KFA Private Wealth Group, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 1, 2024), KFA Private Wealth Group, LLC reported 99 stock positions worth $322.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 20.2% of the portfolio, followed by Vngrd Mrngstr MD-Cap ETF-Usd (VO, 7.7%) and Vaneck Ig Floating Rate ETF (FLTR, 7.7%). Compared with Q4 2023, it opened 14 new positions, added to 70 and reduced 10. The biggest buy was a new position in Fidelity Blue Chip Grow ETF (FBCG) and the biggest sale iShares Core High Dividend E (HDV, shares −32%).

Most Recent 13F
Q2 2026
Location
Tysons, VA
CIK
0001800556
Portfolio Value
$322.4M (Q1 2024)
SEC Filing
0001172661-24-001973 ↗ filed May 1, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $322.4M $322.4M Q1 2024 Q2 2024: $193.2M Q2 2024 Q3 2024: $209.5M Q3 2024 Q4 2024: $238.8M Q4 2024 Q1 2025: $285.8M Q1 2025 Q2 2025: $322.7M Q2 2025 Q3 2025: $350.1M Q3 2025 Q4 2025: $411.2M Q4 2025 Q1 2026: $416.6M Q1 2026 Q2 2026: $415.2M Q2 2026

Holdings 99 stocks · $322.4M
IVV iShares Core S&P 500 ETF 20.22% 123,966 $65.2M Add +5.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 7.69% 99,178 $24.8M Add +3.5%
FLTR Vaneck Ig Floating Rate ETF 7.68% 970,195 $24.7M Add +5.8%
SHV iShares 0-1 Year Treasury Bo 7.48% 218,091 $24.1M Add +6.0%
SHY iShares 1-3 Year Treasury Bo 6.22% 245,090 $20.0M Add +6.0%
ITOT iShares Core S&P Total U.S. 4.90% 137,040 $15.8M Add +4.8%
VTV Vanguard Mrngstr Val ETF-Aui 4.82% 95,399 $15.5M Add +3.7%
IJR iShares Core S&P Small-Cap E 4.64% 135,317 $15.0M Add +2.6%
IVE iShares S&P 500 Value ETF 3.31% 57,054 $10.7M Add +0.8%
IJH iShares Core S&P Midcap ETF 2.87% 152,287 $9.2M Add +8.2%
IWM iShares Russell 2000 ETF 1.63% 24,958 $5.2M Add +7.4%
AAPL Apple Inc. 1.56% 29,304 $5.0M Add +6.0%
VOO Vanguard S&P 500 ETF 1.55% 10,392 $5.0M Add +29.7%
IXUS iShares Core Intl Stock ETF 1.38% 65,762 $4.5M Add +7.1%
VB Vanguard Most SM-Cap ETF-Usd 1.19% 16,766 $3.8M Add +5.5%
FBCG Fidelity Blue Chip Grow ETF 1.07% 90,069 $3.5M New
MSFT Microsoft Corp. 1.04% 7,958 $3.3M Add +4.8%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 1.00% 70,694 $3.2M Add +16.9%
HDV iShares Core High Dividend E 0.99% 28,921 $3.2M Reduce -32.1%
EFA iShares MSCI Eafe ETF 0.91% 36,578 $2.9M Add +34.5%
AMZN Amazon.com Inc. 0.89% 15,907 $2.9M Add +2.7%
XLK SS Technology Select Sector 0.86% 13,356 $2.8M Add +36.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.84% 7,878 $2.7M Add +14.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.81% 5,013 $2.6M Add +7.4%
AGG iShares Core U.S. Aggregate 0.67% 21,982 $2.2M Reduce -2.4%
NVDA Nvidia Corp. 0.63% 2,263 $2.0M Reduce -11.4%
VTI VG Morningstar TS MKT ETF-US 0.63% 7,831 $2.0M Add +14.4%
VXUS Vanguard Total Intl Stock 0.57% 30,290 $1.8M Add +0.9%
FBND Fidelity Total Bond ETF 0.49% 34,796 $1.6M New
BRK.B Berkshire Hathaway Inc. Class B 0.48% 3,671 $1.5M Add +4.0%
UNH Unitedhealth Group Inc. 0.43% 2,807 $1.4M Add +3.4%
GLD SPDR Gold Shares 0.38% 5,924 $1.2M Add +6.7%
IEMG iShares Core MSCI Emerging 0.33% 20,751 $1.1M Add +124.2%
GOOG Alphabet Inc. Class C 0.33% 6,996 $1.1M Add +11.8%
XLV SS Health Care Select Sector 0.32% 6,908 $1.0M Add +17.8%
JNJ Johnson & Johnson 0.31% 6,286 $994K Add +0.6%
KO The Coca-Cola Co. 0.28% 14,763 $903K Add +5.0%
NEAR iShares SH Dba ETF Usd Inc. 0.28% 17,853 $901K Add +12.3%
XOM Exxon Mobil Corp. 0.27% 7,593 $883K Add +6.7%
WMT Walmart Inc. 0.27% 14,667 $883K Add +3.5%
NOBL Proshares S&P 500 Dividend A 0.27% 8,450 $857K Add +82.7%
IVW iShares S&P 500 Growth ETF 0.25% 9,437 $797K Add +4.2%
META Meta Platforms Inc. Class A 0.23% 1,557 $756K Add +12.1%
VEA Vanguard Ftse Developed ETF 0.22% 14,305 $718K Add +49.0%
GOOGL Alphabet Inc. Class A 0.21% 4,506 $680K Add +4.9%
MUB iShares National Muni Bond E 0.21% 6,238 $671K Add +14.4%
ITA iShares U.S. Aerospace & Def 0.20% 4,893 $645K Add +11.1%
BRK.A Berkshire Hathaway Inc. Class A 0.20% 1 $634K No change
GIB Cgi Inc. 0.19% 5,526 $611K No change
AMD Advanced Micro Devices 0.19% 3,376 $609K Add +6.6%
WST West Pharmaceutical Services 0.18% 1,500 $594K No change
NFLX Netflix Inc. 0.18% 955 $580K Reduce -0.3%
IEFA iShares Core MSCI Eafe ETF 0.18% 7,702 $572K Add +5.3%
HON Honeywell International Inc. 0.17% 2,640 $542K Reduce -0.2%
QQQ Invesco QQQ Trust Series 1 0.17% 1,219 $541K Add +13.4%
V Visa Inc. Class A 0.17% 1,935 $540K Add +4.5%
ABT Abbott Laboratories 0.16% 4,655 $529K Add +12.8%
SCZ iShares MSCI Eafe Small-Cap 0.16% 8,110 $514K Reduce -0.8%
PG The Procter & Gamble Co. 0.16% 3,115 $505K Add +3.7%
JNK SS SPDR BB High Yield Bond 0.16% 5,272 $502K New
AMGN Amgen Inc. 0.15% 1,752 $498K Add +22.7%
JPM JPMorgan Chase & Co. 0.15% 2,484 $498K Add +2.0%
BND Vanguard Total Bond Market 0.14% 6,279 $456K Add +33.1%
DSI iShares ESG MSCI KLD 400 ETF 0.14% 4,489 $453K Add +23.6%
SUB iShares Short-Term National 0.14% 4,293 $450K Add +18.3%
XLF SS Financial Select Sector 0.14% 10,594 $446K Add +9.9%
ISTB iShares Core 1-5 Year Usd Bo 0.14% 9,394 $446K New
SHYG iShares 0-5 YR HY Corp. Bond 0.13% 10,180 $433K Add +11.5%
ABBV Abbvie Inc. 0.13% 2,359 $430K Add +9.6%
TSLA Tesla Inc. 0.13% 2,315 $407K Add +30.4%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.13% 5,219 $406K New
SCHG Schwab US Large-Cap Growth 0.12% 4,282 $397K New
AMP Ameriprise Financial Inc. 0.12% 864 $379K Reduce -1.4%
IUSG iShares Core S&P U.S. Growth 0.11% 3,109 $364K No change
HD Home Depot Inc. 0.11% 943 $362K Add +0.1%
MCD McDonald's Corp. 0.11% 1,276 $360K Add +4.4%
COST Costco Wholesale Corp. 0.11% 489 $358K Add +15.3%
AXP American Express Co. 0.11% 1,500 $342K Reduce -0.8%
DSU BlackRock Debt Strategies 0.11% 30,656 $339K Reduce -1.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.10% 1,738 $332K Reduce -0.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.10% 2,691 $329K Add +4.1%
MA Mastercard Inc. Class A 0.09% 613 $295K Add +1.5%
SDY SS SPDR S&P Dividend ETF 0.09% 2,115 $278K New
XLE SS Energy Select Sector 0.08% 2,859 $270K Add +14.4%
AVGO Broadcom Inc. 0.08% 200 $265K Add +10.5%
ARKK ARK Innovation ETF 0.08% 5,091 $255K Add +3.3%
VZ Verizon Communications Inc. 0.08% 5,975 $251K New
SCHV Schwab US Large-Cap Value 0.08% 3,242 $246K New
VYM Vanguard High DVD Yield ETF 0.07% 1,966 $238K Add +4.7%
ADBE Adobe Inc. 0.07% 468 $236K New
VIG Vanguard Dividend Apprec ETF 0.07% 1,216 $222K Add +0.1%
CSCO Cisco Systems Inc. 0.07% 4,450 $222K New
COP Conocophillips 0.07% 1,735 $221K New
TGT Target Corp. 0.07% 1,236 $219K New
LMT Lockheed Martin Corp. 0.07% 479 $218K Add +1.1%
NOC Northrop Grumman Corp. 0.07% 449 $215K No change
LLY Eli Lilly & Co. 0.07% 276 $215K New
XLRE SS Real Estate Select Sector 0.06% 5,104 $202K Add +1.2%
T AT&T Inc. 0.06% 10,301 $181K Add +1.6%

Portfolio Sells Q4 2023 → Q1 2024
HDV iShares Core High Dividend E Reduce -32.1% 0.99% −0.57
AGG iShares Core U.S. Aggregate Reduce -2.4% 0.67% −0.13
HON Honeywell International Inc. Reduce -0.2% 0.17% −0.03
SCZ iShares MSCI Eafe Small-Cap Reduce -0.8% 0.16% −0.02
DSU BlackRock Debt Strategies Reduce -1.5% 0.11% −0.02
AMP Ameriprise Financial Inc. Reduce -1.4% 0.12% −0.00
IBM Intl Business Machines Corp. Reduce -0.2% 0.10% +0.00
AXP American Express Co. Reduce -0.8% 0.11% +0.00
NFLX Netflix Inc. Reduce -0.3% 0.18% +0.01
NVDA Nvidia Corp. Reduce -11.4% 0.63% +0.18

Portfolio Buys Q4 2023 → Q1 2024
FBCG Fidelity Blue Chip Grow ETF New 1.07% +1.07
FBND Fidelity Total Bond ETF New 0.49% +0.49
VOO Vanguard S&P 500 ETF Add +29.7% 1.55% +0.29
XLK SS Technology Select Sector Add +36.4% 0.86% +0.19
EFA iShares MSCI Eafe ETF Add +34.5% 0.91% +0.17
IEMG iShares Core MSCI Emerging Add +124.2% 0.33% +0.16
JNK SS SPDR BB High Yield Bond New 0.16% +0.16
ISTB iShares Core 1-5 Year Usd Bo New 0.14% +0.14
HYG Ishr Ibx Usd Hiyld CB ETF-Ui New 0.13% +0.13
SCHG Schwab US Large-Cap Growth New 0.12% +0.12
NOBL Proshares S&P 500 Dividend A Add +82.7% 0.27% +0.11
IVV iShares Core S&P 500 ETF Add +5.5% 20.22% +0.10
SDY SS SPDR S&P Dividend ETF New 0.09% +0.09
VZ Verizon Communications Inc. New 0.08% +0.08
VUG Vanguard Mrngstar GR ETF-Sui Add +14.9% 0.84% +0.08
SCHV Schwab US Large-Cap Value New 0.08% +0.08
ADBE Adobe Inc. New 0.07% +0.07
IJH iShares Core S&P Midcap ETF Add +8.2% 2.87% +0.07
CSCO Cisco Systems Inc. New 0.07% +0.07
COP Conocophillips New 0.07% +0.07
TGT Target Corp. New 0.07% +0.07
LLY Eli Lilly & Co. New 0.07% +0.07
META Meta Platforms Inc. Class A Add +12.1% 0.23% +0.06
VEA Vanguard Ftse Developed ETF Add +49.0% 0.22% +0.06
VTI VG Morningstar TS MKT ETF-US Add +14.4% 0.63% +0.05
AMZN Amazon.com Inc. Add +2.7% 0.89% +0.05
XLV SS Health Care Select Sector Add +17.8% 0.32% +0.03
BRK.B Berkshire Hathaway Inc. Class B Add +4.0% 0.48% +0.03
DSI iShares ESG MSCI KLD 400 ETF Add +23.6% 0.14% +0.02
AMD Advanced Micro Devices Add +6.6% 0.19% +0.02
XOM Exxon Mobil Corp. Add +6.7% 0.27% +0.02
DIS The Walt Disney Co. Add +4.1% 0.10% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +7.4% 0.81% +0.02
BND Vanguard Total Bond Market Add +33.1% 0.14% +0.02
MSFT Microsoft Corp. Add +4.8% 1.04% +0.02
GOOG Alphabet Inc. Class C Add +11.8% 0.33% +0.01
ABBV Abbvie Inc. Add +9.6% 0.13% +0.01
COST Costco Wholesale Corp. Add +15.3% 0.11% +0.01
QQQ Invesco QQQ Trust Series 1 Add +13.4% 0.17% +0.01
AVGO Broadcom Inc. Add +10.5% 0.08% +0.01
XLE SS Energy Select Sector Add +14.4% 0.08% +0.01
XLF SS Financial Select Sector Add +9.9% 0.14% +0.01
AMGN Amgen Inc. Add +22.7% 0.15% +0.01
WMT Walmart Inc. Add +3.5% 0.27% +0.01
JPM JPMorgan Chase & Co. Add +2.0% 0.15% +0.01
IVW iShares S&P 500 Growth ETF Add +4.2% 0.25% +0.00
SUB iShares Short-Term National Add +18.3% 0.14% +0.00
ABT Abbott Laboratories Add +12.8% 0.16% +0.00
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +16.9% 1.00% +0.00
ITA iShares U.S. Aerospace & Def Add +11.1% 0.20% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 150$415.2MIVV, FBCG, FBND, SHV, IEMG
Q1 2026 160$416.6MIVV, FBCG, FBND, SHV, IJH
Q4 2025 151$411.2MIVV, FBCG, FBND, SHV, IJH
Q3 2025 137$350.1MIVV, FBCG, FBND, IJH, IEMG
Q2 2025 132$322.7MIVV, FBCG, FBND, IJH, SHV
Q1 2025 114$285.8MIVV, FBCG, FBND, IJH, SHV
Q4 2024 90$238.8MIVV, FBCG, FBND, SHV, ITOT
Q3 2024 82$209.5MIVV, FBCG, FBND, SHV, ITOT
Q2 2024 75$193.2MIVV, FBCG, SHV, VTV, ITOT
Q1 2024 99$322.4MIVV, VO, FLTR, SHV, SHY