KFA Private Wealth Group, LLC

Est. AUM

$416.6M

13F long equity, this entity only

Positions

160

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$73.9M	113095	17.73%	SOLE
2	FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$52.6M	1050372	12.64%	SOLE
3	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$20.3M	445748	4.88%	SOLE
4	ISHARES TR	TRUST ISHARE 0-1	$17.5M	158415	4.20%	SOLE
5	ISHARES TR	CORE S&P MCP ETF	$14.3M	211698	3.43%	SOLE
6	ISHARES INC	CORE MSCI EMKT	$13.5M	192909	3.23%	SOLE
7	ISHARES TR	CORE S&P TTL STK	$13.4M	94111	3.22%	SOLE
8	VANGUARD INDEX FDS	VALUE ETF	$11.8M	60147	2.83%	SOLE
9	ISHARES TR	CORE S&P SCP ETF	$11.4M	91560	2.73%	SOLE
10	ISHARES TR	CORE MSCI TOTAL	$10.7M	123818	2.57%	SOLE
11	VANGUARD INDEX FDS	MID CAP ETF	$8.9M	31002	2.14%	SOLE
12	SELECT SECTOR SPDR TR	STATE STREET TEC	$8.7M	65542	2.09%	SOLE
13	ISHARES TR	CORE US AGGBD ET	$8.2M	82375	1.96%	SOLE
14	ISHARES TR	1 3 YR TREAS BD	$8.0M	97461	1.93%	SOLE
15	ISHARES TR	CORE 1 5 YR USD	$7.8M	160458	1.87%	SOLE
16	STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.7M	11844	1.85%	SOLE
17	APPLE INC	COM	$5.2M	20625	1.26%	SOLE
18	VANECK ETF TRUST	IG FLOATING RATE	$4.9M	193780	1.19%	SOLE
19	PGIM ETF TR	ACTV HY BD ETF	$4.9M	141233	1.17%	SOLE
20	VANGUARD INDEX FDS	SMALL CP ETF	$4.8M	18388	1.16%	SOLE
21	FIDELITY COMWLTH TR	NASDAQ COMPSIT	$3.8M	44797	0.91%	SOLE
22	ISHARES TR	CORE UNIVRSL USD	$3.7M	79337	0.88%	SOLE
23	VANGUARD INDEX FDS	GROWTH ETF	$3.5M	8026	0.84%	SOLE
24	NVIDIA CORPORATION	COM	$3.4M	19456	0.81%	SOLE
25	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.3M	5579	0.80%	SOLE
26	VANGUARD INDEX FDS	TOTAL STK MKT	$2.5M	7643	0.59%	SOLE
27	ALTRIA GROUP INC	COM	$2.4M	36216	0.57%	SOLE
28	ISHARES TR	SHRT NAT MUN ETF	$2.4M	22298	0.57%	SOLE
29	FIDELITY COVINGTON TRUST	ENHANCED INTL	$2.4M	63800	0.57%	SOLE
30	AMAZON COM INC	COM	$2.2M	10478	0.52%	SOLE
31	MICROSOFT CORP	COM	$2.2M	5858	0.52%	SOLE
32	VANGUARD STAR FDS	VG TL INTL STK F	$2.1M	26819	0.50%	SOLE
33	EXXON MOBIL CORP	COM	$2.0M	12019	0.49%	SOLE
34	ISHARES TR	MSCI EAFE ETF	$2.0M	20888	0.49%	SOLE
35	SELECT SECTOR SPDR TR	STATE STREET FIN	$1.8M	36159	0.43%	SOLE
36	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.5M	20997	0.37%	SOLE
37	SHERWIN WILLIAMS CO	COM	$1.5M	4800	0.37%	SOLE
38	ISHARES TR	MSCI EMG MKT ETF	$1.5M	26899	0.37%	SOLE
39	MCDONALDS CORP	COM	$1.5M	4890	0.36%	SOLE
40	SPDR GOLD TR	GOLD SHS	$1.5M	3518	0.36%	SOLE
41	WALMART INC	COM	$1.5M	12100	0.36%	SOLE
42	MONDELEZ INTL INC	CL A	$1.5M	25571	0.35%	SOLE
43	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.5M	9937	0.35%	SOLE
44	ALPHABET INC	CAP STK CL A	$1.4M	4809	0.33%	SOLE
45	JOHNSON & JOHNSON	COM	$1.2M	4945	0.29%	SOLE
46	CATERPILLAR INC	COM	$1.2M	1686	0.29%	SOLE
47	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.1M	17150	0.26%	SOLE
48	ISHARES TR	S&P 500 GRWT ETF	$1.1M	9299	0.25%	SOLE
49	CALAMOS CONV OPPORTUNITIES &	SH BEN INT	$1.1M	97732	0.25%	SOLE
50	JPMORGAN CHASE & CO	COM	$1.0M	3541	0.25%	SOLE

1–50 of 160

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.