DOSSIER · 13F-HR · Q3 2026

KFA Private Wealth Group, LLC

$425M in tracked AUM across 157 positions as of Q3 2026.

KP
CIK 0001800556 · last filed Sep 30, 2026
Total AUM
$425M
as of Q3 2026
Holdings
157
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

KFA Private Wealth Group, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$71M92K16.7%
02
FBCG
FIDELITY COVINGTON TRUST
$67M1.1M15.8%
03
FBND
FIDELITY MERRIMACK STR TR
$22M511K5.2%
04
IEMG
ISHARES INC
$16M203K3.9%
05
SHV
ISHARES TR
$16M149K3.9%
06
ITOT
ISHARES TR
$14M84K3.3%
07
VTV
VANGUARD INDEX FDS
$12M54K2.7%
08
IJH
ISHARES TR
$11M153K2.6%
09
VO
VANGUARD INDEX FDS
$11M140K2.6%
10
ISTB
ISHARES TR
$10M215K2.4%

Filing history

2026Q3Sep 30
$425M▲ 2.4%
157 positionsView →
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 positionsLocked
2025Q2Jun 30
$323M▲ 12.9%
132 positionsLocked
2025Q1Mar 31
$286M▲ 19.7%
114 positionsLocked
2024Q4Dec 31
$239M▲ 14.0%
90 positionsLocked
2024Q3Sep 30
$210M▲ 8.5%
82 positionsLocked
2024Q2Jun 30
$193M▼ 40.1%
75 positionsLocked
2024Q1Mar 31
$322M▲ 15.6%
99 positionsLocked
2023Q4Dec 31
$279M▲ 15.9%
85 positionsLocked
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