KFA Private Wealth Group, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), KFA Private Wealth Group, LLC reported 150 stock positions worth $415.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 16.7% of the portfolio, followed by Fidelity Blue Chip Grow ETF (FBCG, 15.8%) and Fidelity Total Bond ETF (FBND, 5.2%). Compared with Q1 2026, it opened 15 new positions, sold out of 26, added to 40 and reduced 79. The biggest buy was Fidelity Blue Chip Grow ETF (FBCG, shares +0%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −53%).
- Most Recent 13F
- Q2 2026
- Location
- Tysons, VA
- CIK
- 0001800556
- Portfolio Value
- $415.2M (Q2 2026)
- SEC Filing
- 0001172661-26-002837 ↗ filed Jul 28, 2026
Holdings Value
Holdings 150 stocks · $415.2M
| IVV iShares Core S&P 500 ETF | 16.73% | 92,756 | $69.5M | Reduce -18.0% |
| FBCG Fidelity Blue Chip Grow ETF | 15.77% | 1,054,517 | $65.5M | Add +0.4% |
| FBND Fidelity Total Bond ETF | 5.22% | 476,256 | $21.7M | Add +6.8% |
| SHV iShares 0-1 Year Treasury Bo | 4.00% | 150,488 | $16.6M | Reduce -5.0% |
| IEMG iShares Core MSCI Emerging | 3.90% | 195,486 | $16.2M | Add +1.3% |
| ITOT iShares Core S&P Total U.S. | 3.27% | 82,750 | $13.6M | Reduce -12.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.89% | 55,015 | $12.0M | Reduce -8.5% |
| IJH iShares Core S&P Midcap ETF | 2.85% | 153,357 | $11.8M | Reduce -27.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.47% | 127,446 | $10.3M | Add +2.8% |
| IJR iShares Core S&P Small-Cap E | 2.38% | 66,619 | $9.9M | Reduce -27.2% |
| ISTB iShares Core 1-5 Year Usd Bo | 2.22% | 191,066 | $9.2M | Add +19.1% |
| SHY iShares 1-3 Year Treasury Bo | 2.19% | 110,642 | $9.1M | Add +13.5% |
| XLK SS Technology Select Sector | 1.62% | 35,256 | $6.7M | Reduce -46.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.59% | 8,862 | $6.6M | Reduce -25.2% |
| IXUS iShares Core Intl Stock ETF | 1.55% | 67,282 | $6.4M | Reduce -45.7% |
| FLTR Vaneck Ig Floating Rate ETF | 1.36% | 220,459 | $5.6M | Add +13.8% |
| AAPL Apple Inc. | 1.25% | 17,976 | $5.2M | Reduce -12.8% |
| PHYL Pgim Active High Yield Bond | 1.22% | 144,685 | $5.0M | Add +2.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.15% | 15,811 | $4.8M | Reduce -14.0% |
| ONEQ Fidelity Nasdaq Comp Indx | 1.14% | 45,861 | $4.7M | Add +2.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.01% | 48,633 | $4.2M | Add +1.0% |
| AGG iShares Core U.S. Aggregate | 0.92% | 38,468 | $3.8M | Reduce -53.3% |
| VOO Vanguard S&P 500 ETF | 0.91% | 5,488 | $3.8M | Reduce -1.6% |
| NVDA Nvidia Corp. | 0.78% | 16,137 | $3.2M | Reduce -17.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.74% | 8,355 | $3.1M | Add +9.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.74% | 66,258 | $3.1M | Reduce -16.5% |
| FENI Fidelity Enhanced Intl ETF | 0.69% | 71,085 | $2.9M | Add +11.4% |
| SUB iShares Short-Term National | 0.64% | 24,900 | $2.7M | Add +11.7% |
| MO Altria Group Inc. | 0.62% | 36,061 | $2.6M | Reduce -0.4% |
| MSFT Microsoft Corp. | 0.59% | 6,572 | $2.5M | Add +12.2% |
| VXUS Vanguard Total Intl Stock | 0.58% | 28,326 | $2.4M | Add +5.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.56% | 3,169 | $2.3M | Add +107.5% |
| BND Vanguard Total Bond Market | 0.50% | 28,354 | $2.1M | Add +35.0% |
| AMZN Amazon.com Inc. | 0.49% | 8,564 | $2.0M | Reduce -18.3% |
| EFA iShares MSCI Eafe ETF | 0.47% | 18,800 | $2.0M | Reduce -10.0% |
| SHW The Sherwin-Williams Co. | 0.40% | 4,804 | $1.7M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.39% | 4,478 | $1.6M | Reduce -6.9% |
| XOM Exxon Mobil Corp. | 0.37% | 11,145 | $1.5M | Reduce -7.3% |
| MDLZ Mondelez International Inc. Class A | 0.35% | 25,451 | $1.5M | Reduce -0.5% |
| BKDV BNY Mellon Dynamic Value | 0.35% | 43,780 | $1.5M | Add +52.9% |
| IVW iShares S&P 500 Growth ETF | 0.34% | 10,183 | $1.4M | Add +9.5% |
| VEA Vanguard Ftse Developed ETF | 0.32% | 18,385 | $1.3M | Add +7.2% |
| WMT Walmart Inc. | 0.31% | 11,291 | $1.3M | Reduce -6.7% |
| HDV iShares Core High Dividend E | 0.29% | 44,146 | $1.2M | Add +27.6% |
| IWM iShares Russell 2000 ETF | 0.28% | 3,899 | $1.2M | Add +145.5% |
| AMD Advanced Micro Devices | 0.27% | 1,931 | $1.1M | No change |
| CAT Caterpillar Inc. | 0.26% | 1,032 | $1.1M | Reduce -38.8% |
| EEM iShares MSCI Emerging Market | 0.25% | 15,225 | $1.0M | Reduce -43.4% |
| PM Philip Morris International | 0.25% | 5,644 | $1.0M | Reduce -0.6% |
| MCD McDonald's Corp. | 0.24% | 3,664 | $991K | Reduce -25.1% |
| JPM JPMorgan Chase & Co. | 0.22% | 2,809 | $920K | Reduce -20.7% |
| ADP Automatic Data Processing | 0.22% | 4,046 | $906K | Reduce -3.8% |
| JNJ Johnson & Johnson | 0.20% | 3,313 | $842K | Reduce -33.0% |
| XLV SS Health Care Select Sector | 0.20% | 5,223 | $829K | Reduce -20.5% |
| NOBL Proshares S&P 500 Dividend A | 0.20% | 14,612 | $821K | Reduce -1.1% |
| IVE iShares S&P 500 Value ETF | 0.20% | 3,584 | $814K | New |
| BBUS JPMorgan Betabuilders US Equ | 0.19% | 5,980 | $806K | Add +0.5% |
| AVGO Broadcom Inc. | 0.19% | 2,120 | $801K | Add +4.4% |
| VYM Vanguard High DVD Yield ETF | 0.18% | 4,801 | $759K | Reduce -51.7% |
| MAR Marriott International Class A | 0.18% | 1,965 | $728K | No change |
| XLF SS Financial Select Sector | 0.17% | 13,278 | $712K | Reduce -63.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 2,473 | $696K | Reduce -36.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 1,382 | $692K | Reduce -25.3% |
| CSCO Cisco Systems Inc. | 0.16% | 5,742 | $675K | Reduce -4.5% |
| GIB Cgi Inc. | 0.16% | 10,331 | $667K | Reduce -9.2% |
| JNK SS SPDR BB High Yield Bond | 0.16% | 6,915 | $666K | Reduce -1.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.16% | 6,723 | $649K | Add +21.8% |
| LRCX Lam Research Corp. | 0.15% | 1,451 | $629K | Reduce -8.7% |
| RSP Invesco S&P 500 Equal Weight | 0.15% | 2,897 | $616K | Reduce -11.1% |
| NSC Norfolk Southern Corp. | 0.15% | 1,943 | $611K | Add +0.1% |
| DOV Dover Corp. | 0.14% | 2,519 | $565K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.13% | 3,929 | $560K | Add +15.8% |
| LLY Eli Lilly & Co. | 0.13% | 452 | $542K | Reduce -5.6% |
| C Citigroup Inc. | 0.13% | 3,866 | $541K | Reduce -0.2% |
| WST West Pharmaceutical Services | 0.13% | 1,500 | $539K | No change |
| AXP American Express Co. | 0.13% | 1,574 | $532K | Reduce -0.3% |
| IUSG iShares Core S&P U.S. Growth | 0.13% | 2,828 | $532K | Add +35.5% |
| KO The Coca-Cola Co. | 0.13% | 6,480 | $527K | Reduce -27.1% |
| COST Costco Wholesale Corp. | 0.12% | 547 | $512K | Reduce -28.2% |
| CHI Calamos Convert Opport & Inc. | 0.12% | 37,169 | $500K | Reduce -62.0% |
| LMT Lockheed Martin Corp. | 0.12% | 978 | $498K | Add +51.2% |
| GLW Corning Inc. | 0.12% | 1,928 | $493K | No change |
| HD Home Depot Inc. | 0.12% | 1,383 | $488K | Reduce -6.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 1,413 | $486K | Add +15.7% |
| IWX iShares Russell Top 200 Valu | 0.12% | 4,560 | $480K | Reduce -11.2% |
| AVDE Avantis International Equity | 0.11% | 5,351 | $477K | No change |
| TSLA Tesla Inc. | 0.11% | 1,127 | $474K | Add +6.2% |
| GOOG Alphabet Inc. Class C | 0.11% | 1,339 | $473K | Reduce -24.1% |
| GLD SPDR Gold Shares | 0.11% | 1,199 | $442K | Reduce -65.9% |
| ABBV Abbvie Inc. | 0.11% | 1,740 | $438K | Reduce -8.8% |
| MUB iShares National Muni Bond E | 0.10% | 3,974 | $428K | Add +23.0% |
| PZA Invesco National Amt-Free Mu | 0.10% | 17,899 | $421K | Reduce -7.5% |
| XLE SS Energy Select Sector | 0.10% | 7,879 | $419K | Reduce -44.2% |
| V Visa Inc. Class A | 0.10% | 1,211 | $416K | Reduce -42.6% |
| SCZ iShares MSCI Eafe Small-Cap | 0.10% | 5,044 | $415K | Add +24.0% |
| PEP Pepsico Inc. | 0.10% | 3,044 | $412K | Add +2.1% |
| PXF Invesco Rafi Developed Marke | 0.10% | 5,272 | $399K | Reduce -0.5% |
| YUM Yum! Brands Inc. | 0.09% | 2,451 | $392K | No change |
| COF Capital One Financial Corp. | 0.09% | 1,947 | $391K | Reduce -7.2% |
| DGRO iShares Core Dividend Growth | 0.09% | 5,035 | $382K | Reduce -1.3% |
Portfolio Sells Q1 2026 → Q2 2026
| AGG iShares Core U.S. Aggregate | Reduce -53.3% | 0.92% | −1.05 |
| IXUS iShares Core Intl Stock ETF | Reduce -45.7% | 1.55% | −1.03 |
| IVV iShares Core S&P 500 ETF | Reduce -18.0% | 16.73% | −1.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -27.6% | 2.85% | −0.58 |
| XLK SS Technology Select Sector | Reduce -46.2% | 1.62% | −0.47 |
| IJR iShares Core S&P Small-Cap E | Reduce -27.2% | 2.38% | −0.35 |
| XLF SS Financial Select Sector | Reduce -63.3% | 0.17% | −0.26 |
| GLD SPDR Gold Shares | Reduce -65.9% | 0.11% | −0.26 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -25.2% | 1.59% | −0.26 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -5.0% | 4.00% | −0.20 |
| VYM Vanguard High DVD Yield ETF | Reduce -51.7% | 0.18% | −0.17 |
| ISCB iShares Morningstar SM Cap | Sold out | 0.00% | −0.17 |
| FLOT iShares Floating Rate Bond E | Sold out | 0.00% | −0.17 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -16.5% | 0.74% | −0.14 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.14 |
| CHI Calamos Convert Opport & Inc. | Reduce -62.0% | 0.12% | −0.13 |
| MCD McDonald's Corp. | Reduce -25.1% | 0.24% | −0.13 |
| XOM Exxon Mobil Corp. | Reduce -7.3% | 0.37% | −0.12 |
| HON Honeywell International Inc. | Reduce -20.4% | 0.08% | −0.12 |
| IWR iShares Russell Mid-Cap ETF | Sold out | 0.00% | −0.12 |
| EEM iShares MSCI Emerging Market | Reduce -43.4% | 0.25% | −0.12 |
| STPZ PIMCO 1-5 Year US Tips Index | Sold out | 0.00% | −0.11 |
| AME Ametek Inc. | Sold out | 0.00% | −0.11 |
| XLE SS Energy Select Sector | Reduce -44.2% | 0.10% | −0.11 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.10 |
| JEPQ JPM Nasdaq Equity Premium | Sold out | 0.00% | −0.09 |
| VXF Vanguard Extended Market ETF | Sold out | 0.00% | −0.09 |
| IWC iShares Micro-Cap ETF | Sold out | 0.00% | −0.09 |
| JNJ Johnson & Johnson | Reduce -33.0% | 0.20% | −0.09 |
| INDY iShares India 50 ETF | Sold out | 0.00% | −0.08 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -53.5% | 0.07% | −0.08 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.08 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.08 |
| VIG Vanguard Dividend Apprec ETF | Reduce -57.7% | 0.06% | −0.07 |
| FSLR First Solar Inc. | Sold out | 0.00% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -47.2% | 0.08% | −0.07 |
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −0.07 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.06 |
| UHS Universal Health Services-B | Sold out | 0.00% | −0.06 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.06 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.06 |
| T AT&T Inc. | Reduce -16.8% | 0.09% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -28.2% | 0.12% | −0.06 |
| IYR iShares US Real Estate ETF | Sold out | 0.00% | −0.06 |
| IBM Intl Business Machines Corp. | Reduce -36.0% | 0.17% | −0.06 |
| VEU Vanguard Ftse All-World Ex-U | Sold out | 0.00% | −0.06 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.06 |
| COP Conocophillips | Sold out | 0.00% | −0.06 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.06 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.05 |
Portfolio Buys Q1 2026 → Q2 2026
| FBCG Fidelity Blue Chip Grow ETF | Add +0.4% | 15.77% | +3.14 |
| IEMG iShares Core MSCI Emerging | Add +1.3% | 3.90% | +0.67 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +19.1% | 2.22% | +0.35 |
| QQQ Invesco QQQ Trust Series 1 | Add +107.5% | 0.56% | +0.35 |
| FBND Fidelity Total Bond ETF | Add +6.8% | 5.22% | +0.34 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.8% | 2.47% | +0.34 |
| SHY iShares 1-3 Year Treasury Bo | Add +13.5% | 2.19% | +0.26 |
| ONEQ Fidelity Nasdaq Comp Indx | Add +2.4% | 1.14% | +0.23 |
| IVE iShares S&P 500 Value ETF | New | 0.20% | +0.20 |
| IWM iShares Russell 2000 ETF | Add +145.5% | 0.28% | +0.19 |
| FLTR Vaneck Ig Floating Rate ETF | Add +13.8% | 1.36% | +0.17 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.0% | 1.01% | +0.17 |
| VTI VG Morningstar TS MKT ETF-US | Add +9.3% | 0.74% | +0.16 |
| BKDV BNY Mellon Dynamic Value | Add +52.9% | 0.35% | +0.15 |
| BND Vanguard Total Bond Market | Add +35.0% | 0.50% | +0.13 |
| FENI Fidelity Enhanced Intl ETF | Add +11.4% | 0.69% | +0.12 |
| VXUS Vanguard Total Intl Stock | Add +5.6% | 0.58% | +0.09 |
| IVW iShares S&P 500 Growth ETF | Add +9.5% | 0.34% | +0.08 |
| MU Micron Technology Inc. | New | 0.07% | +0.07 |
| AMGN Amgen Inc. | New | 0.07% | +0.07 |
| HUM Humana Inc. | New | 0.07% | +0.07 |
| MSFT Microsoft Corp. | Add +12.2% | 0.59% | +0.07 |
| SUB iShares Short-Term National | Add +11.7% | 0.64% | +0.07 |
| HDV iShares Core High Dividend E | Add +27.6% | 0.29% | +0.07 |
| IRDM Iridium Communications Inc. | New | 0.07% | +0.07 |
| IGIB iShares 5-10Y Inv Grade Corp. | New | 0.06% | +0.06 |
| CLS Celestica Inc. | New | 0.06% | +0.06 |
| QQMG Invesco ESG Nasdaq 100 | New | 0.06% | +0.06 |
| IEF iShares 7-10 Year Treasury B | New | 0.06% | +0.06 |
| SNX TD Synnex Corp. | New | 0.06% | +0.06 |
| IWD iShares Russell 1000 Value E | New | 0.05% | +0.05 |
| TCHP T Rowe Price Blue Chip Growt | New | 0.05% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Add +7.2% | 0.32% | +0.05 |
| EWJ iShares MSCI Japan ETF | New | 0.05% | +0.05 |
| IUSG iShares Core S&P U.S. Growth | Add +35.5% | 0.13% | +0.05 |
| MMM 3M Co. | New | 0.05% | +0.05 |
| URI United Rentals Inc. | New | 0.05% | +0.05 |
| AVGO Broadcom Inc. | Add +4.4% | 0.19% | +0.04 |
| PHYL Pgim Active High Yield Bond | Add +2.4% | 1.22% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | Add +21.8% | 0.16% | +0.04 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +15.8% | 0.13% | +0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +15.7% | 0.12% | +0.03 |
| SHW The Sherwin-Williams Co. | Add +0.1% | 0.40% | +0.03 |
| BBUS JPMorgan Betabuilders US Equ | Add +0.5% | 0.19% | +0.03 |
| LMT Lockheed Martin Corp. | Add +51.2% | 0.12% | +0.03 |
| SCZ iShares MSCI Eafe Small-Cap | Add +24.0% | 0.10% | +0.02 |
| MUB iShares National Muni Bond E | Add +23.0% | 0.10% | +0.02 |
| TSLA Tesla Inc. | Add +6.2% | 0.11% | +0.02 |
| NSC Norfolk Southern Corp. | Add +0.1% | 0.15% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +0.3% | 0.07% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 150 | $415.2M | IVV, FBCG, FBND, SHV, IEMG |
| Q1 2026 | 160 | $416.6M | IVV, FBCG, FBND, SHV, IJH |
| Q4 2025 | 151 | $411.2M | IVV, FBCG, FBND, SHV, IJH |
| Q3 2025 | 137 | $350.1M | IVV, FBCG, FBND, IJH, IEMG |
| Q2 2025 | 132 | $322.7M | IVV, FBCG, FBND, IJH, SHV |
| Q1 2025 | 114 | $285.8M | IVV, FBCG, FBND, IJH, SHV |
| Q4 2024 | 90 | $238.8M | IVV, FBCG, FBND, SHV, ITOT |
| Q3 2024 | 82 | $209.5M | IVV, FBCG, FBND, SHV, ITOT |
| Q2 2024 | 75 | $193.2M | IVV, FBCG, SHV, VTV, ITOT |
| Q1 2024 | 99 | $322.4M | IVV, VO, FLTR, SHV, SHY |