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CIK: 0001800556
Total reported value
$415.2M
$415.2M
160 檔
43.0%
According to the latest 13F quarterly dataset, KFA Private Wealth Group, LLC managed an equity portfolio of $415.2M at the end of Q1 2026, spanning 160 distinct U.S. exchange-listed positions.
In Q1 2026, KFA Private Wealth Group, LLC displayed an active expansion posture, initiating 17 new positions and adding to 69 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 | 17.73% | -1.00% | +1.33% | |
| 2 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 12.64% | +3.13% | +7.49% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.88% | +0.34% | +7.97% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 4.20% | -0.20% | +0.20% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.43% | -0.58% | -0.84% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.23% | +0.67% | -3.36% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.22% | +0.05% | +0.50% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 2.83% | +0.06% | +0.55% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.73% | -0.35% | +1.16% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.57% | -1.02% | +7.87% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.14% | +0.33% | -1.38% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 2.09% | -0.47% | -0.16% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.96% | -1.04% | +4.38% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.93% | +0.26% | +5.71% | |
| 15 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.87% | +0.35% | +0.68% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.85% | -0.26% | -2.01% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.26% | -0.01% | -11.51% | |
| 18 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.19% | +0.17% | +0.50% | |
| 19 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 1.17% | +0.05% | — | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.16% | -0.01% | -1.55% | |
| 21 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.91% | +0.23% | +208.33% | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.88% | -0.14% | +6.92% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.84% | +0.17% | +15.38% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.81% | -0.03% | -1.42% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | +0.11% | -0.32% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | +0.15% | +3.79% | |
| 27 | MO | Altria Group Inc | Stock-Consumer Staples | 0.57% | +0.05% | +0.94% | |
| 28 | SUB | Ishares Short-term National | ETF-Other | 0.57% | +0.07% | +5.10% | |
| 29 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.57% | +0.12% | — | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | -0.03% | -1.88% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.52% | +0.07% | -21.88% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.50% | +0.08% | -2.83% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.12% | -4.68% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.49% | -0.02% | +3.64% | |
| 35 | XLF | Ss Financial Select Sector | ETF-Other | 0.43% | -0.26% | -0.60% | |
| 36 | BND | Vanguard Total Bond Market | ETF-Other | 0.37% | +0.13% | +122.92% | |
| 37 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.37% | +0.03% | — | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.37% | -0.12% | +3.62% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.36% | -0.12% | -0.51% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.36% | -0.25% | -1.57% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.05% | -0.31% | |
| 42 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.35% | — | -0.37% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.35% | -0.17% | +1.80% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | +0.06% | -1.11% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | -0.09% | -4.87% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.29% | -0.03% | -12.32% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.26% | +0.06% | -0.83% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.25% | +0.09% | +2.15% | |
| 49 | CHI | Calamos Convert Opport & Inc | Stock-Other | 0.25% | -0.13% | +1.93% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | -0.03% | -0.78% |
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 160 disclosed positions in Q1 2026.
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 43.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
PHYL
市值: $4.9M
Top Position Liquidated / Trimmed
PFE
前期市值: $405.1K
During Q1 2026, KFA Private Wealth Group, LLC's top holdings by market value included IVV (17.7%)、FBCG (12.6%)、FBND (4.9%). The largest single position, IVV, represented 17.7% of total portfolio value.
In Q1 2026, KFA Private Wealth Group, LLC made 148 total portfolio adjustments, initiating 17 new buys, adding to 69 positions, trimming 54 holdings, and fully liquidating 8 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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