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: $350.1M137 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$413K	0.1%Prev: 0.1%	1,784 SH	Decreased+44 SH
ADOBE INC	COM	$209K	0.1%	592 SH	New
ADVANCED MICRO DEVICES INC	COM	$306K	0.1%Prev: 0.3%	1,893 SH	Decreased-38 SH
ALPHABET INC	CAP STK CL A	$1.2M	0.3%Prev: 0.4%	4,758 SH	Decreased+280 SH
ALPHABET INC	CAP STK CL C	$318K	0.1%Prev: 0.1%	1,305 SH	Decreased-34 SH
AMAZON COM INC	COM	$2.1M	0.6%Prev: 0.5%	9,633 SH	Increased+1,069 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$435K	0.1%Prev: 0.1%	5,512 SH	Decreased+161 SH
AMERICAN EXPRESS CO	COM	$528K	0.2%Prev: 0.1%	1,589 SH	Decreased+15 SH
AMETEK INC	COM	$406K	0.1%	2,160 SH	New
APPLE INC	COM	$4.9M	1.4%Prev: 1.3%	19,161 SH	Decreased+1,185 SH
AT&T INC	COM	$591K	0.2%Prev: 0.1%	20,916 SH	Increased+3,335 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.2M	0.3%Prev: 0.2%	4,126 SH	Increased+80 SH
BANK AMERICA CORP	COM	$248K	0.1%	4,800 SH	New
BANK NEW YORK MELLON CORP	COM	$204K	0.1%	1,869 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$818K	0.2%Prev: 0.2%	1,628 SH	Increased+246 SH
BLACKROCK DEBT STRATEGIES FD	COM NEW	$162K	0.0%Prev: 0.0%	15,273 SH	Increased-1,027 SH
BROADCOM INC	COM	$659K	0.2%Prev: 0.2%	1,996 SH	Decreased-124 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$216K	0.1%	905 SH	New
CALAMOS CONV OPPORTUNITIES &	SH BEN INT	$1.1M	0.3%Prev: 0.1%	100,610 SH	Increased+63,441 SH
CAPITAL ONE FINL CORP	COM	$442K	0.1%Prev: 0.1%	2,078 SH	Increased+131 SH
CATERPILLAR INC	COM	$918K	0.3%Prev: 0.3%	1,924 SH	Decreased+892 SH
CGI INC	CL A SUB VTG	$1.2M	0.3%Prev: 0.2%	13,044 SH	Increased+2,713 SH
CISCO SYS INC	COM	$404K	0.1%Prev: 0.2%	5,910 SH	Decreased+168 SH
CITIGROUP INC	COM NEW	$375K	0.1%Prev: 0.1%	3,696 SH	Decreased-170 SH
COCA COLA CO	COM	$589K	0.2%Prev: 0.1%	8,879 SH	Increased+2,399 SH
COSTCO WHSL CORP NEW	COM	$667K	0.2%	720 SH	New
DONALDSON INC	COM	$218K	0.1%Prev: 0.1%	2,668 SH	Decreased
DOVER CORP	COM	$420K	0.1%Prev: 0.1%	2,518 SH	Decreased-1 SH
ELI LILLY & CO	COM	$286K	0.1%Prev: 0.1%	374 SH	Decreased-78 SH
EXXON MOBIL CORP	COM	$1.4M	0.4%Prev: 0.4%	12,174 SH	Decreased+1,029 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$1.2M	0.3%Prev: 1.1%	13,465 SH	Decreased-32,396 SH
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$47.9M	13.7%Prev: 15.8%	893,499 SH	Decreased-161,018 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$15.9M	4.5%Prev: 5.2%	343,571 SH	Decreased-132,685 SH
FIRST SOLAR INC	COM	$317K	0.1%	1,437 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$280K	0.1%Prev: 0.1%	6,060 SH	Increased+670 SH
GE AEROSPACE	COM NEW	$295K	0.1%Prev: 0.1%	980 SH	Decreased+158 SH
GOLDMAN SACHS GROUP INC	COM	$302K	0.1%Prev: 0.1%	379 SH	Decreased+14 SH
HOME DEPOT INC	COM	$599K	0.2%Prev: 0.1%	1,478 SH	Increased+95 SH
HONEYWELL INTL INC	COM	$748K	0.2%Prev: 0.1%	3,553 SH	Increased+2,133 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.1M	0.3%Prev: 0.2%	3,733 SH	Increased+1,260 SH
INTUIT	COM	$313K	0.1%	458 SH	New
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$212K	0.1%Prev: 0.1%	9,195 SH	Decreased-8,704 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$483K	0.1%Prev: 0.1%	2,544 SH	Decreased-353 SH
INVESCO QQQ TR	UNIT SER 1	$831K	0.2%Prev: 0.6%	1,384 SH	Decreased-1,785 SH
ISHARES INC	CORE MSCI EMKT	$12.0M	3.4%Prev: 3.9%	181,850 SH	Decreased-13,636 SH
ISHARES TR	1 3 YR TREAS BD	$5.3M	1.5%Prev: 2.2%	64,210 SH	Decreased-46,432 SH
ISHARES TR	CORE 1 5 YR USD	$6.6M	1.9%Prev: 2.2%	135,415 SH	Decreased-55,651 SH
ISHARES TR	CORE HIGH DV ETF	$811K	0.2%Prev: 0.3%	6,620 SH	Decreased-37,526 SH
ISHARES TR	CORE MSCI EAFE	$381K	0.1%Prev: 0.2%	4,358 SH	Decreased-2,365 SH
ISHARES TR	CORE MSCI TOTAL	$9.2M	2.6%Prev: 1.5%	111,335 SH	Increased+44,053 SH
ISHARES TR	CORE S&P MCP ETF	$12.9M	3.7%Prev: 2.8%	197,945 SH	Increased+44,588 SH
ISHARES TR	CORE S&P SCP ETF	$10.7M	3.0%Prev: 2.4%	89,728 SH	Increased+23,109 SH
ISHARES TR	CORE S&P TTL STK	$9.8M	2.8%Prev: 3.3%	67,030 SH	Decreased-15,720 SH
ISHARES TR	CORE S&P US GWT	$391K	0.1%Prev: 0.1%	2,377 SH	Decreased-451 SH
ISHARES TR	CORE S&P500 ETF	$64.6M	18.4%Prev: 16.7%	96,483 SH	Decreased+3,727 SH
ISHARES TR	CORE TOTAL USD	$2.6M	0.7%	54,976 SH	New
ISHARES TR	CORE US AGGBD ET	$8.0M	2.3%Prev: 0.9%	80,238 SH	Increased+41,770 SH
ISHARES TR	EAFE SML CP ETF	$336K	0.1%Prev: 0.1%	4,384 SH	Decreased-660 SH
ISHARES TR	ESG MSCI KLD 400	$430K	0.1%	3,410 SH	New
ISHARES TR	FLTG RATE NT ETF	$702K	0.2%	13,744 SH	New
ISHARES TR	IBOXX HI YD ETF	$671K	0.2%Prev: 0.1%	8,258 SH	Increased+4,469 SH
ISHARES TR	INDIA 50 ETF	$410K	0.1%	8,061 SH	New
ISHARES TR	MICRO-CAP ETF	$341K	0.1%	2,287 SH	New
ISHARES TR	MRGSTR SM CP ETF	$677K	0.2%	10,679 SH	New
ISHARES TR	MSCI EAFE ETF	$1.7M	0.5%Prev: 0.5%	18,304 SH	Decreased-496 SH
ISHARES TR	MSCI EMG MKT ETF	$1.3M	0.4%Prev: 0.3%	24,850 SH	Increased+9,625 SH
ISHARES TR	NATIONAL MUN ETF	$339K	0.1%Prev: 0.1%	3,180 SH	Decreased-794 SH
ISHARES TR	RUS MID CAP ETF	$485K	0.1%	5,022 SH	New
ISHARES TR	RUS TP200 VL ETF	$219K	0.1%Prev: 0.1%	2,494 SH	Decreased-2,066 SH
ISHARES TR	RUSSELL 2000 ETF	$311K	0.1%Prev: 0.3%	1,283 SH	Decreased-2,616 SH
ISHARES TR	S&P 500 GRWT ETF	$896K	0.3%Prev: 0.3%	7,422 SH	Decreased-2,761 SH
ISHARES TR	SELECT DIVID ETF	$282K	0.1%	1,988 SH	New
ISHARES TR	SHORT TREAS BD	$11.4M	3.3%	103,371 SH	New
ISHARES TR	SHRT NAT MUN ETF	$2.0M	0.6%Prev: 0.6%	19,070 SH	Decreased-5,830 SH
ISHARES TR	U.S. REAL ES ETF	$248K	0.1%	2,555 SH	New
J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$259K	0.1%Prev: 0.2%	2,147 SH	Decreased-3,833 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$653K	0.2%	11,440 SH	New
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$282K	0.1%Prev: 0.1%	5,585 SH	Increased+104 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$303K	0.1%	5,275 SH	New
JOHNSON & JOHNSON	COM	$896K	0.3%Prev: 0.2%	4,829 SH	Increased+1,516 SH
JPMORGAN CHASE & CO.	COM	$1.1M	0.3%	3,444 SH	New
LAM RESEARCH CORP	COM NEW	$210K	0.1%Prev: 0.2%	1,566 SH	Decreased+115 SH
LOCKHEED MARTIN CORP	COM	$337K	0.1%Prev: 0.1%	675 SH	Decreased-303 SH
MARRIOTT INTL INC NEW	CL A	$378K	0.1%Prev: 0.2%	1,450 SH	Decreased-515 SH
MASTERCARD INCORPORATED	CL A	$247K	0.1%	434 SH	New
MCDONALDS CORP	COM	$1.5M	0.4%Prev: 0.2%	4,900 SH	Increased+1,236 SH
MERCK & CO INC	COM	$242K	0.1%Prev: 0.1%	2,885 SH	Decreased+228 SH
META PLATFORMS INC	CL A	$601K	0.2%Prev: 0.1%	817 SH	Increased+161 SH
MICROSOFT CORP	COM	$2.9M	0.8%Prev: 0.6%	5,643 SH	Increased-929 SH
NETFLIX INC	COM	$285K	0.1%	238 SH	New
NORFOLK SOUTHN CORP	COM	$643K	0.2%Prev: 0.1%	2,140 SH	Increased+197 SH
NVIDIA CORPORATION	COM	$3.5M	1.0%Prev: 0.8%	18,667 SH	Increased+2,530 SH
ORACLE CORP	COM	$209K	0.1%	743 SH	New
PEPSICO INC	COM	$415K	0.1%Prev: 0.1%	2,956 SH	Increased-88 SH
PFIZER INC	COM	$286K	0.1%	11,215 SH	New
PROCTER AND GAMBLE CO	COM	$624K	0.2%	4,061 SH	New
PROSHARES TR	S&P 500 DV ARIST	$578K	0.2%Prev: 0.2%	5,607 SH	Decreased-9,005 SH
RTX CORPORATION	COM	$270K	0.1%Prev: 0.1%	1,616 SH	Increased+375 SH
SALESFORCE INC	COM	$314K	0.1%	1,324 SH	New
SELECT SECTOR SPDR TR	ENERGY	$677K	0.2%	7,573 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$2.0M	0.6%	36,867 SH	New
SELECT SECTOR SPDR TR	INDL	$362K	0.1%	2,344 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$1.0M	0.3%	7,215 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$9.5M	2.7%	33,606 SH	New
SHERWIN WILLIAMS CO	COM	$1.7M	0.5%Prev: 0.4%	4,802 SH	Increased-2 SH
SPDR GOLD TR	GOLD SHS	$1.3M	0.4%Prev: 0.1%	3,544 SH	Increased+2,345 SH
SPDR S&P 500 ETF TR	TR UNIT	$7.8M	2.2%	11,677 SH	New
SPDR SERIES TRUST	BLOOMBERG HIGH Y	$5.1M	1.5%	52,473 SH	New
SPDR SERIES TRUST	NUVEEN ICE SHORT	$358K	0.1%	7,426 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$282K	0.1%	2,016 SH	New
TESLA INC	COM	$467K	0.1%Prev: 0.1%	1,049 SH	Decreased-78 SH
TRAVELERS COMPANIES INC	COM	$285K	0.1%Prev: 0.1%	1,020 SH	Increased+242 SH
UNITEDHEALTH GROUP INC	COM	$331K	0.1%Prev: 0.1%	958 SH	Increased+241 SH
UNIVERSAL HLTH SVCS INC	CL B	$296K	0.1%	1,445 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$331K	0.1%	4,337 SH	New
VANECK ETF TRUST	IG FLOATING RATE	$5.2M	1.5%	204,220 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$326K	0.1%Prev: 0.1%	998 SH	Decreased+479 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$408K	0.1%	1,951 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$3.3M	0.9%Prev: 1.0%	6,784 SH	Decreased-41,849 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$376K	0.1%Prev: 0.1%	1,221 SH	Decreased-192 SH
VANGUARD INDEX FDS	MID CAP ETF	$6.8M	1.9%Prev: 2.5%	23,152 SH	Decreased-104,294 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.6M	1.0%Prev: 0.9%	5,853 SH	Decreased+365 SH
VANGUARD INDEX FDS	SMALL CP ETF	$3.7M	1.0%Prev: 1.2%	14,404 SH	Decreased-1,407 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.1M	0.6%Prev: 0.7%	6,549 SH	Decreased-1,806 SH
VANGUARD INDEX FDS	VALUE ETF	$8.0M	2.3%Prev: 2.9%	43,093 SH	Decreased-11,922 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$208K	0.1%	2,917 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$595K	0.2%Prev: 0.1%	2,757 SH	Increased+1,633 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.0M	0.6%Prev: 0.6%	27,133 SH	Decreased-1,193 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$809K	0.2%Prev: 0.3%	13,502 SH	Decreased-4,883 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.4M	0.4%Prev: 0.2%	9,938 SH	Increased+5,137 SH
VERIZON COMMUNICATIONS INC	COM	$236K	0.1%	5,373 SH	New
VISA INC	COM CL A	$474K	0.1%Prev: 0.1%	1,388 SH	Increased+177 SH
VSE CORP	COM	$332K	0.1%Prev: 0.1%	2,000 SH	Increased+600 SH
WALMART INC	COM	$1.2M	0.4%Prev: 0.3%	12,003 SH	Decreased+712 SH
WEST PHARMACEUTICAL SVSC INC	COM	$393K	0.1%Prev: 0.1%	1,500 SH	Decreased
WISDOMTREE TR	ITL HIGH DIV FD	$310K	0.1%Prev: 0.1%	6,300 SH	Decreased
YUM BRANDS INC	COM	$223K	0.1%Prev: 0.1%	1,468 SH	Decreased-983 SH

Sold (vs prior filing)

3M CO — $207K
ALTRIA GROUP INC — $2.6M
AMGEN INC — $307K
ASTRAZENECA PLC — $230K
ASTRONICS CORP — $300K
BANK OF AMER CORP — $282K
BANK OF NY MELLON CORP — $283K
BNY MELLON ETF TRUST II — $1.5M
CELESTICA INC — $252K
CORNING INC — $493K
COSTCO WHOLESALE CORPORATION — $512K
EOS ENERGY ENTERPRISES INC — $59K
FEDEX CORP — $236K
FIDELITY COVINGTON TRUST — $2.9M
GE VERNOVA INC — $238K
HONEYWELL AEROSPACE INC — $314K
HUMANA INC — $298K
INVESCO EXCH TRADED FD TR II — $249K
INVESCO EXCH TRADED FD TR II — $399K
IRIDIUM COMMUNICATIONS INC — $274K
… and 35 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