KFA Private Wealth Group, LLC

Q4 2025 13F Holdings

  • Location
    tysons, VA
  • Num holdings

    151

  • Value ($000)

    $411,160

  • Date Filed
    01/07/2026
  • Form type
    13F-HR
  • CIK
    0001800556
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
$76.45 M
19 %

111,611

F
FBCG

FIDELITY COVINGTON TRUST

BLUE CHIP GRWTH
$53.59 M
13 %

977,226

F
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
$19.01 M
5 %

412,826

S
SHV

ISHARES TR

TRUST ISHARE 0-1
$17.41 M
4 %

158,095

I
IJH

ISHARES TR

CORE S&P MCP ETF
$14.09 M
3 %

213,499

I
ITOT

ISHARES TR

CORE S&P TTL STK
$13.92 M
3 %

93,646

I
IEMG

ISHARES INC

CORE MSCI EMKT
$13.42 M
3 %

199,619

V
VTV

VANGUARD INDEX FDS

VALUE ETF
$11.43 M
3 %

59,820

I
IJR

ISHARES TR

CORE S&P SCP ETF
$10.88 M
3 %

90,513

I
IXUS

ISHARES TR

CORE MSCI TOTAL
$9.72 M
2 %

114,781

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