Kfa Private Wealth Group, LLC Portfolio Holdings

Kfa Private Wealth Group, LLC

  • $412 Million
  • Q4 2025

Kfa Private Wealth Group, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $412 Million distributed in 151 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $75.4M, Fidelity Covington Tr Blue Chi with a value of $52.3M, Fidelity Merrimack Str Tr Tota with a value of $19.1M, Technology Sector Spdr with a value of $18.9M, and Ishares Tr with a value of $17.4M.

Examining the 13F form we can see an increase of $65M in the current position value, from $347M to 412M.

Below you can find more details about Kfa Private Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $412 Million
ETFs: $356 Million
Technology: $18.9 Million
Consumer Defensive: $8.21 Million
Financial Services: $6.45 Million
Industrials: $6.02 Million
Consumer Cyclical: $5.91 Million
Healthcare: $3.91 Million
Communication Services: $3.31 Million
Other: $3.3 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$6.23 Million 1.51% of portfolio
23,307
Q4 2025 Added 21.64%
$3.78T
$3.81 Million 0.92% of portfolio
7,499
Q4 2025 Added 32.89%
$465B
$3.68 Million 0.89% of portfolio
19,737
Q4 2025 Added 5.73%
$2.39T
$2.51 Million 0.61% of portfolio
10,679
Q4 2025 Added 10.86%
$490B
$1.48 Million 0.36% of portfolio
12,609
Q4 2025 Added 3.57%
$224B
$1.5 Million 0.36% of portfolio
4,915
Q4 2025 Added 0.31%
$1.65T
$1.34 Million 0.33% of portfolio
4,863
Q4 2025 Added 2.21%
$279B
$1.25 Million 0.3% of portfolio
12,138
Q4 2025 Added 1.12%
$266B
$1.12 Million 0.27% of portfolio
3,765
Q4 2025 Added 0.86%
$881B
$1.07 Million 0.26% of portfolio
3,569
Q4 2025 Added 3.63%
$291B
$1.06 Million 0.26% of portfolio
1,923
Q4 2025 Reduced 0.05%
$522B
$1.04 Million 0.25% of portfolio
5,198
Q4 2025 Added 7.64%
$237B
$858,000 0.21% of portfolio
5,617
Q4 2025 New
$662B
$859,000 0.21% of portfolio
1,688
Q4 2025 Added 3.69%
$533B
$686,000 0.17% of portfolio
2,108
Q4 2025 Added 51.87%
$404B
$705,000 0.17% of portfolio
773
Q4 2025 Added 7.36%
$346B
$594,000 0.14% of portfolio
4,075
Q4 2025 Added 0.34%
$255B
$545,000 0.13% of portfolio
1,598
Q4 2025 Added 0.57%
$1.74T
$527,000 0.13% of portfolio
1,846
Q4 2025 Added 41.46%
$367B
$545,000 0.13% of portfolio
1,525
Q4 2025 Added 3.18%
$971B
$489,000 0.12% of portfolio
479
Q4 2025 Added 28.07%
$1.37T
$452,000 0.11% of portfolio
742
Q4 2025 Reduced 9.18%
$388B
$464,000 0.11% of portfolio
1,932
Q4 2025 Added 2.06%
$1.29T
$433,000 0.11% of portfolio
1,061
Q4 2025 Added 1.14%
$204B
$440,000 0.11% of portfolio
2,977
Q4 2025 Added 0.71%
$414B
$471,000 0.11% of portfolio
2,015
Q4 2025 Added 12.95%
$319B
$451,000 0.11% of portfolio
5,809
Q4 2025 Reduced 1.71%
$237B
$320,000 0.08% of portfolio
1,351
Q4 2025 Added 2.04%
$235B
$268,000 0.07% of portfolio
2,896
Q4 2025 Added 0.38%
$300B
$291,000 0.07% of portfolio
911
Q4 2025 Reduced 4.91%
$413B
$268,000 0.07% of portfolio
5,225
Q4 2025 Added 8.85%
$328B
$294,000 0.07% of portfolio
981
Q4 2025 Added 0.1%
$265B
$294,000 0.07% of portfolio
380
Q4 2025 Added 0.26%
$258B
$282,000 0.07% of portfolio
1,606
Q4 2025 Reduced 0.62%
$512B
$241,000 0.06% of portfolio
450
Q4 2025 Added 3.69%
$277B
$226,000 0.05% of portfolio
2,531
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $412 Million
  • Prior Value $347 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 16 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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