13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001800556
Total reported value
$415.2M
$415.2M
75 檔
21.8%
According to the latest 13F quarterly dataset, KFA Private Wealth Group, LLC managed an equity portfolio of $415.2M at the end of Q2 2024, spanning 75 distinct U.S. exchange-listed positions.
During Q2 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 | 18.47% | -1.00% | -47.41% | |
| 2 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 9.75% | +3.13% | +392.91% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 6.78% | -0.20% | -45.65% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 6.06% | +0.06% | -23.51% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 5.81% | +0.05% | -31.06% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.92% | +0.33% | -60.44% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.38% | +0.34% | +440.63% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.59% | -0.35% | -52.01% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.93% | -0.58% | -36.46% | |
| 10 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 2.79% | +0.17% | -78.26% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.51% | +0.26% | -75.73% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 1.88% | -0.01% | -0.39% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.68% | +0.67% | +191.59% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.67% | -1.02% | -27.36% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.62% | -0.01% | -49.29% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.46% | -0.47% | -6.72% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.46% | -0.26% | +3.11% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.38% | +0.11% | -48.80% | |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.33% | -0.14% | -19.89% | |
| 20 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.24% | +0.35% | +439.57% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.19% | -0.03% | +722.49% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 1.05% | +0.17% | -31.00% | |
| 23 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.01% | — | +292.60% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | +0.07% | -46.14% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.99% | +0.15% | -8.73% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.91% | -1.04% | -17.57% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.91% | +0.08% | -3.95% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | -0.03% | -46.06% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.43% | -0.02% | -71.17% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.06% | -5.66% | |
| 31 | HDV | Ishares Core High Dividend E | ETF-Other | 0.40% | +0.06% | -75.68% | |
| 32 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.36% | +0.01% | -14.86% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-Other | 0.35% | -0.03% | -32.67% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | +0.35% | +15.91% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.04% | -56.14% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.12% | -25.12% | |
| 37 | SUB | Ishares Short-term National | ETF-Other | 0.31% | +0.07% | +32.59% | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 0.30% | -0.19% | EXIT | |
| 39 | GIB | Cgi Inc | Stock-Tech | 0.29% | -0.04% | — | |
| 40 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.29% | — | -38.66% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.27% | -0.05% | -46.81% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.02% | -32.88% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.26% | +0.20% | NEW | |
| 44 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.26% | +0.04% | — | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.25% | -0.03% | -48.26% | |
| 46 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.24% | +0.03% | +0.13% | |
| 47 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.23% | — | +1.54% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.21% | — | -4.60% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-Other | 0.21% | +0.02% | -38.30% | |
| 50 | XLF | Ss Financial Select Sector | ETF-Other | 0.21% | -0.26% | -6.41% |
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 75 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, FBCG, SHV) accounted for 21.8% of total reported equity market value during Q2 2024.
During Q2 2024, KFA Private Wealth Group, LLC's top holdings by market value included IVV (18.5%)、FBCG (9.8%)、SHV (6.8%). The largest single position, IVV, represented 18.5% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.