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
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$64.58M
18 %

96,483

F
FBCG

FIDELITY COVINGTON TRUST

BLUE CHIP GRWTH
316092352
$47.95M
14 %

893,499

F
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
316188309
$15.89M
5 %

343,571

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$12.92M
4 %

197,945

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$11.99M
3 %

181,850

S
SHV

ISHARES TR

SHORT TREAS BD
464288679
$11.42M
3 %

103,371

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$10.66M
3 %

89,728

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$9.76M
3 %

67,030

X
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
81369Y803
$9.47M
3 %

33,606

I
IXUS

ISHARES TR

CORE MSCI TOTAL
46432F834
$9.19M
3 %

111,335

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