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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$75.4 Million 18.31% of portfolio
111,611
Q4 2025 Added 15.68%
$0
$52.3 Million 12.7% of portfolio
977,226
Q4 2025 Added 9.37%
$0
$19.1 Million 4.64% of portfolio
412,826
Q4 2025 Added 20.16%
$0
$18.9 Million 4.59% of portfolio
65,650
Q4 2025 Added 95.35%
$0
$17.4 Million 4.24% of portfolio
158,095
Q4 2025 Added 52.94%
$0
$13.7 Million 3.33% of portfolio
93,646
Q4 2025 Added 39.71%
$0
$13.7 Million 3.33% of portfolio
213,499
Q4 2025 Added 7.86%
$0
$11.2 Million 2.72% of portfolio
59,820
Q4 2025 Added 38.82%
$0
$10.7 Million 2.6% of portfolio
199,619
Q4 2025 Added 9.77%
$0
$10.6 Million 2.57% of portfolio
90,513
Q4 2025 Added 0.87%
$0
$9.67 Million 2.35% of portfolio
114,781
Q4 2025 Added 3.1%
$0
$9.02 Million 2.19% of portfolio
31,435
Q4 2025 Added 35.78%
$0
$8.05 Million 1.95% of portfolio
12,087
Q4 2025 Added 3.51%
$0
$7.89 Million 1.92% of portfolio
78,922
Q4 2025 Reduced 1.64%
$0
$7.76 Million 1.89% of portfolio
159,377
Q4 2025 Added 17.7%
$0
$7.64 Million 1.85% of portfolio
92,196
Q4 2025 Added 43.59%
$0
$5.3 Million 1.29% of portfolio
54,875
Q4 2025 Added 4.58%
$0
$4.92 Million 1.19% of portfolio
192,820
Q4 2025 Reduced 5.58%
$0
$4.67 Million 1.13% of portfolio
18,677
Q4 2025 Added 29.67%
$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%
$0
$3.46 Million 0.84% of portfolio
5,597
Q4 2025 Reduced 4.37%
$0
$3.46 Million 0.84% of portfolio
74,205
Q4 2025 Added 34.98%
$0
$3.36 Million 0.82% of portfolio
6,956
Q4 2025 Added 2.54%
$2.39T
$2.51 Million 0.61% of portfolio
10,679
Q4 2025 Added 10.86%
$0
$2.43 Million 0.59% of portfolio
7,364
Q4 2025 Added 12.44%
$0
$2.26 Million 0.55% of portfolio
21,216
Q4 2025 Added 11.25%
$104B
$2.09 Million 0.51% of portfolio
35,877
Q4 2025 New
$0
$2.07 Million 0.5% of portfolio
27,600
Q4 2025 Added 1.72%
$0
$1.92 Million 0.47% of portfolio
20,155
Q4 2025 Added 10.11%
$0
$1.91 Million 0.46% of portfolio
36,378
Q4 2025 Reduced 1.33%
$86.1B
$1.59 Million 0.39% of portfolio
4,800
Q4 2025 Reduced 0.04%
$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%
$76.2B
$1.43 Million 0.35% of portfolio
25,667
Q4 2025 New
$0
$1.43 Million 0.35% of portfolio
25,959
Q4 2025 Added 4.46%
$130B
$1.34 Million 0.33% of portfolio
3,574
Q4 2025 Added 0.85%
$0
$1.34 Million 0.33% of portfolio
14,549
Q4 2025 Added 92.12%
$1.65T
$1.34 Million 0.33% of portfolio
4,863
Q4 2025 Added 2.21%
$0
$1.38 Million 0.33% of portfolio
9,761
Q4 2025 Reduced 1.78%
$0
$1.31 Million 0.32% of portfolio
14,529
Q4 2025 Added 7.9%
$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%
$0
$1.1 Million 0.27% of portfolio
9,103
Q4 2025 Added 22.65%
$881B
$1.07 Million 0.26% of portfolio
3,569
Q4 2025 Added 3.63%
$0
$1.06 Million 0.26% of portfolio
17,293
Q4 2025 Added 28.08%
$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%
$104B
$1.04 Million 0.25% of portfolio
4,139
Q4 2025 Added 0.32%

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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