KFA Private Wealth Group, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 3, 2025), KFA Private Wealth Group, LLC reported 137 stock positions worth $350.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 18.4% of the portfolio, followed by Fidelity Blue Chip Grow ETF (FBCG, 13.7%) and Fidelity Total Bond ETF (FBND, 4.5%). Compared with Q2 2025, it opened 11 new positions, sold out of 6, added to 41 and reduced 63. The biggest buy was Fidelity Blue Chip Grow ETF (FBCG, shares +5%) and the biggest sale iShares Core 1-5 Year Usd Bo (ISTB, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- Tysons, VA
- CIK
- 0001800556
- Portfolio Value
- $350.1M (Q3 2025)
- SEC Filing
- 0001172661-25-004161 ↗ filed Oct 3, 2025
Holdings Value
Holdings 137 stocks · $350.1M
| IVV iShares Core S&P 500 ETF | 18.45% | 96,483 | $64.6M | Reduce -0.4% |
| FBCG Fidelity Blue Chip Grow ETF | 13.69% | 893,499 | $47.9M | Add +5.3% |
| FBND Fidelity Total Bond ETF | 4.54% | 343,571 | $15.9M | Add +17.5% |
| IJH iShares Core S&P Midcap ETF | 3.69% | 197,945 | $12.9M | Add +3.7% |
| IEMG iShares Core MSCI Emerging | 3.42% | 181,850 | $12.0M | Add +13.9% |
| SHV iShares 0-1 Year Treasury Bo | 3.26% | 103,371 | $11.4M | Add +5.7% |
| IJR iShares Core S&P Small-Cap E | 3.05% | 89,728 | $10.7M | Reduce -1.0% |
| ITOT iShares Core S&P Total U.S. | 2.79% | 67,030 | $9.8M | Add +0.0% |
| XLK SS Technology Select Sector | 2.71% | 33,606 | $9.5M | Add +2.0% |
| IXUS iShares Core Intl Stock ETF | 2.63% | 111,335 | $9.2M | Add +3.3% |
| AGG iShares Core U.S. Aggregate | 2.30% | 80,238 | $8.0M | Add +0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.30% | 43,093 | $8.0M | Reduce -2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.22% | 11,677 | $7.8M | Reduce -2.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.94% | 23,152 | $6.8M | Reduce -6.6% |
| ISTB iShares Core 1-5 Year Usd Bo | 1.89% | 135,415 | $6.6M | Reduce -9.1% |
| SHY iShares 1-3 Year Treasury Bo | 1.52% | 64,210 | $5.3M | Add +3.7% |
| FLTR Vaneck Ig Floating Rate ETF | 1.49% | 204,220 | $5.2M | Reduce -1.2% |
| JNK SS SPDR BB High Yield Bond | 1.47% | 52,473 | $5.1M | Add +14.1% |
| AAPL Apple Inc. | 1.39% | 19,161 | $4.9M | Reduce -3.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.05% | 14,404 | $3.7M | Reduce -3.5% |
| VOO Vanguard S&P 500 ETF | 1.02% | 5,853 | $3.6M | Add +2.1% |
| NVDA Nvidia Corp. | 0.99% | 18,667 | $3.5M | Add +2.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.93% | 6,784 | $3.3M | Reduce -1.3% |
| MSFT Microsoft Corp. | 0.83% | 5,643 | $2.9M | Reduce -6.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.73% | 54,976 | $2.6M | Add +2.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.61% | 6,549 | $2.1M | Reduce -15.1% |
| AMZN Amazon.com Inc. | 0.60% | 9,633 | $2.1M | Reduce -5.1% |
| SUB iShares Short-Term National | 0.58% | 19,070 | $2.0M | Add +16.5% |
| VXUS Vanguard Total Intl Stock | 0.57% | 27,133 | $2.0M | Reduce -4.1% |
| XLF SS Financial Select Sector | 0.57% | 36,867 | $2.0M | Reduce -4.0% |
| EFA iShares MSCI Eafe ETF | 0.49% | 18,304 | $1.7M | Add +11.9% |
| SHW The Sherwin-Williams Co. | 0.47% | 4,802 | $1.7M | No change |
| MCD McDonald's Corp. | 0.43% | 4,900 | $1.5M | Add +0.3% |
| VYM Vanguard High DVD Yield ETF | 0.40% | 9,938 | $1.4M | Reduce -6.0% |
| XOM Exxon Mobil Corp. | 0.39% | 12,174 | $1.4M | Add +0.6% |
| EEM iShares MSCI Emerging Market | 0.38% | 24,850 | $1.3M | Add +7.3% |
| GLD SPDR Gold Shares | 0.36% | 3,544 | $1.3M | Reduce -7.8% |
| WMT Walmart Inc. | 0.35% | 12,003 | $1.2M | Reduce -3.9% |
| ADP Automatic Data Processing | 0.35% | 4,126 | $1.2M | Reduce -1.8% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.34% | 13,465 | $1.2M | Reduce -1.6% |
| GIB Cgi Inc. | 0.33% | 13,044 | $1.2M | Add +4.9% |
| GOOGL Alphabet Inc. Class A | 0.33% | 4,758 | $1.2M | Reduce -4.8% |
| JPM JPMorgan Chase & Co. | 0.31% | 3,444 | $1.1M | Add +11.2% |
| CHI Calamos Convert Opport & Inc. | 0.31% | 100,610 | $1.1M | Add +3.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 3,733 | $1.1M | Reduce -2.6% |
| XLV SS Health Care Select Sector | 0.29% | 7,215 | $1.0M | Reduce -6.1% |
| CAT Caterpillar Inc. | 0.26% | 1,924 | $918K | Reduce -10.7% |
| IVW iShares S&P 500 Growth ETF | 0.26% | 7,422 | $896K | Add +21.7% |
| JNJ Johnson & Johnson | 0.26% | 4,829 | $896K | Reduce -4.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 1,384 | $831K | Reduce -2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 1,628 | $818K | Reduce -2.2% |
| HDV iShares Core High Dividend E | 0.23% | 6,620 | $811K | Reduce -0.9% |
| VEA Vanguard Ftse Developed ETF | 0.23% | 13,502 | $809K | Add +12.0% |
| HON Honeywell International Inc. | 0.21% | 3,553 | $748K | Reduce -5.0% |
| FLOT iShares Floating Rate Bond E | 0.20% | 13,744 | $702K | No change |
| ISCB iShares Morningstar SM Cap | 0.19% | 10,679 | $677K | No change |
| XLE SS Energy Select Sector | 0.19% | 7,573 | $677K | Reduce -10.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.19% | 8,258 | $671K | Reduce -3.9% |
| COST Costco Wholesale Corp. | 0.19% | 720 | $667K | Add +9.3% |
| AVGO Broadcom Inc. | 0.19% | 1,996 | $659K | Add +11.7% |
| JEPI JPMorgan Equity Premium Inco | 0.19% | 11,440 | $653K | Add +5.8% |
| NSC Norfolk Southern Corp. | 0.18% | 2,140 | $643K | Reduce -1.6% |
| PG The Procter & Gamble Co. | 0.18% | 4,061 | $624K | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.17% | 817 | $601K | Add +0.5% |
| HD Home Depot Inc. | 0.17% | 1,478 | $599K | Reduce -2.3% |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 2,757 | $595K | No change |
| T AT&T Inc. | 0.17% | 20,916 | $591K | Add +3.7% |
| KO The Coca-Cola Co. | 0.17% | 8,879 | $589K | Add +4.9% |
| NOBL Proshares S&P 500 Dividend A | 0.17% | 5,607 | $578K | Reduce -19.6% |
| AXP American Express Co. | 0.15% | 1,589 | $528K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.14% | 5,022 | $485K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 2,544 | $483K | Reduce -8.4% |
| V Visa Inc. Class A | 0.14% | 1,388 | $474K | No change |
| TSLA Tesla Inc. | 0.13% | 1,049 | $467K | Reduce -2.1% |
| COF Capital One Financial Corp. | 0.13% | 2,078 | $442K | Add +54.1% |
| AVDE Avantis International Equity | 0.12% | 5,512 | $435K | Reduce -5.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.12% | 3,410 | $430K | Reduce -6.0% |
| DOV Dover Corp. | 0.12% | 2,518 | $420K | No change |
| PEP Pepsico Inc. | 0.12% | 2,956 | $415K | Add +0.0% |
| ABBV Abbvie Inc. | 0.12% | 1,784 | $413K | Reduce -10.1% |
| INDY iShares India 50 ETF | 0.12% | 8,061 | $410K | Reduce -8.7% |
| VXF Vanguard Extended Market ETF | 0.12% | 1,951 | $408K | Reduce -0.1% |
| AME Ametek Inc. | 0.12% | 2,160 | $406K | No change |
| CSCO Cisco Systems Inc. | 0.12% | 5,910 | $404K | Reduce -3.8% |
| WST West Pharmaceutical Services | 0.11% | 1,500 | $393K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.11% | 2,377 | $391K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 4,358 | $381K | Reduce -0.2% |
| MAR Marriott International Class A | 0.11% | 1,450 | $378K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.11% | 1,221 | $376K | No change |
| C Citigroup Inc. | 0.11% | 3,696 | $375K | New |
| XLI SS Industrial Select Sector | 0.10% | 2,344 | $362K | Reduce -7.9% |
| SHM SS SPDR N Ice St Muni ETF | 0.10% | 7,426 | $358K | No change |
| IWC iShares Micro-Cap ETF | 0.10% | 2,287 | $341K | No change |
| MUB iShares National Muni Bond E | 0.10% | 3,180 | $339K | Reduce -39.0% |
| LMT Lockheed Martin Corp. | 0.10% | 675 | $337K | Add +1.1% |
| SCZ iShares MSCI Eafe Small-Cap | 0.10% | 4,384 | $336K | Reduce -6.0% |
| VSEC Vse Corp. | 0.10% | 2,000 | $332K | Reduce -9.1% |
| GDX Vaneck Gold Miners ETF | 0.09% | 4,337 | $331K | Reduce -10.0% |
| UNH Unitedhealth Group Inc. | 0.09% | 958 | $331K | Add +22.5% |
| SMH Vaneck Semiconductor ETF | 0.09% | 998 | $326K | Reduce -10.2% |
Portfolio Sells Q2 2025 → Q3 2025
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -9.1% | 1.89% | −0.36 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -6.6% | 1.94% | −0.21 |
| IVV iShares Core S&P 500 ETF | Reduce -0.4% | 18.45% | −0.19 |
| PZA Invesco National Amt-Free Mu | Reduce -70.6% | 0.06% | −0.16 |
| SHYG iShares 0-5 YR HY Corp. Bond | Sold out | 0.00% | −0.14 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -1.2% | 1.49% | −0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.2% | 2.30% | −0.12 |
| SCHG Schwab US Large-Cap Growth | Sold out | 0.00% | −0.11 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -15.1% | 0.61% | −0.11 |
| MSFT Microsoft Corp. | Reduce -6.9% | 0.83% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -5.1% | 0.60% | −0.09 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.08 |
| SCHV Schwab US Large-Cap Value | Sold out | 0.00% | −0.07 |
| MUB iShares National Muni Bond E | Reduce -39.0% | 0.10% | −0.07 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.07 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.1% | 2.22% | −0.06 |
| XLF SS Financial Select Sector | Reduce -4.0% | 0.57% | −0.06 |
| HON Honeywell International Inc. | Reduce -5.0% | 0.21% | −0.06 |
| ADP Automatic Data Processing | Reduce -1.8% | 0.35% | −0.06 |
| NOBL Proshares S&P 500 Dividend A | Reduce -19.6% | 0.17% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.5% | 1.05% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -2.6% | 0.30% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Reduce -6.0% | 0.40% | −0.04 |
| VXUS Vanguard Total Intl Stock | Reduce -4.1% | 0.57% | −0.04 |
| XLV SS Health Care Select Sector | Reduce -6.1% | 0.29% | −0.03 |
| INDY iShares India 50 ETF | Reduce -8.7% | 0.12% | −0.03 |
| XLE SS Energy Select Sector | Reduce -10.8% | 0.19% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -23.3% | 0.07% | −0.03 |
| WMT Walmart Inc. | Reduce -3.9% | 0.35% | −0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -3.9% | 0.19% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.4% | 0.18% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.0% | 3.05% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -8.4% | 0.14% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.2% | 0.23% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -3.8% | 0.12% | −0.02 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -11.7% | 0.09% | −0.01 |
| XLI SS Industrial Select Sector | Reduce -7.9% | 0.10% | −0.01 |
| DSU BlackRock Debt Strategies | Reduce -13.9% | 0.05% | −0.01 |
| HDV iShares Core High Dividend E | Reduce -0.9% | 0.23% | −0.01 |
| FVD First Trust Value Line DVD | Reduce -7.6% | 0.08% | −0.01 |
| AVDE Avantis International Equity | Reduce -5.2% | 0.12% | −0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -6.0% | 0.10% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -6.0% | 0.12% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.8% | 0.24% | −0.01 |
| IYR iShares US Real Estate ETF | Reduce -1.9% | 0.07% | −0.01 |
| IWX iShares Russell Top 200 Valu | Reduce -4.5% | 0.06% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.2% | 0.11% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.3% | 0.93% | −0.00 |
| GLD SPDR Gold Shares | Reduce -7.8% | 0.36% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| FBCG Fidelity Blue Chip Grow ETF | Add +5.3% | 13.69% | +1.01 |
| IEMG iShares Core MSCI Emerging | Add +13.9% | 3.42% | +0.45 |
| FBND Fidelity Total Bond ETF | Add +17.5% | 4.54% | +0.39 |
| XLK SS Technology Select Sector | Add +2.0% | 2.71% | +0.12 |
| C Citigroup Inc. | New | 0.11% | +0.11 |
| NVDA Nvidia Corp. | Add +2.7% | 0.99% | +0.11 |
| UHS Universal Health Services-B | New | 0.08% | +0.08 |
| JNK SS SPDR BB High Yield Bond | Add +14.1% | 1.47% | +0.08 |
| PFE Pfizer Inc. | New | 0.08% | +0.08 |
| TRV The Travelers Cos Inc. | New | 0.08% | +0.08 |
| JMUB JPMorgan Municipal ETF | New | 0.08% | +0.08 |
| MA Mastercard Inc. Class A | New | 0.07% | +0.07 |
| DCI Donaldson Co. Inc. | New | 0.06% | +0.06 |
| LRCX Lam Research Corp. | New | 0.06% | +0.06 |
| ORCL Oracle Corp. | New | 0.06% | +0.06 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.06% | +0.06 |
| BNY Bank of New York Mellon Corp. | New | 0.06% | +0.06 |
| IVW iShares S&P 500 Growth ETF | Add +21.7% | 0.26% | +0.05 |
| IXUS iShares Core Intl Stock ETF | Add +3.3% | 2.63% | +0.04 |
| SUB iShares Short-Term National | Add +16.5% | 0.58% | +0.04 |
| COF Capital One Financial Corp. | Add +54.1% | 0.13% | +0.04 |
| AVGO Broadcom Inc. | Add +11.7% | 0.19% | +0.04 |
| EFA iShares MSCI Eafe ETF | Add +11.9% | 0.49% | +0.04 |
| EEM iShares MSCI Emerging Market | Add +7.3% | 0.38% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +11.2% | 0.31% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +3.7% | 3.69% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +22.5% | 0.09% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +12.0% | 0.23% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +2.1% | 1.02% | +0.01 |
| RTX RTX Corp. | Add +0.2% | 0.08% | +0.00 |
| MRK Merck & Co. Inc. | Add +7.6% | 0.07% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +0.3% | 0.09% | +0.00 |
| BAC Bank of America Corp. | Add +0.5% | 0.07% | +0.00 |
| LMT Lockheed Martin Corp. | Add +1.1% | 0.10% | +0.00 |
| SDY SS SPDR S&P Dividend ETF | Add +4.0% | 0.08% | −0.00 |
| PEP Pepsico Inc. | Add +0.0% | 0.12% | −0.00 |
| JEPI JPMorgan Equity Premium Inco | Add +5.8% | 0.19% | −0.00 |
| ADBE Adobe Inc. | Add +9.2% | 0.06% | −0.01 |
| CHI Calamos Convert Opport & Inc. | Add +3.4% | 0.31% | −0.01 |
| LLY Eli Lilly & Co. | Add +0.5% | 0.08% | −0.01 |
| COST Costco Wholesale Corp. | Add +9.3% | 0.19% | −0.01 |
| XOM Exxon Mobil Corp. | Add +0.6% | 0.39% | −0.01 |
| T AT&T Inc. | Add +3.7% | 0.17% | −0.01 |
| META Meta Platforms Inc. Class A | Add +0.5% | 0.17% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Add +0.0% | 2.79% | −0.02 |
| MCD McDonald's Corp. | Add +0.3% | 0.43% | −0.02 |
| KO The Coca-Cola Co. | Add +4.9% | 0.17% | −0.02 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +2.4% | 0.73% | −0.04 |
| SHY iShares 1-3 Year Treasury Bo | Add +3.7% | 1.52% | −0.07 |
| GIB Cgi Inc. | Add +4.9% | 0.33% | −0.07 |
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 |