KFA Private Wealth Group, LLC

Q3 2025 13F Holdings

  • Location
    tysons, VA
  • Num holdings

    137

  • Value ($000)

    $350,099

  • Date Filed
    10/03/2025
  • Form type
    13F-HR
  • CIK
    0001800556
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$64.58M
18 %

96,483

FBCG
FBCG

FIDELITY COVINGTON TRUST

BLUE CHIP GRWTH
$47.95M
14 %

893,499

FBND
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
$15.89M
5 %

343,571

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$12.92M
4 %

197,945

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
$11.99M
3 %

181,850

SHV
SHV

ISHARES TR

SHORT TREAS BD
$11.42M
3 %

103,371

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
$10.66M
3 %

89,728

ITOT
ITOT

ISHARES TR

CORE S&P TTL STK
$9.76M
3 %

67,030

XLK
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
$9.47M
3 %

33,606

IXUS
IXUS

ISHARES TR

CORE MSCI TOTAL
$9.19M
3 %

111,335

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 137