KFA Private Wealth Group, LLC
Q1 2025 13F Holdings
- Locationtysons, VA
- Num holdings
114
- Value ($000)
$285,751
- Date Filed05/07/2025
- Form type13F-HR
- CIK0001800556
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $54.88M | 19 % | 97,677 | ||
FBCG FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 | $33.43M | 12 % | 836,341 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $16.22M | 6 % | 355,418 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $11.09M | 4 % | 190,118 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $9.56M | 3 % | 86,587 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $9.42M | 3 % | 90,054 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $8.40M | 3 % | 155,606 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $8.03M | 3 % | 65,836 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $7.82M | 3 % | 79,090 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $7.79M | 3 % | 45,073 |
Rows Per Page
10
- 10
- 50
- 100