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: $416.6M158 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$415K	0.1%Prev: 0.2%	1,907 SH	Decreased-188 SH
ADVANCED MICRO DEVICES INC	COM	$393K	0.1%	1,931 SH	New
ALPHABET INC	CAP STK CL A	$1.4M	0.3%Prev: 0.3%	4,809 SH	Increased-220 SH
ALPHABET INC	CAP STK CL C	$506K	0.1%Prev: 0.1%	1,763 SH	Increased+247 SH
ALTRIA GROUP INC	COM	$2.4M	0.6%	36,216 SH	New
AMAZON COM INC	COM	$2.2M	0.5%Prev: 0.7%	10,478 SH	Increased+289 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$454K	0.1%Prev: 0.1%	5,351 SH	Increased-1,066 SH
AMERICAN EXPRESS CO	COM	$478K	0.1%Prev: 0.1%	1,579 SH	Increased-10 SH
AMETEK INC	COM	$463K	0.1%Prev: 0.1%	2,160 SH	Increased
APPLE INC	COM	$5.2M	1.3%Prev: 1.6%	20,625 SH	Increased+101 SH
ASTRAZENECA PLC	ORD	$306K	0.1%	1,552 SH	New
ASTRONICS CORP	COM	$247K	0.1%	3,697 SH	New
AT&T INC	COM	$612K	0.1%Prev: 0.2%	21,122 SH	Increased+986 SH
AUTOMATIC DATA PROCESSING IN	COM	$854K	0.2%	4,205 SH	New
BANK AMERICA CORP	COM	$275K	0.1%	5,635 SH	New
BANK NEW YORK MELLON CORP	COM	$231K	0.1%	1,947 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$887K	0.2%Prev: 0.3%	1,850 SH	Increased+186 SH
BLACKROCK DEBT STRATEGIES FD	COM NEW	$153K	0.0%Prev: 0.1%	15,942 SH	Decreased-5,257 SH
BNY MELLON ETF TRUST II	DYNAMIC VALUE	$849K	0.2%	28,636 SH	New
BROADCOM INC	COM	$629K	0.2%Prev: 0.1%	2,030 SH	Increased+270 SH
CALAMOS CONV OPPORTUNITIES &	SH BEN INT	$1.0M	0.3%Prev: 0.3%	97,732 SH	Increased-246 SH
CAPITAL ONE FINL CORP	COM	$383K	0.1%	2,099 SH	New
CATERPILLAR INC	COM	$1.2M	0.3%Prev: 0.3%	1,686 SH	Increased-530 SH
CGI INC	CL A SUB VTG	$832K	0.2%Prev: 0.4%	11,382 SH	Decreased-1,118 SH
CHEVRON CORPORATION	COM	$270K	0.1%	1,303 SH	New
CISCO SYS INC	COM	$466K	0.1%Prev: 0.1%	6,011 SH	Increased-199 SH
CITIGROUP INC	COM NEW	$439K	0.1%	3,874 SH	New
COCA COLA CO	COM	$676K	0.2%Prev: 0.2%	8,889 SH	Increased+220 SH
CONOCOPHILLIPS	COM	$232K	0.1%	1,761 SH	New
CORNING INC	COM	$262K	0.1%	1,928 SH	New
COSTCO WHOLESALE CORPORATION	COM	$760K	0.2%	762 SH	New
DONALDSON INC	COM	$226K	0.1%	2,668 SH	New
DOVER CORP	COM	$525K	0.1%	2,519 SH	New
ELI LILLY & CO	COM	$441K	0.1%Prev: 0.1%	479 SH	Increased+97 SH
EOS ENERGY ENTERPRISES INC	COM CL A	$50K	0.0%	10,000 SH	New
EXXON MOBIL CORP	COM	$2.0M	0.5%Prev: 0.3%	12,019 SH	Increased+3,765 SH
FEDEX CORP	COM	$269K	0.1%	754 SH	New
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$3.8M	0.9%Prev: 0.2%	44,797 SH	Increased+35,144 SH
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$52.6M	12.6%Prev: 11.7%	1,050,372 SH	Increased+214,031 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$2.4M	0.6%	63,800 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$20.3M	4.9%Prev: 5.7%	445,748 SH	Increased+90,330 SH
FIRST SOLAR INC	COM	$293K	0.1%Prev: 0.1%	1,487 SH	Increased-149 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$271K	0.1%	5,765 SH	New
GE AEROSPACE	COM NEW	$278K	0.1%	981 SH	New
GE VERNOVA INC	COM	$211K	0.1%	241 SH	New
GOLDMAN SACHS GROUP INC	COM	$323K	0.1%Prev: 0.1%	382 SH	Increased+4 SH
HOME DEPOT INC	COM	$485K	0.1%Prev: 0.1%	1,473 SH	Increased+872 SH
HONEYWELL INTL INC	COM	$807K	0.2%Prev: 0.3%	3,568 SH	Decreased-332 SH
INTERNATIONAL BUSINESS MACHS	COM	$937K	0.2%Prev: 0.3%	3,866 SH	Decreased+42 SH
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$444K	0.1%	19,341 SH	New
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$370K	0.1%	5,300 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$626K	0.2%Prev: 0.1%	3,260 SH	Increased+1,794 SH
INVESCO QQQ TR	UNIT SER 1	$881K	0.2%Prev: 0.2%	1,527 SH	Increased+54 SH
ISHARES INC	CORE MSCI EMKT	$13.5M	3.2%Prev: 2.9%	192,909 SH	Increased+37,303 SH
ISHARES TR	1 3 YR TREAS BD	$8.0M	1.9%Prev: 1.4%	97,461 SH	Increased+49,390 SH
ISHARES TR	CORE 1 5 YR USD	$7.8M	1.9%Prev: 2.4%	160,458 SH	Increased+19,985 SH
ISHARES TR	CORE DIV GRWTH	$358K	0.1%	5,101 SH	New
ISHARES TR	CORE HIGH DV ETF	$939K	0.2%Prev: 0.3%	6,920 SH	Increased+130 SH
ISHARES TR	CORE MSCI EAFE	$500K	0.1%Prev: 0.1%	5,519 SH	Increased+1,217 SH
ISHARES TR	CORE MSCI TOTAL	$10.7M	2.6%Prev: 2.6%	123,818 SH	Increased+18,088 SH
ISHARES TR	CORE S&P MCP ETF	$14.3M	3.4%Prev: 3.9%	211,698 SH	Increased+21,580 SH
ISHARES TR	CORE S&P SCP ETF	$11.4M	2.7%Prev: 3.3%	91,560 SH	Increased+1,506 SH
ISHARES TR	CORE S&P TTL STK	$13.4M	3.2%Prev: 2.8%	94,111 SH	Increased+28,275 SH
ISHARES TR	CORE S&P US GWT	$324K	0.1%Prev: 0.1%	2,087 SH	Increased-290 SH
ISHARES TR	CORE S&P500 ETF	$73.9M	17.7%Prev: 19.2%	113,095 SH	Increased+15,418 SH
ISHARES TR	CORE UNIVRSL USD	$3.7M	0.9%	79,337 SH	New
ISHARES TR	CORE US AGGBD ET	$8.2M	2.0%Prev: 2.7%	82,375 SH	Increased+3,285 SH
ISHARES TR	EAFE GRWTH ETF	$312K	0.1%	2,798 SH	New
ISHARES TR	EAFE SML CP ETF	$319K	0.1%Prev: 0.1%	4,067 SH	Increased-462 SH
ISHARES TR	ESG MSCI KLD 400	$411K	0.1%Prev: 0.1%	3,394 SH	Increased-579 SH
ISHARES TR	FLTG RATE NT ETF	$694K	0.2%Prev: 0.2%	13,627 SH	Decreased-117 SH
ISHARES TR	IBOXX HI YD ETF	$649K	0.2%Prev: 0.2%	8,153 SH	Decreased-536 SH
ISHARES TR	INDIA 50 ETF	$351K	0.1%Prev: 0.2%	8,314 SH	Decreased-511 SH
ISHARES TR	MICRO-CAP ETF	$365K	0.1%Prev: 0.1%	2,287 SH	Increased
ISHARES TR	MRGSTR SM CP ETF	$702K	0.2%Prev: 0.2%	10,780 SH	Increased-68 SH
ISHARES TR	MSCI EAFE ETF	$2.0M	0.5%Prev: 0.5%	20,888 SH	Increased+2,625 SH
ISHARES TR	MSCI EMG MKT ETF	$1.5M	0.4%Prev: 0.4%	26,899 SH	Increased+3,917 SH
ISHARES TR	NATIONAL MUN ETF	$343K	0.1%Prev: 0.2%	3,231 SH	Decreased-2,362 SH
ISHARES TR	RUS 1000 GRW ETF	$233K	0.1%	546 SH	New
ISHARES TR	RUS MID CAP ETF	$485K	0.1%Prev: 0.2%	4,992 SH	Increased-138 SH
ISHARES TR	RUS TP200 VL ETF	$476K	0.1%Prev: 0.1%	5,137 SH	Increased+2,118 SH
ISHARES TR	RUSSELL 2000 ETF	$394K	0.1%	1,588 SH	New
ISHARES TR	RUSSELL 3000 ETF	$284K	0.1%	767 SH	New
ISHARES TR	S&P 500 GRWT ETF	$1.1M	0.3%	9,299 SH	New
ISHARES TR	SHRT NAT MUN ETF	$2.4M	0.6%Prev: 0.4%	22,298 SH	Increased+10,545 SH
ISHARES TR	TRUST ISHARE 0-1	$17.5M	4.2%	158,415 SH	New
ISHARES TR	U.S. REAL ES ETF	$242K	0.1%Prev: 0.1%	2,556 SH	Decreased-48 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$697K	0.2%	5,949 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$581K	0.1%Prev: 0.1%	10,245 SH	Increased+3,131 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$274K	0.1%	5,479 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$383K	0.1%Prev: 0.1%	6,906 SH	Increased+2,672 SH
JOHN MARSHALL BANCORP INC	COM	$301K	0.1%	14,865 SH	New
JOHNSON & JOHNSON	COM	$1.2M	0.3%Prev: 0.3%	4,945 SH	Increased+112 SH
JPMORGAN CHASE & CO	COM	$1.0M	0.3%	3,541 SH	New
KRAFT HEINZ CO	COM	$203K	0.0%	9,030 SH	New
LAM RESEARCH CORP	COM NEW	$340K	0.1%	1,589 SH	New
LOCKHEED MARTIN CORP	COM	$391K	0.1%Prev: 0.1%	647 SH	Increased-34 SH
MARRIOTT INTL INC NEW	CL A	$643K	0.2%	1,965 SH	New
MASTERCARD INCORPORATED	CL A	$225K	0.1%	451 SH	New
MCDONALDS CORP	COM	$1.5M	0.4%Prev: 0.2%	4,890 SH	Increased+3,202 SH
MERCK & CO INC	COM	$334K	0.1%	2,775 SH	New
META PLATFORMS INC	CL A	$453K	0.1%Prev: 0.2%	792 SH	Decreased-49 SH
MICROSOFT CORP	COM	$2.2M	0.5%Prev: 0.7%	5,858 SH	Increased+570 SH
MONDELEZ INTL INC	CL A	$1.5M	0.4%	25,571 SH	New
NETFLIX INC.	COM	$343K	0.1%	3,571 SH	New
NORFOLK SOUTHN CORP	COM	$558K	0.1%	1,942 SH	New
NVIDIA CORPORATION	COM	$3.4M	0.8%Prev: 0.7%	19,456 SH	Increased+243 SH
PEPSICO INC	COM	$463K	0.1%	2,982 SH	New
PGIM ETF TR	ACTV HY BD ETF	$4.9M	1.2%	141,233 SH	New
PHILIP MORRIS INTL INC	COM	$939K	0.2%	5,678 SH	New
PIMCO ETF TR	1-5 US TIP IDX	$464K	0.1%	8,580 SH	New
PROCTER & GAMBLE CO	COM	$624K	0.1%	4,321 SH	New
PROSHARES TR	S&P 500 DV ARIST	$783K	0.2%Prev: 0.2%	7,387 SH	Increased+439 SH
QUANTA SVCS INC	COM	$254K	0.1%	463 SH	New
RBB FD INC	MOTLEY FOL ETF	$430K	0.1%	6,512 SH	New
REKOR SYSTEMS INC	COM	$9K	0.0%	10,615 SH	New
RTX CORPORATION	COM	$310K	0.1%Prev: 0.1%	1,607 SH	Increased+4 SH
SALESFORCE INC	COM	$251K	0.1%Prev: 0.1%	1,345 SH	Decreased+76 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$865K	0.2%	14,123 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$1.8M	0.4%	36,159 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$964K	0.2%	6,572 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$344K	0.1%	2,128 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$8.7M	2.1%	65,542 SH	New
SHERWIN WILLIAMS CO	COM	$1.5M	0.4%	4,800 SH	New
SPDR GOLD TR	GOLD SHS	$1.5M	0.4%Prev: 0.4%	3,518 SH	Increased-374 SH
SPDR SERIES TRUST	STATE STREET SPD	$1.4M	0.3%	16,955 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$329K	0.1%	710 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.7M	1.8%	11,844 SH	New
TESLA INC	COM	$395K	0.1%Prev: 0.1%	1,061 SH	Increased-112 SH
TRAVELERS COMPANIES INC	COM	$299K	0.1%	1,024 SH	New
UNITEDHEALTH GROUP INC	COM	$262K	0.1%Prev: 0.1%	967 SH	Decreased+383 SH
UNIVERSAL HLTH SVCS INC	CL B	$259K	0.1%	1,448 SH	New
VALERO ENERGY CORP	COM	$253K	0.1%	1,025 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$400K	0.1%Prev: 0.1%	4,357 SH	Increased-461 SH
VANECK ETF TRUST	IG FLOATING RATE	$4.9M	1.2%Prev: 1.8%	193,780 SH	Decreased-6,260 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$399K	0.1%Prev: 0.1%	1,040 SH	Increased-109 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.5M	0.4%	20,997 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$381K	0.1%Prev: 0.1%	1,853 SH	Increased-99 SH
VANGUARD INDEX FDS	GROWTH ETF	$3.5M	0.8%Prev: 0.9%	8,026 SH	Increased+1,157 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$365K	0.1%Prev: 0.1%	1,221 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$8.9M	2.1%Prev: 2.3%	31,002 SH	Increased+5,990 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.3M	0.8%Prev: 0.9%	5,579 SH	Increased+427 SH
VANGUARD INDEX FDS	SMALL CP ETF	$4.8M	1.2%Prev: 1.2%	18,388 SH	Increased+3,427 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.5M	0.6%Prev: 0.7%	7,643 SH	Increased-45 SH
VANGUARD INDEX FDS	VALUE ETF	$11.8M	2.8%Prev: 2.7%	60,147 SH	Increased+15,074 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$238K	0.1%	3,167 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$230K	0.1%	4,249 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$572K	0.1%Prev: 0.2%	2,660 SH	Increased-143 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.1M	0.5%Prev: 0.6%	26,819 SH	Increased-1,465 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.1M	0.3%Prev: 0.2%	17,150 SH	Increased+7,249 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.5M	0.4%Prev: 0.5%	9,937 SH	Increased-400 SH
VERIZON COMMUNICATIONS INC	COM	$250K	0.1%Prev: 0.1%	4,978 SH	Increased-458 SH
VISA INC	COM CL A	$638K	0.2%Prev: 0.2%	2,109 SH	Increased+720 SH
VSE CORP	COM	$258K	0.1%Prev: 0.1%	1,400 SH	Decreased-800 SH
WALMART INC	COM	$1.5M	0.4%Prev: 0.2%	12,100 SH	Increased+5,621 SH
WEST PHARMACEUTICAL SVSC INC	COM	$376K	0.1%Prev: 0.1%	1,500 SH	Increased
WISDOMTREE TR	ITL HIGH DIV FD	$341K	0.1%	6,300 SH	New
YUM BRANDS INC	COM	$381K	0.1%	2,451 SH	New

Sold (vs prior filing)

ADOBE INC — $211K
ASTRAZENECA PLC — $270K
COSTCO WHSL CORP NEW — $618K
DOMINION ENERGY INC — $209K
INTUIT — $281K
ISHARES TR — $447K
ISHARES TR — $2.6M
ISHARES TR — $268K
ISHARES TR — $9.6M
ISHARES TR — $302K
JPMORGAN CHASE & CO. — $698K
NETFLIX INC — $236K
PROCTER AND GAMBLE CO — $724K
SCHWAB STRATEGIC TR — $312K
SCHWAB STRATEGIC TR — $230K
SELECT SECTOR SPDR TR — $780K
SELECT SECTOR SPDR TR — $1.9M
SELECT SECTOR SPDR TR — $350K
SELECT SECTOR SPDR TR — $1.1M
SELECT SECTOR SPDR TR — $6.7M
… and 5 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