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KFA Private Wealth Group

Latest statistics and disclosures from KFA Private Wealth Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, FBCG, FBND, SHV, IJH, and represent 42.88% of KFA Private Wealth Group's stock portfolio.
Added to shares of these 10 stocks: PHYL, FBCG, ONEQ, FENI, FBND, IVV, BND, IXUS, VUG, STPZ.
Started 17 new stock positions in REKR, COP, EOSE, PWR, VLO, JMSB, GLW, PXF, FENI, EFG. STPZ, CVX, GEV, TMFC, PHYL, IWF, AZN.
Reduced shares in these 10 stocks: JNK, AAPL, MSFT, IEMG, PFE, INTU, AstraZeneca, , , QQMG.
Sold out of its positions in ADBE, AstraZeneca, BR, CLS, DUK, INTU, QQMG, PFE.
KFA Private Wealth Group was a net buyer of stock by $16M.
KFA Private Wealth Group has $417M in assets under management (AUM), dropping by 1.33%.
Central Index Key (CIK): 0001800556

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Portfolio Holdings for KFA Private Wealth Group

KFA Private Wealth Group holds 160 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	17.7	$74M		113k	653.22	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	12.6	$53M	+7%	1.1M	50.12	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.9	$20M	+7%	446k	45.62	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	4.2	$18M		158k	110.39	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.4	$14M		212k	67.53	View chart
Ishares Core Msci Emkt (IEMG)	3.2	$14M	-3%	193k	69.75	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	3.2	$13M		94k	142.43	View chart
Vanguard Index Fds Value Etf (VTV)	2.8	$12M		60k	196.20	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.7	$11M		92k	124.31	View chart
Ishares Tr Core Msci Total (IXUS)	2.6	$11M	+7%	124k	86.64	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.1	$8.9M		31k	287.19	View chart
Select Sector Spdr Tr State Street Tec (XLK)	2.1	$8.7M		66k	132.90	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.0	$8.2M	+4%	82k	99.27	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.9	$8.0M	+5%	98k	82.57	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	1.9	$7.8M		161k	48.46	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.8	$7.7M	-2%	12k	650.37	View chart
Apple (AAPL)	1.3	$5.2M	-11%	21k	253.80	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	1.2	$4.9M		194k	25.48	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	1.2	$4.9M	NEW	141k	34.63	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$4.8M		18k	261.92	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.9	$3.8M	+208%	45k	84.91	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.9	$3.7M	+6%	79k	46.19	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$3.5M	+15%	8.0k	436.82	View chart
NVIDIA Corporation (NVDA)	0.8	$3.4M		20k	174.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$3.3M		5.6k	597.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$2.5M	+3%	7.6k	320.85	View chart
Altria (MO)	0.6	$2.4M		36k	65.99	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$2.4M	+5%	22k	106.50	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.6	$2.4M	NEW	64k	37.20	View chart
Amazon (AMZN)	0.5	$2.2M		11k	208.29	View chart
Microsoft Corporation (MSFT)	0.5	$2.2M	-21%	5.9k	370.19	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$2.1M	-2%	27k	77.11	View chart
Exxon Mobil Corporation (XOM)	0.5	$2.0M	-4%	12k	169.66	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$2.0M	+3%	21k	97.13	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.4	$1.8M		36k	49.37	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$1.5M	+122%	21k	73.64	View chart
Sherwin-Williams Company (SHW)	0.4	$1.5M		4.8k	320.55	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$1.5M	+3%	27k	56.79	View chart
McDonald's Corporation (MCD)	0.4	$1.5M		4.9k	310.82	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.5M		3.5k	430.37	View chart
Wal-Mart Stores (WMT)	0.4	$1.5M		12k	124.28	View chart
Mondelez Intl Cl A (MDLZ)	0.4	$1.5M		26k	57.64	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$1.5M		9.9k	148.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.4M		4.8k	287.61	View chart
Johnson & Johnson (JNJ)	0.3	$1.2M	-4%	4.9k	244.45	View chart
Caterpillar (CAT)	0.3	$1.2M	-12%	1.7k	708.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.1M		17k	64.08	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.1M	+2%	9.3k	113.11	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	0.3	$1.0M		98k	10.74	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.0M		3.5k	294.18	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$964k		6.6k	146.61	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$939k	-3%	6.9k	135.73	View chart
Philip Morris International (PM)	0.2	$939k		5.7k	165.34	View chart
International Business Machines (IBM)	0.2	$937k	+2%	3.9k	242.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$887k	+9%	1.9k	479.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$882k	-2%	1.5k	577.26	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$865k	-2%	14k	61.26	View chart
Automatic Data Processing (ADP)	0.2	$854k		4.2k	203.18	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	0.2	$849k	+6%	29k	29.66	View chart
Cgi Cl A Sub Vtg (GIB)	0.2	$832k	-5%	11k	73.10	View chart
Honeywell International (HON)	0.2	$807k		3.6k	226.08	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$783k	-2%	7.4k	106.02	View chart
Costco Wholesale Corporation (COST)	0.2	$760k		762.00	997.52	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.2	$702k		11k	65.09	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.2	$697k	+92%	5.9k	117.18	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$694k		14k	50.95	View chart
Coca-Cola Company (KO)	0.2	$676k		8.9k	76.06	View chart
Spdr Series Trust State Street Spd (JNK)	0.2	$670k	-87%	7.0k	95.73	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$649k		8.2k	79.56	View chart
Marriott Intl Cl A (MAR)	0.2	$643k		2.0k	327.07	View chart
Visa Com Cl A (V)	0.2	$638k		2.1k	302.29	View chart
Broadcom (AVGO)	0.2	$629k		2.0k	309.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$626k	+12%	3.3k	191.93	View chart
Procter & Gamble Company (PG)	0.1	$624k	+6%	4.3k	144.47	View chart
At&t (T)	0.1	$612k		21k	28.99	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$581k	+7%	10k	56.68	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$572k		2.7k	215.08	View chart
Norfolk Southern (NSC)	0.1	$558k		1.9k	287.09	View chart
Dover Corporation (DOV)	0.1	$525k		2.5k	208.46	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$506k	-4%	1.8k	286.93	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$500k	+21%	5.5k	90.54	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$486k		5.0k	97.25	View chart
Home Depot (HD)	0.1	$485k	-3%	1.5k	329.03	View chart
American Express Company (AXP)	0.1	$478k		1.6k	302.48	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$476k	+90%	5.1k	92.67	View chart
Cisco Systems (CSCO)	0.1	$467k	+3%	6.0k	77.60	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$464k	NEW	8.6k	54.11	View chart
Pepsi (PEP)	0.1	$463k		3.0k	155.34	View chart
Ametek (AME)	0.1	$463k		2.2k	214.36	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$454k		5.4k	84.84	View chart
Meta Platforms Cl A (META)	0.1	$453k	+6%	792.00	572.14	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$445k	+110%	19k	22.98	View chart
Eli Lilly & Co. (LLY)	0.1	$441k		479.00	921.47	View chart
Citigroup Com New (C)	0.1	$440k		3.9k	113.44	View chart
RBB Motley Fol Etf (TMFC)	0.1	$430k	NEW	6.5k	65.97	View chart
Abbvie (ABBV)	0.1	$415k	-5%	1.9k	217.60	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$411k		3.4k	121.20	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$400k	-2%	4.4k	91.77	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$399k	+4%	1.0k	383.40	View chart
Tesla Motors (TSLA)	0.1	$395k		1.1k	372.10	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$394k	+23%	1.6k	248.02	View chart
Advanced Micro Devices (AMD)	0.1	$393k		1.9k	203.52	View chart
Lockheed Martin Corporation (LMT)	0.1	$391k	+4%	647.00	604.59	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$383k	+26%	6.9k	55.52	View chart
Capital One Financial (COF)	0.1	$383k		2.1k	182.51	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$381k	-5%	1.9k	205.82	View chart
Yum! Brands (YUM)	0.1	$381k		2.5k	155.49	View chart
West Pharmaceutical Services (WST)	0.1	$376k		1.5k	250.64	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.1	$371k	NEW	5.3k	69.90	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$369k	+25%	2.5k	145.99	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$365k		2.3k	159.61	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$365k		1.2k	298.85	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$358k	+36%	5.1k	70.18	View chart
Spdr Series Trust State Street Spd (SHM)	0.1	$355k		7.4k	47.83	View chart
Ishares Tr India 50 Etf (INDY)	0.1	$351k	+2%	8.3k	42.24	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$344k	-9%	2.1k	161.79	View chart
Netflix (NFLX)	0.1	$343k	+57%	3.6k	96.15	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$343k		3.2k	106.16	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.1	$341k		6.3k	54.09	View chart
Lam Research Corp Com New (LRCX)	0.1	$340k		1.6k	213.71	View chart
Merck & Co (MRK)	0.1	$334k	-4%	2.8k	120.32	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$329k	+4%	710.00	463.65	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$324k	-12%	2.1k	155.18	View chart
Goldman Sachs (GS)	0.1	$323k		382.00	846.51	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$319k	-6%	4.1k	78.42	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$312k	NEW	2.8k	111.37	View chart
Raytheon Technologies Corp (RTX)	0.1	$310k		1.6k	193.00	View chart
Astrazeneca Ord (AZN)	0.1	$306k	NEW	1.6k	197.34	View chart
John Marshall Ban (JMSB)	0.1	$302k	NEW	15k	20.28	View chart
Travelers Companies (TRV)	0.1	$299k		1.0k	291.79	View chart
First Solar (FSLR)	0.1	$293k	+3%	1.5k	197.26	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$284k		767.00	370.68	View chart
Ge Aerospace Com New (GE)	0.1	$279k		981.00	283.86	View chart
Bank of America Corporation (BAC)	0.1	$275k	+7%	5.6k	48.76	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$274k	-5%	5.5k	50.00	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$271k		5.8k	47.03	View chart
Chevron Corporation (CVX)	0.1	$270k	NEW	1.3k	207.01	View chart
FedEx Corporation (FDX)	0.1	$269k		754.00	356.47	View chart
Corning Incorporated (GLW)	0.1	$262k	NEW	1.9k	136.02	View chart
UnitedHealth (UNH)	0.1	$262k	+6%	967.00	270.72	View chart
Universal Hlth Svcs CL B (UHS)	0.1	$259k		1.4k	179.01	View chart
VSE Corporation (VSEC)	0.1	$258k	-22%	1.4k	184.40	View chart
Quanta Services (PWR)	0.1	$254k	NEW	463.00	549.15	View chart
Valero Energy Corporation (VLO)	0.1	$253k	NEW	1.0k	247.24	View chart
salesforce (CRM)	0.1	$251k		1.3k	186.76	View chart
Verizon Communications (VZ)	0.1	$250k		5.0k	50.20	View chart
Astronics Corporation (ATRO)	0.1	$247k	-2%	3.7k	66.73	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$242k		2.6k	94.59	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$238k	+8%	3.2k	75.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$233k	NEW	546.00	426.40	View chart
ConocoPhillips (COP)	0.1	$233k	NEW	1.8k	132.02	View chart
Bank of New York Mellon Corporation (BK)	0.1	$231k		1.9k	118.65	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$230k	+3%	4.2k	54.06	View chart
Donaldson Company (DCI)	0.1	$226k		2.7k	84.87	View chart
Mastercard Incorporated Cl A (MA)	0.1	$226k		451.00	499.97	View chart
Ge Vernova (GEV)	0.1	$211k	NEW	241.00	874.02	View chart
Kraft Heinz (KHC)	0.0	$203k		9.0k	22.49	View chart
Blackrock Debt Strategies Com New (DSU)	0.0	$153k	+2%	16k	9.59	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.0	$50k	NEW	10k	4.96	View chart
Rekor Systems (REKR)	0.0	$8.7k	NEW	11k	0.82	View chart

Past Filings by KFA Private Wealth Group

SEC 13F filings are viewable for KFA Private Wealth Group going back to 2019

KFA Private Wealth Group 2026 Q1 filed April 20, 2026
KFA Private Wealth Group 2025 Q4 filed Jan. 7, 2026
KFA Private Wealth Group 2025 Q3 filed Oct. 3, 2025
KFA Private Wealth Group 2025 Q2 filed July 24, 2025
KFA Private Wealth Group 2025 Q1 filed May 7, 2025
KFA Private Wealth Group 2024 Q4 filed Jan. 22, 2025
KFA Private Wealth Group 2024 Q3 filed Oct. 18, 2024
KFA Private Wealth Group 2024 Q2 filed Aug. 7, 2024
KFA Private Wealth Group 2024 Q1 filed May 1, 2024
KFA Private Wealth Group 2023 Q4 filed Feb. 2, 2024
KFA Private Wealth Group 2023 Q3 filed Oct. 25, 2023
KFA Private Wealth Group 2023 Q2 filed July 18, 2023
KFA Private Wealth Group 2023 Q1 filed May 5, 2023
KFA Private Wealth Group 2022 Q4 filed Feb. 1, 2023
KFA Private Wealth Group 2022 Q3 filed Nov. 3, 2022
KFA Private Wealth Group 2022 Q2 filed July 18, 2022

View all past filings

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