Kfa Private Wealth Group, LLC Portfolio Holdings

Kfa Private Wealth Group, LLC

  • $322 Million
  • Q2 2025

Kfa Private Wealth Group, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $322 Million distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $60.2M, Fidelity Covington Tr Blue Chi with a value of $40.9M, Fidelity Merrimack Str Tr Tota with a value of $13.4M, Ishares Core S&P Mid Cap ETF with a value of $11.8M, and Ishares Tr with a value of $10.8M.

Examining the 13F form we can see an increase of $36M in the current position value, from $286M to 322M.

Below you can find more details about Kfa Private Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $322 Million
ETFs: $279 Million
Technology: $15 Million
Industrials: $5.51 Million
Consumer Cyclical: $5.16 Million
Financial Services: $4.69 Million
Consumer Defensive: $3.51 Million
Communication Services: $2.94 Million
Healthcare: $2.21 Million
Other: $3.17 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$60.2 Million 18.7% of portfolio
96,879
Q2 2025 Reduced 0.82%
$0
$40.9 Million 12.73% of portfolio
848,456
Q2 2025 Added 1.45%
$0
$13.4 Million 4.16% of portfolio
292,487
Q2 2025 Reduced 17.71%
$0
$11.8 Million 3.68% of portfolio
190,832
Q2 2025 Added 0.38%
$0
$10.8 Million 3.36% of portfolio
97,839
Q2 2025 Added 13.0%
$0
$9.9 Million 3.08% of portfolio
90,597
Q2 2025 Added 0.6%
$0
$9.05 Million 2.81% of portfolio
67,027
Q2 2025 Added 1.81%
$0
$8.56 Million 2.66% of portfolio
159,652
Q2 2025 Added 2.6%
$0
$8.34 Million 2.59% of portfolio
32,944
Q2 2025 Added 0.97%
$0
$8.34 Million 2.59% of portfolio
107,830
Q2 2025 Added 1.99%
$0
$7.93 Million 2.46% of portfolio
79,899
Q2 2025 Added 1.02%
$0
$7.78 Million 2.42% of portfolio
44,047
Q2 2025 Reduced 2.28%
$0
$7.37 Million 2.29% of portfolio
11,928
Q2 2025 Reduced 0.48%
$0
$7.25 Million 2.25% of portfolio
148,933
Q2 2025 Added 6.02%
$0
$6.94 Million 2.16% of portfolio
24,788
Q2 2025 Reduced 0.9%
$0
$5.27 Million 1.64% of portfolio
206,757
Q2 2025 Added 3.36%
$0
$4.47 Million 1.39% of portfolio
45,990
Q2 2025 Reduced 21.75%
$3.69T
$4.07 Million 1.27% of portfolio
19,857
Q2 2025 Reduced 3.25%
$0
$3.54 Million 1.1% of portfolio
14,929
Q2 2025 Reduced 0.21%
$0
$3.26 Million 1.01% of portfolio
5,735
Q2 2025 Added 11.32%
$3.95T
$3.02 Million 0.94% of portfolio
6,064
Q2 2025 Added 14.67%
$0
$3.01 Million 0.94% of portfolio
6,873
Q2 2025 Added 0.06%
$456B
$2.87 Million 0.89% of portfolio
18,172
Q2 2025 Reduced 5.42%
$0
$2.48 Million 0.77% of portfolio
53,709
Q2 2025 Reduced 3.62%
$0
$2.34 Million 0.73% of portfolio
7,711
Q2 2025 Added 0.3%
$2.26T
$2.23 Million 0.69% of portfolio
10,147
Q2 2025 Reduced 0.41%
$0
$2.01 Million 0.63% of portfolio
38,423
Q2 2025 Added 0.06%
$0
$1.96 Million 0.61% of portfolio
28,297
Q2 2025 Added 0.05%
$0
$1.74 Million 0.54% of portfolio
16,365
Q2 2025 Added 39.24%
$92.8B
$1.65 Million 0.51% of portfolio
4,802
Q2 2025 New
$0
$1.46 Million 0.45% of portfolio
16,356
Q2 2025 Reduced 10.44%
$222B
$1.43 Million 0.44% of portfolio
4,888
Q2 2025 Added 189.57%
$0
$1.41 Million 0.44% of portfolio
10,576
Q2 2025 Added 2.31%
$442B
$1.3 Million 0.41% of portfolio
12,097
Q2 2025 Added 46.56%
$19.9B
$1.3 Million 0.41% of portfolio
12,440
Q2 2025 Reduced 0.48%
$124B
$1.3 Million 0.4% of portfolio
4,203
Q2 2025 New
$281B
$1.22 Million 0.38% of portfolio
12,484
Q2 2025 Added 92.68%
$106B
$1.17 Million 0.36% of portfolio
3,845
Q2 2025 Reduced 1.21%
$210B
$1.13 Million 0.35% of portfolio
3,831
Q2 2025 Added 0.18%
$0
$1.12 Million 0.35% of portfolio
23,167
Q2 2025 Added 0.8%
$0
$1.1 Million 0.34% of portfolio
13,688
Q2 2025 Added 41.8%
$0
$1.02 Million 0.32% of portfolio
97,282
Q2 2025 Reduced 0.71%
$0
$1.04 Million 0.32% of portfolio
7,684
Q2 2025 Added 1.44%
$859B
$898,000 0.28% of portfolio
3,098
Q2 2025 Added 8.89%
$1.21T
$880,000 0.27% of portfolio
4,999
Q2 2025 Reduced 0.6%
$146B
$870,000 0.27% of portfolio
3,738
Q2 2025 Reduced 4.15%
$218B
$836,000 0.26% of portfolio
2,155
Q2 2025 Reduced 2.75%
$621B
$808,000 0.25% of portfolio
1,664
Q1 2025 Added 25.21%
$0
$782,000 0.24% of portfolio
6,679
Q2 2025 Reduced 1.63%

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $322 Million
  • Prior Value $286 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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