KFA Private Wealth Group, LLC
Q2 2025 13F Holdings
- Locationtysons, VA
- Num holdings
132
- Value ($000)
$322,739
- Date Filed07/24/2025
- Form type13F-HR
- CIK0001800556
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $60.15 M | 19 % | 96,879 | ||
FBCG FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 | $40.93 M | 13 % | 848,456 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $13.38 M | 4 % | 292,487 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $11.84 M | 4 % | 190,832 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $10.80 M | 3 % | 97,839 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $9.90 M | 3 % | 90,597 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $9.58 M | 3 % | 159,652 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $9.05 M | 3 % | 67,027 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $8.34 M | 3 % | 32,944 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $8.34 M | 3 % | 107,830 |
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