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

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $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 $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 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%
LMT Lockheed Martin Corp. 0.10% 668 $309K Reduce -1.9%
VZ Verizon Communications Inc. 0.09% 7,004 $303K Add +28.8%
FVD First Trust Value Line DVD 0.09% 6,558 $293K New
IWC iShares Micro-Cap ETF 0.09% 2,287 $292K No change
DTH Wisdomtree International Hig 0.09% 6,300 $292K New
LLY Eli Lilly & Co. 0.09% 372 $290K Reduce -2.6%
VSEC Vse Corp. 0.09% 2,200 $288K No change
COF Capital One Financial Corp. 0.09% 1,348 $287K New
IWM iShares Russell 2000 ETF 0.09% 1,283 $277K New
GE General Electric filed as GE AEROSPACE 0.08% 1,057 $272K New
AMD Advanced Micro Devices 0.08% 1,898 $269K New
GS Goldman Sachs Group Inc. 0.08% 378 $268K No change
BSV Vanguard Short-Term Bond ETF 0.08% 3,402 $268K Add +0.3%
DVY iShares Select Dividend ETF 0.08% 1,989 $264K Reduce -0.2%
SDY SS SPDR S&P Dividend ETF 0.08% 1,938 $263K Add +0.2%
GOOG Alphabet Inc. Class C 0.08% 1,448 $257K Reduce -4.5%
FSLR First Solar Inc. 0.08% 1,537 $254K Reduce -6.0%
GDX Vaneck Gold Miners ETF 0.08% 4,818 $251K No change
BBUS JPMorgan Betabuilders US Equ 0.08% 2,212 $248K New
IYR iShares US Real Estate ETF 0.08% 2,604 $247K No change
UNH Unitedhealth Group Inc. 0.08% 782 $244K Add +33.9%
SCHV Schwab US Large-Cap Value 0.07% 8,661 $240K No change
RTX RTX Corp. 0.07% 1,613 $236K Add +0.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.07% 4,777 $226K New
IWX iShares Russell Top 200 Valu 0.07% 2,613 $220K Reduce -13.4%
BR Broadridge Financial Solutio 0.07% 905 $220K New
D Dominion Energy Inc. 0.07% 3,886 $220K Add +4.0%
YUM Yum! Brands Inc. 0.07% 1,468 $218K New
MRK Merck & Co. Inc. 0.07% 2,682 $212K New
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.07% 477 $210K Reduce -13.6%
ADBE Adobe Inc. 0.07% 542 $210K Reduce -1.3%
DSU BlackRock Debt Strategies 0.06% 17,747 $187K Reduce -16.3%

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

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