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: $415.2M150 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$207K	0.0%	1,276 SH	New
ABBVIE INC	COM	$438K	0.1%Prev: 0.1%	1,740 SH	Increased-245 SH
ADVANCED MICRO DEVICES INC	COM	$1.1M	0.3%Prev: 0.1%	1,931 SH	Increased+33 SH
ALPHABET INC	CAP STK CL A	$1.6M	0.4%Prev: 0.3%	4,478 SH	Increased-521 SH
ALPHABET INC	CAP STK CL C	$473K	0.1%Prev: 0.1%	1,339 SH	Increased-109 SH
ALTRIA GROUP INC	COM	$2.6M	0.6%	36,061 SH	New
AMAZON COM INC	COM	$2.0M	0.5%Prev: 0.7%	8,564 SH	Decreased-1,583 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$477K	0.1%Prev: 0.1%	5,351 SH	Increased-461 SH
AMERICAN EXPRESS CO	COM	$532K	0.1%Prev: 0.2%	1,574 SH	Increased-15 SH
AMGEN INC	COM	$307K	0.1%	848 SH	New
APPLE INC	COM	$5.2M	1.3%Prev: 1.3%	17,976 SH	Increased-1,881 SH
ASTRAZENECA PLC	ORD	$230K	0.1%	1,212 SH	New
ASTRONICS CORP	COM	$300K	0.1%	3,697 SH	New
AT&T INC	COM	$364K	0.1%Prev: 0.2%	17,581 SH	Decreased-2,596 SH
AUTOMATIC DATA PROCESSING IN	COM	$906K	0.2%Prev: 0.4%	4,046 SH	Decreased-157 SH
BANK OF AMER CORP	COM	$282K	0.1%	4,941 SH	New
BANK OF NY MELLON CORP	COM	$283K	0.1%	1,953 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$692K	0.2%Prev: 0.3%	1,382 SH	Decreased-282 SH
BLACKROCK DEBT STRATEGIES FD	COM NEW	$158K	0.0%Prev: 0.1%	16,300 SH	Decreased-1,447 SH
BNY MELLON ETF TRUST II	DYNAMIC VALUE	$1.5M	0.4%	43,780 SH	New
BROADCOM INC	COM	$801K	0.2%Prev: 0.2%	2,120 SH	Increased+333 SH
CALAMOS CONV OPPORTUNITIES &	SH BEN INT	$500K	0.1%Prev: 0.3%	37,169 SH	Decreased-60,113 SH
CAPITAL ONE FINL CORP	COM	$391K	0.1%Prev: 0.1%	1,947 SH	Increased+599 SH
CATERPILLAR INC	COM	$1.1M	0.3%Prev: 0.3%	1,032 SH	Increased-1,123 SH
CELESTICA INC	COM	$252K	0.1%	692 SH	New
CGI INC	CL A SUB VTG	$667K	0.2%Prev: 0.4%	10,331 SH	Decreased-2,109 SH
CISCO SYS INC	COM	$675K	0.2%Prev: 0.1%	5,742 SH	Increased-400 SH
CITIGROUP INC	COM NEW	$541K	0.1%	3,866 SH	New
COCA COLA CO	COM	$527K	0.1%Prev: 0.2%	6,480 SH	Decreased-1,981 SH
CORNING INC	COM	$493K	0.1%	1,928 SH	New
COSTCO WHOLESALE CORPORATION	COM	$512K	0.1%	547 SH	New
DONALDSON INC	COM	$240K	0.1%	2,668 SH	New
DOVER CORP	COM	$565K	0.1%Prev: 0.1%	2,519 SH	Increased+1 SH
ELI LILLY & CO	COM	$542K	0.1%Prev: 0.1%	452 SH	Increased+80 SH
EOS ENERGY ENTERPRISES INC	COM CL A	$59K	0.0%	10,000 SH	New
EXXON MOBIL CORP	COM	$1.5M	0.4%Prev: 0.4%	11,145 SH	Increased-952 SH
FEDEX CORP	COM	$236K	0.1%	755 SH	New
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$4.7M	1.1%Prev: 0.3%	45,861 SH	Increased+32,173 SH
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$65.5M	15.8%Prev: 12.7%	1,054,517 SH	Increased+206,061 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$2.9M	0.7%	71,085 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$21.7M	5.2%Prev: 4.1%	476,256 SH	Increased+183,769 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$260K	0.1%Prev: 0.1%	5,390 SH	Decreased-1,168 SH
GE AEROSPACE	COM NEW	$307K	0.1%Prev: 0.1%	822 SH	Increased-235 SH
GE VERNOVA INC	COM	$238K	0.1%	203 SH	New
GOLDMAN SACHS GROUP INC	COM	$369K	0.1%Prev: 0.1%	365 SH	Increased-13 SH
HOME DEPOT INC	COM	$488K	0.1%Prev: 0.2%	1,383 SH	Decreased-129 SH
HONEYWELL AEROSPACE INC	COM	$314K	0.1%	1,420 SH	New
HONEYWELL INTL INC	COM	$318K	0.1%Prev: 0.3%	1,420 SH	Decreased-2,318 SH
HUMANA INC	COM	$298K	0.1%	750 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$696K	0.2%Prev: 0.3%	2,473 SH	Decreased-1,358 SH
INVESCO EXCH TRADED FD TR II	ESG NASDAQ 100	$249K	0.1%	4,858 SH	New
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$421K	0.1%Prev: 0.2%	17,899 SH	Decreased-13,347 SH
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$399K	0.1%	5,272 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$616K	0.1%Prev: 0.2%	2,897 SH	Increased+121 SH
INVESCO QQQ TR	UNIT SER 1	$2.3M	0.6%Prev: 0.2%	3,169 SH	Increased+1,745 SH
IRIDIUM COMMUNICATIONS INC	COM	$274K	0.1%	4,991 SH	New
ISHARES INC	CORE MSCI EMKT	$16.2M	3.9%Prev: 3.0%	195,486 SH	Increased+35,834 SH
ISHARES INC	MSCI JAPAN ETF	$211K	0.1%	2,266 SH	New
ISHARES TR	1 3 YR TREAS BD	$9.1M	2.2%Prev: 1.6%	110,642 SH	Increased+48,733 SH
ISHARES TR	7-10 YR TRSY BD	$246K	0.1%	2,599 SH	New
ISHARES TR	CORE 1 5 YR USD	$9.2M	2.2%Prev: 2.2%	191,066 SH	Increased+42,133 SH
ISHARES TR	CORE DIV GRWTH	$382K	0.1%	5,035 SH	New
ISHARES TR	CORE HIGH DV ETF	$1.2M	0.3%Prev: 0.2%	44,146 SH	Increased+37,467 SH
ISHARES TR	CORE MSCI EAFE	$649K	0.2%Prev: 0.1%	6,723 SH	Increased+2,356 SH
ISHARES TR	CORE MSCI TOTAL	$6.4M	1.5%Prev: 2.6%	67,282 SH	Decreased-40,548 SH
ISHARES TR	CORE S&P MCP ETF	$11.8M	2.8%Prev: 3.7%	153,357 SH	Decreased-37,475 SH
ISHARES TR	CORE S&P SCP ETF	$9.9M	2.4%Prev: 3.1%	66,619 SH	Decreased-23,978 SH
ISHARES TR	CORE S&P TTL STK	$13.6M	3.3%Prev: 2.8%	82,750 SH	Increased+15,723 SH
ISHARES TR	CORE S&P US GWT	$532K	0.1%Prev: 0.1%	2,828 SH	Increased+451 SH
ISHARES TR	CORE S&P500 ETF	$69.5M	16.7%Prev: 18.6%	92,756 SH	Increased-4,123 SH
ISHARES TR	CORE UNIVRSL USD	$3.1M	0.7%	66,258 SH	New
ISHARES TR	CORE US AGGBD ET	$3.8M	0.9%Prev: 2.5%	38,468 SH	Decreased-41,431 SH
ISHARES TR	EAFE GRWTH ETF	$317K	0.1%	2,548 SH	New
ISHARES TR	EAFE SML CP ETF	$415K	0.1%Prev: 0.1%	5,044 SH	Increased+378 SH
ISHARES TR	ESG MSCI KLD ETF	$560K	0.1%	3,929 SH	New
ISHARES TR	IBOXX HI YD ETF	$303K	0.1%Prev: 0.2%	3,789 SH	Decreased-4,802 SH
ISHARES TR	ISHS 5-10YR INVT	$256K	0.1%	4,812 SH	New
ISHARES TR	MSCI EAFE ETF	$2.0M	0.5%Prev: 0.5%	18,800 SH	Increased+2,444 SH
ISHARES TR	MSCI EMG MKT ETF	$1.0M	0.3%Prev: 0.3%	15,225 SH	Decreased-7,942 SH
ISHARES TR	NATIONAL MUN ETF	$428K	0.1%Prev: 0.2%	3,974 SH	Decreased-1,235 SH
ISHARES TR	RUS 1000 VAL ETF	$215K	0.1%	887 SH	New
ISHARES TR	RUS TP200 VL ETF	$480K	0.1%Prev: 0.1%	4,560 SH	Increased+1,947 SH
ISHARES TR	RUSSELL 2000 ETF	$1.2M	0.3%Prev: 0.1%	3,899 SH	Increased+2,616 SH
ISHARES TR	S&P 500 GRWT ETF	$1.4M	0.3%Prev: 0.2%	10,183 SH	Increased+4,086 SH
ISHARES TR	S&P 500 VAL ETF	$814K	0.2%	3,584 SH	New
ISHARES TR	SHRT NAT MUN ETF	$2.7M	0.6%Prev: 0.5%	24,900 SH	Increased+8,535 SH
ISHARES TR	TRUST ISHARE 0-1	$16.6M	4.0%	150,488 SH	New
J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$806K	0.2%Prev: 0.1%	5,980 SH	Increased+3,768 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$278K	0.1%	5,481 SH	New
JOHN MARSHALL BANCORP INC	COM	$324K	0.1%	14,865 SH	New
JOHNSON & JOHNSON	COM	$842K	0.2%Prev: 0.2%	3,313 SH	Increased-1,759 SH
JPMORGAN CHASE & CO	COM	$920K	0.2%	2,809 SH	New
KRAFT HEINZ CO	COM	$213K	0.1%	9,030 SH	New
LAM RESEARCH CORP	COM NEW	$629K	0.2%	1,451 SH	New
LOCKHEED MARTIN CORP	COM	$498K	0.1%Prev: 0.1%	978 SH	Increased+310 SH
MARRIOTT INTL INC NEW	CL A	$728K	0.2%Prev: 0.1%	1,965 SH	Increased+515 SH
MCDONALDS CORP	COM	$991K	0.2%Prev: 0.4%	3,664 SH	Decreased-1,224 SH
MERCK & CO INC	COM	$342K	0.1%Prev: 0.1%	2,657 SH	Increased-25 SH
META PLATFORMS INC	CL A	$370K	0.1%Prev: 0.2%	656 SH	Decreased-157 SH
MICRON TECHNOLOGY INC	COM	$308K	0.1%	267 SH	New
MICROSOFT CORP	COM	$2.5M	0.6%Prev: 0.9%	6,572 SH	Decreased+508 SH
MONDELEZ INTL INC	CL A	$1.5M	0.4%	25,451 SH	New
NORFOLK SOUTHN CORP	COM	$611K	0.1%Prev: 0.2%	1,943 SH	Increased-232 SH
NVIDIA CORPORATION	COM	$3.2M	0.8%Prev: 0.9%	16,137 SH	Increased-2,035 SH
PEPSICO INC	COM	$412K	0.1%Prev: 0.1%	3,044 SH	Increased+89 SH
PGIM ETF TR	ACTV HY BD ETF	$5.0M	1.2%	144,685 SH	New
PHILIP MORRIS INTL INC	COM	$1.0M	0.2%	5,644 SH	New
PROCTER & GAMBLE CO	COM	$334K	0.1%	2,280 SH	New
PROSHARES TR	S&P 500 DV ARIST	$821K	0.2%Prev: 0.2%	14,612 SH	Increased+7,635 SH
QUANTA SVCS INC	COM	$334K	0.1%	463 SH	New
RBB FD INC	MOTLEY FOL ETF	$248K	0.1%	3,256 SH	New
RTX CORPORATION	COM	$236K	0.1%Prev: 0.1%	1,241 SH	Decreased-372 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$829K	0.2%	5,223 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$419K	0.1%	7,879 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$712K	0.2%	13,278 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$6.7M	1.6%	35,256 SH	New
SHERWIN WILLIAMS CO	COM	$1.7M	0.4%Prev: 0.5%	4,804 SH	Increased+2 SH
SPDR GOLD TR	GOLD SHS	$442K	0.1%Prev: 0.4%	1,199 SH	Decreased-2,646 SH
SPDR SERIES TRUST	ST BLOO HIGH ETF	$666K	0.2%	6,915 SH	New
SPDR SERIES TRUST	ST NUVE TERM ETF	$356K	0.1%	7,426 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$378K	0.1%	2,482 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$311K	0.1%	595 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.6M	1.6%	8,862 SH	New
T ROWE PRICE EXCHANGE-TRADED	PRICE BLUE CHIP	$215K	0.1%	4,298 SH	New
TD SYNNEX CORPORATION	COM	$243K	0.1%	909 SH	New
TESLA INC	COM	$474K	0.1%Prev: 0.1%	1,127 SH	Increased+55 SH
TRAVELERS COMPANIES INC	COM	$257K	0.1%	778 SH	New
UNITED RENTALS INC	COM	$200K	0.0%	176 SH	New
UNITEDHEALTH GROUP INC	COM	$298K	0.1%Prev: 0.1%	717 SH	Increased-65 SH
VALERO ENERGY CORP	COM	$267K	0.1%	1,026 SH	New
VANECK ETF TRUST	IG FLOA RATE ETF	$5.6M	1.4%	220,459 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$340K	0.1%Prev: 0.1%	519 SH	Increased-592 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.1M	0.5%	28,354 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$4.2M	1.0%Prev: 0.9%	48,633 SH	Increased+41,760 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$486K	0.1%Prev: 0.1%	1,413 SH	Increased+192 SH
VANGUARD INDEX FDS	MID CAP ETF	$10.3M	2.5%Prev: 2.1%	127,446 SH	Increased+102,658 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.8M	0.9%Prev: 1.0%	5,488 SH	Increased-247 SH
VANGUARD INDEX FDS	SMALL CP ETF	$4.8M	1.2%Prev: 1.1%	15,811 SH	Increased+882 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.1M	0.7%Prev: 0.7%	8,355 SH	Increased+644 SH
VANGUARD INDEX FDS	VALUE ETF	$12.0M	2.9%Prev: 2.4%	55,015 SH	Increased+10,968 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$266K	0.1%Prev: 0.2%	1,124 SH	Decreased-1,633 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.4M	0.6%Prev: 0.6%	28,326 SH	Increased+29 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	0.3%Prev: 0.2%	18,385 SH	Increased+6,328 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$759K	0.2%Prev: 0.4%	4,801 SH	Decreased-5,775 SH
VISA INC	COM CL A	$416K	0.1%Prev: 0.2%	1,211 SH	Decreased-177 SH
VSE CORP	COM	$320K	0.1%Prev: 0.1%	1,400 SH	Increased-800 SH
WALMART INC	COM	$1.3M	0.3%Prev: 0.4%	11,291 SH	Increased-1,193 SH
WEST PHARMACEUTICAL SVSC INC	COM	$539K	0.1%Prev: 0.1%	1,500 SH	Increased
WISDOMTREE TR	ITL HIGH DIV FD	$341K	0.1%Prev: 0.1%	6,300 SH	Increased
YUM BRANDS INC	COM	$392K	0.1%Prev: 0.1%	2,451 SH	Increased+983 SH

Sold (vs prior filing)

ADOBE INC — $210K
AMETEK INC — $391K
BANK AMERICA CORP — $226K
BROADRIDGE FINL SOLUTIONS IN — $220K
COSTCO WHSL CORP NEW — $652K
DOMINION ENERGY INC — $220K
FIRST SOLAR INC — $254K
INTUIT — $361K
ISHARES TR — $461K
ISHARES TR — $2.5M
ISHARES TR — $422K
ISHARES TR — $701K
ISHARES TR — $480K
ISHARES TR — $292K
ISHARES TR — $622K
ISHARES TR — $462K
ISHARES TR — $264K
ISHARES TR — $10.8M
ISHARES TR — $247K
J P MORGAN EXCHANGE TRADED F — $615K
… and 22 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