KFA Private Wealth Group, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 7, 2026), KFA Private Wealth Group, LLC reported 151 stock positions worth $411.2 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, 13.0%) and Fidelity Total Bond ETF (FBND, 4.6%). Compared with Q3 2025, it opened 16 new positions, sold out of 2, added to 89 and reduced 32. The biggest buy was iShares 0-1 Year Treasury Bo (SHV, shares +53%) and the biggest sale SS Technology Select Sector (XLK, shares −2%).

Most Recent 13F
Q2 2026
Location
Tysons, VA
CIK
0001800556
Portfolio Value
$411.2M (Q4 2025)
SEC Filing
0001172661-26-000027 ↗ filed Jan 7, 2026

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 Q2 2025 Q3 2025: $350.1M Q3 2025 Q4 2025: $411.2M $411.2M Q4 2025 Q1 2026: $416.6M Q1 2026 Q2 2026: $415.2M Q2 2026

Holdings 151 stocks · $411.2M
IVV iShares Core S&P 500 ETF 18.59% 111,611 $76.4M Add +15.7%
FBCG Fidelity Blue Chip Grow ETF 13.03% 977,226 $53.6M Add +9.4%
FBND Fidelity Total Bond ETF 4.62% 412,826 $19.0M Add +20.2%
SHV iShares 0-1 Year Treasury Bo 4.24% 158,095 $17.4M Add +52.9%
IJH iShares Core S&P Midcap ETF 3.43% 213,499 $14.1M Add +7.9%
ITOT iShares Core S&P Total U.S. 3.39% 93,646 $13.9M Add +39.7%
IEMG iShares Core MSCI Emerging 3.26% 199,619 $13.4M Add +9.8%
VTV Vanguard Mrngstr Val ETF-Aui 2.78% 59,820 $11.4M Add +38.8%
IJR iShares Core S&P Small-Cap E 2.65% 90,513 $10.9M Add +0.9%
IXUS iShares Core Intl Stock ETF 2.36% 114,781 $9.7M Add +3.1%
XLK SS Technology Select Sector 2.30% 65,650 $9.5M Reduce -2.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.22% 31,435 $9.1M Add +35.8%
SPY SS SPDR S&P 500 ETF Trust-US 2.00% 12,087 $8.2M Add +3.5%
AGG iShares Core U.S. Aggregate 1.92% 78,922 $7.9M Reduce -1.6%
ISTB iShares Core 1-5 Year Usd Bo 1.89% 159,377 $7.8M Add +17.7%
SHY iShares 1-3 Year Treasury Bo 1.86% 92,196 $7.6M Add +43.6%
AAPL Apple Inc. 1.54% 23,307 $6.3M Add +21.6%
JNK SS SPDR BB High Yield Bond 1.30% 54,875 $5.3M Add +4.6%
FLTR Vaneck Ig Floating Rate ETF 1.19% 192,820 $4.9M Reduce -5.6%
VB Vanguard Most SM-Cap ETF-Usd 1.17% 18,677 $4.8M Add +29.7%
NVDA Nvidia Corp. 0.90% 19,737 $3.7M Add +5.7%
MSFT Microsoft Corp. 0.88% 7,499 $3.6M Add +32.9%
VOO Vanguard S&P 500 ETF 0.85% 5,597 $3.5M Reduce -4.4%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.84% 74,205 $3.5M Add +35.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.83% 6,956 $3.4M Add +2.5%
VTI VG Morningstar TS MKT ETF-US 0.60% 7,364 $2.5M Add +12.4%
AMZN Amazon.com Inc. 0.60% 10,679 $2.5M Add +10.9%
SUB iShares Short-Term National 0.55% 21,216 $2.3M Add +11.3%
VXUS Vanguard Total Intl Stock 0.51% 27,600 $2.1M Add +1.7%
MO Altria Group Inc. 0.50% 35,877 $2.1M New
XLF SS Financial Select Sector 0.48% 36,378 $2.0M Reduce -1.3%
EFA iShares MSCI Eafe ETF 0.47% 20,155 $1.9M Add +10.1%
SHW The Sherwin-Williams Co. 0.38% 4,800 $1.6M Reduce -0.0%
GOOGL Alphabet Inc. Class A 0.37% 4,863 $1.5M Add +2.2%
XOM Exxon Mobil Corp. 0.37% 12,609 $1.5M Add +3.6%
MCD McDonald's Corp. 0.37% 4,915 $1.5M Add +0.3%
EEM iShares MSCI Emerging Market 0.35% 25,959 $1.4M Add +4.5%
GLD SPDR Gold Shares 0.34% 3,574 $1.4M Add +0.8%
VYM Vanguard High DVD Yield ETF 0.34% 9,761 $1.4M Reduce -1.8%
MDLZ Mondelez International Inc. Class A 0.34% 25,667 $1.4M New
WMT Walmart Inc. 0.33% 12,138 $1.4M Add +1.1%
ONEQ Fidelity Nasdaq Comp Indx 0.32% 14,529 $1.3M Add +7.9%
JPM JPMorgan Chase & Co. 0.28% 3,569 $1.1M Add +3.6%
IVW iShares S&P 500 Growth ETF 0.27% 9,103 $1.1M Add +22.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.27% 3,765 $1.1M Add +0.9%
GIB Cgi Inc. 0.27% 12,055 $1.1M Reduce -7.6%
CAT Caterpillar Inc. 0.27% 1,923 $1.1M Reduce -0.1%
VEA Vanguard Ftse Developed ETF 0.26% 17,293 $1.1M Add +28.1%
JNJ Johnson & Johnson 0.26% 5,198 $1.1M Add +7.6%
ADP Automatic Data Processing 0.26% 4,139 $1.1M Add +0.3%
XLV SS Health Care Select Sector 0.25% 6,550 $1.0M Reduce -9.2%
CHI Calamos Convert Opport & Inc. 0.24% 95,882 $1.0M Reduce -4.7%
QQQ Invesco QQQ Trust Series 1 0.23% 1,568 $963K Add +13.3%
PM Philip Morris International 0.22% 5,617 $901K New
HDV iShares Core High Dividend E 0.21% 7,146 $869K Add +8.0%
BRK.B Berkshire Hathaway Inc. Class B 0.21% 1,688 $848K Add +3.7%
NOBL Proshares S&P 500 Dividend A 0.19% 7,606 $792K Add +35.6%
BKDV BNY Mellon Dynamic Value 0.19% 26,800 $778K New
V Visa Inc. Class A 0.18% 2,108 $739K Add +51.9%
AVGO Broadcom Inc. 0.17% 2,036 $705K Add +2.0%
FLOT iShares Floating Rate Bond E 0.17% 13,744 $699K No change
BND Vanguard Total Bond Market 0.17% 9,419 $698K New
HON Honeywell International Inc. 0.17% 3,568 $696K Add +0.4%
ISCB iShares Morningstar SM Cap 0.17% 10,679 $694K No change
COST Costco Wholesale Corp. 0.16% 773 $667K Add +7.4%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.16% 8,201 $661K Reduce -0.7%
XLE SS Energy Select Sector 0.16% 14,549 $651K Reduce -3.9%
KO The Coca-Cola Co. 0.15% 8,889 $621K Add +0.1%
MAR Marriott International Class A 0.15% 1,965 $610K Add +35.5%
AXP American Express Co. 0.14% 1,598 $591K Add +0.6%
VIG Vanguard Dividend Apprec ETF 0.14% 2,665 $586K Reduce -3.3%
PG The Procter & Gamble Co. 0.14% 4,075 $584K Add +0.3%
GOOG Alphabet Inc. Class C 0.14% 1,846 $579K Add +41.5%
NSC Norfolk Southern Corp. 0.14% 1,942 $561K Reduce -9.3%
RSP Invesco S&P 500 Equal Weight 0.13% 2,886 $553K Add +13.4%
JEPI JPMorgan Equity Premium Inco 0.13% 9,515 $545K Reduce -16.8%
HD Home Depot Inc. 0.13% 1,525 $525K Add +3.2%
T AT&T Inc. 0.13% 20,935 $520K Add +0.1%
LLY Eli Lilly & Co. 0.13% 479 $515K Add +28.1%
COF Capital One Financial Corp. 0.12% 2,093 $507K Add +0.7%
DOV Dover Corp. 0.12% 2,536 $495K Add +0.7%
META Meta Platforms Inc. Class A 0.12% 742 $490K Reduce -9.2%
IWR iShares Russell Mid-Cap ETF 0.12% 5,023 $484K Add +0.0%
TSLA Tesla Inc. 0.12% 1,061 $477K Add +1.1%
ABBV Abbvie Inc. 0.11% 2,015 $461K Add +12.9%
C Citigroup Inc. 0.11% 3,862 $451K Add +4.5%
CSCO Cisco Systems Inc. 0.11% 5,809 $447K Reduce -1.7%
AVDE Avantis International Equity 0.11% 5,418 $446K Reduce -1.7%
AME Ametek Inc. 0.11% 2,160 $443K No change
DSI iShares ESG MSCI KLD 400 ETF 0.11% 3,388 $436K Reduce -0.7%
PEP Pepsico Inc. 0.10% 2,977 $427K Add +0.7%
AMD Advanced Micro Devices 0.10% 1,932 $414K Add +2.1%
WST West Pharmaceutical Services 0.10% 1,500 $413K No change
VXF Vanguard Extended Market ETF 0.10% 1,951 $408K No change
IEFA iShares Core MSCI Eafe ETF 0.10% 4,529 $405K Add +3.9%
PFE Pfizer Inc. 0.10% 16,270 $405K Add +45.1%
INDY iShares India 50 ETF 0.10% 8,107 $400K Add +0.6%
IUSG iShares Core S&P U.S. Growth 0.10% 2,378 $399K Add +0.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.09% 1,221 $384K No change
GDX Vaneck Gold Miners ETF 0.09% 4,454 $382K Add +2.7%

Show all 151 holdings

Portfolio Sells Q3 2025 → Q4 2025
XLK SS Technology Select Sector Reduce -2.3% 2.30% −0.41
AGG iShares Core U.S. Aggregate Reduce -1.6% 1.92% −0.38
FLTR Vaneck Ig Floating Rate ETF Reduce -5.6% 1.19% −0.30
VOO Vanguard S&P 500 ETF Reduce -4.4% 0.85% −0.17
SHW The Sherwin-Williams Co. Reduce -0.0% 0.38% −0.10
XLF SS Financial Select Sector Reduce -1.3% 0.48% −0.08
DVY iShares Select Dividend ETF Sold out 0.00% −0.08
CHI Calamos Convert Opport & Inc. Reduce -4.7% 0.24% −0.07
GIB Cgi Inc. Reduce -7.6% 0.27% −0.06
ORCL Oracle Corp. Sold out 0.00% −0.06
VYM Vanguard High DVD Yield ETF Reduce -1.8% 0.34% −0.06
JEPI JPMorgan Equity Premium Inco Reduce -16.8% 0.13% −0.05
META Meta Platforms Inc. Class A Reduce -9.2% 0.12% −0.05
NSC Norfolk Southern Corp. Reduce -9.3% 0.14% −0.05
XLV SS Health Care Select Sector Reduce -9.2% 0.25% −0.04
XLE SS Energy Select Sector Reduce -3.9% 0.16% −0.04
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -0.7% 0.16% −0.03
NFLX Netflix Inc. Reduce -5.0% 0.05% −0.03
VIG Vanguard Dividend Apprec ETF Reduce -3.3% 0.14% −0.03
LMT Lockheed Martin Corp. Reduce -8.3% 0.07% −0.02
UNH Unitedhealth Group Inc. Reduce -4.9% 0.07% −0.02
VSEC Vse Corp. Reduce -10.0% 0.08% −0.02
VZ Verizon Communications Inc. Reduce -7.3% 0.05% −0.02
DSI iShares ESG MSCI KLD 400 ETF Reduce -0.7% 0.11% −0.02
AVDE Avantis International Equity Reduce -1.7% 0.11% −0.02
FVD First Trust Value Line DVD Reduce -4.9% 0.06% −0.02
SCZ iShares MSCI Eafe Small-Cap Reduce -0.9% 0.08% −0.01
SDY SS SPDR S&P Dividend ETF Reduce -0.4% 0.07% −0.01
PZA Invesco National Amt-Free Mu Reduce -0.2% 0.05% −0.01
CSCO Cisco Systems Inc. Reduce -1.7% 0.11% −0.01
SMH Vaneck Semiconductor ETF Reduce -0.2% 0.09% −0.01
RTX RTX Corp. Reduce -0.6% 0.07% −0.01
LRCX Lam Research Corp. Reduce -0.3% 0.07% +0.01
CAT Caterpillar Inc. Reduce -0.1% 0.27% +0.01

Portfolio Buys Q3 2025 → Q4 2025
SHV iShares 0-1 Year Treasury Bo Add +52.9% 4.24% +0.97
ITOT iShares Core S&P Total U.S. Add +39.7% 3.39% +0.60
MO Altria Group Inc. New 0.50% +0.50
VTV Vanguard Mrngstr Val ETF-Aui Add +38.8% 2.78% +0.48
MDLZ Mondelez International Inc. Class A New 0.34% +0.34
SHY iShares 1-3 Year Treasury Bo Add +43.6% 1.86% +0.34
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +35.8% 2.22% +0.28
PM Philip Morris International New 0.22% +0.22
BKDV BNY Mellon Dynamic Value New 0.19% +0.19
BND Vanguard Total Bond Market New 0.17% +0.17
IVV iShares Core S&P 500 ETF Add +15.7% 18.59% +0.15
AAPL Apple Inc. Add +21.6% 1.54% +0.15
VB Vanguard Most SM-Cap ETF-Usd Add +29.7% 1.17% +0.13
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +35.0% 0.84% +0.11
FBND Fidelity Total Bond ETF Add +20.2% 4.62% +0.08
DIA SS SPDR Dow Jones Indus Avg New 0.08% +0.08
IWV iShares Russell 3000 ETF New 0.07% +0.07
DGRO iShares Core Dividend Growth New 0.06% +0.06
AZN Astrazeneca PLC-Spons ADR New 0.06% +0.06
VWO Vanguard Ftse Emerging Marke New 0.05% +0.05
KHC The Kraft Heinz Co. New 0.05% +0.05
FDX FedEx Corp. New 0.05% +0.05
DUK Duke Energy Corp. New 0.05% +0.05
GOOG Alphabet Inc. Class C Add +41.5% 0.14% +0.05
ATRO Astronics Corp. New 0.05% +0.05
QQMG Invesco ESG Nasdaq 100 New 0.05% +0.05
CLS Celestica Inc. New 0.05% +0.05
MSFT Microsoft Corp. Add +32.9% 0.88% +0.05
V Visa Inc. Class A Add +51.9% 0.18% +0.04
LLY Eli Lilly & Co. Add +28.1% 0.13% +0.04
MAR Marriott International Class A Add +35.5% 0.15% +0.04
GOOGL Alphabet Inc. Class A Add +2.2% 0.37% +0.04
VEA Vanguard Ftse Developed ETF Add +28.1% 0.26% +0.03
NOBL Proshares S&P 500 Dividend A Add +35.6% 0.19% +0.03
YUM Yum! Brands Inc. Add +67.6% 0.09% +0.03
BBUS JPMorgan Betabuilders US Equ Add +44.3% 0.09% +0.02
IVW iShares S&P 500 Growth ETF Add +22.6% 0.27% +0.02
PFE Pfizer Inc. Add +45.1% 0.10% +0.02
AMD Advanced Micro Devices Add +2.1% 0.10% +0.01
JNJ Johnson & Johnson Add +7.6% 0.26% +0.01
MRK Merck & Co. Inc. Add +0.4% 0.07% +0.01
C Citigroup Inc. Add +4.5% 0.11% +0.00
ISTB iShares Core 1-5 Year Usd Bo Add +17.7% 1.89% +0.00
DOV Dover Corp. Add +0.7% 0.12% +0.00
BAC Bank of America Corp. Add +8.8% 0.07% −0.00
GDX Vaneck Gold Miners ETF Add +2.7% 0.09% −0.00
IWX iShares Russell Top 200 Valu Add +8.4% 0.06% −0.00
CRM Salesforce Inc. Add +2.0% 0.09% −0.00
COF Capital One Financial Corp. Add +0.7% 0.12% −0.00
QQQ Invesco QQQ Trust Series 1 Add +13.3% 0.23% −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