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: $322.7M132 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$369K	0.1%Prev: 0.1%	1,985 SH	Decreased+78 SH
ADOBE INC	COM	$210K	0.1%	542 SH	New
ADVANCED MICRO DEVICES INC	COM	$269K	0.1%Prev: 0.1%	1,898 SH	Decreased-33 SH
ALPHABET INC	CAP STK CL A	$881K	0.3%Prev: 0.3%	4,999 SH	Decreased+190 SH
ALPHABET INC	CAP STK CL C	$257K	0.1%Prev: 0.1%	1,448 SH	Decreased-315 SH
AMAZON COM INC	COM	$2.2M	0.7%Prev: 0.5%	10,147 SH	Increased-331 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$430K	0.1%Prev: 0.1%	5,812 SH	Decreased+461 SH
AMERICAN EXPRESS CO	COM	$507K	0.2%Prev: 0.1%	1,589 SH	Increased+10 SH
AMETEK INC	COM	$391K	0.1%Prev: 0.1%	2,160 SH	Decreased
APPLE INC	COM	$4.1M	1.3%Prev: 1.3%	19,857 SH	Decreased-768 SH
AT&T INC	COM	$584K	0.2%Prev: 0.1%	20,177 SH	Decreased-945 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.3M	0.4%Prev: 0.2%	4,203 SH	Increased-2 SH
BANK AMERICA CORP	COM	$226K	0.1%Prev: 0.1%	4,777 SH	Decreased-858 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$808K	0.3%Prev: 0.2%	1,664 SH	Decreased-186 SH
BLACKROCK DEBT STRATEGIES FD	COM NEW	$187K	0.1%Prev: 0.0%	17,747 SH	Increased+1,805 SH
BROADCOM INC	COM	$493K	0.2%Prev: 0.2%	1,787 SH	Decreased-243 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$220K	0.1%	905 SH	New
CALAMOS CONV OPPORTUNITIES &	SH BEN INT	$1.0M	0.3%Prev: 0.3%	97,282 SH	Decreased-450 SH
CAPITAL ONE FINL CORP	COM	$287K	0.1%Prev: 0.1%	1,348 SH	Decreased-751 SH
CATERPILLAR INC	COM	$837K	0.3%Prev: 0.3%	2,155 SH	Decreased+469 SH
CGI INC	CL A SUB VTG	$1.3M	0.4%Prev: 0.2%	12,440 SH	Increased+1,058 SH
CISCO SYS INC	COM	$426K	0.1%Prev: 0.1%	6,142 SH	Decreased+131 SH
COCA COLA CO	COM	$599K	0.2%Prev: 0.2%	8,461 SH	Decreased-428 SH
COSTCO WHSL CORP NEW	COM	$652K	0.2%	659 SH	New
DOMINION ENERGY INC	COM	$220K	0.1%	3,886 SH	New
DOVER CORP	COM	$461K	0.1%Prev: 0.1%	2,518 SH	Decreased-1 SH
ELI LILLY & CO	COM	$290K	0.1%Prev: 0.1%	372 SH	Decreased-107 SH
EXXON MOBIL CORP	COM	$1.3M	0.4%Prev: 0.5%	12,097 SH	Decreased+78 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$1.1M	0.3%Prev: 0.9%	13,688 SH	Decreased-31,109 SH
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$40.9M	12.7%Prev: 12.6%	848,456 SH	Decreased-201,916 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$13.4M	4.1%Prev: 4.9%	292,487 SH	Decreased-153,261 SH
FIRST SOLAR INC	COM	$254K	0.1%Prev: 0.1%	1,537 SH	Decreased+50 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$293K	0.1%Prev: 0.1%	6,558 SH	Increased+793 SH
GE AEROSPACE	COM NEW	$272K	0.1%Prev: 0.1%	1,057 SH	Decreased+76 SH
GOLDMAN SACHS GROUP INC	COM	$268K	0.1%Prev: 0.1%	378 SH	Decreased-4 SH
HOME DEPOT INC	COM	$554K	0.2%Prev: 0.1%	1,512 SH	Increased+39 SH
HONEYWELL INTL INC	COM	$871K	0.3%Prev: 0.2%	3,738 SH	Increased+170 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.1M	0.3%Prev: 0.2%	3,831 SH	Increased-35 SH
INTUIT	COM	$361K	0.1%	458 SH	New
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$700K	0.2%Prev: 0.1%	31,246 SH	Increased+11,905 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$505K	0.2%Prev: 0.2%	2,776 SH	Decreased-484 SH
INVESCO QQQ TR	UNIT SER 1	$786K	0.2%Prev: 0.2%	1,424 SH	Decreased-103 SH
ISHARES INC	CORE MSCI EMKT	$9.6M	3.0%Prev: 3.2%	159,652 SH	Decreased-33,257 SH
ISHARES TR	0-5YR HI YL CP	$461K	0.1%	10,687 SH	New
ISHARES TR	1 3 YR TREAS BD	$5.1M	1.6%Prev: 1.9%	61,909 SH	Decreased-35,552 SH
ISHARES TR	CORE 1 5 YR USD	$7.2M	2.2%Prev: 1.9%	148,933 SH	Decreased-11,525 SH
ISHARES TR	CORE HIGH DV ETF	$783K	0.2%Prev: 0.2%	6,679 SH	Decreased-241 SH
ISHARES TR	CORE MSCI EAFE	$365K	0.1%Prev: 0.1%	4,367 SH	Decreased-1,152 SH
ISHARES TR	CORE MSCI TOTAL	$8.3M	2.6%Prev: 2.6%	107,830 SH	Decreased-15,988 SH
ISHARES TR	CORE S&P MCP ETF	$11.8M	3.7%Prev: 3.4%	190,832 SH	Decreased-20,866 SH
ISHARES TR	CORE S&P SCP ETF	$9.9M	3.1%Prev: 2.7%	90,597 SH	Decreased-963 SH
ISHARES TR	CORE S&P TTL STK	$9.1M	2.8%Prev: 3.2%	67,027 SH	Decreased-27,084 SH
ISHARES TR	CORE S&P US GWT	$358K	0.1%Prev: 0.1%	2,377 SH	Increased+290 SH
ISHARES TR	CORE S&P500 ETF	$60.2M	18.6%Prev: 17.7%	96,879 SH	Decreased-16,216 SH
ISHARES TR	CORE TOTAL USD	$2.5M	0.8%	53,709 SH	New
ISHARES TR	CORE US AGGBD ET	$7.9M	2.5%Prev: 2.0%	79,899 SH	Decreased-2,476 SH
ISHARES TR	EAFE SML CP ETF	$339K	0.1%Prev: 0.1%	4,666 SH	Increased+599 SH
ISHARES TR	ESG MSCI KLD 400	$422K	0.1%Prev: 0.1%	3,629 SH	Increased+235 SH
ISHARES TR	FLTG RATE NT ETF	$701K	0.2%Prev: 0.2%	13,744 SH	Increased+117 SH
ISHARES TR	IBOXX HI YD ETF	$693K	0.2%Prev: 0.2%	8,591 SH	Increased+438 SH
ISHARES TR	INDIA 50 ETF	$480K	0.1%Prev: 0.1%	8,825 SH	Increased+511 SH
ISHARES TR	MICRO-CAP ETF	$292K	0.1%Prev: 0.1%	2,287 SH	Decreased
ISHARES TR	MRGSTR SM CP ETF	$622K	0.2%Prev: 0.2%	10,679 SH	Decreased-101 SH
ISHARES TR	MSCI EAFE ETF	$1.5M	0.5%Prev: 0.5%	16,356 SH	Decreased-4,532 SH
ISHARES TR	MSCI EMG MKT ETF	$1.1M	0.3%Prev: 0.4%	23,167 SH	Decreased-3,732 SH
ISHARES TR	NATIONAL MUN ETF	$544K	0.2%Prev: 0.1%	5,209 SH	Increased+1,978 SH
ISHARES TR	RUS MID CAP ETF	$462K	0.1%Prev: 0.1%	5,022 SH	Decreased+30 SH
ISHARES TR	RUS TP200 VL ETF	$220K	0.1%Prev: 0.1%	2,613 SH	Decreased-2,524 SH
ISHARES TR	RUSSELL 2000 ETF	$277K	0.1%Prev: 0.1%	1,283 SH	Decreased-305 SH
ISHARES TR	S&P 500 GRWT ETF	$671K	0.2%Prev: 0.3%	6,097 SH	Decreased-3,202 SH
ISHARES TR	SELECT DIVID ETF	$264K	0.1%	1,989 SH	New
ISHARES TR	SHORT TREAS BD	$10.8M	3.3%	97,839 SH	New
ISHARES TR	SHRT NAT MUN ETF	$1.7M	0.5%Prev: 0.6%	16,365 SH	Decreased-5,933 SH
ISHARES TR	U.S. REAL ES ETF	$247K	0.1%Prev: 0.1%	2,604 SH	Increased+48 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$248K	0.1%Prev: 0.2%	2,212 SH	Decreased-3,737 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$615K	0.2%Prev: 0.1%	10,814 SH	Increased+569 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$325K	0.1%Prev: 0.1%	5,975 SH	Decreased-931 SH
JOHNSON & JOHNSON	COM	$775K	0.2%Prev: 0.3%	5,072 SH	Decreased+127 SH
JPMORGAN CHASE & CO.	COM	$898K	0.3%	3,098 SH	New
LOCKHEED MARTIN CORP	COM	$309K	0.1%Prev: 0.1%	668 SH	Decreased+21 SH
MARRIOTT INTL INC NEW	CL A	$396K	0.1%Prev: 0.2%	1,450 SH	Decreased-515 SH
MCDONALDS CORP	COM	$1.4M	0.4%Prev: 0.4%	4,888 SH	Decreased-2 SH
MERCK & CO INC	COM	$212K	0.1%Prev: 0.1%	2,682 SH	Decreased-93 SH
META PLATFORMS INC	CL A	$600K	0.2%Prev: 0.1%	813 SH	Increased+21 SH
MICROSOFT CORP	COM	$3.0M	0.9%Prev: 0.5%	6,064 SH	Increased+206 SH
NETFLIX INC	COM	$319K	0.1%	238 SH	New
NORFOLK SOUTHN CORP	COM	$557K	0.2%Prev: 0.1%	2,175 SH	Decreased+233 SH
NVIDIA CORPORATION	COM	$2.9M	0.9%Prev: 0.8%	18,172 SH	Decreased-1,284 SH
PEPSICO INC	COM	$390K	0.1%Prev: 0.1%	2,955 SH	Decreased-27 SH
PROCTER AND GAMBLE CO	COM	$650K	0.2%	4,078 SH	New
PROSHARES TR	S&P 500 DV ARIST	$703K	0.2%Prev: 0.2%	6,977 SH	Decreased-410 SH
RTX CORPORATION	COM	$236K	0.1%Prev: 0.1%	1,613 SH	Decreased+6 SH
SALESFORCE INC	COM	$361K	0.1%Prev: 0.1%	1,324 SH	Increased-21 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$365K	0.1%	12,479 SH	New
SCHWAB STRATEGIC TR	US LCAP VA ETF	$240K	0.1%	8,661 SH	New
SELECT SECTOR SPDR TR	ENERGY	$720K	0.2%	8,492 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$2.0M	0.6%	38,423 SH	New
SELECT SECTOR SPDR TR	INDL	$376K	0.1%	2,546 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$1.0M	0.3%	7,684 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$8.3M	2.6%	32,944 SH	New
SHERWIN WILLIAMS CO	COM	$1.6M	0.5%Prev: 0.4%	4,802 SH	Increased+2 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$210K	0.1%	477 SH	New
SPDR GOLD TR	GOLD SHS	$1.2M	0.4%Prev: 0.4%	3,845 SH	Decreased+327 SH
SPDR S&P 500 ETF TR	TR UNIT	$7.4M	2.3%	11,928 SH	New
SPDR SERIES TRUST	BLOOMBERG HIGH Y	$4.5M	1.4%	45,990 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$355K	0.1%	7,426 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$263K	0.1%	1,938 SH	New
TESLA INC	COM	$341K	0.1%Prev: 0.1%	1,072 SH	Decreased+11 SH
UNITEDHEALTH GROUP INC	COM	$244K	0.1%Prev: 0.1%	782 SH	Decreased-185 SH
VANECK ETF TRUST	GOLD MINERS ETF	$251K	0.1%Prev: 0.1%	4,818 SH	Decreased+461 SH
VANECK ETF TRUST	IG FLOATING RATE	$5.3M	1.6%Prev: 1.2%	206,757 SH	Increased+12,977 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$310K	0.1%Prev: 0.1%	1,111 SH	Decreased+71 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$268K	0.1%	3,402 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$376K	0.1%Prev: 0.1%	1,953 SH	Decreased+100 SH
VANGUARD INDEX FDS	GROWTH ETF	$3.0M	0.9%Prev: 0.8%	6,873 SH	Decreased-1,153 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$348K	0.1%Prev: 0.1%	1,221 SH	Decreased
VANGUARD INDEX FDS	MID CAP ETF	$6.9M	2.1%Prev: 2.1%	24,788 SH	Decreased-6,214 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.3M	1.0%Prev: 0.8%	5,735 SH	Decreased+156 SH
VANGUARD INDEX FDS	SMALL CP ETF	$3.5M	1.1%Prev: 1.2%	14,929 SH	Decreased-3,459 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.3M	0.7%Prev: 0.6%	7,711 SH	Decreased+68 SH
VANGUARD INDEX FDS	VALUE ETF	$7.8M	2.4%Prev: 2.8%	44,047 SH	Decreased-16,100 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$564K	0.2%Prev: 0.1%	2,757 SH	Decreased+97 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.0M	0.6%Prev: 0.5%	28,297 SH	Decreased+1,478 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$687K	0.2%Prev: 0.3%	12,057 SH	Decreased-5,093 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.4M	0.4%Prev: 0.4%	10,576 SH	Decreased+639 SH
VERIZON COMMUNICATIONS INC	COM	$303K	0.1%Prev: 0.1%	7,004 SH	Increased+2,026 SH
VISA INC	COM CL A	$493K	0.2%Prev: 0.2%	1,388 SH	Decreased-721 SH
VSE CORP	COM	$288K	0.1%Prev: 0.1%	2,200 SH	Increased+800 SH
WALMART INC	COM	$1.2M	0.4%Prev: 0.4%	12,484 SH	Decreased+384 SH
WEST PHARMACEUTICAL SVSC INC	COM	$328K	0.1%Prev: 0.1%	1,500 SH	Decreased
WISDOMTREE TR	ITL HIGH DIV FD	$292K	0.1%Prev: 0.1%	6,300 SH	Decreased
YUM BRANDS INC	COM	$218K	0.1%Prev: 0.1%	1,468 SH	Decreased-983 SH

Sold (vs prior filing)

ALTRIA GROUP INC — $2.4M
ASTRAZENECA PLC — $306K
ASTRONICS CORP — $247K
BANK NEW YORK MELLON CORP — $231K
BNY MELLON ETF TRUST II — $849K
CHEVRON CORPORATION — $270K
CITIGROUP INC — $439K
CONOCOPHILLIPS — $232K
CORNING INC — $262K
COSTCO WHOLESALE CORPORATION — $760K
DONALDSON INC — $226K
EOS ENERGY ENTERPRISES INC — $50K
FEDEX CORP — $269K
FIDELITY COVINGTON TRUST — $2.4M
GE VERNOVA INC — $211K
INVESCO EXCH TRADED FD TR II — $370K
ISHARES TR — $358K
ISHARES TR — $3.7M
ISHARES TR — $312K
ISHARES TR — $233K
… and 31 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