KFA Private Wealth Group, LLC
Sector Allocation
- Other86.3%$367.2M
- Technology5.5%$23.4M
- Consumer Staples1.9%$8.2M
- Financials1.7%$7.3M
- Consumer Discretionary1.1%$4.8M
- Industrials1.1%$4.8M
- Healthcare0.9%$3.9M
- Energy0.7%$2.8M
- Materials0.4%$1.9M
- Communication Services0.2%$920,507
AUM History
13fpro.ai/research/fund/kfa-private-wealth-group-llc-1800556
Conviction and streaks
Stable · top 10 = 58.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$70.8M
- FIDELITY$67.0M
- FIDELITY$22.1M
- ISHARES$16.5M
- ISHARES$16.4M
- ISHARES$13.9M
- VANGUARD$11.6M
- ISHARES$11.0M
- VANGUARD$11.0M
- ISHARES$10.2M
- ISHARES$8.8M
- ISHARES$7.5M
- VANGUARD$7.0M
- SELECT$6.8M
SPY
$6.7M- ISHARES$6.5M
AAPL
$6.2M- VANECK$5.3M
- PGIM$5.3M
- FIDELITY$5.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/kfa-private-wealth-group-llc-1800556
KFA Private Wealth Group, LLC 13F holdings — Q3 2026
$425.2M portfolio (+2.4% QoQ) · 157 holdings · Q3 2026 13F · top 10 are 59% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$70.8M
16.7% of stocks
-0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH
$67.0M
15.8% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$22.1M
5.2% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES INC - CORE MSCI EMKT
$16.5M
3.9% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - TRUST ISHARE 0-1
$16.4M
3.9% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - CORE S&P TTL STK
$13.9M
3.3% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD INDEX FDS - MRNGSTR VAL ETF
$11.6M
2.7% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - CORE S&P MCP ETF
$11.0M
2.6% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD INDEX FDS - MRNGSTR MID CAP
$11.0M
2.6% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - CORE 1 5 YR USD
$10.2M
2.4% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $70.8M | 16.7% | -0.3% | — | — | — | — | |
| 2 | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | $67.0M | 15.8% | +0.5% | — | — | — | — | |
| 3 | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $22.1M | 5.2% | +7% | — | — | — | — | |
| 4 | ISHARES INC - CORE MSCI EMKT | $16.5M | 3.9% | +4% | — | — | — | — | |
| 5 | ISHARES TR - TRUST ISHARE 0-1 | $16.4M | 3.9% | -1% | — | — | — | — | |
| 6 | ISHARES TR - CORE S&P TTL STK | $13.9M | 3.3% | +1% | — | — | — | — | |
| 7 | VANGUARD INDEX FDS - MRNGSTR VAL ETF | $11.6M | 2.7% | -2% | — | — | — | — | |
| 8 | ISHARES TR - CORE S&P MCP ETF | $11.0M | 2.6% | +0.0% | — | — | — | — | |
| 9 | VANGUARD INDEX FDS - MRNGSTR MID CAP | $11.0M | 2.6% | +10% | — | — | — | — | |
| 10 | ISHARES TR - CORE 1 5 YR USD | $10.2M | 2.4% | +12% | — | — | — | — |
All holdings — KFA Private Wealth Group, LLC (Q3 2026)
157 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $8.8M | 2.1% | 65K | -3% | — | — | 13F |
| 12 | — | ISHARES TR - 1 3 YR TREAS BDetf/fund | — | $7.5M | 1.8% | 92K | -17% | — | — | 13F |
| 13 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $7.0M | 1.6% | 10K | +83% | — | — | 13F |
| 14 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $6.8M | 1.6% | 35K | -2% | — | — | 13F |
| 15 | SPDR S&P 500 ETF TRUSTetf/fund | — | $6.7M | 1.6% | 8,828 | -0.4% | 11+ qtrs | — | 13F | |
| 16 | — | ISHARES TR - CORE MSCI TOTALetf/fund | — | $6.5M | 1.5% | 68K | +1% | — | — | 13F |
| 17 | Apple Inc. | Technology | $6.2M | 1.5% | 19K | +4% | 11+ qtrs | 75.7 | 13F | |
| 18 | — | VANECK ETF TRUST - IG FLOA RATE ETFetf/fund | — | $5.3M | 1.3% | 207K | -6% | — | — | 13F |
| 19 | — | PGIM ETF TR - ACTV HY BD ETFetf/fund | — | $5.3M | 1.2% | 158K | +9% | — | — | 13F |
| 20 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | — | $5.0M | 1.2% | 47K | +2% | — | — | 13F |
| 21 | — | VANGUARD INDEX FDS - MRNGSTR SML CAPetf/fund | — | $4.9M | 1.1% | 17K | +8% | — | — | 13F |
| 22 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETFetf/fund | — | $4.4M | 1.0% | 49K | -0.2% | — | — | 13F |
| 23 | NVIDIA CORP | Technology | $3.5M | 0.8% | 16K | -4% | 11+ qtrsTrimmed 3 qtrs in a row | 86.0 | 13F | |
| 24 | MICROSOFT CORP | Technology | $3.4M | 0.8% | 6,645 | +1% | 11+ qtrsAdded 2 qtrs in a row | 79.8 | 13F | |
| 25 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $3.4M | 0.8% | 36K | -7% | — | — | 13F |
| 26 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $3.2M | 0.8% | 8,571 | +3% | |||
| 27 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | — | $3.1M | 0.7% | 76K | +8% | |||
| 28 | — | ISHARES TR - SHRT NAT MUN ETF | — | $2.9M | 0.7% | 27K | +10% | |||
| 29 | — | ISHARES TR - CORE UNIVRSL USD | — | $2.8M | 0.7% | 64K | -3% | |||
| 30 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $2.4M | 0.6% | 36K | -0.4% | |||
| 31 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $2.4M | 0.6% | 28K | +0.0% | |||
| 32 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $2.3M | 0.6% | 33K | +17% | |||
| 33 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.3M | 0.5% | 3,115 | -2% | |||
| 34 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.1M | 0.5% | 8,314 | -3% | |||
| 35 | — | ISHARES TR - MSCI EAFE ETF | — | $2.0M | 0.5% | 19K | +0.6% | |||
| 36 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.8M | 0.4% | 11K | -2% | |||
| 37 | — | BNY MELLON ETF TRUST II - DYNAMIC VALUE | — | $1.7M | 0.4% | 49K | +12% | |||
| 38 | $SHW | SHERWIN WILLIAMS CO | Materials | $1.6M | 0.4% | 4,805 | +0.0% | |||
| 39 | $GOOGL | Alphabet Inc. | Technology | $1.5M | 0.3% | 4,352 | -3% | |||
| 40 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.5M | 0.3% | 21K | +15% | |||
| 41 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $1.5M | 0.3% | 25K | +0.0% | |||
| 42 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.4M | 0.3% | 10K | — | |||
| 43 | — | ISHARES TR - CORE HIGH DV ETF | — | $1.2M | 0.3% | 44K | -0.8% | |||
| 44 | $WMT | Walmart Inc. | Consumer Staples | $1.2M | 0.3% | 12K | +2% | |||
| 45 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.2M | 0.3% | 1,935 | +0.2% | |||
| 46 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.1M | 0.3% | 4,054 | +4% | |||
| 47 | $JPM | JPMORGAN CHASE & CO | Financials | $1.1M | 0.3% | 3,357 | +20% | |||
| 48 | $PM | Philip Morris International Inc. | Consumer Staples | $1.1M | 0.3% | 5,647 | +0.1% | |||
| 49 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $1.0M | 0.3% | 4,046 | — | |||
| 50 | — | ISHARES TR - MSCI EMG MKT ETF | — | $1.0M | 0.2% | 15K | -0.2% | |||
| 51 | $META | Meta Platforms, Inc. | Technology | $991K | 0.2% | 13K | New | |||
| 52 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDRS US | — | $938K | 0.2% | 6,816 | +14% | |||
| 53 | $MCD | MCDONALDS CORP | Consumer Discretionary | $928K | 0.2% | 4,019 | +10% | |||
| 54 | $JNJ | JOHNSON & JOHNSON | Healthcare | $883K | 0.2% | 3,336 | +0.7% | |||
| 55 | $AVGO | Broadcom Inc. | Technology | $869K | 0.2% | 2,474 | +17% | |||
| 56 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $869K | 0.2% | 5,157 | -1% | |||
| 57 | — | ISHARES TR - S&P 500 VAL ETF | — | $785K | 0.2% | 3,439 | -4% | |||
| 58 | $CAT | CATERPILLAR INC | Industrials | $783K | 0.2% | 965 | -6% | |||
| 59 | — | PROSHARES TR - S&P 500 DV ARIST | — | $774K | 0.2% | 14K | -2% | |||
| 60 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $731K | 0.2% | 4,711 | -2% | |||
| 61 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $717K | 0.2% | 2,318 | +19% | |||
| 62 | $GIB | CGI INC | Technology | $703K | 0.2% | 10K | — | |||
| 63 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $700K | 0.2% | 1,968 | +0.2% | |||
| 64 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $696K | 0.2% | 13K | -2% | |||
| 65 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $678K | 0.2% | 1,361 | -2% | |||
| 66 | — | ISHARES TR - CORE MSCI EAFE | — | $657K | 0.1% | 6,781 | +0.9% | |||
| 67 | — | ISHARES TR - RUS TP200 VL ETF | — | $654K | 0.1% | 5,970 | +31% | |||
| 68 | $CSCO | CISCO SYSTEMS, INC. | Technology | $646K | 0.1% | 6,006 | +5% | |||
| 69 | $IVZ | Invesco Ltd. | Financials | $623K | 0.1% | 2,996 | +3% | |||
| 70 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | — | $607K | 0.1% | 6,541 | -5% | |||
| 71 | — | ISHARES TR - ESG MSCI KLD ETF | — | $569K | 0.1% | 3,891 | -1.0% | |||
| 72 | $KO | COCA COLA CO | Consumer Staples | $563K | 0.1% | 6,541 | +0.9% | |||
| 73 | $WST | WEST PHARMACEUTICAL SERVICES INC | Healthcare | $556K | 0.1% | 1,500 | — | |||
| 74 | $CHI | CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | Other | $554K | 0.1% | 48K | +30% | |||
| 75 | — | ISHARES TR - CORE S&P US GWT | — | $548K | 0.1% | 2,829 | +0.0% | |||
| 76 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $541K | 0.1% | 2,461 | -0.5% | |||
| 77 | $LLY | ELI LILLY & Co | Healthcare | $527K | 0.1% | 455 | +0.7% | |||
| 78 | $ATRO | ASTRONICS CORP | Industrials | $517K | 0.1% | 7,665 | +107% | |||
| 79 | $C | CITIGROUP INC | Financials | $504K | 0.1% | 3,889 | +0.6% | |||
| 80 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $500K | 0.1% | 549 | +0.4% | |||
| 81 | $LMT | LOCKHEED MARTIN CORP | Industrials | $498K | 0.1% | 978 | — | |||
| 82 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $485K | 0.1% | 7,879 | — | |||
| 83 | $META | Meta Platforms, Inc. | Technology | $480K | 0.1% | 661 | +0.8% | |||
| 84 | $AXP | AMERICAN EXPRESS CO | Financials | $480K | 0.1% | 1,578 | +0.3% | |||
| 85 | $DOV | DOVER Corp | Industrials | $471K | 0.1% | 2,519 | — | |||
| 86 | $T | AT&T INC. | Communication Services | $463K | 0.1% | 19K | +8% | |||
| 87 | $ABBV | AbbVie Inc. | Healthcare | $461K | 0.1% | 1,761 | +1% | |||
| 88 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | — | $459K | 0.1% | 5,091 | -5% | |||
| 89 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $452K | 0.1% | 9,507 | +73% | |||
| 90 | $GOOG | Alphabet Inc. | Technology | $444K | 0.1% | 1,302 | -3% | |||
| 91 | $V | VISA INC. | Financials | $431K | 0.1% | 1,198 | -1% | |||
| 92 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $430K | 0.1% | 1,221 | -14% | |||
| 93 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $404K | 0.1% | 2,782 | +22% | |||
| 94 | $IVZ | Invesco Ltd. | Financials | $401K | 0.1% | 5,264 | -0.2% | |||
| 95 | — | ISHARES TR - CORE DIV GRWTH | — | $399K | 0.1% | 5,291 | +5% | |||
| 96 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $396K | 0.1% | 1,392 | +0.7% | |||
| 97 | — | ISHARES TR - EAFE SML CP ETF | — | $396K | 0.1% | 4,691 | -7% | |||
| 98 | $TSLA | Tesla, Inc. | Consumer Discretionary | $392K | 0.1% | 1,103 | -2% | |||
| 99 | $PEP | PEPSICO INC | Consumer Staples | $384K | 0.1% | 3,030 | -0.5% | |||
| 100 | $MRK | Merck & Co., Inc. | Healthcare | $378K | 0.1% | 2,598 | -2% | |||
| 101 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $377K | 0.1% | 1,954 | +0.4% | |||
| 102 | $GLD | SPDR GOLD TRUST | Financials | $370K | 0.1% | 972 | -19% | |||
| 103 | $LRCX | LAM RESEARCH CORP | Technology | $369K | 0.1% | 1,122 | -23% | |||
| 104 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $364K | 0.1% | 2,485 | +0.1% | |||
| 105 | $VLO | VALERO ENERGY CORP/TX | Energy | $361K | 0.1% | 930 | -9% | |||
| 106 | $AMGN | AMGEN INC | Healthcare | $358K | 0.1% | 849 | +0.1% | |||
| 107 | — | VANGUARD WORLD FD - INF TECH ETF | — | $357K | 0.1% | 2,842 | New | |||
| 108 | $WT | WisdomTree, Inc. | Financials | $352K | 0.1% | 6,300 | — | |||
| 109 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | — | $346K | 0.1% | 7,426 | — | |||
| 110 | $MU | MICRON TECHNOLOGY INC | Technology | $344K | 0.1% | 322 | +21% | |||
| 111 | $JMSB | John Marshall Bancorp, Inc. | Financials | $338K | 0.1% | 15K | — | |||
| 112 | $INTC | INTEL CORP | Technology | $336K | 0.1% | 2,796 | New | |||
| 113 | $YUM | YUM BRANDS INC | Consumer Discretionary | $334K | 0.1% | 2,452 | +0.0% | |||
| 114 | — | ISHARES TR - EAFE GRWTH ETF | — | $331K | 0.1% | 2,766 | +9% | |||
| 115 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $328K | 0.1% | 1,407 | +25% | |||
| 116 | $IVZ | Invesco Ltd. | Financials | $319K | 0.1% | 15K | -17% | |||
| 117 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $303K | 0.1% | 595 | — | |||
| 118 | $PWR | QUANTA SERVICES, INC. | Industrials | $299K | 0.1% | 464 | +0.2% | |||
| 119 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $298K | 0.1% | 1,411 | -0.6% | |||
| 120 | $GLW | CORNING INC /NY | Materials | $297K | 0.1% | 1,929 | +0.1% | |||
| 121 | — | ISHARES TR - NATIONAL MUN ETF | — | $289K | 0.1% | 2,858 | -28% | |||
| 122 | — | ISHARES TR - IBOXX HI YD ETF | — | $288K | 0.1% | 3,731 | -2% | |||
| 123 | $HUM | HUMANA INC | Healthcare | $286K | 0.1% | 750 | — | |||
| 124 | $BNY | Bank of New York Mellon Corp | Financials | $283K | 0.1% | 1,959 | +0.3% | |||
| 125 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $282K | 0.1% | 463 | -11% | |||
| 126 | $GS | GOLDMAN SACHS GROUP INC | Financials | $280K | 0.1% | 310 | -15% | |||
| 127 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $280K | 0.1% | 784 | +0.8% | |||
| 128 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $272K | 0.1% | 5,000 | +1% | |||
| 129 | — | RBB FD INC - MOTLEY FOL ETF | — | $261K | 0.1% | 3,256 | — | |||
| 130 | $GE | GENERAL ELECTRIC CO | Industrials | $259K | 0.1% | 828 | +0.7% | |||
| 131 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $253K | 0.1% | 5,390 | — | |||
| 132 | — | INVESCO EXCH TRADED FD TR II - ESG NASDAQ 100 | — | $252K | 0.1% | 4,858 | — | |||
| 133 | — | ISHARES TR - RUS 1000 VAL ETF | — | $252K | 0.1% | 1,015 | +14% | |||
| 134 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $252K | 0.1% | 685 | -4% | |||
| 135 | $RTX | RTX Corp | Industrials | $251K | 0.1% | 1,349 | +9% | |||
| 136 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $250K | 0.1% | 4,451 | New | |||
| 137 | $CLS | CELESTICA INC | Technology | $250K | 0.1% | 692 | — | |||
| 138 | $CVX | CHEVRON CORP | Energy | $245K | 0.1% | 1,202 | New | |||
| 139 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $243K | 0.1% | 4,225 | New | |||
| 140 | $IRDM | Iridium Communications Inc. | Communication Services | $239K | 0.1% | 4,991 | — | |||
| 141 | $SNX | TD SYNNEX CORP | Technology | $234K | 0.1% | 911 | +0.2% | |||
| 142 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE BLUE CHIP | — | $234K | 0.1% | 4,551 | +6% | |||
| 143 | $DCI | DONALDSON Co INC | Industrials | $232K | 0.1% | 2,668 | — | |||
| 144 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $230K | 0.1% | 1,035 | New | |||
| 145 | — | ISHARES TR - 7-10 YR TRSY BD | — | $224K | 0.1% | 2,512 | -3% | |||
| 146 | $COP | CONOCOPHILLIPS | Energy | $220K | 0.1% | 1,760 | New | |||
| 147 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $218K | 0.1% | 4,754 | New | |||
| 148 | $FDX | FEDEX CORP | Industrials | $215K | 0.1% | 755 | — | |||
| 149 | $VSEC | VSE CORP | Technology | $214K | 0.1% | 1,300 | -7% | |||
| 150 | $HONA | Honeywell Aerospace Inc. | Industrials | $212K | 0.1% | 1,367 | -4% |
What changed in Q3 2026
Against the previous quarter's 13F: 11 new, 73 added to, 51 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (11)
- VANGUARD WORLD FD - INF TECH ETF$357K
first bought this quarter
$INTCINTEL CORP$336K
first bought this quarter
- J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM$250K
first bought this quarter
$CVXCHEVRON CORP$245K
first bought this quarter
- VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS$243K
first bought this quarter
$PNCPNC FINANCIAL SERVICES GROUP, INC.$230K
first bought this quarter
+5 more in the Excel export
Added to (73)
- VANGUARD INDEX FDS - S&P 500 ETF SHS+83%
now $7.0M
- FIDELITY MERRIMACK STR TR - TOTAL BD ETF+7%
now $22.1M
- ISHARES TR - CORE 1 5 YR USD+12%
now $10.2M
- VANGUARD INDEX FDS - MRNGSTR MID CAP+10%
now $11.0M
- ISHARES INC - CORE MSCI EMKT+4%
now $16.5M
- PGIM ETF TR - ACTV HY BD ETF+9%
now $5.3M
+67 more in the Excel export
Trimmed (51)
- ISHARES TR - 1 3 YR TREAS BD-17%
now $7.5M
- VANECK ETF TRUST - IG FLOA RATE ETF-6%
now $5.3M
- VANGUARD INDEX FDS - MRNGSTR VAL ETF-2%
now $11.6M
- ISHARES TR - CORE US AGGBD ET-7%
now $3.4M
- ISHARES TR - CORE S&P SCP ETF-3%
now $8.8M
- ISHARES TR - CORE S&P500 ETF-0.3%
now $70.8M
+45 more in the Excel export
Holdings by quarter
Every 13F KFA Private Wealth Group, LLC has filed, 27 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of KFA Private Wealth Group's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-1.3%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 11% over the last 4
Top 10 weight
59%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
KFA Private Wealth Group, LLC disclosed 157 positions worth $425.2M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 11 new positions and exited 5. The portfolio is most concentrated in Other (86.3% of disclosed assets). All figures are sourced directly from KFA Private Wealth Group, LLC’s Form 13F-HR filing with the SEC under CIK 1800556.
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AI-Powered Hedge Fund Analysis: KFA Private Wealth Group, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For KFA Private Wealth Group, LLC (SEC CIK: 1800556), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in KFA Private Wealth Group, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.