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CIK: 0001800556
Total reported value
$415.2M
$415.2M
137 檔
36.9%
At the close of Q3 2025, KFA Private Wealth Group, LLC disclosed equity holdings valued at approximately $415.2M, spread across 137 reported holdings.
In Q3 2025, KFA Private Wealth Group, LLC displayed an active expansion posture, initiating 16 new positions and adding to 20 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 | 18.45% | -1.00% | -0.41% | |
| 2 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 13.69% | +3.13% | +5.31% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.54% | +0.34% | +17.47% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.69% | -0.58% | +3.73% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.42% | +0.67% | +13.90% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.26% | -0.20% | +5.65% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.05% | -0.35% | -0.96% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.79% | +0.05% | +0.00% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 2.71% | -0.47% | +2.01% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.63% | -1.02% | +3.25% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.30% | -1.04% | +0.42% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.30% | +0.06% | -2.17% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.22% | -0.26% | -2.10% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.94% | +0.33% | -6.60% | |
| 15 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.89% | +0.35% | -9.08% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.52% | +0.26% | +3.72% | |
| 17 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.49% | +0.17% | -1.23% | |
| 18 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.47% | — | +14.10% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.39% | -0.01% | -3.51% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.05% | -0.01% | -3.52% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | +0.11% | +2.06% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | -0.03% | +2.72% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.93% | +0.17% | -1.29% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | +0.07% | -6.94% | |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.73% | -0.14% | +2.36% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.61% | +0.15% | -15.07% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | -0.03% | -5.07% | |
| 28 | SUB | Ishares Short-term National | ETF-Other | 0.58% | +0.07% | +16.53% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.57% | +0.08% | -4.11% | |
| 30 | XLF | Ss Financial Select Sector | ETF-Other | 0.57% | -0.26% | -4.05% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.49% | -0.02% | +11.91% | |
| 32 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.47% | +0.03% | — | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.43% | -0.12% | +0.25% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.40% | -0.17% | -6.03% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.12% | +0.64% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.38% | -0.12% | +7.26% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.36% | -0.25% | -7.83% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.05% | -3.85% | |
| 39 | ADP | Automatic Data Processing | Stock-Tech | 0.35% | +0.01% | -1.83% | |
| 40 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.34% | +0.23% | -1.63% | |
| 41 | GIB | Cgi Inc | Stock-Tech | 0.33% | -0.04% | +4.86% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | +0.06% | -4.82% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | -0.03% | +11.17% | |
| 44 | CHI | Calamos Convert Opport & Inc | Stock-Other | 0.31% | -0.13% | +3.42% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.30% | -0.05% | -2.56% | |
| 46 | XLV | Ss Health Care Select Sector | ETF-Other | 0.29% | -0.03% | -6.10% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.26% | -0.03% | -10.72% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.26% | +0.09% | +21.73% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.26% | -0.09% | -4.79% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.24% | +0.35% | -2.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FBCG | Fidelity Blue Chip Grow ETF | +2% | +5.31% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +0.5% | +13.90% | Add |
| 3 | XLK | Ss Technology Select Sector | +0.4% | +2.01% | Add |
| 4 | NVDA | Nvidia CORP | +0.3% | +2.72% | Trim |
| 5 | MCD | Mcdonald's CORP | +0.3% | +0.25% | Add |
| 6 | SUB | Ishares Short-term National | +0.2% | +16.53% | Add |
| 7 | WMT | Walmart Inc | +0.2% | -3.85% | Add |
| 8 | MSFT | Microsoft CORP | +0.1% | -6.94% | Add |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +3.72% | Add |
| 10 | ONEQ | Fidelity Nasdaq Comp Indx | +0.1% | -1.63% | Add |
| 11 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.06% | Add |
| 12 | HD | Home Depot Inc | +0.1% | -2.25% | Add |
| 13 | AVGO | Broadcom Inc | +0.1% | +11.70% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +11.17% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.82% | Trim |
| 16 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +3.25% | Add |
| 17 | XOM | Exxon Mobil CORP | +0.1% | +0.64% | Add |
| 18 | VEA | Vanguard Ftse Developed ETF | +0.1% | +11.98% | Add |
| 19 | VUG | Vanguard Growth ETF | 0% | -1.29% | Trim |
| 20 | EEM | Ishares Msci Emerging Market | 0% | +7.26% | Add |
| 21 | ITOT | Ishares Core S&p Total U.s. | 0% | +0.00% | Add |
| 22 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | +5.65% | Add |
| 23 | VB | Vanguard Small-cap ETF | -0.1% | -3.52% | Trim |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -2.10% | Trim |
| 25 | IJH | Ishares Core S&p Midcap ETF | -0.2% | +3.73% | Add |
| 26 | AAPL | Apple Inc | -0.2% | -3.51% | Trim |
| 27 | IJR | Ishares Core S&p Small-cap E | -0.3% | -0.96% | Trim |
| 28 | VO | Vanguard Mid-cap ETF | -0.3% | -6.60% | Trim |
| 29 | JNK | Ss Spdr Bb High Yield Bond | -0.5% | +14.10% | Trim |
| 30 | IVV | Ishares Core S&p 500 ETF | -0.8% | -0.41% | Trim |
| 31 | FBND | Fidelity Total Bond ETF | -1.1% | +17.47% | Trim |
| 32 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 33 | ADP | Automatic Data Processing | — | NEW | New buy |
| 34 | IVW | Ishares S&p 500 Growth ETF | — | NEW | New buy |
| 35 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 36 | SHYG | Ishares 0-5 Yr Hy CORP Bond | — | EXIT | Sold out |
| 37 | COF | Capital One Financial CORP | — | NEW | New buy |
| 38 | DOV | Dover CORP | — | NEW | New buy |
| 39 | PEP | Pepsico Inc | — | NEW | New buy |
| 40 | MAR | Marriott International -cl A | — | NEW | New buy |
| 41 | C | Citigroup Inc | — | NEW | New buy |
| 42 | SHM | Ss Spdr N Ice St Muni ETF | — | NEW | New buy |
| 43 | SCHG | Schwab US Large-cap Growth | — | EXIT | Sold out |
| 44 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 45 | DTH | Wisdomtree International Hig | — | NEW | New buy |
| 46 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 47 | TIP | Ishares Tips Bond ETF | — | EXIT | Sold out |
| 48 | UHS | Universal Health Services-b | — | NEW | New buy |
| 49 | GE | General Electric | — | NEW | New buy |
| 50 | PFE | Pfizer Inc | — | NEW | New buy |
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 137 disclosed positions in Q3 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 36.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
SHW
市值: $1.7M
Top Position Liquidated / Trimmed
SHYG
前期市值: $447.2K
During Q3 2025, KFA Private Wealth Group, LLC's top holdings by market value included IVV (18.4%)、FBCG (13.7%)、FBND (4.5%). The largest single position, IVV, represented 18.4% of total portfolio value.
In Q3 2025, KFA Private Wealth Group, LLC made 50 total portfolio adjustments, initiating 16 new buys, adding to 20 positions, trimming 11 holdings, and fully liquidating 3 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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