KFA Private Wealth Group, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), KFA Private Wealth Group, LLC reported 132 stock positions worth $322.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 18.6% of the portfolio, followed by Fidelity Blue Chip Grow ETF (FBCG, 12.7%) and Fidelity Total Bond ETF (FBND, 4.1%). Compared with Q1 2025, it opened 20 new positions, sold out of 2, added to 51 and reduced 46. The biggest buy was Fidelity Blue Chip Grow ETF (FBCG, shares +1%) and the biggest sale Fidelity Total Bond ETF (FBND, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- Tysons, VA
- CIK
- 0001800556
- Portfolio Value
- $322.7M (Q2 2025)
- SEC Filing
- 0001172661-25-002711 ↗ filed Jul 24, 2025
Holdings Value
Holdings 132 stocks · $322.7M
| IVV iShares Core S&P 500 ETF | 18.64% | 96,879 | $60.2M | Reduce -0.8% |
| FBCG Fidelity Blue Chip Grow ETF | 12.68% | 848,456 | $40.9M | Add +1.4% |
| FBND Fidelity Total Bond ETF | 4.15% | 292,487 | $13.4M | Reduce -17.7% |
| IJH iShares Core S&P Midcap ETF | 3.67% | 190,832 | $11.8M | Add +0.4% |
| SHV iShares 0-1 Year Treasury Bo | 3.35% | 97,839 | $10.8M | Add +13.0% |
| IJR iShares Core S&P Small-Cap E | 3.07% | 90,597 | $9.9M | Add +0.6% |
| IEMG iShares Core MSCI Emerging | 2.97% | 159,652 | $9.6M | Add +2.6% |
| ITOT iShares Core S&P Total U.S. | 2.80% | 67,027 | $9.1M | Add +1.8% |
| XLK SS Technology Select Sector | 2.58% | 32,944 | $8.3M | Add +1.0% |
| IXUS iShares Core Intl Stock ETF | 2.58% | 107,830 | $8.3M | Add +2.0% |
| AGG iShares Core U.S. Aggregate | 2.46% | 79,899 | $7.9M | Add +1.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.41% | 44,047 | $7.8M | Reduce -2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.28% | 11,928 | $7.4M | Reduce -0.5% |
| ISTB iShares Core 1-5 Year Usd Bo | 2.25% | 148,933 | $7.2M | Add +6.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.15% | 24,788 | $6.9M | Reduce -0.9% |
| FLTR Vaneck Ig Floating Rate ETF | 1.63% | 206,757 | $5.3M | Add +3.4% |
| SHY iShares 1-3 Year Treasury Bo | 1.59% | 61,909 | $5.1M | Add +28.8% |
| JNK SS SPDR BB High Yield Bond | 1.39% | 45,990 | $4.5M | Reduce -21.8% |
| AAPL Apple Inc. | 1.26% | 19,857 | $4.1M | Reduce -3.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.10% | 14,929 | $3.5M | Reduce -0.2% |
| VOO Vanguard S&P 500 ETF | 1.01% | 5,735 | $3.3M | Add +11.3% |
| MSFT Microsoft Corp. | 0.93% | 6,064 | $3.0M | Add +14.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.93% | 6,873 | $3.0M | Add +0.1% |
| NVDA Nvidia Corp. | 0.89% | 18,172 | $2.9M | Reduce -5.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.77% | 53,709 | $2.5M | Reduce -3.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.73% | 7,711 | $2.3M | Add +0.3% |
| AMZN Amazon.com Inc. | 0.69% | 10,147 | $2.2M | Reduce -0.4% |
| XLF SS Financial Select Sector | 0.62% | 38,423 | $2.0M | Add +0.1% |
| VXUS Vanguard Total Intl Stock | 0.61% | 28,297 | $2.0M | Add +0.1% |
| SUB iShares Short-Term National | 0.54% | 16,365 | $1.7M | Add +39.2% |
| SHW The Sherwin-Williams Co. | 0.51% | 4,802 | $1.6M | New |
| EFA iShares MSCI Eafe ETF | 0.45% | 16,356 | $1.5M | Reduce -10.4% |
| MCD McDonald's Corp. | 0.44% | 4,888 | $1.4M | Add +189.6% |
| VYM Vanguard High DVD Yield ETF | 0.44% | 10,576 | $1.4M | Add +2.3% |
| GIB Cgi Inc. | 0.40% | 12,440 | $1.3M | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 0.40% | 12,097 | $1.3M | Add +46.6% |
| ADP Automatic Data Processing | 0.40% | 4,203 | $1.3M | New |
| WMT Walmart Inc. | 0.38% | 12,484 | $1.2M | Add +92.7% |
| GLD SPDR Gold Shares | 0.36% | 3,845 | $1.2M | Reduce -1.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 3,831 | $1.1M | Add +0.2% |
| EEM iShares MSCI Emerging Market | 0.35% | 23,167 | $1.1M | Add +0.8% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.34% | 13,688 | $1.1M | Add +41.8% |
| XLV SS Health Care Select Sector | 0.32% | 7,684 | $1.0M | Add +1.4% |
| CHI Calamos Convert Opport & Inc. | 0.32% | 97,282 | $1.0M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 0.28% | 3,098 | $898K | Add +8.9% |
| GOOGL Alphabet Inc. Class A | 0.27% | 4,999 | $881K | Reduce -0.6% |
| HON Honeywell International Inc. | 0.27% | 3,738 | $871K | Reduce -4.2% |
| CAT Caterpillar Inc. | 0.26% | 2,155 | $837K | Reduce -2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 1,664 | $808K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 1,424 | $786K | Reduce -3.3% |
| HDV iShares Core High Dividend E | 0.24% | 6,679 | $783K | Reduce -1.6% |
| JNJ Johnson & Johnson | 0.24% | 5,072 | $775K | Add +5.0% |
| XLE SS Energy Select Sector | 0.22% | 8,492 | $720K | Add +1.8% |
| NOBL Proshares S&P 500 Dividend A | 0.22% | 6,977 | $703K | Add +0.4% |
| FLOT iShares Floating Rate Bond E | 0.22% | 13,744 | $701K | No change |
| PZA Invesco National Amt-Free Mu | 0.22% | 31,246 | $700K | New |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.21% | 8,591 | $693K | Reduce -1.1% |
| VEA Vanguard Ftse Developed ETF | 0.21% | 12,057 | $687K | Add +21.8% |
| IVW iShares S&P 500 Growth ETF | 0.21% | 6,097 | $671K | New |
| COST Costco Wholesale Corp. | 0.20% | 659 | $652K | Add +0.8% |
| PG The Procter & Gamble Co. | 0.20% | 4,078 | $650K | Reduce -4.0% |
| ISCB iShares Morningstar SM Cap | 0.19% | 10,679 | $622K | Reduce -1.6% |
| JEPI JPMorgan Equity Premium Inco | 0.19% | 10,814 | $615K | Add +52.0% |
| META Meta Platforms Inc. Class A | 0.19% | 813 | $600K | Reduce -3.3% |
| KO The Coca-Cola Co. | 0.19% | 8,461 | $599K | Reduce -2.4% |
| T AT&T Inc. | 0.18% | 20,177 | $584K | Add +0.2% |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 2,757 | $564K | Reduce -1.6% |
| NSC Norfolk Southern Corp. | 0.17% | 2,175 | $557K | New |
| HD Home Depot Inc. | 0.17% | 1,512 | $554K | Add +151.6% |
| MUB iShares National Muni Bond E | 0.17% | 5,209 | $544K | Reduce -6.9% |
| AXP American Express Co. | 0.16% | 1,589 | $507K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.16% | 2,776 | $505K | Add +89.4% |
| V Visa Inc. Class A | 0.15% | 1,388 | $493K | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.15% | 1,787 | $493K | Add +1.5% |
| INDY iShares India 50 ETF | 0.15% | 8,825 | $480K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.14% | 5,022 | $462K | Reduce -2.1% |
| DOV Dover Corp. | 0.14% | 2,518 | $461K | New |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.14% | 10,687 | $461K | Add +1.6% |
| AVDE Avantis International Equity | 0.13% | 5,812 | $430K | Reduce -9.4% |
| CSCO Cisco Systems Inc. | 0.13% | 6,142 | $426K | Reduce -1.1% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.13% | 3,629 | $422K | Reduce -8.7% |
| MAR Marriott International Class A | 0.12% | 1,450 | $396K | New |
| AME Ametek Inc. | 0.12% | 2,160 | $391K | No change |
| PEP Pepsico Inc. | 0.12% | 2,955 | $390K | New |
| VXF Vanguard Extended Market ETF | 0.12% | 1,953 | $376K | Add +0.1% |
| XLI SS Industrial Select Sector | 0.12% | 2,546 | $376K | Reduce -4.6% |
| ABBV Abbvie Inc. | 0.11% | 1,985 | $369K | Reduce -5.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 4,367 | $365K | Add +1.5% |
| SCHG Schwab US Large-Cap Growth | 0.11% | 12,479 | $365K | Add +0.0% |
| CRM Salesforce Inc. | 0.11% | 1,324 | $361K | Add +4.3% |
| INTU Intuit Inc. | 0.11% | 458 | $361K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.11% | 2,377 | $358K | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.11% | 7,426 | $355K | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.11% | 1,221 | $348K | No change |
| TSLA Tesla Inc. | 0.11% | 1,072 | $341K | Reduce -8.6% |
| SCZ iShares MSCI Eafe Small-Cap | 0.11% | 4,666 | $339K | Add +3.0% |
| WST West Pharmaceutical Services | 0.10% | 1,500 | $328K | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 5,975 | $325K | Add +41.1% |
| NFLX Netflix Inc. | 0.10% | 238 | $319K | Reduce -5.9% |
| SMH Vaneck Semiconductor ETF | 0.10% | 1,111 | $310K | Reduce -3.3% |
Portfolio Sells Q1 2025 → Q2 2025
| FBND Fidelity Total Bond ETF | Reduce -17.7% | 4.15% | −1.53 |
| JNK SS SPDR BB High Yield Bond | Reduce -21.8% | 1.39% | −0.57 |
| IVV iShares Core S&P 500 ETF | Reduce -0.8% | 18.64% | −0.57 |
| AAPL Apple Inc. | Reduce -3.3% | 1.26% | −0.33 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.3% | 2.41% | −0.31 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -3.6% | 0.77% | −0.13 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.9% | 2.15% | −0.11 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.11 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.09 |
| EFA iShares MSCI Eafe ETF | Reduce -10.4% | 0.45% | −0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.2% | 1.10% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.5% | 2.28% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -4.0% | 0.20% | −0.05 |
| HDV iShares Core High Dividend E | Reduce -1.6% | 0.24% | −0.05 |
| ABBV Abbvie Inc. | Reduce -5.3% | 0.11% | −0.04 |
| MUB iShares National Muni Bond E | Reduce -6.9% | 0.17% | −0.04 |
| GIB Cgi Inc. | Reduce -0.5% | 0.40% | −0.03 |
| KO The Coca-Cola Co. | Reduce -2.4% | 0.19% | −0.03 |
| GLD SPDR Gold Shares | Reduce -1.2% | 0.36% | −0.03 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -1.1% | 0.21% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -2.6% | 0.09% | −0.02 |
| DSU BlackRock Debt Strategies | Reduce -16.3% | 0.06% | −0.02 |
| HON Honeywell International Inc. | Reduce -4.2% | 0.27% | −0.02 |
| IWX iShares Russell Top 200 Valu | Reduce -13.4% | 0.07% | −0.02 |
| V Visa Inc. Class A | Reduce -0.1% | 0.15% | −0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -13.6% | 0.07% | −0.02 |
| AVDE Avantis International Equity | Reduce -9.4% | 0.13% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.6% | 0.17% | −0.02 |
| ISCB iShares Morningstar SM Cap | Reduce -1.6% | 0.19% | −0.01 |
| DVY iShares Select Dividend ETF | Reduce -0.2% | 0.08% | −0.01 |
| CHI Calamos Convert Opport & Inc. | Reduce -0.7% | 0.32% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -8.7% | 0.13% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -1.9% | 0.10% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -2.1% | 0.14% | −0.01 |
| ADBE Adobe Inc. | Reduce -1.3% | 0.07% | −0.01 |
| XLI SS Industrial Select Sector | Reduce -4.6% | 0.12% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -4.5% | 0.08% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -1.1% | 0.13% | −0.00 |
| TSLA Tesla Inc. | Reduce -8.6% | 0.11% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 0.27% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.3% | 0.24% | +0.00 |
| CAT Caterpillar Inc. | Reduce -2.8% | 0.26% | +0.00 |
| FSLR First Solar Inc. | Reduce -6.0% | 0.08% | +0.01 |
| SMH Vaneck Semiconductor ETF | Reduce -3.3% | 0.10% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 0.69% | +0.01 |
| NFLX Netflix Inc. | Reduce -5.9% | 0.10% | +0.02 |
| META Meta Platforms Inc. Class A | Reduce -3.3% | 0.19% | +0.02 |
| NVDA Nvidia Corp. | Reduce -5.4% | 0.89% | +0.16 |
Portfolio Buys Q1 2025 → Q2 2025
| FBCG Fidelity Blue Chip Grow ETF | Add +1.4% | 12.68% | +0.98 |
| SHW The Sherwin-Williams Co. | New | 0.51% | +0.51 |
| ADP Automatic Data Processing | New | 0.40% | +0.40 |
| MCD McDonald's Corp. | Add +189.6% | 0.44% | +0.26 |
| MSFT Microsoft Corp. | Add +14.7% | 0.93% | +0.24 |
| XLK SS Technology Select Sector | Add +1.0% | 2.58% | +0.23 |
| PZA Invesco National Amt-Free Mu | New | 0.22% | +0.22 |
| IVW iShares S&P 500 Growth ETF | New | 0.21% | +0.21 |
| SHY iShares 1-3 Year Treasury Bo | Add +28.8% | 1.59% | +0.20 |
| WMT Walmart Inc. | Add +92.7% | 0.38% | +0.18 |
| NSC Norfolk Southern Corp. | New | 0.17% | +0.17 |
| DOV Dover Corp. | New | 0.14% | +0.14 |
| MAR Marriott International Class A | New | 0.12% | +0.12 |
| PEP Pepsico Inc. | New | 0.12% | +0.12 |
| SHM SS SPDR N Ice St Muni ETF | New | 0.11% | +0.11 |
| ONEQ Fidelity Nasdaq Comp Indx | Add +41.8% | 0.34% | +0.11 |
| SUB iShares Short-Term National | Add +39.2% | 0.54% | +0.10 |
| HD Home Depot Inc. | Add +151.6% | 0.17% | +0.09 |
| FVD First Trust Value Line DVD | New | 0.09% | +0.09 |
| DTH Wisdomtree International Hig | New | 0.09% | +0.09 |
| COF Capital One Financial Corp. | New | 0.09% | +0.09 |
| IWM iShares Russell 2000 ETF | New | 0.09% | +0.09 |
| GE General Electric | New | 0.08% | +0.08 |
| AMD Advanced Micro Devices | New | 0.08% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +11.3% | 1.01% | +0.08 |
| BBUS JPMorgan Betabuilders US Equ | New | 0.08% | +0.08 |
| BAC Bank of America Corp. | New | 0.07% | +0.07 |
| BR Broadridge Financial Solutio | New | 0.07% | +0.07 |
| RSP Invesco S&P 500 Equal Weight | Add +89.4% | 0.16% | +0.07 |
| YUM Yum! Brands Inc. | New | 0.07% | +0.07 |
| MRK Merck & Co. Inc. | New | 0.07% | +0.07 |
| XOM Exxon Mobil Corp. | Add +46.6% | 0.40% | +0.06 |
| AVGO Broadcom Inc. | Add +1.5% | 0.15% | +0.05 |
| JEPI JPMorgan Equity Premium Inco | Add +52.0% | 0.19% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 0.93% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +21.8% | 0.21% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +8.9% | 0.28% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +2.6% | 2.97% | +0.03 |
| JEPQ JPM Nasdaq Equity Premium | Add +41.1% | 0.10% | +0.02 |
| IBM Intl Business Machines Corp. | Add +0.2% | 0.35% | +0.02 |
| VZ Verizon Communications Inc. | Add +28.8% | 0.09% | +0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Add +3.0% | 0.11% | +0.00 |
| SCHG Schwab US Large-Cap Growth | Add +0.0% | 0.11% | +0.00 |
| SHV iShares 0-1 Year Treasury Bo | Add +13.0% | 3.35% | +0.00 |
| IXUS iShares Core Intl Stock ETF | Add +2.0% | 2.58% | 0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.5% | 0.11% | −0.00 |
| VXF Vanguard Extended Market ETF | Add +0.1% | 0.12% | −0.00 |
| RTX RTX Corp. | Add +0.6% | 0.07% | −0.00 |
| D Dominion Energy Inc. | Add +4.0% | 0.07% | −0.01 |
| EEM iShares MSCI Emerging Market | Add +0.8% | 0.35% | −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 |