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CIK: 0001800556
Total reported value
$415.2M
$415.2M
132 檔
33.0%
As reported in its official Q2 2025 Form 13F filing, KFA Private Wealth Group, LLC's tracked investment portfolio stood at $415.2M with 132 total positions.
In Q2 2025, KFA Private Wealth Group, LLC displayed an active expansion posture, initiating 18 new positions and adding to 21 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 | 18.64% | -1.00% | -0.82% | |
| 2 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 12.68% | +3.13% | +1.45% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.15% | +0.34% | -17.71% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.67% | -0.58% | +0.38% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.35% | -0.20% | +12.99% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.07% | -0.35% | +0.60% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.97% | +0.67% | +2.60% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.80% | +0.05% | +1.81% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 2.58% | -0.47% | +0.97% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.58% | -1.02% | +1.99% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.46% | -1.04% | +1.02% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.41% | +0.06% | -2.28% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.28% | -0.26% | -0.48% | |
| 14 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.25% | +0.35% | +6.02% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.15% | +0.33% | -0.90% | |
| 16 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.63% | +0.17% | +3.36% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.59% | +0.26% | +28.79% | |
| 18 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.39% | — | -21.75% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.26% | -0.01% | -3.25% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.10% | -0.01% | -0.21% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.11% | +11.32% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | +0.07% | +14.67% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.93% | +0.17% | +0.06% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | -0.03% | -5.42% | |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.77% | -0.14% | -3.62% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.73% | +0.15% | +0.30% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | -0.03% | -0.41% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 0.62% | -0.26% | +0.06% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.61% | +0.08% | +0.05% | |
| 30 | SUB | Ishares Short-term National | ETF-Other | 0.54% | +0.07% | +39.24% | |
| 31 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.51% | +0.03% | — | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.45% | -0.02% | -10.44% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.44% | -0.12% | +189.57% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.44% | -0.17% | +2.31% | |
| 35 | GIB | Cgi Inc | Stock-Tech | 0.40% | -0.04% | -0.48% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.12% | +46.56% | |
| 37 | ADP | Automatic Data Processing | Stock-Tech | 0.40% | +0.01% | — | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.05% | +92.68% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.36% | -0.25% | -1.21% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.35% | -0.05% | +0.18% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.35% | -0.12% | +0.81% | |
| 42 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.34% | +0.23% | +41.80% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-Other | 0.32% | -0.03% | +1.44% | |
| 44 | CHI | Calamos Convert Opport & Inc | Stock-Other | 0.32% | -0.13% | -0.71% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | -0.03% | +8.89% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.06% | -0.60% | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.27% | -0.19% | EXIT | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.26% | -0.03% | -2.75% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.04% | — | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.24% | +0.35% | -3.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FBCG | Fidelity Blue Chip Grow ETF | +1% | +1.45% | Add |
| 2 | SHW | Sherwin-williams Co/the | +0.5% | NEW | New buy |
| 3 | ADP | Automatic Data Processing | +0.4% | NEW | New buy |
| 4 | MCD | Mcdonald's CORP | +0.3% | +189.57% | Add |
| 5 | MSFT | Microsoft CORP | +0.2% | +14.67% | Add |
| 6 | XLK | Ss Technology Select Sector | +0.2% | +0.97% | Add |
| 7 | PZA | Invesco National Amt-free Mu | +0.2% | NEW | New buy |
| 8 | IVW | Ishares S&p 500 Growth ETF | +0.2% | NEW | New buy |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +28.79% | Add |
| 10 | WMT | Walmart Inc | +0.2% | +92.68% | Add |
| 11 | NSC | Norfolk Southern CORP | +0.2% | NEW | New buy |
| 12 | NVDA | Nvidia CORP | +0.2% | -5.42% | Trim |
| 13 | DOV | Dover CORP | +0.1% | NEW | New buy |
| 14 | MAR | Marriott International -cl A | +0.1% | NEW | New buy |
| 15 | PEP | Pepsico Inc | +0.1% | NEW | New buy |
| 16 | SUB | Ishares Short-term National | +0.1% | +39.24% | Add |
| 17 | ONEQ | Fidelity Nasdaq Comp Indx | +0.1% | +41.80% | Add |
| 18 | SHM | Ss Spdr N Ice St Muni ETF | +0.1% | NEW | New buy |
| 19 | HD | Home Depot Inc | +0.1% | +151.58% | Add |
| 20 | FVD | First Trust Value Line Dvd | +0.1% | NEW | New buy |
| 21 | DTH | Wisdomtree International Hig | +0.1% | NEW | New buy |
| 22 | COF | Capital One Financial CORP | +0.1% | NEW | New buy |
| 23 | IWM | Ishares Russell 2000 ETF | +0.1% | NEW | New buy |
| 24 | VOO | Vanguard S&p 500 ETF | +0.1% | +11.32% | Add |
| 25 | GE | General Electric | +0.1% | NEW | New buy |
| 26 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 27 | BBUS | Jpmorgan Betabuilders US Equ | +0.1% | NEW | New buy |
| 28 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +89.36% | Add |
| 29 | BAC | Bank Of America CORP | +0.1% | NEW | New buy |
| 30 | BR | Broadridge Financial Solutio | +0.1% | NEW | New buy |
| 31 | XOM | Exxon Mobil CORP | +0.1% | +46.56% | Add |
| 32 | VUG | Vanguard Growth ETF | 0% | +0.06% | Add |
| 33 | IEMG | Ishares Core Msci Emerging | 0% | +2.60% | Add |
| 34 | AMZN | Amazon.com Inc | 0% | -0.41% | Trim |
| 35 | SHV | Ishares 0-1 Year Treasury Bo | — | +12.99% | Add |
| 36 | IXUS | Ishares Core Intl Stock ETF | — | +1.99% | Add |
| 37 | ITOT | Ishares Core S&p Total U.s. | 0% | +1.81% | Add |
| 38 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.30% | Add |
| 39 | VB | Vanguard Small-cap ETF | -0.1% | -0.21% | Trim |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.48% | Trim |
| 41 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | EXIT | Sold out |
| 42 | VO | Vanguard Mid-cap ETF | -0.1% | -0.90% | Trim |
| 43 | TIP | Ishares Tips Bond ETF | -0.1% | EXIT | Sold out |
| 44 | ISTB | Ishares Core 1-5 Year Usd Bo | -0.1% | +6.02% | Add |
| 45 | IJH | Ishares Core S&p Midcap ETF | -0.2% | +0.38% | Add |
| 46 | IJR | Ishares Core S&p Small-cap E | -0.2% | +0.60% | Add |
| 47 | AAPL | Apple Inc | -0.3% | -3.25% | Trim |
| 48 | IVV | Ishares Core S&p 500 ETF | -0.6% | -0.82% | Trim |
| 49 | JNK | Ss Spdr Bb High Yield Bond | -0.6% | -21.75% | Trim |
| 50 | FBND | Fidelity Total Bond ETF | -1.5% | -17.71% | Trim |
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 132 disclosed positions in Q2 2025.
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, FBND) accounted for 33.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
SHW
市值: $1.6M
Top Position Liquidated / Trimmed
TIP
前期市值: $301.7K
During Q2 2025, KFA Private Wealth Group, LLC's top holdings by market value included IVV (18.6%)、FBCG (12.7%)、FBND (4.2%). The largest single position, IVV, represented 18.6% of total portfolio value.
In Q2 2025, KFA Private Wealth Group, LLC made 50 total portfolio adjustments, initiating 18 new buys, adding to 21 positions, trimming 9 holdings, and fully liquidating 2 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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