KFA Private Wealth Group, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), KFA Private Wealth Group, LLC reported 160 stock positions worth $416.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 17.7% of the portfolio, followed by Fidelity Blue Chip Grow ETF (FBCG, 12.6%) and Fidelity Total Bond ETF (FBND, 4.9%). Compared with Q4 2025, it opened 16 new positions, sold out of 7, added to 70 and reduced 54. The biggest buy was a new position in Pgim Active High Yield Bond (PHYL) and the biggest sale SS SPDR BB High Yield Bond (JNK, shares −87%).
- Most Recent 13F
- Q2 2026
- Location
- Tysons, VA
- CIK
- 0001800556
- Portfolio Value
- $416.6M (Q1 2026)
- SEC Filing
- 0001172661-26-001517 ↗ filed Apr 20, 2026
Holdings Value
Holdings 160 stocks · $416.6M
| IVV iShares Core S&P 500 ETF | 17.73% | 113,095 | $73.9M | Add +1.3% |
| FBCG Fidelity Blue Chip Grow ETF | 12.64% | 1,050,372 | $52.6M | Add +7.5% |
| FBND Fidelity Total Bond ETF | 4.88% | 445,748 | $20.3M | Add +8.0% |
| SHV iShares 0-1 Year Treasury Bo | 4.20% | 158,415 | $17.5M | Add +0.2% |
| IJH iShares Core S&P Midcap ETF | 3.43% | 211,698 | $14.3M | Reduce -0.8% |
| IEMG iShares Core MSCI Emerging | 3.23% | 192,909 | $13.5M | Reduce -3.4% |
| ITOT iShares Core S&P Total U.S. | 3.22% | 94,111 | $13.4M | Add +0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.83% | 60,147 | $11.8M | Add +0.6% |
| IJR iShares Core S&P Small-Cap E | 2.73% | 91,560 | $11.4M | Add +1.2% |
| IXUS iShares Core Intl Stock ETF | 2.57% | 123,818 | $10.7M | Add +7.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.14% | 31,002 | $8.9M | Reduce -1.4% |
| XLK SS Technology Select Sector | 2.09% | 65,542 | $8.7M | Reduce -0.2% |
| AGG iShares Core U.S. Aggregate | 1.96% | 82,375 | $8.2M | Add +4.4% |
| SHY iShares 1-3 Year Treasury Bo | 1.93% | 97,461 | $8.0M | Add +5.7% |
| ISTB iShares Core 1-5 Year Usd Bo | 1.87% | 160,458 | $7.8M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.85% | 11,844 | $7.7M | Reduce -2.0% |
| AAPL Apple Inc. | 1.26% | 20,625 | $5.2M | Reduce -11.5% |
| FLTR Vaneck Ig Floating Rate ETF | 1.19% | 193,780 | $4.9M | Add +0.5% |
| PHYL Pgim Active High Yield Bond | 1.17% | 141,233 | $4.9M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 1.16% | 18,388 | $4.8M | Reduce -1.6% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.91% | 44,797 | $3.8M | Add +208.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.88% | 79,337 | $3.7M | Add +6.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.84% | 8,026 | $3.5M | Add +15.4% |
| NVDA Nvidia Corp. | 0.81% | 19,456 | $3.4M | Reduce -1.4% |
| VOO Vanguard S&P 500 ETF | 0.80% | 5,579 | $3.3M | Reduce -0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.59% | 7,643 | $2.5M | Add +3.8% |
| MO Altria Group Inc. | 0.57% | 36,216 | $2.4M | Add +0.9% |
| SUB iShares Short-Term National | 0.57% | 22,298 | $2.4M | Add +5.1% |
| FENI Fidelity Enhanced Intl ETF | 0.57% | 63,800 | $2.4M | New |
| AMZN Amazon.com Inc. | 0.52% | 10,478 | $2.2M | Reduce -1.9% |
| MSFT Microsoft Corp. | 0.52% | 5,858 | $2.2M | Reduce -21.9% |
| VXUS Vanguard Total Intl Stock | 0.50% | 26,819 | $2.1M | Reduce -2.8% |
| XOM Exxon Mobil Corp. | 0.49% | 12,019 | $2.0M | Reduce -4.7% |
| EFA iShares MSCI Eafe ETF | 0.49% | 20,888 | $2.0M | Add +3.6% |
| XLF SS Financial Select Sector | 0.43% | 36,159 | $1.8M | Reduce -0.6% |
| BND Vanguard Total Bond Market | 0.37% | 20,997 | $1.5M | Add +122.9% |
| SHW The Sherwin-Williams Co. | 0.37% | 4,800 | $1.5M | No change |
| EEM iShares MSCI Emerging Market | 0.37% | 26,899 | $1.5M | Add +3.6% |
| MCD McDonald's Corp. | 0.36% | 4,890 | $1.5M | Reduce -0.5% |
| GLD SPDR Gold Shares | 0.36% | 3,518 | $1.5M | Reduce -1.6% |
| WMT Walmart Inc. | 0.36% | 12,100 | $1.5M | Reduce -0.3% |
| MDLZ Mondelez International Inc. Class A | 0.35% | 25,571 | $1.5M | Reduce -0.4% |
| VYM Vanguard High DVD Yield ETF | 0.35% | 9,937 | $1.5M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 0.33% | 4,809 | $1.4M | Reduce -1.1% |
| JNJ Johnson & Johnson | 0.29% | 4,945 | $1.2M | Reduce -4.9% |
| CAT Caterpillar Inc. | 0.29% | 1,686 | $1.2M | Reduce -12.3% |
| VEA Vanguard Ftse Developed ETF | 0.26% | 17,150 | $1.1M | Reduce -0.8% |
| IVW iShares S&P 500 Growth ETF | 0.25% | 9,299 | $1.1M | Add +2.1% |
| CHI Calamos Convert Opport & Inc. | 0.25% | 97,732 | $1.0M | Add +1.9% |
| JPM JPMorgan Chase & Co. | 0.25% | 3,541 | $1.0M | Reduce -0.8% |
| XLV SS Health Care Select Sector | 0.23% | 6,572 | $964K | Add +0.3% |
| HDV iShares Core High Dividend E | 0.23% | 6,920 | $939K | Reduce -3.2% |
| PM Philip Morris International | 0.23% | 5,678 | $939K | Add +1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 3,866 | $937K | Add +2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 1,850 | $887K | Add +9.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 1,527 | $881K | Reduce -2.6% |
| XLE SS Energy Select Sector | 0.21% | 14,123 | $865K | Reduce -2.9% |
| ADP Automatic Data Processing | 0.21% | 4,205 | $854K | Add +1.6% |
| BKDV BNY Mellon Dynamic Value | 0.20% | 28,636 | $849K | Add +6.8% |
| GIB Cgi Inc. | 0.20% | 11,382 | $832K | Reduce -5.6% |
| HON Honeywell International Inc. | 0.19% | 3,568 | $807K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.19% | 7,387 | $783K | Reduce -2.9% |
| COST Costco Wholesale Corp. | 0.18% | 762 | $760K | Reduce -1.4% |
| ISCB iShares Morningstar SM Cap | 0.17% | 10,780 | $702K | Add +0.9% |
| BBUS JPMorgan Betabuilders US Equ | 0.17% | 5,949 | $697K | Add +92.0% |
| FLOT iShares Floating Rate Bond E | 0.17% | 13,627 | $694K | Reduce -0.8% |
| KO The Coca-Cola Co. | 0.16% | 8,889 | $676K | No change |
| JNK SS SPDR BB High Yield Bond | 0.16% | 7,001 | $670K | Reduce -87.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.16% | 8,153 | $649K | Reduce -0.6% |
| MAR Marriott International Class A | 0.15% | 1,965 | $643K | No change |
| V Visa Inc. Class A | 0.15% | 2,109 | $638K | Add +0.1% |
| AVGO Broadcom Inc. | 0.15% | 2,030 | $629K | Reduce -0.3% |
| RSP Invesco S&P 500 Equal Weight | 0.15% | 3,260 | $626K | Add +13.0% |
| PG The Procter & Gamble Co. | 0.15% | 4,321 | $624K | Add +6.0% |
| T AT&T Inc. | 0.15% | 21,122 | $612K | Add +0.9% |
| JEPI JPMorgan Equity Premium Inco | 0.14% | 10,245 | $581K | Add +7.7% |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 2,660 | $572K | Reduce -0.2% |
| NSC Norfolk Southern Corp. | 0.13% | 1,942 | $558K | No change |
| DOV Dover Corp. | 0.13% | 2,519 | $525K | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 0.12% | 1,763 | $506K | Reduce -4.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.12% | 5,519 | $500K | Add +21.9% |
| IWR iShares Russell Mid-Cap ETF | 0.12% | 4,992 | $485K | Reduce -0.6% |
| HD Home Depot Inc. | 0.12% | 1,473 | $485K | Reduce -3.4% |
| AXP American Express Co. | 0.11% | 1,579 | $478K | Reduce -1.2% |
| IWX iShares Russell Top 200 Valu | 0.11% | 5,137 | $476K | Add +90.0% |
| CSCO Cisco Systems Inc. | 0.11% | 6,011 | $466K | Add +3.5% |
| STPZ PIMCO 1-5 Year US Tips Index | 0.11% | 8,580 | $464K | New |
| PEP Pepsico Inc. | 0.11% | 2,982 | $463K | Add +0.2% |
| AME Ametek Inc. | 0.11% | 2,160 | $463K | No change |
| AVDE Avantis International Equity | 0.11% | 5,351 | $454K | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 0.11% | 792 | $453K | Add +6.7% |
| PZA Invesco National Amt-Free Mu | 0.11% | 19,341 | $444K | Add +110.8% |
| LLY Eli Lilly & Co. | 0.11% | 479 | $441K | No change |
| C Citigroup Inc. | 0.11% | 3,874 | $439K | Add +0.3% |
| TMFC Motley Fool 100 Index ETF | 0.10% | 6,512 | $430K | New |
| ABBV Abbvie Inc. | 0.10% | 1,907 | $415K | Reduce -5.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.10% | 3,394 | $411K | Add +0.2% |
| GDX Vaneck Gold Miners ETF | 0.10% | 4,357 | $400K | Reduce -2.2% |
| SMH Vaneck Semiconductor ETF | 0.10% | 1,040 | $399K | Add +4.4% |
| TSLA Tesla Inc. | 0.09% | 1,061 | $395K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| JNK SS SPDR BB High Yield Bond | Reduce -87.2% | 0.16% | −1.14 |
| MSFT Microsoft Corp. | Reduce -21.9% | 0.52% | −0.36 |
| AAPL Apple Inc. | Reduce -11.5% | 1.26% | −0.28 |
| XLK SS Technology Select Sector | Reduce -0.2% | 2.09% | −0.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.0% | 1.85% | −0.16 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.10 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.4% | 2.14% | −0.08 |
| NVDA Nvidia Corp. | Reduce -1.4% | 0.81% | −0.08 |
| AMZN Amazon.com Inc. | Reduce -1.9% | 0.52% | −0.08 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.07 |
| GIB Cgi Inc. | Reduce -5.6% | 0.20% | −0.07 |
| XLF SS Financial Select Sector | Reduce -0.6% | 0.43% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -0.3% | 0.80% | −0.05 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.05 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.05 |
| QQMG Invesco ESG Nasdaq 100 | Sold out | 0.00% | −0.05 |
| CLS Celestica Inc. | Sold out | 0.00% | −0.05 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -1.1% | 0.33% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -3.4% | 3.23% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -0.8% | 0.25% | −0.03 |
| AXP American Express Co. | Reduce -1.2% | 0.11% | −0.03 |
| CRM Salesforce Inc. | Reduce -0.4% | 0.06% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.6% | 0.21% | −0.02 |
| AVGO Broadcom Inc. | Reduce -0.3% | 0.15% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -4.5% | 0.12% | −0.02 |
| IUSG iShares Core S&P U.S. Growth | Reduce -12.2% | 0.08% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.6% | 1.16% | −0.02 |
| VSEC Vse Corp. | Reduce -22.2% | 0.06% | −0.01 |
| ABBV Abbvie Inc. | Reduce -5.4% | 0.10% | −0.01 |
| HD Home Depot Inc. | Reduce -3.4% | 0.12% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -2.8% | 0.50% | −0.01 |
| VXF Vanguard Extended Market ETF | Reduce -5.0% | 0.09% | −0.01 |
| AMD Advanced Micro Devices | Reduce -0.1% | 0.09% | −0.01 |
| JMUB JPMorgan Municipal ETF | Reduce -6.0% | 0.07% | −0.01 |
| XLI SS Industrial Select Sector | Reduce -9.3% | 0.08% | −0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -6.4% | 0.08% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -0.6% | 0.16% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.2% | 0.14% | −0.01 |
| NOBL Proshares S&P 500 Dividend A | Reduce -2.9% | 0.19% | −0.00 |
| FLOT iShares Floating Rate Bond E | Reduce -0.8% | 0.17% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.6% | 0.12% | −0.00 |
| MCD McDonald's Corp. | Reduce -0.5% | 0.36% | −0.00 |
| IYR iShares US Real Estate ETF | Reduce -0.0% | 0.06% | −0.00 |
| AVDE Avantis International Equity | Reduce -1.2% | 0.11% | +0.00 |
| YUM Yum! Brands Inc. | Reduce -0.4% | 0.09% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.8% | 0.26% | +0.00 |
| GDX Vaneck Gold Miners ETF | Reduce -2.2% | 0.10% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.8% | 3.43% | +0.00 |
| DOV Dover Corp. | Reduce -0.7% | 0.13% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| PHYL Pgim Active High Yield Bond | New | 1.17% | +1.17 |
| ONEQ Fidelity Nasdaq Comp Indx | Add +208.3% | 0.91% | +0.59 |
| FENI Fidelity Enhanced Intl ETF | New | 0.57% | +0.57 |
| FBND Fidelity Total Bond ETF | Add +8.0% | 4.88% | +0.26 |
| IXUS iShares Core Intl Stock ETF | Add +7.9% | 2.57% | +0.21 |
| BND Vanguard Total Bond Market | Add +122.9% | 0.37% | +0.20 |
| STPZ PIMCO 1-5 Year US Tips Index | New | 0.11% | +0.11 |
| TMFC Motley Fool 100 Index ETF | New | 0.10% | +0.10 |
| PXF Invesco Rafi Developed Marke | New | 0.09% | +0.09 |
| IJR iShares Core S&P Small-Cap E | Add +1.2% | 2.73% | +0.09 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.07% | +0.07 |
| SHY iShares 1-3 Year Treasury Bo | Add +5.7% | 1.93% | +0.07 |
| BBUS JPMorgan Betabuilders US Equ | Add +92.0% | 0.17% | +0.07 |
| JMSB John Marshall Bancorp Inc. | New | 0.07% | +0.07 |
| MO Altria Group Inc. | Add +0.9% | 0.57% | +0.07 |
| CVX Chevron Corp. | New | 0.06% | +0.06 |
| GLW Corning Inc. | New | 0.06% | +0.06 |
| PWR Quanta Services Inc. | New | 0.06% | +0.06 |
| VLO Valero Energy Corp. | New | 0.06% | +0.06 |
| IWF iShares Russell 1000 Growth | New | 0.06% | +0.06 |
| COP Conocophillips | New | 0.06% | +0.06 |
| PZA Invesco National Amt-Free Mu | Add +110.8% | 0.11% | +0.05 |
| IWX iShares Russell Top 200 Valu | Add +90.0% | 0.11% | +0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.6% | 2.83% | +0.05 |
| GEV GE Vernova Inc. | New | 0.05% | +0.05 |
| AGG iShares Core U.S. Aggregate | Add +4.4% | 1.96% | +0.05 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +6.9% | 0.88% | +0.04 |
| NFLX Netflix Inc. | Add +57.9% | 0.08% | +0.03 |
| DGRO iShares Core Dividend Growth | Add +36.8% | 0.09% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +21.9% | 0.12% | +0.02 |
| EEM iShares MSCI Emerging Market | Add +3.6% | 0.37% | +0.02 |
| LMT Lockheed Martin Corp. | Add +4.5% | 0.09% | +0.02 |
| SDY SS SPDR S&P Dividend ETF | Add +25.9% | 0.09% | +0.02 |
| T AT&T Inc. | Add +0.9% | 0.15% | +0.02 |
| SUB iShares Short-Term National | Add +5.1% | 0.57% | +0.02 |
| IWM iShares Russell 2000 ETF | Add +23.1% | 0.09% | +0.02 |
| AZN Astrazeneca PLC | Add +22.6% | 0.07% | +0.02 |
| LRCX Lam Research Corp. | Add +1.8% | 0.08% | +0.02 |
| EFA iShares MSCI Eafe ETF | Add +3.6% | 0.49% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +15.4% | 0.84% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +13.0% | 0.15% | +0.02 |
| BKDV BNY Mellon Dynamic Value | Add +6.8% | 0.20% | +0.01 |
| JEPQ JPM Nasdaq Equity Premium | Add +26.1% | 0.09% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +1.8% | 0.35% | +0.01 |
| EOSE Eos Energy Enterprises Inc. | New | 0.01% | +0.01 |
| SMH Vaneck Semiconductor ETF | Add +4.4% | 0.10% | +0.01 |
| PG The Procter & Gamble Co. | Add +6.0% | 0.15% | +0.01 |
| CHI Calamos Convert Opport & Inc. | Add +1.9% | 0.25% | +0.01 |
| PEP Pepsico Inc. | Add +0.2% | 0.11% | +0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +7.7% | 0.14% | +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 |