KFA Private Wealth Group, LLC
CIK: 0001800556SEC EDGAR →
Portfolio Value
$411.2M
Holdings
151
As of
Q4 2025
New Positions
16
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 111,611 | $76.4M | 18.59% |
| 2 | FIDELITY COVINGTON TRUST | 977,226 | $53.6M | 13.03% |
| 3 | FIDELITY MERRIMACK STR TR | 412,826 | $19.0M | 4.62% |
| 4 | ISHARES TR | 158,095 | $17.4M | 4.24% |
| 5 | ISHARES TR | 213,499 | $14.1M | 3.43% |
| 6 | ISHARES TR | 93,646 | $13.9M | 3.39% |
| 7 | ISHARES INC | 199,619 | $13.4M | 3.26% |
| 8 | VANGUARD INDEX FDS | 59,820 | $11.4M | 2.78% |
| 9 | ISHARES TR | 90,513 | $10.9M | 2.65% |
| 10 | ISHARES TR | 114,781 | $9.7M | 2.36% |
Quarterly Changes
Top Buys
New Positions (16)
$2.1M · 36K shares
$1.4M · 26K shares
$900K · 6K shares
$777K · 27K shares
$697K · 9K shares
$325K · 677 shares
$296K · 767 shares
$258K · 4K shares
$232K · 3K shares
$219K · 4K shares
$218K · 9K shares
$217K · 754 shares
$209K · 2K shares
$205K · 5K shares
$205K · 4K shares
$204K · 692 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 86 | $356.6M | 86.8% |
| Technology | 13 | $17.9M | 4.3% |
| Consumer Defensive | 8 | $7.3M | 1.8% |
| Industrials | 13 | $6.2M | 1.5% |
| Unknown | 7 | $6.1M | 1.5% |
| Consumer Cyclical | 6 | $5.9M | 1.4% |
| Healthcare | 9 | $4.0M | 1.0% |
| Communication Services | 5 | $3.3M | 0.8% |
| Energy | 2 | $1.9M | 0.5% |
| Basic Materials | 1 | $1.6M | 0.4% |
| Utilities | 1 | $209K | 0.1% |