Kfa Private Wealth Group, LLC Incresed Positions 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
AAPL
Apple Inc.

Technology
4.15K
+ 21.64%
$245.27 - $275.25 $1.02M - $1.14M
23.3K $6.23M
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
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15.6K
+ 7.86%
$63.25 - $66.24 $984K - $1.03M
213K $13.7M
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
VTI
Vanguard Total Stock Market Et

ETFs
815
+ 12.44%
$321.8 - $337.95 $262K - $275K
7.36K $2.43M
SPY
Spdr S&P 500 ETF Trust

ETFs
410
+ 3.51%
$653.02 - $687.39 $268K - $282K
12.1K $8.05M
VEA
Vanguard Ftse Developed Market

ETFs
3.79K
+ 28.08%
$59.18 - $62.09 $224K - $235K
17.3K $1.06M
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
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.85K
+ 10.11%
$92.24 - $96.56 $171K - $179K
20.2K $1.92M
GOOG
Alphabet Inc.

Communication Services
541
+ 41.46%
$237.49 - $291.74 $128K - $158K
1.85K $527K
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
NVDA
Nvidia Corp

Technology
1.07K
+ 5.73%
$179.83 - $207.04 $192K - $222K
19.7K $3.68M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2K
+ 35.65%
$100.8 - $103.83 $201K - $208K
7.61K $782K
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
JNJ
Johnson & Johnson

Healthcare
369
+ 7.64%
$185.98 - $199.58 $68.6K - $73.6K
5.2K $1.04M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1.06K
+ 7.9%
$87.33 - $94.14 $92.9K - $100K
14.5K $1.31M
PFE
Pfizer Inc

Healthcare
5.06K
+ 45.07%
$24.23 - $27.37 $122K - $138K
16.3K $408K
BBUS
J P Morgan Exchg Traded Fd

ETFs
951
+ 44.29%
$118.35 - $124.49 $113K - $118K
3.1K $376K
QQQ
Invesco Qqq Trust, Series 1

ETFs
184
+ 13.29%
$589.5 - $635.77 $108K - $117K
1.57K $946K
XOM
Exxon Mobil Corp

Energy
435
+ 3.57%
$110.64 - $119.78 $48.1K - $52.1K
12.6K $1.48M
EEM
Ishares Msci Emerging Markets

ETFs
1.11K
+ 4.46%
$51.94 - $56.01 $57.6K - $62.1K
26K $1.43M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
467
+ 1.72%
$72.17 - $75.74 $33.7K - $35.4K
27.6K $2.07M
GLD
Spdr Gold Trust

ETFs
30
+ 0.85%
$354.79 - $403.15 $10.6K - $12.1K
3.57K $1.34M
IBM
International Business Machines Corp

Technology
32
+ 0.86%
$275.97 - $314.98 $8.83K - $10.1K
3.77K $1.12M
HDV
Ishares Core High Dividend ETF

ETFs
526
+ 7.95%
$118.22 - $122.79 $62.2K - $64.6K
7.15K $873K
ABBV
Abb Vie Inc.

Healthcare
231
+ 12.95%
$211.96 - $244.38 $49K - $56.5K
2.02K $471K
RSP
Invesco S&P 500 Equal Weight E

ETFs
342
+ 13.44%
$185.12 - $192.11 $63.3K - $65.7K
2.89K $540K
DOV
Dover Corp

Industrials
18
+ 0.71%
$161.16 - $183.97 $2.9K - $3.31K
2.54K $464K
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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