Kfa Private Wealth Group, LLC Top Holdings and 13F Report (2026)

About Kfa Private Wealth Group, LLC

Investment Activity

Kfa Private Wealth Group, LLC has $425.22 million in total holdings as of September 30, 2026.
Kfa Private Wealth Group, LLC owns shares of 157 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 4.17% of the portfolio was purchased this quarter.
About 1.67% of the portfolio was sold this quarter.
This quarter, Kfa Private Wealth Group, LLC has purchased 150 new stocks and bought additional shares in 73 stocks.
Kfa Private Wealth Group, LLC sold shares of 50 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $70,821,156
Fidelity Blue Chip Growth ETF: $67,022,114
Fidelity Total Bond ETF: $22,125,768
iShares Core MSCI Emerging Markets ETF: $16,458,241
ISHARES TR: $16,421,901

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $1,777,044 Holding
921937827 - Vanguard Short-Term Bond ETF: $990,832 Holding
92204A702 - Vanguard Information Technology ETF: $357,271 Holding
458140100 - Intel: $336,204 Holding
46641Q332 - JPMorgan Equity Premium Income ETF: $250,235 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF: 4,538 shares (about $3.18M)
EXXONMOBIL HOLDINGS CORP: 10,918 shares (about $1.78M)
Fidelity Total Bond ETF: 34,731 shares (about $1.50M)
iShares Core 1-5 Year USD Bond ETF: 23,816 shares (about $1.13M)
Vanguard Mid-Cap ETF: 12,859 shares (about $1.01M)

Largest Sales this Quarter

iShares 1-3 Year Treasury Bond ETF: 18,860 shares (about $1.53M)
VanEck IG Floating Rate ETF: 13,152 shares (about $336.56K)
Vanguard Value ETF: 1,160 shares (about $250.65K)
iShares Core U.S. Aggregate Bond ETF: 2,645 shares (about $250.06K)
iShares Core S&P Small-Cap ETF: 1,823 shares (about $248.00K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$70,821,156	$216,738 ▼	-0.3%	92,473	16.7%	ETF
FBCG Fidelity Blue Chip Growth ETF	$67,022,114	$366,049 ▲	0.5%	1,060,308	15.8%	ETF
FBND Fidelity Total Bond ETF	$22,125,768	$1,503,854 ▲	7.3%	510,987	5.2%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$16,458,241	$592,551 ▲	3.7%	202,787	3.9%	ETF
ISHARES TR	$16,421,901	$180,043 ▼	-1.1%	148,856	3.9%	TRUST ISHARE 0-1
ITOT iShares Core S&P Total U.S. Stock Market ETF	$13,941,104	$181,412 ▲	1.3%	83,841	3.3%	ETF
VTV Vanguard Value ETF	$11,637,001	$250,653 ▼	-2.1%	53,855	2.7%	ETF
IJH iShares Core S&P Mid-Cap ETF	$11,035,077	$1,007 ▲	0.0%	153,371	2.6%	ETF
VO Vanguard Mid-Cap ETF	$11,002,740	$1,008,405 ▲	10.1%	140,305	2.6%	ETF
ISTB iShares Core 1-5 Year USD Bond ETF	$10,153,209	$1,125,310 ▲	12.5%	214,882	2.4%	ETF
IJR iShares Core S&P Small-Cap ETF	$8,814,963	$248,004 ▼	-2.7%	64,796	2.1%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$7,452,703	$1,531,433 ▼	-17.0%	91,782	1.8%	ETF
VOO Vanguard S&P 500 ETF	$7,027,439	$3,180,782 ▲	82.7%	10,026	1.7%	ETF
XLK Technology Select Sector SPDR Fund	$6,769,556	$131,938 ▼	-1.9%	34,582	1.6%	ETF
SPY SPDR S&P 500 ETF Trust	$6,732,505	$25,929 ▼	-0.4%	8,828	1.6%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$6,455,922	$64,783 ▲	1.0%	67,964	1.5%	ETF
AAPL Apple	$6,225,969	$239,448 ▲	4.0%	18,695	1.5%	Technology
FLTR VanEck IG Floating Rate ETF	$5,304,994	$336,560 ▼	-6.0%	207,307	1.2%	ETF
PHYL PGIM Active High Yield Bond ETF	$5,288,625	$451,776 ▲	9.3%	158,199	1.2%	ETF
ONEQ Fidelity NASDAQ Composite Index ETF	$4,961,461	$107,430 ▲	2.2%	46,876	1.2%	ETF
VB Vanguard Small-Cap ETF	$4,869,504	$371,273 ▲	8.3%	17,116	1.1%	ETF
VUG Vanguard Growth ETF	$4,375,200	$7,209 ▼	-0.2%	48,553	1.0%	ETF
NVDA NVIDIA	$3,546,879	$138,632 ▼	-3.8%	15,530	0.8%	Technology
MSFT Microsoft	$3,408,326	$37,443 ▲	1.1%	6,645	0.8%	Technology
AGG iShares Core U.S. Aggregate Bond ETF	$3,386,764	$250,063 ▼	-6.9%	35,823	0.8%	ETF
VTI Vanguard Total Stock Market ETF	$3,207,965	$80,845 ▲	2.6%	8,571	0.8%	ETF
FIDELITY COVINGTON TRUST	$3,050,744	$213,720 ▲	7.5%	76,440	0.7%	ENHANCED INTL
SUB iShares Short-Term National Muni Bond ETF	$2,854,719	$251,632 ▲	9.7%	27,307	0.7%	ETF
IUSB iShares Core Total USD Bond Market ETF	$2,838,136	$83,198 ▼	-2.8%	64,371	0.7%	ETF
MO Altria Group	$2,419,862	$8,552 ▼	-0.4%	35,934	0.6%	Consumer Staples
VXUS Vanguard Total International Stock ETF	$2,407,511	$850 ▲	0.0%	28,336	0.6%	ETF
BND Vanguard Total Bond Market ETF	$2,324,360	$335,318 ▲	16.9%	33,134	0.5%	ETF
QQQ Invesco QQQ	$2,304,646	$39,952 ▼	-1.7%	3,115	0.5%	ETF
AMZN Amazon.com	$2,071,647	$62,294 ▼	-2.9%	8,314	0.5%	Consumer Discretionary
EFA iShares MSCI EAFE ETF	$1,965,099	$11,947 ▲	0.6%	18,915	0.5%	ETF
EXXONMOBIL HOLDINGS CORP	$1,777,044	$1,777,044 ▲	New Holding	10,918	0.4%	COM SHS
BNY MELLON ETF TRUST II	$1,654,741	$179,352 ▲	12.2%	49,102	0.4%	DYNAMIC VALUE
SHW Sherwin-Williams	$1,553,374	$323 ▲	0.0%	4,805	0.4%	Materials
GOOGL Alphabet	$1,497,510	$43,356 ▼	-2.8%	4,352	0.4%	Communication Services
VEA Vanguard FTSE Developed Markets ETF	$1,490,514	$192,343 ▲	14.8%	21,109	0.4%	ETF
MDLZ Mondelez International	$1,471,639	$58 ▲	0.0%	25,452	0.3%	Consumer Staples
IVW iShares S&P 500 Growth ETF	$1,448,634		0.0%	10,183	0.3%	ETF
HDV iShares Core High Dividend ETF	$1,224,552	$9,786 ▼	-0.8%	43,796	0.3%	ETF
WALMART INC	$1,196,806	$23,383 ▲	2.0%	11,516	0.3%	COM
AMD Advanced Micro Devices	$1,184,065	$2,448 ▲	0.2%	1,935	0.3%	Technology
IWM iShares Russell 2000 ETF	$1,126,732	$43,079 ▲	4.0%	4,054	0.3%	ETF
JPM JPMorgan Chase & Co.	$1,110,731	$181,317 ▲	19.5%	3,357	0.3%	Finance
PM Philip Morris International	$1,077,699	$573 ▲	0.1%	5,647	0.3%	Consumer Staples
ADP Automatic Data Processing	$1,044,111		0.0%	4,046	0.2%	Industrials
EEM iShares MSCI Emerging Markets ETF	$1,015,359	$1,536 ▼	-0.2%	15,202	0.2%	ETF
BSV Vanguard Short-Term Bond ETF	$990,832	$990,832 ▲	New Holding	12,969	0.2%	ETF
BBUS JPMorgan BetaBuilders U.S. Equity ETF	$937,745	$115,017 ▲	14.0%	6,816	0.2%	ETF
MCD McDonald's	$928,212	$81,989 ▲	9.7%	4,019	0.2%	Consumer Discretionary
JNJ Johnson & Johnson	$883,391	$6,091 ▲	0.7%	3,336	0.2%	Healthcare
AVGO Broadcom	$869,053	$124,351 ▲	16.7%	2,474	0.2%	Technology
XLV Health Care Select Sector SPDR Fund	$868,561	$11,116 ▼	-1.3%	5,157	0.2%	ETF
IVE iShares S&P 500 Value ETF	$785,265	$33,109 ▼	-4.0%	3,439	0.2%	ETF
CAT Caterpillar	$782,552	$54,333 ▼	-6.5%	965	0.2%	Industrials
NOBL ProShares S&P 500 Aristocrats ETF	$773,690	$16,825 ▼	-2.1%	14,301	0.2%	ETF
VYM Vanguard High Dividend Yield ETF	$731,297	$13,971 ▼	-1.9%	4,711	0.2%	ETF
NSC Norfolk Southern	$716,531	$115,919 ▲	19.3%	2,318	0.2%	Industrials
GIB CGI Group	$702,844		0.0%	10,331	0.2%	Technology
MAR Marriott International	$700,071	$1,067 ▲	0.2%	1,968	0.2%	Consumer Discretionary
XLF Financial Select Sector SPDR Fund	$696,421	$12,656 ▼	-1.8%	13,041	0.2%	ETF
BRK.B Berkshire Hathaway	$677,845	$10,459 ▼	-1.5%	1,361	0.2%	Finance
IEFA iShares Core MSCI EAFE ETF	$656,986	$5,619 ▲	0.9%	6,781	0.2%	ETF
IWX iShares Russell Top 200 Value ETF	$653,894	$154,437 ▲	30.9%	5,970	0.2%	ETF
CSCO Cisco Systems	$646,473	$28,416 ▲	4.6%	6,006	0.2%	Technology
RSP Invesco S&P 500 Equal Weight ETF	$623,267	$20,595 ▲	3.4%	2,996	0.1%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$606,694	$34,689 ▼	-5.4%	6,541	0.1%	ETF
DSI iShares ESG MSCI KLD 400 ETF	$568,920	$5,556 ▼	-1.0%	3,891	0.1%	ETF
KO CocaCola	$563,063	$5,251 ▲	0.9%	6,541	0.1%	Consumer Staples
WST West Pharmaceutical Services	$556,169		0.0%	1,500	0.1%	Healthcare
CHI Calamos Convertible Opportunities and Income Fund	$554,332	$129,490 ▲	30.5%	48,498	0.1%	Finance
IUSG iShares Core S&P U.S. Growth ETF	$548,196	$194 ▲	0.0%	2,829	0.1%	ETF
IBM International Business Machines	$541,270	$2,639 ▼	-0.5%	2,461	0.1%	Technology
LLY Eli Lilly and Company	$527,116	$3,475 ▲	0.7%	455	0.1%	Healthcare
ATRO Astronics	$516,774	$267,522 ▲	107.3%	7,665	0.1%	Industrials
C Citigroup	$503,602	$2,978 ▲	0.6%	3,889	0.1%	Finance
COST Costco Wholesale	$499,923	$1,821 ▲	0.4%	549	0.1%	Consumer Staples
LMT Lockheed Martin	$498,205		0.0%	978	0.1%	Industrials
XLE Energy Select Sector SPDR Fund	$484,618		0.0%	7,879	0.1%	ETF
META Meta Platforms	$479,994	$3,631 ▲	0.8%	661	0.1%	Communication Services
AXP American Express	$479,870	$1,216 ▲	0.3%	1,578	0.1%	Finance
DOV Dover	$471,324		0.0%	2,519	0.1%	Industrials
T AT&T	$463,338	$34,356 ▲	8.0%	18,989	0.1%	Communication Services
ABBV AbbVie	$460,872	$5,496 ▲	1.2%	1,761	0.1%	Healthcare
AVDE Avantis International Equity ETF	$458,750	$23,429 ▼	-4.9%	5,091	0.1%	ETF
J P MORGAN EXCHANGE TRADED F	$452,348	$191,559 ▲	73.5%	9,507	0.1%	MUNICIPAL ETF
GOOG Alphabet	$443,686	$12,609 ▼	-2.8%	1,302	0.1%	Communication Services
V Visa	$430,777	$4,675 ▼	-1.1%	1,198	0.1%	Finance
VV Vanguard Large-Cap ETF	$429,609	$67,555 ▼	-13.6%	1,221	0.1%	ETF
PG Procter & Gamble	$404,205	$72,937 ▲	22.0%	2,782	0.1%	Consumer Staples
PXF Invesco RAFI Developed Markets ex-U.S. ETF	$401,282	$610 ▼	-0.2%	5,264	0.1%	ETF
DGRO iShares Core Dividend Growth ETF	$398,899	$19,300 ▲	5.1%	5,291	0.1%	ETF
HD Home Depot	$396,209	$2,562 ▲	0.7%	1,392	0.1%	Consumer Discretionary
SCZ iShares MSCI EAFE Small-Cap ETF	$396,045	$29,803 ▼	-7.0%	4,691	0.1%	ETF
TSLA Tesla	$391,597	$8,521 ▼	-2.1%	1,103	0.1%	Consumer Discretionary
PEP PepsiCo	$384,023	$1,774 ▼	-0.5%	3,030	0.1%	Consumer Staples
MRK Merck & Co., Inc.	$377,543	$8,574 ▼	-2.2%	2,598	0.1%	Healthcare

Showing largest 100 holdings. View all holdings.

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Kfa Private Wealth Group, LLC Top Holdings and 13F Report (2026)

About Kfa Private Wealth Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Kfa Private Wealth Group, LLC Top Holdings and 13F Report (2026)

About Kfa Private Wealth Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofKfa Private Wealth Group, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools