KFA Private Wealth Group, LLC 13F Holdings · Q3 2026
KFA Private Wealth Group, LLC reported 157 securities worth $425.22M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: IVV (16.66%), FBCG (15.76%), FBND (5.20%). Among its top 25 positions this quarter: 14 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $70.8M | 16.66% | 92,473 | Trimmed |
| 2 | FBCG | FIDELITY COVINGTON TRUST | $67.0M | 15.76% | 1.1M | Added |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $22.1M | 5.20% | 510,987 | Added |
| 4 | IEMG | ISHARES INC | $16.5M | 3.87% | 202,787 | Added |
| 5 | SHV | ISHARES TR | $16.4M | 3.86% | 148,856 | Trimmed |
| 6 | ITOT | ISHARES TR | $13.9M | 3.28% | 83,841 | Added |
| 7 | VTV | VANGUARD INDEX FDS | $11.6M | 2.74% | 53,855 | Trimmed |
| 8 | IJH | ISHARES TR | $11.0M | 2.60% | 153,371 | Added |
| 9 | VO | VANGUARD INDEX FDS | $11.0M | 2.59% | 140,305 | Added |
| 10 | ISTB | ISHARES TR | $10.2M | 2.39% | 214,882 | Added |
| 11 | IJR | ISHARES TR | $8.8M | 2.07% | 64,796 | Trimmed |
| 12 | SHY | ISHARES TR | $7.5M | 1.75% | 91,782 | Trimmed |
| 13 | VOO | VANGUARD INDEX FDS | $7.0M | 1.65% | 10,026 | Added |
| 14 | XLK | SELECT SECTOR SPDR TR | $6.8M | 1.59% | 34,582 | Trimmed |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $6.7M | 1.58% | 8,828 | Trimmed |
| 16 | IXUS | ISHARES TR | $6.5M | 1.52% | 67,964 | Added |
| 17 | AAPL | APPLE INC | $6.2M | 1.46% | 18,695 | Added |
| 18 | FLTR | VANECK ETF TRUST | $5.3M | 1.25% | 207,307 | Trimmed |
| 19 | PHYL | PGIM ETF TR | $5.3M | 1.24% | 158,199 | Added |
| 20 | ONEQ | FIDELITY COMWLTH TR | $5.0M | 1.17% | 46,876 | Added |
| 21 | VB | VANGUARD INDEX FDS | $4.9M | 1.15% | 17,116 | Added |
| 22 | VUG | VANGUARD INDEX FDS | $4.4M | 1.03% | 48,553 | Trimmed |
| 23 | NVDA | NVIDIA CORPORATION | $3.5M | 0.83% | 15,530 | Trimmed |
| 24 | AGG | ISHARES TR | $3.4M | 0.80% | 35,823 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $3.4M | 0.80% | 6,645 | Added |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR