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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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