§ 13F · FUND PROFILE
KFA Private Wealth Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $322.7T (13F)Positions · 132Turnover · — · Q4Filed · Jan 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 112K | $76.4T | 18.6% | +16% |
| 2 | FBCG | FIDELITY COVINGTON TRUST | 977K | $53.6T | 13.0% | +9% |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 413K | $19.0T | 4.6% | +20% |
| 4 | SHV | ISHARES TR | 158K | $17.4T | 4.2% | +53% |
| 5 | IJH | ISHARES TR | 213K | $14.1T | 3.4% | +8% |
| 6 | ITOT | ISHARES TR | 94K | $13.9T | 3.4% | +40% |
| 7 | IEMG | ISHARES INC | 200K | $13.4T | 3.3% | +10% |
| 8 | VTV | VANGUARD INDEX FDS | 60K | $11.4T | 2.8% | +39% |
| 9 | IJR | ISHARES TR | 91K | $10.9T | 2.6% | +1% |
| 10 | IXUS | ISHARES TR | 115K | $9.7T | 2.4% | +3% |
§ 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 $322739.4 trillion in assets. The fund runs a portfolio of 132 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed