Kfa Private Wealth Group, LLC Purchases in Q4 2025

Kfa Private Wealth Group, LLC

  • $412 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
15.1K
+ 15.68%
$656.2 - $690.71 $9.93M - $10.4M
112K $75.4M
XLK
Technology Sector Spdr

ETFs
32K
+ 95.35%
$278.39 - $304.13 $8.92M - $9.75M
65.7K $18.9M
SHV
Ishares Tr

ETFs
54.7K
+ 52.94%
$110.15 - $110.49 $6.03M - $6.05M
158K $17.4M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
83.7K
+ 9.37%
$52.27 - $56.39 $4.38M - $4.72M
977K $52.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
26.6K
+ 39.71%
$142.79 - $150.05 $3.8M - $3.99M
93.6K $13.7M
VTV
Vanguard Value ETF

ETFs
16.7K
+ 38.82%
$182.87 - $189.72 $3.06M - $3.17M
59.8K $11.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
69.3K
+ 20.16%
$46.2 - $46.85 $3.2M - $3.24M
413K $19.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
28K
+ 43.59%
$82.69 - $83.12 $2.31M - $2.33M
92.2K $7.64M
VO
Vanguard Mid Cap ETF

ETFs
8.28K
+ 35.78%
$286.27 - $296.23 $2.37M - $2.45M
31.4K $9.02M
MO
Altria Group, Inc.

Consumer Defensive
35.9K
New
$56.38 - $66.65 $2.02M - $2.39M
35.9K $2.09M
AAPL
Apple Inc.

Technology
4.15K
+ 21.64%
$245.27 - $275.25 $1.02M - $1.14M
23.3K $6.23M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
24K
+ 17.7%
$48.64 - $48.99 $1.17M - $1.17M
159K $7.76M
VB
Vanguard Small Cap ETF

ETFs
4.27K
+ 29.67%
$248.1 - $260.08 $1.06M - $1.11M
18.7K $4.67M
IEMG
Ishares Inc

ETFs
17.8K
+ 9.77%
N/A
200K $10.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
19.2K
+ 34.98%
$46.57 - $47.16 $895K - $907K
74.2K $3.46M
MSFT
Microsoft Corp

Technology
1.86K
+ 32.89%
$496.82 - $542.07 $922K - $1.01M
7.5K $3.81M
PM
Philip Morris International Inc.

Consumer Defensive
5.62K
New
$144.33 - $160.86 $811K - $904K
5.62K $858K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15.6K
+ 7.86%
$63.25 - $66.24 $984K - $1.03M
213K $13.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.42K
New
$74.09 - $75.1 $698K - $707K
9.42K $698K
XLE
Energy Sector Spdr

ETFs
6.98K
+ 92.12%
$85.22 - $92.02 $594K - $642K
14.5K $1.34M
IXUS
Ishares Tr

ETFs
3.45K
+ 3.1%
$81.21 - $85.27 $280K - $294K
115K $9.67M
AMZN
Amazon Com Inc

Consumer Cyclical
1.05K
+ 10.86%
$213.04 - $254.0 $223K - $266K
10.7K $2.51M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
677
New
$454.87 - $482.76 $308K - $327K
677 $319K
VTI
Vanguard Total Stock Market Et

ETFs
815
+ 12.44%
$321.8 - $337.95 $262K - $275K
7.36K $2.43M
IWV
Ishares Russell 3000 ETF

ETFs
767
New
$371.33 - $389.89 $285K - $299K
767 $291K
SPY
Spdr S&P 500 ETF Trust

ETFs
410
+ 3.51%
$653.02 - $687.39 $268K - $282K
12.1K $8.05M
DGRO
Ishares Core Dividend Growth E

ETFs
3.73K
New
$66.93 - $69.17 $250K - $258K
3.73K $255K
VEA
Vanguard Ftse Developed Market

ETFs
3.79K
+ 28.08%
$59.18 - $62.09 $224K - $235K
17.3K $1.06M
AZN
Astrazeneca PLC

Healthcare
2.53K
New
$81.15 - $89.4 $205K - $226K
2.53K $226K
KHC
Kraft Heinz CO

Consumer Defensive
9.03K
New
$23.72 - $26.28 $214K - $237K
9.03K $224K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.09K
New
$52.54 - $55.77 $215K - $228K
4.09K $224K
DUK
Duke Energy Corp

Utilities
1.78K
New
$121.57 - $129.03 $217K - $230K
1.78K $223K
SUB
Ishares Short Term National Mu

ETFs
2.15K
+ 11.25%
$106.22 - $106.81 $228K - $229K
21.2K $2.26M
V
Visa Inc.

Financial Services
720
+ 51.87%
$325.75 - $352.42 $235K - $254K
2.11K $686K
GOOG
Alphabet Inc.

Communication Services
541
+ 41.46%
$237.49 - $291.74 $128K - $158K
1.85K $527K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.85K
+ 10.11%
$92.24 - $96.56 $171K - $179K
20.2K $1.92M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.68K
+ 22.65%
$118.29 - $126.28 $199K - $212K
9.1K $1.1M
LLY
Eli Lilly & CO

Healthcare
105
+ 28.07%
$799.57 - $1025.28 $84K - $108K
479 $489K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
4.86K
New
$40.65 - $43.85 $197K - $213K
4.86K $204K
NVDA
Nvidia Corp

Technology
1.07K
+ 5.73%
$179.83 - $207.04 $192K - $222K
19.7K $3.68M
FDX
Fedex Corp

Industrials
754
New
$224.63 - $268.67 $169K - $203K
754 $199K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2K
+ 35.65%
$100.8 - $103.83 $201K - $208K
7.61K $782K
ATRO
Astronics Corp

Industrials
3.8K
New
$44.98 - $50.75 $171K - $193K
3.8K $188K
GOOGL
Alphabet Inc.

Communication Services
105
+ 2.21%
$236.57 - $291.31 $24.8K - $30.6K
4.86K $1.34M
MAR
Marriott International Inc

Consumer Cyclical
515
+ 35.52%
$259.04 - $291.9 $133K - $150K
1.97K $561K
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.4K
+ 4.58%
$96.34 - $98.02 $231K - $235K
54.9K $5.3M
VUG
Vanguard Growth ETF

ETFs
172
+ 2.54%
$470.44 - $504.26 $80.9K - $86.7K
6.96K $3.36M
AMD
Advanced Micro Devices Inc

Technology
39
+ 2.06%
$164.01 - $264.33 $6.4K - $10.3K
1.93K $464K
YUM
Yum Brands Inc

Consumer Cyclical
993
+ 67.64%
$138.21 - $153.19 $137K - $152K
2.46K $366K
Activity Summary
Buys All Purchases 108 New Holdings 16 Increased Positions 92 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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