20,001.42 | Worst Trade (Jul 14) -$628,265.56 | Z-Score 9.75 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 6d | Expectancy $163,365.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.14% |
| Consecutive Losing Trades | 6,897 | 6,207 | 5,517 | 4,828 | 4,138 | 3,448 | 2,759 | 2,069 | 1,379 | 690 |
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Returns
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