§ 13F · FUND PROFILE
KFA Private Wealth Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $350M (13F)Positions · 137Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 113K | $74M | 17.7% | +1% |
| 2 | FBCG | FIDELITY COVINGTON TRUST | 1.05M | $53M | 12.6% | +7% |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 446K | $20M | 4.9% | +8% |
| 4 | SHV | ISHARES TR | 158K | $17M | 4.2% | ±0% |
| 5 | IJH | ISHARES TR | 212K | $14M | 3.4% | −1% |
| 6 | IEMG | ISHARES INC | 193K | $13M | 3.2% | −3% |
| 7 | ITOT | ISHARES TR | 94K | $13M | 3.2% | ±0% |
| 8 | VTV | VANGUARD INDEX FDS | 60K | $12M | 2.8% | +1% |
| 9 | IJR | ISHARES TR | 92K | $11M | 2.7% | +1% |
| 10 | IXUS | ISHARES TR | 124K | $11M | 2.6% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KFA SIGNAL
AC read
KFA Private Wealth Group, LLC is a Other fund managing $350 million in assets. The fund runs a portfolio of 137 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed