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
$1.02 Million 0.25% of portfolio
95,882
Q4 2025 Reduced 4.7%
$18.4B
$1.05 Million 0.25% of portfolio
12,055
Q4 2025 Reduced 7.58%
$0
$994,000 0.24% of portfolio
6,550
Q4 2025 Reduced 9.22%
$0
$946,000 0.23% of portfolio
1,568
Q4 2025 Added 13.29%
$237B
$858,000 0.21% of portfolio
5,617
Q4 2025 New
$0
$873,000 0.21% of portfolio
7,146
Q4 2025 Added 7.95%
$662B
$859,000 0.21% of portfolio
1,688
Q4 2025 Added 3.69%
$0
$782,000 0.19% of portfolio
7,606
Q4 2025 Added 35.65%
$0
$700,000 0.17% of portfolio
13,744
Q1 2025 New
$132B
$699,000 0.17% of portfolio
3,568
Q4 2025 Added 0.42%
$533B
$686,000 0.17% of portfolio
2,108
Q4 2025 Added 51.87%
$0
$698,000 0.17% of portfolio
9,419
Q4 2025 New
$404B
$705,000 0.17% of portfolio
773
Q4 2025 Added 7.36%
$139B
$697,000 0.17% of portfolio
2,036
Q4 2025 Added 2.0%
$0
$667,000 0.16% of portfolio
10,679
Q2 2025 Reduced 1.56%
$0
$657,000 0.16% of portfolio
8,201
Q4 2025 Reduced 0.69%
$346B
$594,000 0.14% of portfolio
4,075
Q4 2025 Added 0.34%
$92.7B
$561,000 0.14% of portfolio
1,965
Q4 2025 Added 35.52%
$255B
$545,000 0.13% of portfolio
1,598
Q4 2025 Added 0.57%
$65.7B
$551,000 0.13% of portfolio
1,942
Q4 2025 Reduced 9.25%
$181B
$533,000 0.13% of portfolio
20,935
Q4 2025 Added 0.09%
$0
$539,000 0.13% of portfolio
9,515
Q4 2025 Reduced 16.83%
$1.74T
$527,000 0.13% of portfolio
1,846
Q4 2025 Added 41.46%
$0
$540,000 0.13% of portfolio
2,886
Q4 2025 Added 13.44%
$367B
$545,000 0.13% of portfolio
1,525
Q4 2025 Added 3.18%
$0
$485,000 0.12% of portfolio
2,665
Q4 2025 Reduced 3.34%
$971B
$489,000 0.12% of portfolio
479
Q4 2025 Added 28.07%
$0
$475,000 0.12% of portfolio
5,023
Q4 2025 Added 0.02%
$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%
$0
$434,000 0.11% of portfolio
5,418
Q4 2025 Reduced 1.71%
$319B
$451,000 0.11% of portfolio
5,809
Q4 2025 Reduced 1.71%
$0
$433,000 0.11% of portfolio
8,107
Q4 2025 Added 0.57%
$25.7B
$464,000 0.11% of portfolio
2,536
Q4 2025 Added 0.71%
$19.3B
$392,000 0.1% of portfolio
1,500
Q1 2023 New
$0
$429,000 0.1% of portfolio
3,388
Q4 2025 Reduced 0.65%
$0
$398,000 0.1% of portfolio
1,951
Q3 2025 Reduced 0.1%
$77.2B
$420,000 0.1% of portfolio
2,093
Q4 2025 Added 0.72%
$44.4B
$417,000 0.1% of portfolio
2,160
Q1 2025 New
$141B
$408,000 0.1% of portfolio
16,270
Q4 2025 Added 45.07%
$0
$401,000 0.1% of portfolio
4,529
Q4 2025 Added 3.92%
$0
$392,000 0.1% of portfolio
2,378
Q4 2025 Added 0.04%
$0
$376,000 0.09% of portfolio
3,098
Q4 2025 Added 44.29%
$42.4B
$366,000 0.09% of portfolio
2,461
Q4 2025 Added 67.64%
$0
$355,000 0.09% of portfolio
7,426
Q2 2025 New
$27B
$364,000 0.09% of portfolio
1,437
Q3 2025 Reduced 6.51%

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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