KFA Private Wealth Group, LLC
CIK 0001800556 · TYSONS, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source ↗
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
Top Holdings
IVV
ISHARES TR
16.7%
FBCG
FIDELITY COVINGTON TRUST
15.8%
FBND
FIDELITY MERRIMACK STR TR
5.2%
SHV
ISHARES TR
4.0%
IEMG
ISHARES INC
3.9%
ITOT
ISHARES TR
3.3%
VTV
VANGUARD INDEX FDS
2.9%
IJH
ISHARES TR
2.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.