KFA Private Wealth Group, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
KFA Private Wealth Group, LLC 13F Holdings
CIK 0001800556 · VIENNA, VA
As of Sep 30, 2025, KFA Private Wealth Group, LLC reported
137 positions worth $350.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 96,483 | $64.6M | 18.45% |
| FIDELITY BLUE CHIP GROWTH ETF | FBCG | — | 893,499 | $47.9M | 13.69% |
| FIDELITY TOTAL BOND ETF | FBND | — | 343,571 |
|
5.9M4.54% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 197,945 |
2.9M | 3.69% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 181,850 |
2.0M | 3.42% |
| ISHARES SHORT TREASURY BOND ETF | SHV | — | 103,371 |
1.4M | 3.26% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 89,728 |
0.7M | 3.05% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 67,030 | $9.8M | 2.79% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 33,606 | $9.5M | 2.71% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 111,335 | $9.2M | 2.63% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 80,238 | $8.0M | 2.30% |
| VANGUARD VALUE INDEX FUND | VTV | — | 43,093 | $8.0M | 2.30% |
| SPDR S&P 500 ETF TRUST | SPY | — | 11,677 | $7.8M | 2.22% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 23,152 | $6.8M | 1.94% |
| ISHARES CORE 1-5 YEAR USD BOND ETF | ISTB | — | 135,415 | $6.6M | 1.89% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 64,210 | $5.3M | 1.52% |
| VANECK IG FLOATING RATE ETF | FLTR | — | 204,220 | $5.2M | 1.49% |
| STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETF | JNK | — | 52,473 | $5.1M | 1.47% |
| APPLE INC | AAPL | Technology | 19,161 | $4.9M | 1.39% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 14,404 | $3.7M | 1.05% |
| VANGUARD 500 INDEX FUND | VOO | — | 5,853 | $3.6M | 1.02% |
| NVIDIA CORP | NVDA | Technology | 18,667 | $3.5M | 0.99% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 6,784 | $3.3M | 0.93% |
| MICROSOFT CORP | MSFT | Technology | 5,643 | $2.9M | 0.83% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 54,976 | $2.6M | 0.73% |