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: $425.2M157 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$210K	0.0%	1,277 SH	New
ABBVIE INC	COM	$461K	0.1%Prev: 0.1%	1,761 SH	Increased-23 SH
ADVANCED MICRO DEVICES INC	COM	$1.2M	0.3%Prev: 0.1%	1,935 SH	Increased+42 SH
ALPHABET INC	CAP STK CL A	$1.5M	0.4%Prev: 0.3%	4,352 SH	Increased-406 SH
ALPHABET INC	CAP STK CL C	$444K	0.1%Prev: 0.1%	1,302 SH	Increased-3 SH
ALTRIA GROUP INC	COM	$2.4M	0.6%	35,934 SH	New
AMAZON COM INC	COM	$2.1M	0.5%Prev: 0.6%	8,314 SH	Decreased-1,319 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$459K	0.1%Prev: 0.1%	5,091 SH	Increased-421 SH
AMERICAN EXPRESS CO	COM	$480K	0.1%Prev: 0.2%	1,578 SH	Decreased-11 SH
AMGEN INC	COM	$358K	0.1%	849 SH	New
APPLE INC	COM	$6.2M	1.5%Prev: 1.4%	18,695 SH	Increased-466 SH
ASTRONICS CORP	COM	$517K	0.1%	7,665 SH	New
AT&T INC	COM	$463K	0.1%Prev: 0.2%	18,989 SH	Decreased-1,927 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.0M	0.2%Prev: 0.3%	4,046 SH	Decreased-80 SH
BANK OF AMER CORP	COM	$272K	0.1%	5,000 SH	New
BANK OF NY MELLON CORP	COM	$283K	0.1%	1,959 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$678K	0.2%Prev: 0.2%	1,361 SH	Decreased-267 SH
BLACKROCK DEBT STRATEGIES FD	COM NEW	$150K	0.0%Prev: 0.0%	16,691 SH	Decreased+1,418 SH
BNY MELLON ETF TRUST II	DYNAMIC VALUE	$1.7M	0.4%	49,102 SH	New
BROADCOM INC	COM	$869K	0.2%Prev: 0.2%	2,474 SH	Increased+478 SH
CALAMOS CONV OPPORTUNITIES &	SH BEN INT	$554K	0.1%Prev: 0.3%	48,498 SH	Decreased-52,112 SH
CAPITAL ONE FINL CORP	COM	$377K	0.1%Prev: 0.1%	1,954 SH	Decreased-124 SH
CATERPILLAR INC	COM	$783K	0.2%Prev: 0.3%	965 SH	Decreased-959 SH
CELESTICA INC	COM	$250K	0.1%	692 SH	New
CGI INC	CL A SUB VTG	$703K	0.2%Prev: 0.3%	10,331 SH	Decreased-2,713 SH
CHEVRON CORPORATION	COM	$245K	0.1%	1,202 SH	New
CISCO SYS INC	COM	$646K	0.2%Prev: 0.1%	6,006 SH	Increased+96 SH
CITIGROUP INC	COM NEW	$504K	0.1%Prev: 0.1%	3,889 SH	Increased+193 SH
COCA COLA CO	COM	$563K	0.1%Prev: 0.2%	6,541 SH	Decreased-2,338 SH
CONOCOPHILLIPS	COM	$220K	0.1%	1,760 SH	New
CORNING INC	COM	$297K	0.1%	1,929 SH	New
COSTCO WHOLESALE CORPORATION	COM	$500K	0.1%	549 SH	New
DONALDSON INC	COM	$232K	0.1%Prev: 0.1%	2,668 SH	Increased
DOVER CORP	COM	$471K	0.1%Prev: 0.1%	2,519 SH	Increased+1 SH
ELI LILLY & CO	COM	$527K	0.1%Prev: 0.1%	455 SH	Increased+81 SH
EOS ENERGY ENTERPRISES INC	COM CL A	$31K	0.0%	10,000 SH	New
EXXONMOBIL HOLDINGS CORP	COM SHS	$1.8M	0.4%	10,918 SH	New
FEDEX CORP	COM	$215K	0.1%	755 SH	New
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$5.0M	1.2%Prev: 0.3%	46,876 SH	Increased+33,411 SH
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$67.0M	15.8%Prev: 13.7%	1,060,308 SH	Increased+166,809 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$3.1M	0.7%	76,440 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$22.1M	5.2%Prev: 4.5%	510,987 SH	Increased+167,416 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$253K	0.1%Prev: 0.1%	5,390 SH	Decreased-670 SH
GE AEROSPACE	COM NEW	$259K	0.1%Prev: 0.1%	828 SH	Decreased-152 SH
GOLDMAN SACHS GROUP INC	COM	$280K	0.1%Prev: 0.1%	310 SH	Decreased-69 SH
HOME DEPOT INC	COM	$396K	0.1%Prev: 0.2%	1,392 SH	Decreased-86 SH
HONEYWELL AEROSPACE INC	COM	$212K	0.0%	1,367 SH	New
HONEYWELL INTL INC	COM	$298K	0.1%Prev: 0.2%	1,411 SH	Decreased-2,142 SH
HUMANA INC	COM	$286K	0.1%	750 SH	New
INTEL CORP	COM	$336K	0.1%	2,796 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$541K	0.1%Prev: 0.3%	2,461 SH	Decreased-1,272 SH
INVESCO EXCH TRADED FD TR II	ESG NASDAQ 100	$252K	0.1%	4,858 SH	New
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$319K	0.1%Prev: 0.1%	14,919 SH	Increased+5,724 SH
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$401K	0.1%	5,264 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$623K	0.1%Prev: 0.1%	2,996 SH	Increased+452 SH
INVESCO QQQ TR	UNIT SER 1	$2.3M	0.5%Prev: 0.2%	3,115 SH	Increased+1,731 SH
IRIDIUM COMMUNICATIONS INC	COM	$239K	0.1%	4,991 SH	New
ISHARES INC	CORE MSCI EMKT	$16.5M	3.9%Prev: 3.4%	202,787 SH	Increased+20,937 SH
ISHARES TR	1 3 YR TREAS BD	$7.5M	1.8%Prev: 1.5%	91,782 SH	Increased+27,572 SH
ISHARES TR	7-10 YR TRSY BD	$224K	0.1%	2,512 SH	New
ISHARES TR	CORE 1 5 YR USD	$10.2M	2.4%Prev: 1.9%	214,882 SH	Increased+79,467 SH
ISHARES TR	CORE DIV GRWTH	$399K	0.1%	5,291 SH	New
ISHARES TR	CORE HIGH DV ETF	$1.2M	0.3%Prev: 0.2%	43,796 SH	Increased+37,176 SH
ISHARES TR	CORE MSCI EAFE	$657K	0.2%Prev: 0.1%	6,781 SH	Increased+2,423 SH
ISHARES TR	CORE MSCI TOTAL	$6.5M	1.5%Prev: 2.6%	67,964 SH	Decreased-43,371 SH
ISHARES TR	CORE S&P MCP ETF	$11.0M	2.6%Prev: 3.7%	153,371 SH	Decreased-44,574 SH
ISHARES TR	CORE S&P SCP ETF	$8.8M	2.1%Prev: 3.0%	64,796 SH	Decreased-24,932 SH
ISHARES TR	CORE S&P TTL STK	$13.9M	3.3%Prev: 2.8%	83,841 SH	Increased+16,811 SH
ISHARES TR	CORE S&P US GWT	$548K	0.1%Prev: 0.1%	2,829 SH	Increased+452 SH
ISHARES TR	CORE S&P500 ETF	$70.8M	16.7%Prev: 18.4%	92,473 SH	Increased-4,010 SH
ISHARES TR	CORE UNIVRSL USD	$2.8M	0.7%	64,371 SH	New
ISHARES TR	CORE US AGGBD ET	$3.4M	0.8%Prev: 2.3%	35,823 SH	Decreased-44,415 SH
ISHARES TR	EAFE GRWTH ETF	$331K	0.1%	2,766 SH	New
ISHARES TR	EAFE SML CP ETF	$396K	0.1%Prev: 0.1%	4,691 SH	Increased+307 SH
ISHARES TR	ESG MSCI KLD ETF	$569K	0.1%	3,891 SH	New
ISHARES TR	IBOXX HI YD ETF	$288K	0.1%Prev: 0.2%	3,731 SH	Decreased-4,527 SH
ISHARES TR	MSCI EAFE ETF	$2.0M	0.5%Prev: 0.5%	18,915 SH	Increased+611 SH
ISHARES TR	MSCI EMG MKT ETF	$1.0M	0.2%Prev: 0.4%	15,202 SH	Decreased-9,648 SH
ISHARES TR	NATIONAL MUN ETF	$289K	0.1%Prev: 0.1%	2,858 SH	Decreased-322 SH
ISHARES TR	RUS 1000 VAL ETF	$252K	0.1%	1,015 SH	New
ISHARES TR	RUS TP200 VL ETF	$654K	0.2%Prev: 0.1%	5,970 SH	Increased+3,476 SH
ISHARES TR	RUSSELL 2000 ETF	$1.1M	0.3%Prev: 0.1%	4,054 SH	Increased+2,771 SH
ISHARES TR	S&P 500 GRWT ETF	$1.4M	0.3%Prev: 0.3%	10,183 SH	Increased+2,761 SH
ISHARES TR	S&P 500 VAL ETF	$785K	0.2%	3,439 SH	New
ISHARES TR	SHRT NAT MUN ETF	$2.9M	0.7%Prev: 0.6%	27,307 SH	Increased+8,237 SH
ISHARES TR	TRUST ISHARE 0-1	$16.4M	3.9%	148,856 SH	New
J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$938K	0.2%Prev: 0.1%	6,816 SH	Increased+4,669 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$250K	0.1%Prev: 0.2%	4,451 SH	Decreased-6,989 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$452K	0.1%Prev: 0.1%	9,507 SH	Increased+3,922 SH
JOHN MARSHALL BANCORP INC	COM	$338K	0.1%	14,865 SH	New
JOHNSON & JOHNSON	COM	$883K	0.2%Prev: 0.3%	3,336 SH	Decreased-1,493 SH
JPMORGAN CHASE & CO	COM	$1.1M	0.3%	3,357 SH	New
KRAFT HEINZ CO	COM	$205K	0.0%	9,030 SH	New
LAM RESEARCH CORP	COM NEW	$369K	0.1%Prev: 0.1%	1,122 SH	Increased-444 SH
LOCKHEED MARTIN CORP	COM	$498K	0.1%Prev: 0.1%	978 SH	Increased+303 SH
MARRIOTT INTL INC NEW	CL A	$700K	0.2%Prev: 0.1%	1,968 SH	Increased+518 SH
MCDONALDS CORP	COM	$928K	0.2%Prev: 0.4%	4,019 SH	Decreased-881 SH
MERCK & CO INC	COM	$378K	0.1%Prev: 0.1%	2,598 SH	Increased-287 SH
META PLATFORMS INC	CL A	$480K	0.1%Prev: 0.2%	661 SH	Decreased-156 SH
MICRON TECHNOLOGY INC	COM	$344K	0.1%	322 SH	New
MICROSOFT CORP	COM	$3.4M	0.8%Prev: 0.8%	6,645 SH	Increased+1,002 SH
MONDELEZ INTL INC	CL A	$1.5M	0.3%	25,452 SH	New
NORFOLK SOUTHN CORP	COM	$717K	0.2%Prev: 0.2%	2,318 SH	Increased+178 SH
NVIDIA CORPORATION	COM	$3.5M	0.8%Prev: 1.0%	15,530 SH	Increased-3,137 SH
PEPSICO INC	COM	$384K	0.1%Prev: 0.1%	3,030 SH	Decreased+74 SH
PGIM ETF TR	ACTV HY BD ETF	$5.3M	1.2%	158,199 SH	New
PHILIP MORRIS INTL INC	COM	$1.1M	0.3%	5,647 SH	New
PHILLIPS 66	COM	$207K	0.0%	810 SH	New
PNC FINL SVCS GROUP INC	COM	$230K	0.1%	1,035 SH	New
PROCTER & GAMBLE CO	COM	$404K	0.1%	2,782 SH	New
PROSHARES TR	S&P 500 DV ARIST	$774K	0.2%Prev: 0.2%	14,301 SH	Increased+8,694 SH
QUANTA SVCS INC	COM	$299K	0.1%	464 SH	New
RBB FD INC	MOTLEY FOL ETF	$261K	0.1%	3,256 SH	New
RTX CORPORATION	COM	$251K	0.1%Prev: 0.1%	1,349 SH	Decreased-267 SH
SACHEM CAP CORP	COM	$56K	0.0%	60,951 SH	New
SELECT SECTOR SPDR TR	ST STR CARE ETF	$869K	0.2%	5,157 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$485K	0.1%	7,879 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$696K	0.2%	13,041 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$6.8M	1.6%	34,582 SH	New
SHERWIN WILLIAMS CO	COM	$1.6M	0.4%Prev: 0.5%	4,805 SH	Decreased+3 SH
SPDR GOLD TR	GOLD SHS	$370K	0.1%Prev: 0.4%	972 SH	Decreased-2,572 SH
SPDR SERIES TRUST	ST BLOO HIGH ETF	$607K	0.1%	6,541 SH	New
SPDR SERIES TRUST	ST NUVE TERM ETF	$346K	0.1%	7,426 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$364K	0.1%	2,485 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$303K	0.1%	595 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.7M	1.6%	8,828 SH	New
T ROWE PRICE EXCHANGE-TRADED	PRICE BLUE CHIP	$234K	0.1%	4,551 SH	New
TD SYNNEX CORPORATION	COM	$234K	0.1%	911 SH	New
TESLA INC	COM	$392K	0.1%Prev: 0.1%	1,103 SH	Decreased+54 SH
TRAVELERS COMPANIES INC	COM	$280K	0.1%Prev: 0.1%	784 SH	Decreased-236 SH
UNITEDHEALTH GROUP INC	COM	$252K	0.1%Prev: 0.1%	685 SH	Decreased-273 SH
VALERO ENERGY CORP	COM	$361K	0.1%	930 SH	New
VANECK ETF TRUST	IG FLOA RATE ETF	$5.3M	1.2%	207,307 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$282K	0.1%Prev: 0.1%	463 SH	Decreased-535 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$991K	0.2%	12,969 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.3M	0.5%	33,134 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$211K	0.0%	4,494 SH	New
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$4.4M	1.0%	48,553 SH	New
VANGUARD INDEX FDS	MRNGSTR LRG CAP	$430K	0.1%	1,221 SH	New
VANGUARD INDEX FDS	MRNGSTR MID CAP	$11.0M	2.6%	140,305 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CAP	$4.9M	1.1%	17,116 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$3.2M	0.8%	8,571 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$11.6M	2.7%	53,855 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.0M	1.7%Prev: 1.0%	10,026 SH	Increased+4,173 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$243K	0.1%	4,225 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$328K	0.1%Prev: 0.2%	1,407 SH	Decreased-1,350 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.4M	0.6%Prev: 0.6%	28,336 SH	Increased+1,203 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.5M	0.4%Prev: 0.2%	21,109 SH	Increased+7,607 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$731K	0.2%Prev: 0.4%	4,711 SH	Decreased-5,227 SH
VANGUARD WORLD FD	INF TECH ETF	$357K	0.1%	2,842 SH	New
VERIZON COMMUNICATIONS INC	COM	$218K	0.1%Prev: 0.1%	4,754 SH	Decreased-619 SH
VISA INC	COM CL A	$431K	0.1%Prev: 0.1%	1,198 SH	Decreased-190 SH
VSE CORP	COM	$214K	0.1%Prev: 0.1%	1,300 SH	Decreased-700 SH
WALMART INC	COM	$1.2M	0.3%Prev: 0.4%	11,516 SH	Decreased-487 SH
WEST PHARMACEUTICAL SVSC INC	COM	$556K	0.1%Prev: 0.1%	1,500 SH	Increased
WISDOMTREE TR	ITL HIGH DIV FD	$352K	0.1%Prev: 0.1%	6,300 SH	Increased
YUM BRANDS INC	COM	$334K	0.1%Prev: 0.1%	2,452 SH	Increased+984 SH

Sold (vs prior filing)

ADOBE INC — $209K
AMETEK INC — $406K
BANK AMERICA CORP — $248K
BANK NEW YORK MELLON CORP — $204K
BROADRIDGE FINL SOLUTIONS IN — $216K
COSTCO WHSL CORP NEW — $667K
EXXON MOBIL CORP — $1.4M
FIRST SOLAR INC — $317K
INTUIT — $313K
ISHARES TR — $2.6M
ISHARES TR — $430K
ISHARES TR — $702K
ISHARES TR — $410K
ISHARES TR — $341K
ISHARES TR — $677K
ISHARES TR — $485K
ISHARES TR — $282K
ISHARES TR — $11.4M
ISHARES TR — $248K
J P MORGAN EXCHANGE TRADED F — $303K
… and 27 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