KFA Private Wealth Group, LLC

CIK 0001800556 · TYSONS, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

KFA Private Wealth Group, LLC reported 150 positions worth $415.2M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: IVV (16.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$415.2M
2026 Q2
Positions
150
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
59.5%
Est. Net Flow (Q)
2026 Q2
10 / 150 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$69.5M16.73%92,756
2FBCGFIDELITY COVINGTON TRUSTSH$65.5M15.77%1,054,517
3FBNDFIDELITY MERRIMACK STR TRSH$21.7M5.22%476,256
4SHVISHARES TRSH$16.6M4.00%150,488
5IEMGISHARES INCSH$16.2M3.90%195,486
6ITOTISHARES TRSH$13.6M3.27%82,750
7VTVVANGUARD INDEX FDSSH$12.0M2.89%55,015
8IJHISHARES TRSH$11.8M2.85%153,357
9VOVANGUARD INDEX FDSSH$10.3M2.47%127,446
10IJRISHARES TRSH$9.9M2.38%66,619

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does KFA Private Wealth Group, LLC hold as of Q2 2026?

KFA Private Wealth Group, LLC reported 150 positions worth $415.2M in its Q2 2026 13F filing. Largest positions: IVV (16.7%), FBCG (15.8%), FBND (5.2%), SHV (4.0%) and IEMG (3.9%).

What did KFA Private Wealth Group, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did KFA Private Wealth Group, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.