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Filers›Holding Co.›KFA Private Wealth Group, LLC
DOSSIER · 13F-HR · Q1 2026

KFA Private Wealth Group, LLC

KFA Private Wealth's holding co. based in London, UK — $417M in tracked AUM across 160 positions as of Q1 2026.

KP
KFA Private Wealth·London, UK·Holding Co.
CIK 0001800556 · last filed Mar 31, 2026
Total AUM
$417M
▼ 5.8%
vs prior
Holdings
160
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
41% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in KFA
haiku-4-5 · 160 positions indexed
Sector mix
  • Tech41%
  • Financials11%
  • Communications14%
  • Industrials6%
  • Energy6%
  • Other22%
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