13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001800556
Total reported value
$425.2M
$425.2M
150 檔
44.5%
The Q2 2026 SEC filing reveals that KFA Private Wealth Group, LLC held a total portfolio value of $425.2M, covering 150 public equity positions.
In Q2 2026, KFA Private Wealth Group, LLC adopted a defensive or profit-taking posture, trimming 76 positions and completely liquidating 27 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.73% | -0.07% | -17.98% | |
| 2 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 15.77% | -0.01% | +0.39% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.22% | -0.02% | +6.84% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 4.00% | -0.14% | -5.00% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.90% | -0.03% | +1.34% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.27% | +0.01% | -12.07% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.89% | -0.15% | -8.53% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.85% | -0.25% | -27.56% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.47% | +0.12% | +311.09% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.38% | -0.31% | -27.24% | |
| 11 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.22% | +0.17% | +19.08% | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.19% | -0.44% | +13.52% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 1.62% | -0.03% | -46.21% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.59% | -0.01% | -25.18% | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.55% | -0.03% | -45.66% | |
| 16 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.36% | -0.11% | +13.77% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.25% | +0.21% | -12.84% | |
| 18 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 1.22% | +0.02% | +2.44% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.15% | — | -14.01% | |
| 20 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 1.14% | +0.03% | +2.38% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.01% | +0.02% | +505.94% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.92% | -0.12% | -53.30% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | +0.74% | -1.63% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | +0.05% | -17.06% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.74% | +0.01% | +9.32% | |
| 26 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.74% | -0.07% | -16.49% | |
| 27 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.69% | +0.03% | +11.42% | |
| 28 | SUB | Ishares Short-term National | ETF-Other | 0.64% | +0.03% | +11.67% | |
| 29 | MO | Altria Group Inc | Stock-Consumer Staples | 0.62% | -0.05% | -0.43% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | +0.21% | +12.19% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.58% | -0.01% | +5.62% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.56% | -0.02% | +107.53% | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.50% | +0.05% | +35.04% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | — | -18.27% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.47% | -0.01% | -10.00% | |
| 36 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.40% | -0.03% | +0.08% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | -0.04% | -6.88% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.37% | EXIT | |
| 39 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.35% | — | -0.47% | |
| 40 | BKDV | Bny Mellon Dynamic Value | ETF-Other | 0.35% | +0.04% | +52.88% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.34% | — | +9.51% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.32% | +0.03% | +7.20% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.03% | -6.69% | |
| 44 | HDV | Ishares Core High Dividend E | ETF-Other | 0.29% | — | +537.95% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.28% | -0.02% | +145.53% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.27% | +0.01% | — | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.26% | -0.08% | -38.79% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.25% | -0.01% | -43.40% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.25% | — | -0.60% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.24% | -0.02% | -25.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FBCG | Fidelity Blue Chip Grow ETF | +3.1% | +0.39% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +0.7% | +1.34% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +107.53% | Add |
| 4 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.4% | +19.08% | Add |
| 5 | FBND | Fidelity Total Bond ETF | +0.3% | +6.84% | Add |
| 6 | VO | Vanguard Mid-cap ETF | +0.3% | +311.09% | Add |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | +0.3% | +13.52% | Add |
| 8 | ONEQ | Fidelity Nasdaq Comp Indx | +0.2% | +2.38% | Add |
| 9 | IVE | Ishares S&p 500 Value ETF | +0.2% | NEW | New buy |
| 10 | IWM | Ishares Russell 2000 ETF | +0.2% | +145.53% | Add |
| 11 | AMD | Advanced Micro Devices | +0.2% | — | Unchanged |
| 12 | FLTR | Vaneck Ig Floating Rate ETF | +0.2% | +13.77% | Add |
| 13 | VUG | Vanguard Growth ETF | +0.2% | +505.94% | Add |
| 14 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +9.32% | Add |
| 15 | BKDV | Bny Mellon Dynamic Value | +0.2% | +52.88% | Add |
| 16 | BND | Vanguard Total Bond Market | +0.1% | +35.04% | Add |
| 17 | FENI | Fidelity Enhanced Intl ETF | +0.1% | +11.42% | Add |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | -1.63% | Trim |
| 19 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +9.51% | Add |
| 20 | VXUS | Vanguard Total Intl Stock | +0.1% | +5.62% | Add |
| 21 | ✓ | +0.1% | NEW | New buy | |
| 22 | ✓ | +0.1% | NEW | New buy | |
| 23 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 24 | AMGN | Amgen Inc | +0.1% | NEW | New buy |
| 25 | HUM | Humana Inc | +0.1% | NEW | New buy |
| 26 | LRCX | Lam Research CORP | +0.1% | -8.68% | Trim |
| 27 | MSFT | Microsoft CORP | +0.1% | +12.19% | Add |
| 28 | SUB | Ishares Short-term National | +0.1% | +11.67% | Add |
| 29 | IRDM | Iridium Communications Inc | +0.1% | NEW | New buy |
| 30 | HDV | Ishares Core High Dividend E | +0.1% | +537.95% | Add |
| 31 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | NEW | New buy |
| 32 | CLS | Celestica Inc | +0.1% | NEW | New buy |
| 33 | QQMG | Invesco Esg Nasdaq 100 | +0.1% | NEW | New buy |
| 34 | IEF | Ishares 7-10 Year Treasury B | +0.1% | NEW | New buy |
| 35 | SNX | TD Synnex CORP | +0.1% | NEW | New buy |
| 36 | GLW | Corning Inc | +0.1% | — | Unchanged |
| 37 | GOOGL | Alphabet Inc-cl A | +0.1% | -6.88% | Trim |
| 38 | VEA | Vanguard Ftse Developed ETF | +0.1% | +7.20% | Add |
| 39 | VTV | Vanguard Value ETF | +0.1% | -8.53% | Trim |
| 40 | TCHP | T Rowe Price Blue Chip Growt | +0.1% | NEW | New buy |
| 41 | IWD | Ishares Russell 1000 Value E | +0.1% | NEW | New buy |
| 42 | EWJ | Ishares Msci Japan ETF | +0.1% | NEW | New buy |
| 43 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +35.51% | Add |
| 44 | CSCO | Cisco Systems Inc | +0.1% | -4.48% | Trim |
| 45 | MMM | 3m Co | +0.1% | NEW | New buy |
| 46 | MO | Altria Group Inc | +0.1% | -0.43% | Trim |
| 47 | URI | United Rentals Inc | +0.1% | NEW | New buy |
| 48 | ITOT | Ishares Core S&p Total U.s. | +0.1% | -12.07% | Trim |
| 49 | PHYL | Pgim Active High Yield Bond | +0.1% | +2.44% | Add |
| 50 | AVGO | Broadcom Inc | 0% | +4.43% | Add |
According to official SEC Form 13F filings, KFA Private Wealth Group, LLC reported a total U.S. public equity portfolio value of $425.2M across 150 disclosed positions in Q2 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 44.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
IVE
市值: $813.9K
Top Position Liquidated / Trimmed
HON
前期市值: $806.7K
During Q2 2026, KFA Private Wealth Group, LLC's top holdings by market value included IVV (16.7%)、FBCG (15.8%)、FBND (5.2%). The largest single position, IVV, represented 16.7% of total portfolio value.
In Q2 2026, KFA Private Wealth Group, LLC made 161 total portfolio adjustments, initiating 17 new buys, adding to 41 positions, trimming 76 holdings, and fully liquidating 27 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.