Home › KFA Private Wealth Group, LLC

KFA Private Wealth Group, LLC 13F holdings

Filed 2026-07-28 · KFA Private Wealth Group, LLC · 150 positions · $415.2M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
IVVISHARES TR92.8K$69.5M16.7%
FBCGFIDELITY COVINGTON TRUST1.1M$65.5M15.8%
FBNDFIDELITY MERRIMACK STR TR476.3K$21.7M5.2%
SHVISHARES TR150.5K$16.6M4.0%
ACWIISHARES INC195.5K$16.2M3.9%
ITOTISHARES TR82.8K$13.6M3.3%
VTVVANGUARD INDEX FDS55.0K$12.0M2.9%
IJHISHARES TR153.4K$11.8M2.8%
VOVANGUARD INDEX FDS127.4K$10.3M2.5%
IJRISHARES TR66.6K$9.9M2.4%
ISTBISHARES TR191.1K$9.2M2.2%
SHYISHARES TR110.6K$9.1M2.2%
XLKSELECT SECTOR SPDR TR35.3K$6.7M1.6%
SPYSTATE STR SPDR S&P 500 ETF T8.9K$6.6M1.6%
IXUSISHARES TR67.3K$6.4M1.5%
FLTRVANECK ETF TRUST220.5K$5.6M1.4%
AAPLAPPLE INC18.0K$5.2M1.3%
PHYLPGIM ETF TR144.7K$5.0M1.2%
VBVANGUARD INDEX FDS15.8K$4.8M1.2%
ONEQFIDELITY COMWLTH TR45.9K$4.7M1.1%
VUGVANGUARD INDEX FDS48.6K$4.2M1.0%
AGGISHARES TR38.5K$3.8M0.9%
VOOVANGUARD INDEX FDS5.5K$3.8M0.9%
NVDANVIDIA CORPORATION16.1K$3.2M0.8%
VTIVANGUARD INDEX FDS8.4K$3.1M0.7%
IUSBISHARES TR66.3K$3.1M0.7%
FENIFIDELITY COVINGTON TRUST71.1K$2.9M0.7%
SUBISHARES TR24.9K$2.7M0.6%
MOALTRIA GROUP INC36.1K$2.6M0.6%
MSFTMICROSOFT CORP6.6K$2.5M0.6%
VXUSVANGUARD STAR FDS28.3K$2.4M0.6%
QQQINVESCO QQQ TR3.2K$2.3M0.6%
BNDVANGUARD BD INDEX FDS28.4K$2.1M0.5%
AMZNAMAZON COM INC8.6K$2.0M0.5%
EFAISHARES TR18.8K$2.0M0.5%
SHWSHERWIN WILLIAMS CO4.8K$1.7M0.4%
GOOGLALPHABET INC4.5K$1.6M0.4%
EXMOCEXXON MOBIL CORP11.1K$1.5M0.4%
MDLZMONDELEZ INTL INC25.5K$1.5M0.4%
BKDVBNY MELLON ETF TRUST II43.8K$1.5M0.4%
IVWISHARES TR10.2K$1.4M0.3%
VEAVANGUARD TAX-MANAGED FDS18.4K$1.3M0.3%
WMTWALMART INC11.3K$1.3M0.3%
HDVISHARES TR44.1K$1.2M0.3%
IWMISHARES TR3.9K$1.2M0.3%
AMDADVANCED MICRO DEVICES INC1.9K$1.1M0.3%
CATCATERPILLAR INC1.0K$1.1M0.3%
EEMISHARES TR15.2K$1.0M0.3%
PMPHILIP MORRIS INTL INC5.6K$1.0M0.2%
MCDMCDONALDS CORP3.7K$990,5750.2%
JPMJPMORGAN CHASE & CO2.8K$919,6870.2%
ADPAUTOMATIC DATA PROCESSING IN4.0K$906,1020.2%
JNJJOHNSON & JOHNSON3.3K$841,6090.2%
XLVSELECT SECTOR SPDR TR5.2K$828,7990.2%
NOBLPROSHARES TR14.6K$820,6460.2%
IVEISHARES TR3.6K$813,8700.2%
BBUSJ P MORGAN EXCHANGE TRADED F6.0K$805,6260.2%
AVGOBROADCOM INC2.1K$801,0720.2%
VYMVANGUARD WHITEHALL FDS4.8K$758,8540.2%
MARMARRIOTT INTL INC NEW2.0K$728,2090.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}