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CIK: 0001800556
Total reported value
$415.2M
$415.2M
114 檔
30.2%
In Q1 2025, KFA Private Wealth Group, LLC's U.S. equity holdings reached a combined market value of $415.2M, distributed across 114 disclosed stock positions.
In Q1 2025, KFA Private Wealth Group, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 19.21% | -1.00% | +26.22% | |
| 2 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 11.70% | +3.13% | -1.64% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.68% | +0.34% | +10.93% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.88% | -0.58% | +56.51% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.35% | -0.20% | +2.47% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.30% | -0.35% | +57.09% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.94% | +0.67% | +5.67% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.81% | +0.05% | -3.29% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.74% | -1.04% | +145.10% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.72% | +0.06% | +4.58% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.58% | -1.02% | +86.62% | |
| 12 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.38% | +0.35% | +2.79% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 2.36% | -0.47% | +82.51% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.35% | -0.26% | +84.33% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.26% | +0.33% | +6.40% | |
| 16 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.96% | — | +7.86% | |
| 17 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.79% | +0.17% | +5.55% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.60% | -0.01% | +37.12% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.39% | +0.26% | +22.08% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.16% | -0.01% | +9.37% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.11% | +5.29% | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.90% | -0.14% | +10.94% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.89% | +0.17% | +20.15% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.74% | +0.15% | +18.04% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | -0.03% | +7.70% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | +0.07% | +12.03% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | -0.03% | +21.92% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 0.67% | -0.26% | +156.00% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.61% | +0.08% | -3.43% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.52% | -0.02% | +50.07% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.47% | -0.17% | +164.37% | |
| 32 | GIB | Cgi Inc | Stock-Tech | 0.44% | -0.04% | +1.21% | |
| 33 | SUB | Ishares Short-term National | ETF-Other | 0.43% | +0.07% | +0.19% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.39% | -0.25% | +234.94% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.39% | -0.03% | +44.51% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.35% | -0.12% | +123.23% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.12% | +25.19% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.33% | -0.05% | +52.78% | |
| 39 | CHI | Calamos Convert Opport & Inc | Stock-Other | 0.33% | -0.13% | +181.15% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.04% | +25.21% | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.29% | -0.19% | EXIT | |
| 42 | HDV | Ishares Core High Dividend E | ETF-Other | 0.29% | +0.06% | +5.66% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.28% | -0.09% | +47.98% | |
| 44 | XLE | Ss Energy Select Sector | ETF-Other | 0.27% | -0.11% | +67.34% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.06% | +14.27% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.26% | -0.03% | +57.95% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.25% | -0.07% | +88.21% | |
| 48 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.25% | +0.01% | -0.60% | |
| 49 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.25% | -0.17% | EXIT | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | -0.03% | +34.96% |
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 114 disclosed positions in Q1 2025.
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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, FBND) accounted for 30.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $54.9M
During Q1 2025, KFA Private Wealth Group, LLC's top holdings by market value included IVV (19.2%)、FBCG (11.7%)、FBND (5.7%). The largest single position, IVV, represented 19.2% of total portfolio value.
In Q1 2025, KFA Private Wealth Group, LLC made 50 total portfolio adjustments, initiating 50 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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