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CIK: 0001800556
Total reported value
$415.2M
$415.2M
99 檔
38.3%
The Q1 2024 SEC filing reveals that KFA Private Wealth Group, LLC held a total portfolio value of $415.2M, covering 99 public equity positions.
During Q1 2024, KFA Private Wealth Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 20.22% | -1.00% | +5.49% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.69% | +0.33% | +3.52% | |
| 3 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 7.68% | +0.17% | +5.84% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 7.48% | -0.20% | +5.99% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 6.22% | +0.26% | +5.99% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.90% | +0.05% | +4.77% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 4.82% | +0.06% | +3.67% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.64% | -0.35% | +2.58% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.31% | +0.20% | NEW | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.87% | -0.58% | +440.81% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.63% | +0.19% | +7.43% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.56% | -0.01% | +5.96% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.55% | +0.11% | +29.67% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.38% | -1.02% | +7.08% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.19% | -0.01% | +5.47% | |
| 16 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.07% | +3.13% | — | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.04% | +0.07% | +4.82% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.00% | -0.14% | +16.90% | |
| 19 | HDV | Ishares Core High Dividend E | ETF-Other | 0.99% | +0.06% | -32.08% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.91% | -0.02% | +34.51% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | -0.03% | +2.73% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.86% | -0.47% | +36.42% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.84% | +0.17% | +14.91% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.81% | -0.26% | +7.39% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.67% | -1.04% | -2.42% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | -0.03% | -11.36% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.15% | +14.45% | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.57% | +0.08% | +0.88% | |
| 29 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.49% | +0.34% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.04% | +3.99% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | +0.01% | +3.39% | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.38% | -0.25% | +6.66% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.33% | +0.67% | +124.21% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | -0.01% | +11.79% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.32% | -0.03% | +17.78% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | -0.09% | +0.59% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.28% | -0.03% | +4.99% | |
| 38 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.28% | — | +12.27% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | -0.12% | +6.72% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.27% | -0.05% | +210.48% | |
| 41 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.27% | +0.01% | +82.74% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.25% | +0.09% | +4.20% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | -0.02% | +12.10% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.22% | +0.06% | +49.03% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | +0.06% | +4.89% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.21% | +0.02% | +14.44% | |
| 47 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.20% | — | +11.05% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.20% | — | — | |
| 49 | GIB | Cgi Inc | Stock-Tech | 0.19% | -0.04% | — | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.19% | +0.18% | +6.63% |
According to official SEC Form 13F filings, KFA Private Wealth Group, LLC reported a total U.S. public equity portfolio value of $415.2M across 99 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VO, FLTR) accounted for 38.3% of total reported equity market value during Q1 2024.
During Q1 2024, KFA Private Wealth Group, LLC's top holdings by market value included IVV (20.2%)、VO (7.7%)、FLTR (7.7%). The largest single position, IVV, represented 20.2% of total portfolio value.
In Q1 2024, KFA Private Wealth Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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