Loading…
CIK 0001800556 • 6 13F filings • May 7, 2025 – Jul 28, 2026
Import this data to Google Sheets with:
=jivedata("kfa-private-wealth-group-llc-0001800556-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $439K | 0.2% | 2,095 SH | |
| ADOBE INC | COM | $211K | 0.1% | 549 SH | |
| ALPHABET INC | CAP STK CL A | $778K | 0.3% | 5,029 SH | |
| ALPHABET INC | CAP STK CL C | $237K | 0.1% | 1,516 SH | |
| AMAZON COM INC | COM | $1.9M | 0.7% | 10,189 SH | |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $425K | 0.1% | 6,417 SH | |
| AMERICAN EXPRESS CO | COM | $428K | 0.1% | 1,589 SH | |
| AMETEK INC | COM | $372K | 0.1% | 2,160 SH | |
| APPLE INC | COM | $4.6M | 1.6% | 20,524 SH | |
| ASTRAZENECA PLC | SPONSORED ADR | $270K | 0.1% | 3,677 SH | |
| AT&T INC | COM | $569K | 0.2% | 20,136 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $886K | 0.3% | 1,664 SH | |
| BLACKROCK DEBT STRATEGIES FD | COM NEW | $221K | 0.1% | 21,199 SH | |
| BROADCOM INC | COM | $295K | 0.1% | 1,760 SH | |
| CALAMOS CONV OPPORTUNITIES & | SH BEN INT | $940K | 0.3% | 97,978 SH | |
| CATERPILLAR INC | COM | $731K | 0.3% | 2,216 SH | |
| CGI INC | CL A SUB VTG | $1.2M | 0.4% | 12,500 SH | |
| CISCO SYS INC | COM | $383K | 0.1% | 6,210 SH | |
| COCA COLA CO | COM | $621K | 0.2% | 8,669 SH | |
| COSTCO WHSL CORP NEW | COM | $618K | 0.2% | 654 SH | |
| DOMINION ENERGY INC | COM | $209K | 0.1% | 3,735 SH | |
| ELI LILLY & CO | COM | $316K | 0.1% | 382 SH | |
| EXXON MOBIL CORP | COM | $982K | 0.3% | 8,254 SH | |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $657K | 0.2% | 9,653 SH | |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | $33.4M | 11.7% | 836,341 SH | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $16.2M | 5.7% | 355,418 SH | |
| FIRST SOLAR INC | COM | $207K | 0.1% | 1,636 SH | |
| GOLDMAN SACHS GROUP INC | COM | $206K | 0.1% | 378 SH | |
| HOME DEPOT INC | COM | $220K | 0.1% | 601 SH | |
| HONEYWELL INTL INC | COM | $826K | 0.3% | 3,900 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $951K | 0.3% | 3,824 SH | |
| INTUIT | COM | $281K | 0.1% | 458 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $254K | 0.1% | 1,466 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $691K | 0.2% | 1,473 SH | |
| ISHARES INC | CORE MSCI EMKT | $8.4M | 2.9% | 155,606 SH | |
| ISHARES TR | 0-5YR HI YL CP | $447K | 0.2% | 10,516 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $4.0M | 1.4% | 48,071 SH | |
| ISHARES TR | CORE 1 5 YR USD | $6.8M | 2.4% | 140,473 SH | |
| ISHARES TR | CORE HIGH DV ETF | $822K | 0.3% | 6,790 SH | |
| ISHARES TR | CORE MSCI EAFE | $325K | 0.1% | 4,302 SH | |
| ISHARES TR | CORE MSCI TOTAL | $7.4M | 2.6% | 105,730 SH | |
| ISHARES TR | CORE S&P MCP ETF | $11.1M | 3.9% | 190,118 SH | |
| ISHARES TR | CORE S&P SCP ETF | $9.4M | 3.3% | 90,054 SH | |
| ISHARES TR | CORE S&P TTL STK | $8.0M | 2.8% | 65,836 SH | |
| ISHARES TR | CORE S&P US GWT | $302K | 0.1% | 2,377 SH | |
| ISHARES TR | CORE S&P500 ETF | $54.9M | 19.2% | 97,677 SH | |
| ISHARES TR | CORE TOTAL USD | $2.6M | 0.9% | 55,729 SH | |
| ISHARES TR | CORE US AGGBD ET | $7.8M | 2.7% | 79,090 SH | |
| ISHARES TR | EAFE SML CP ETF | $288K | 0.1% | 4,529 SH | |
| ISHARES TR | ESG MSCI KLD 400 | $407K | 0.1% | 3,973 SH | |
| ISHARES TR | FLTG RATE NT ETF | $702K | 0.2% | 13,744 SH | |
| ISHARES TR | IBOXX HI YD ETF | $685K | 0.2% | 8,689 SH | |
| ISHARES TR | INDIA 50 ETF | $448K | 0.2% | 8,825 SH | |
| ISHARES TR | MICRO-CAP ETF | $254K | 0.1% | 2,287 SH | |
| ISHARES TR | MRGSTR SM CP ETF | $588K | 0.2% | 10,848 SH | |
| ISHARES TR | MSCI EAFE ETF | $1.5M | 0.5% | 18,263 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $1.0M | 0.4% | 22,982 SH | |
| ISHARES TR | NATIONAL MUN ETF | $590K | 0.2% | 5,593 SH | |
| ISHARES TR | RUS MID CAP ETF | $436K | 0.2% | 5,130 SH | |
| ISHARES TR | RUS TP200 VL ETF | $248K | 0.1% | 3,019 SH | |
| ISHARES TR | SELECT DIVID ETF | $268K | 0.1% | 1,993 SH | |
| ISHARES TR | SHORT TREAS BD | $9.6M | 3.3% | 86,587 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $1.2M | 0.4% | 11,753 SH | |
| ISHARES TR | TIPS BD ETF | $302K | 0.1% | 2,716 SH | |
| ISHARES TR | U.S. REAL ES ETF | $249K | 0.1% | 2,604 SH | |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $406K | 0.1% | 7,114 SH | |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $219K | 0.1% | 4,234 SH | |
| JOHNSON & JOHNSON | COM | $802K | 0.3% | 4,833 SH | |
| JPMORGAN CHASE & CO. | COM | $698K | 0.2% | 2,845 SH | |
| LOCKHEED MARTIN CORP | COM | $304K | 0.1% | 681 SH | |
| MCDONALDS CORP | COM | $527K | 0.2% | 1,688 SH | |
| META PLATFORMS INC | CL A | $485K | 0.2% | 841 SH | |
| MICROSOFT CORP | COM | $2.0M | 0.7% | 5,288 SH | |
| NETFLIX INC | COM | $236K | 0.1% | 253 SH | |
| NVIDIA CORPORATION | COM | $2.1M | 0.7% | 19,213 SH | |
| PROCTER AND GAMBLE CO | COM | $724K | 0.3% | 4,248 SH | |
| PROSHARES TR | S&P 500 DV ARIST | $710K | 0.2% | 6,948 SH | |
| RTX CORPORATION | COM | $212K | 0.1% | 1,603 SH | |
| SALESFORCE INC | COM | $341K | 0.1% | 1,269 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $312K | 0.1% | 12,477 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $230K | 0.1% | 8,661 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $780K | 0.3% | 8,345 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $1.9M | 0.7% | 38,400 SH | |
| SELECT SECTOR SPDR TR | INDL | $350K | 0.1% | 2,670 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $1.1M | 0.4% | 7,575 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $6.7M | 2.4% | 32,626 SH | |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $232K | 0.1% | 552 SH | |
| SPDR GOLD TR | GOLD SHS | $1.1M | 0.4% | 3,892 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $6.7M | 2.3% | 11,985 SH | |
| SPDR SER TR | BLOOMBERG HIGH Y | $5.6M | 2.0% | 58,775 SH | |
| SPDR SER TR | S&P DIVID ETF | $262K | 0.1% | 1,934 SH | |
| TESLA INC | COM | $304K | 0.1% | 1,173 SH | |
| UNITEDHEALTH GROUP INC | COM | $306K | 0.1% | 584 SH | |
| VANECK ETF TRUST | GOLD MINERS ETF | $221K | 0.1% | 4,818 SH | |
| VANECK ETF TRUST | IG FLOATING RATE | $5.1M | 1.8% | 200,040 SH | |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $243K | 0.1% | 1,149 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $265K | 0.1% | 3,391 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $336K | 0.1% | 1,952 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $2.5M | 0.9% | 6,869 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $314K | 0.1% | 1,221 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $6.5M | 2.3% | 25,012 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.6M | 0.9% | 5,152 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.3M | 1.2% | 14,961 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.1M | 0.7% | 7,688 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $7.8M | 2.7% | 45,073 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $544K | 0.2% | 2,803 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.8M | 0.6% | 28,284 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $503K | 0.2% | 9,901 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.3M | 0.5% | 10,337 SH | |
| VERIZON COMMUNICATIONS INC | COM | $247K | 0.1% | 5,436 SH | |
| VISA INC | COM CL A | $487K | 0.2% | 1,389 SH | |
| VSE CORP | COM | $264K | 0.1% | 2,200 SH | |
| WALMART INC | COM | $569K | 0.2% | 6,479 SH | |
| WEST PHARMACEUTICAL SVSC INC | COM | $336K | 0.1% | 1,500 SH |
| Q3 2025 |
| 13F-HR |
| 0001172661-25-004161 |
| $350.1M |
| View |
| Jul 28, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002837 | $415.2M | View |
| Jul 24, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002711 | $322.7M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001517 | $416.6M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001601 | $285.8M | View |