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CIK: 0001800556
Total reported value
$415.2M
$415.2M
151 檔
43.5%
As reported in its official Q4 2025 Form 13F filing, KFA Private Wealth Group, LLC's tracked investment portfolio stood at $415.2M with 151 total positions.
In Q4 2025, KFA Private Wealth Group, LLC displayed an active expansion posture, initiating 16 new positions and adding to 31 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 | 18.59% | -1.00% | +15.68% | |
| 2 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 13.03% | +3.13% | +9.37% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.62% | +0.34% | +20.16% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 4.24% | -0.20% | +52.94% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.43% | -0.58% | +7.86% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.39% | +0.05% | +39.71% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.26% | +0.67% | +9.77% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 2.78% | +0.06% | +38.82% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.65% | -0.35% | +0.87% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.36% | -1.02% | +3.10% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 2.30% | -0.47% | +95.35% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.22% | +0.33% | +35.78% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.00% | -0.26% | +3.51% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.92% | -1.04% | -1.64% | |
| 15 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.89% | +0.35% | +17.70% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.86% | +0.26% | +43.59% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.54% | -0.01% | +21.64% | |
| 18 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.30% | — | +4.58% | |
| 19 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.19% | +0.17% | -5.58% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.17% | -0.01% | +29.67% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.90% | -0.03% | +5.73% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | +0.07% | +32.89% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.11% | -4.37% | |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.84% | -0.14% | +34.98% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.83% | +0.17% | +2.54% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | +0.15% | +12.44% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | -0.03% | +10.86% | |
| 28 | SUB | Ishares Short-term National | ETF-Other | 0.55% | +0.07% | +11.25% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.51% | +0.08% | +1.72% | |
| 30 | MO | Altria Group Inc | Stock-Consumer Staples | 0.50% | +0.05% | — | |
| 31 | XLF | Ss Financial Select Sector | ETF-Other | 0.48% | -0.26% | -1.33% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.47% | -0.02% | +10.11% | |
| 33 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.38% | +0.03% | -0.04% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.06% | +2.21% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.12% | +3.57% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | -0.12% | +0.31% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.35% | -0.12% | +4.46% | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.34% | -0.25% | +0.85% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.34% | -0.17% | -1.78% | |
| 40 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.34% | — | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | -0.05% | +1.12% | |
| 42 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.32% | +0.23% | +7.90% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | -0.03% | +3.63% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.27% | +0.09% | +22.65% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.27% | -0.05% | +0.86% | |
| 46 | GIB | Cgi Inc | Stock-Tech | 0.27% | -0.04% | -7.58% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.27% | -0.03% | -0.05% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.26% | +0.06% | +28.08% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.26% | -0.09% | +7.64% | |
| 50 | ADP | Automatic Data Processing | Stock-Tech | 0.26% | +0.01% | +0.32% |
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 151 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, FBCG, FBND) accounted for 43.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
MO
市值: $2.1M
Top Position Liquidated / Trimmed
DVY
前期市值: $282.5K
During Q4 2025, KFA Private Wealth Group, LLC's top holdings by market value included IVV (18.6%)、FBCG (13.0%)、FBND (4.6%). The largest single position, IVV, represented 18.6% of total portfolio value.
In Q4 2025, KFA Private Wealth Group, LLC made 50 total portfolio adjustments, initiating 16 new buys, adding to 31 positions, trimming 1 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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