KFA Private Wealth Group, LLC
Q4 2025 13F Holdings
- Locationtysons, VA
- Num holdings
151
- Value ($000)
$411,160
- Date Filed01/07/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $76.45M | 19 % | 111,611 | ||
FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 | $53.59M | 13 % | 977,226 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $19.01M | 5 % | 412,826 | ||
ISHARES TR | TRUST ISHARE 0-1 | 464288679 | $17.41M | 4 % | 158,095 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $14.09M | 3 % | 213,499 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | $13.92M | 3 % | 93,646 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | $13.42M | 3 % | 199,619 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $11.43M | 3 % | 59,820 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $10.88M | 3 % | 90,513 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | $9.72M | 2 % | 114,781 |
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