KFA Private Wealth Group, LLC
Q3 2025 13F Holdings
- Locationtysons, VA
- Num holdings
137
- Value ($000)
$350,099
- Date Filed10/03/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $64.58 M | 18 % | 96,483 | ||
FBCG FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 | $47.95 M | 14 % | 893,499 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $15.89 M | 5 % | 343,571 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $12.92 M | 4 % | 197,945 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $11.99 M | 3 % | 181,850 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $11.42 M | 3 % | 103,371 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $10.66 M | 3 % | 89,728 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $9.76 M | 3 % | 67,030 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $9.47 M | 3 % | 33,606 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $9.19 M | 3 % | 111,335 |
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