Kfa Private Wealth Group
$415M 13F equity value
177 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Kfa Private Wealth Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 92,756 | $69M | 16.7% |
| FBCG | FIDELITY COVINGTON TRUST | 1,054,517 | $65M | 15.8% |
| FBND | FIDELITY MERRIMACK STR TR | 476,256 | $22M | 5.2% |
| SHV | ISHARES TR | 150,488 | $17M | 4.0% |
| IEMG | ISHARES INC | 195,486 | $16M | 3.9% |
| ITOT | ISHARES TR | 82,750 | $14M | 3.3% |
| VTV | VANGUARD INDEX FDS | 55,015 | $12M | 2.9% |
| IJH | ISHARES TR | 153,357 | $12M | 2.8% |
| VO | VANGUARD INDEX FDS | 127,446 | $10M | 2.5% |
| IJR | ISHARES TR | 66,619 | $10M | 2.4% |
Track Kfa Private Wealth Group's 13F portfolio: $415M in reported holdings, 177 positions. Top holdings and quarterly changes on SentiSense.
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