KFA Private Wealth Group, LLC

CIK 0001800556 • 6 13F filings • May 7, 2025 – Jul 28, 2026

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Filer information

Filed by: KFA Private Wealth Group, LLC, Managing Partner
Address: 8350 Broad St, Suite 220, Tysons, VA, 22102
Phone: 703-462-9482
AUM: $411.2M

AUM over time

$425.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $411.2M149 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$461K	0.1%Prev: 0.1%	2,015 SH	Decreased+254 SH
ADOBE INC	COM	$207K	0.1%	592 SH	New
ADVANCED MICRO DEVICES INC	COM	$414K	0.1%Prev: 0.3%	1,932 SH	Decreased-3 SH
ALPHABET INC	CAP STK CL A	$1.5M	0.4%Prev: 0.4%	4,863 SH	Increased+511 SH
ALPHABET INC	CAP STK CL C	$579K	0.1%Prev: 0.1%	1,846 SH	Increased+544 SH
ALTRIA GROUP INC	COM	$2.1M	0.5%Prev: 0.6%	35,877 SH	Decreased-57 SH
AMAZON COM INC	COM	$2.5M	0.6%Prev: 0.5%	10,679 SH	Increased+2,365 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$446K	0.1%Prev: 0.1%	5,418 SH	Decreased+327 SH
AMERICAN EXPRESS CO	COM	$591K	0.1%Prev: 0.1%	1,598 SH	Increased+20 SH
AMETEK INC	COM	$443K	0.1%	2,160 SH	New
APPLE INC	COM	$6.3M	1.5%Prev: 1.5%	23,307 SH	Increased+4,612 SH
ASTRAZENECA PLC	SPONSORED ADR	$233K	0.1%	2,531 SH	New
ASTRONICS CORP	COM	$206K	0.1%Prev: 0.1%	3,797 SH	Decreased-3,868 SH
AT&T INC	COM	$520K	0.1%Prev: 0.1%	20,935 SH	Increased+1,946 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.1M	0.3%Prev: 0.2%	4,139 SH	Increased+93 SH
BANK AMERICA CORP	COM	$287K	0.1%	5,225 SH	New
BANK NEW YORK MELLON CORP	COM	$225K	0.1%	1,940 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$848K	0.2%Prev: 0.2%	1,688 SH	Increased+327 SH
BLACKROCK DEBT STRATEGIES FD	COM NEW	$159K	0.0%Prev: 0.0%	15,595 SH	Increased-1,096 SH
BNY MELLON ETF TRUST II	DYNAMIC VALUE	$778K	0.2%Prev: 0.4%	26,800 SH	Decreased-22,302 SH
BROADCOM INC	COM	$705K	0.2%Prev: 0.2%	2,036 SH	Decreased-438 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$202K	0.0%	905 SH	New
CALAMOS CONV OPPORTUNITIES &	SH BEN INT	$1.0M	0.2%Prev: 0.1%	95,882 SH	Increased+47,384 SH
CAPITAL ONE FINL CORP	COM	$507K	0.1%Prev: 0.1%	2,093 SH	Increased+139 SH
CATERPILLAR INC	COM	$1.1M	0.3%Prev: 0.2%	1,923 SH	Increased+958 SH
CELESTICA INC	COM	$205K	0.0%Prev: 0.1%	692 SH	Decreased
CGI INC	CL A SUB VTG	$1.1M	0.3%Prev: 0.2%	12,055 SH	Increased+1,724 SH
CISCO SYS INC	COM	$447K	0.1%Prev: 0.2%	5,809 SH	Decreased-197 SH
CITIGROUP INC	COM NEW	$451K	0.1%Prev: 0.1%	3,862 SH	Decreased-27 SH
COCA COLA CO	COM	$621K	0.2%Prev: 0.1%	8,889 SH	Increased+2,348 SH
COSTCO WHSL CORP NEW	COM	$667K	0.2%	773 SH	New
DONALDSON INC	COM	$237K	0.1%Prev: 0.1%	2,668 SH	Increased
DOVER CORP	COM	$495K	0.1%Prev: 0.1%	2,536 SH	Increased+17 SH
DUKE ENERGY CORP NEW	COM NEW	$209K	0.1%	1,783 SH	New
ELI LILLY & CO	COM	$515K	0.1%Prev: 0.1%	479 SH	Decreased+24 SH
EXXON MOBIL CORP	COM	$1.5M	0.4%	12,609 SH	New
FEDEX CORP	COM	$218K	0.1%Prev: 0.1%	754 SH	Increased-1 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$1.3M	0.3%Prev: 1.2%	14,529 SH	Decreased-32,347 SH
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$53.6M	13.0%Prev: 15.8%	977,226 SH	Decreased-83,082 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$19.0M	4.6%Prev: 5.2%	412,826 SH	Decreased-98,161 SH
FIRST SOLAR INC	COM	$375K	0.1%	1,437 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$266K	0.1%Prev: 0.1%	5,765 SH	Increased+375 SH
GE AEROSPACE	COM NEW	$302K	0.1%Prev: 0.1%	981 SH	Increased+153 SH
GOLDMAN SACHS GROUP INC	COM	$334K	0.1%Prev: 0.1%	380 SH	Increased+70 SH
HOME DEPOT INC	COM	$525K	0.1%Prev: 0.1%	1,525 SH	Increased+133 SH
HONEYWELL INTL INC	COM	$696K	0.2%Prev: 0.1%	3,568 SH	Increased+2,157 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.1M	0.3%Prev: 0.1%	3,765 SH	Increased+1,304 SH
INTUIT	COM	$306K	0.1%	463 SH	New
INVESCO EXCH TRADED FD TR II	ESG NASDAQ 100	$206K	0.1%Prev: 0.1%	4,858 SH	Decreased
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$213K	0.1%Prev: 0.1%	9,175 SH	Decreased-5,744 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$553K	0.1%Prev: 0.1%	2,886 SH	Decreased-110 SH
INVESCO QQQ TR	UNIT SER 1	$963K	0.2%Prev: 0.5%	1,568 SH	Decreased-1,547 SH
ISHARES INC	CORE MSCI EMKT	$13.4M	3.3%Prev: 3.9%	199,619 SH	Decreased-3,168 SH
ISHARES TR	1 3 YR TREAS BD	$7.6M	1.9%Prev: 1.8%	92,196 SH	Increased+414 SH
ISHARES TR	CORE 1 5 YR USD	$7.8M	1.9%Prev: 2.4%	159,377 SH	Decreased-55,505 SH
ISHARES TR	CORE DIV GRWTH	$259K	0.1%Prev: 0.1%	3,729 SH	Decreased-1,562 SH
ISHARES TR	CORE HIGH DV ETF	$869K	0.2%Prev: 0.3%	7,146 SH	Decreased-36,650 SH
ISHARES TR	CORE MSCI EAFE	$405K	0.1%Prev: 0.2%	4,529 SH	Decreased-2,252 SH
ISHARES TR	CORE MSCI TOTAL	$9.7M	2.4%Prev: 1.5%	114,781 SH	Increased+46,817 SH
ISHARES TR	CORE S&P MCP ETF	$14.1M	3.4%Prev: 2.6%	213,499 SH	Increased+60,128 SH
ISHARES TR	CORE S&P SCP ETF	$10.9M	2.6%Prev: 2.1%	90,513 SH	Increased+25,717 SH
ISHARES TR	CORE S&P TTL STK	$13.9M	3.4%Prev: 3.3%	93,646 SH	Decreased+9,805 SH
ISHARES TR	CORE S&P US GWT	$399K	0.1%Prev: 0.1%	2,378 SH	Decreased-451 SH
ISHARES TR	CORE S&P500 ETF	$76.4M	18.6%Prev: 16.7%	111,611 SH	Increased+19,138 SH
ISHARES TR	CORE UNIVRSL USD	$3.5M	0.8%Prev: 0.7%	74,205 SH	Increased+9,834 SH
ISHARES TR	CORE US AGGBD ET	$7.9M	1.9%Prev: 0.8%	78,922 SH	Increased+43,099 SH
ISHARES TR	EAFE SML CP ETF	$337K	0.1%Prev: 0.1%	4,343 SH	Decreased-348 SH
ISHARES TR	ESG MSCI KLD 400	$436K	0.1%	3,388 SH	New
ISHARES TR	FLTG RATE NT ETF	$699K	0.2%	13,744 SH	New
ISHARES TR	IBOXX HI YD ETF	$661K	0.2%Prev: 0.1%	8,201 SH	Increased+4,470 SH
ISHARES TR	INDIA 50 ETF	$400K	0.1%	8,107 SH	New
ISHARES TR	MICRO-CAP ETF	$361K	0.1%	2,287 SH	New
ISHARES TR	MRGSTR SM CP ETF	$694K	0.2%	10,679 SH	New
ISHARES TR	MSCI EAFE ETF	$1.9M	0.5%Prev: 0.5%	20,155 SH	Decreased+1,240 SH
ISHARES TR	MSCI EMG MKT ETF	$1.4M	0.3%Prev: 0.2%	25,959 SH	Increased+10,757 SH
ISHARES TR	NATIONAL MUN ETF	$345K	0.1%Prev: 0.1%	3,222 SH	Increased+364 SH
ISHARES TR	RUS MID CAP ETF	$484K	0.1%	5,023 SH	New
ISHARES TR	RUS TP200 VL ETF	$248K	0.1%Prev: 0.2%	2,703 SH	Decreased-3,267 SH
ISHARES TR	RUSSELL 2000 ETF	$318K	0.1%Prev: 0.3%	1,290 SH	Decreased-2,764 SH
ISHARES TR	RUSSELL 3000 ETF	$297K	0.1%	767 SH	New
ISHARES TR	S&P 500 GRWT ETF	$1.1M	0.3%Prev: 0.3%	9,103 SH	Decreased-1,080 SH
ISHARES TR	SHRT NAT MUN ETF	$2.3M	0.6%Prev: 0.7%	21,216 SH	Decreased-6,091 SH
ISHARES TR	TRUST ISHARE 0-1	$17.4M	4.2%Prev: 3.9%	158,095 SH	Increased+9,239 SH
ISHARES TR	U.S. REAL ES ETF	$240K	0.1%	2,557 SH	New
J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$382K	0.1%Prev: 0.2%	3,098 SH	Decreased-3,718 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$545K	0.1%Prev: 0.1%	9,515 SH	Increased+5,064 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$294K	0.1%Prev: 0.1%	5,827 SH	Decreased-3,680 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$318K	0.1%	5,475 SH	New
JOHNSON & JOHNSON	COM	$1.1M	0.3%Prev: 0.2%	5,198 SH	Increased+1,862 SH
JPMORGAN CHASE & CO.	COM	$1.1M	0.3%	3,569 SH	New
KRAFT HEINZ CO	COM	$219K	0.1%Prev: 0.0%	9,030 SH	Increased
LAM RESEARCH CORP	COM NEW	$267K	0.1%Prev: 0.1%	1,561 SH	Decreased+439 SH
LOCKHEED MARTIN CORP	COM	$299K	0.1%Prev: 0.1%	619 SH	Decreased-359 SH
MARRIOTT INTL INC NEW	CL A	$610K	0.1%Prev: 0.2%	1,965 SH	Decreased-3 SH
MASTERCARD INCORPORATED	CL A	$257K	0.1%	450 SH	New
MCDONALDS CORP	COM	$1.5M	0.4%Prev: 0.2%	4,915 SH	Increased+896 SH
MERCK & CO INC	COM	$305K	0.1%Prev: 0.1%	2,896 SH	Decreased+298 SH
META PLATFORMS INC	CL A	$490K	0.1%Prev: 0.1%	742 SH	Increased+81 SH
MICROSOFT CORP	COM	$3.6M	0.9%Prev: 0.8%	7,499 SH	Increased+854 SH
MONDELEZ INTL INC	CL A	$1.4M	0.3%Prev: 0.3%	25,667 SH	Decreased+215 SH
NETFLIX INC	COM	$212K	0.1%	2,261 SH	New
NORFOLK SOUTHN CORP	COM	$561K	0.1%Prev: 0.2%	1,942 SH	Decreased-376 SH
NVIDIA CORPORATION	COM	$3.7M	0.9%Prev: 0.8%	19,737 SH	Increased+4,207 SH
PEPSICO INC	COM	$427K	0.1%Prev: 0.1%	2,977 SH	Increased-53 SH
PFIZER INC	COM	$405K	0.1%	16,270 SH	New
PHILIP MORRIS INTL INC	COM	$901K	0.2%Prev: 0.3%	5,617 SH	Decreased-30 SH
PROCTER AND GAMBLE CO	COM	$584K	0.1%	4,075 SH	New
PROSHARES TR	S&P 500 DV ARIST	$792K	0.2%Prev: 0.2%	7,606 SH	Increased-6,695 SH
RTX CORPORATION	COM	$295K	0.1%Prev: 0.1%	1,606 SH	Increased+257 SH
SALESFORCE INC	COM	$358K	0.1%	1,351 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$651K	0.2%	14,549 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$2.0M	0.5%	36,378 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$1.0M	0.2%	6,550 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$364K	0.1%	2,345 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$9.5M	2.3%	65,650 SH	New
SHERWIN WILLIAMS CO	COM	$1.6M	0.4%Prev: 0.4%	4,800 SH	Increased-5 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$325K	0.1%	677 SH	New
SPDR GOLD TR	GOLD SHS	$1.4M	0.3%Prev: 0.1%	3,574 SH	Increased+2,602 SH
SPDR S&P 500 ETF TR	TR UNIT	$8.2M	2.0%	12,087 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$6.0M	1.5%	64,309 SH	New
TESLA INC	COM	$477K	0.1%Prev: 0.1%	1,061 SH	Increased-42 SH
TRAVELERS COMPANIES INC	COM	$297K	0.1%Prev: 0.1%	1,022 SH	Increased+238 SH
UNITEDHEALTH GROUP INC	COM	$301K	0.1%Prev: 0.1%	911 SH	Increased+226 SH
UNIVERSAL HLTH SVCS INC	CL B	$315K	0.1%	1,447 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$382K	0.1%	4,454 SH	New
VANECK ETF TRUST	IG FLOATING RATE	$4.9M	1.2%	192,820 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$359K	0.1%Prev: 0.1%	996 SH	Increased+533 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$698K	0.2%Prev: 0.5%	9,419 SH	Decreased-23,715 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$408K	0.1%	1,951 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$3.4M	0.8%	6,956 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$384K	0.1%	1,221 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$9.1M	2.2%	31,435 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.5M	0.9%Prev: 1.7%	5,597 SH	Decreased-4,429 SH
VANGUARD INDEX FDS	SMALL CP ETF	$4.8M	1.2%	18,677 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$2.5M	0.6%	7,364 SH	New
VANGUARD INDEX FDS	VALUE ETF	$11.4M	2.8%	59,820 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$215K	0.1%	2,917 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$220K	0.1%	4,088 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$586K	0.1%Prev: 0.1%	2,665 SH	Increased+1,258 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.1M	0.5%Prev: 0.6%	27,600 SH	Decreased-736 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.1M	0.3%Prev: 0.4%	17,293 SH	Decreased-3,816 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.4M	0.3%Prev: 0.2%	9,761 SH	Increased+5,050 SH
VERIZON COMMUNICATIONS INC	COM	$203K	0.0%Prev: 0.1%	4,978 SH	Decreased+224 SH
VISA INC	COM CL A	$739K	0.2%Prev: 0.1%	2,108 SH	Increased+910 SH
VSE CORP	COM	$311K	0.1%Prev: 0.1%	1,800 SH	Increased+500 SH
WALMART INC	COM	$1.4M	0.3%Prev: 0.3%	12,138 SH	Increased+622 SH
WEST PHARMACEUTICAL SVSC INC	COM	$413K	0.1%Prev: 0.1%	1,500 SH	Decreased
WISDOMTREE TR	ITL HIGH DIV FD	$325K	0.1%Prev: 0.1%	6,300 SH	Decreased
YUM BRANDS INC	COM	$372K	0.1%Prev: 0.1%	2,461 SH	Increased+9 SH

Sold (vs prior filing)

3M CO — $210K
AMGEN INC — $358K
BANK OF AMER CORP — $272K
BANK OF NY MELLON CORP — $283K
CHEVRON CORPORATION — $245K
CONOCOPHILLIPS — $220K
CORNING INC — $297K
COSTCO WHOLESALE CORPORATION — $500K
EOS ENERGY ENTERPRISES INC — $31K
EXXONMOBIL HOLDINGS CORP — $1.8M
FIDELITY COVINGTON TRUST — $3.1M
HONEYWELL AEROSPACE INC — $212K
HUMANA INC — $286K
INTEL CORP — $336K
INVESCO EXCH TRADED FD TR II — $401K
IRIDIUM COMMUNICATIONS INC — $239K
ISHARES TR — $224K
ISHARES TR — $331K
ISHARES TR — $569K
ISHARES TR — $252K
… and 34 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 7, 2026	Q4 2025	13F-HR	0001172661-26-000027	$411.2M	View
Oct 7, 2026	Q3 2026	13F-HR	0001172661-26-004425	$425.2M	View
Oct 3, 2025