13F Insight
DOSSIER · 13F-HR · Q2 2026

KFA Private Wealth Group, LLC

$415M in tracked AUM across 150 positions as of Q2 2026.

KP
CIK 0001800556 · last filed Jun 30, 2026
Total AUM
$415M
as of Q2 2026
Holdings
150
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

KFA Private Wealth Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$69M93K16.7%02
FBCG
FIDELITY COVINGTON TRUST
$65M1.1M15.8%03
FBND
FIDELITY MERRIMACK STR TR
$22M476K5.2%04
SHV
ISHARES TR
$17M150K4.0%05
IEMG
ISHARES INC
$16M195K3.9%06
ITOT
ISHARES TR
$14M83K3.3%07
VTV
VANGUARD INDEX FDS
$12M55K2.9%08
IJH
ISHARES TR
$12M153K2.8%09
VO
VANGUARD INDEX FDS
$10M127K2.5%10
IJR
ISHARES TR
$10M67K2.4%

Filing history

2026Q2Jun 30
$415M▼ 0.3%
150 positionsView →2026Q1Mar 31
$417M▲ 1.3%
160 positionsView →2025Q4Dec 31
$411M▲ 380.0%
151 positionsView →2025Q3Sep 30
$86M▼ 73.5%
54 positionsView →2025Q2Jun 30
$323M▲ 12.9%
132 positionsLocked2025Q1Mar 31
$286M▲ 19.7%
114 positionsLocked2024Q4Dec 31
$239M▲ 14.0%
90 positionsLocked2024Q3Sep 30
$210M▲ 8.5%
82 positionsLocked2024Q2Jun 30
$193M▼ 40.1%
75 positionsLocked2024Q1Mar 31
$322M▲ 15.6%
99 positionsLocked2023Q4Dec 31
$279M▲ 15.9%
85 positionsLocked2023Q3Sep 30
$241M▼ 0.2%
78 positionsLocked
Showing 12 of 27