§ 13F · FUND PROFILE
KFA Private Wealth Group, LLC.
AUM · $415M (13F)Positions · 150Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 93K | $69M | 16.7% | −18% |
| 2 | FBCG | FIDELITY COVINGTON TRUST | 1.05M | $65M | 15.8% | ±0% |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 476K | $22M | 5.2% | +7% |
| 4 | SHV | ISHARES TR | 150K | $17M | 4.0% | −5% |
| 5 | IEMG | ISHARES INC | 195K | $16M | 3.9% | +1% |
| 6 | ITOT | ISHARES TR | 83K | $14M | 3.3% | −12% |
| 7 | VTV | VANGUARD INDEX FDS | 55K | $12M | 2.9% | −9% |
| 8 | IJH | ISHARES TR | 153K | $12M | 2.8% | −28% |
| 9 | VO | VANGUARD INDEX FDS | 127K | $10M | 2.5% | +311% |
| 10 | IJR | ISHARES TR | 67K | $10M | 2.4% | −27% |
§ 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 $415 million in assets. The fund runs a portfolio of 150 positions.
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