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KFA Private Wealth Group, LLC

Q2 2026 13F Holdings

  • Location
    tysons, VA
  • Num holdings

    150

  • Value ($000)

    $415,235

  • Date Filed
    07/28/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$69.46M
17 %

92,756

F
FBCG

FIDELITY COVINGTON TRUST

BLUE CHIP GRWTH
316092352
$65.5M
16 %

1,054,517

F
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
316188309
$21.66M
5 %

476,256

S
SHV

ISHARES TR

TRUST ISHARE 0-1
464288679
$16.61M
4 %

150,488

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$16.19M
4 %

195,486

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$13.59M
3 %

82,750

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$11.99M
3 %

55,015

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$11.83M
3 %

153,357

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$10.27M
3 %

127,446

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$9.88M
2 %

66,619

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