13F Insight
DOSSIER · 13F-HR · Q1 2026

KFA Private Wealth Group, LLC

$417M in tracked AUM across 160 positions as of Q1 2026.

KP
CIK 0001800556 · last filed Mar 31, 2026
Total AUM
$417M
as of Q1 2026
Holdings
160
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

KFA Private Wealth Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$74M113K17.7%02
FBCG
FIDELITY COVINGTON TRUST
$53M1.1M12.6%03
FBND
FIDELITY MERRIMACK STR TR
$20M446K4.9%04
SHV
ISHARES TR
$17M158K4.2%05
IJH
ISHARES TR
$14M212K3.4%06
IEMG
ISHARES INC
$13M193K3.2%07
ITOT
ISHARES TR
$13M94K3.2%08
VTV
VANGUARD INDEX FDS
$12M60K2.8%09
IJR
ISHARES TR
$11M92K2.7%10
IXUS
ISHARES TR
$11M124K2.6%

Filing history

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 positionsLocked2023Q2Jun 30
$241M▲ 9.8%
74 positionsLocked
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