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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$4.07 Million 1.27% of portfolio
19,857
Q2 2025 Reduced 3.25%
$3.95T
$3.02 Million 0.94% of portfolio
6,064
Q2 2025 Added 14.67%
$456B
$2.87 Million 0.89% of portfolio
18,172
Q2 2025 Reduced 5.42%
$2.26T
$2.23 Million 0.69% of portfolio
10,147
Q2 2025 Reduced 0.41%
$92.8B
$1.65 Million 0.51% of portfolio
4,802
Q2 2025 New
$222B
$1.43 Million 0.44% of portfolio
4,888
Q2 2025 Added 189.57%
$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%
$210B
$1.13 Million 0.35% of portfolio
3,831
Q2 2025 Added 0.18%
$0
$1.02 Million 0.32% of portfolio
97,282
Q2 2025 Reduced 0.71%
$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%
$452B
$774,000 0.24% of portfolio
5,072
Q2 2025 Added 4.95%
$439B
$652,000 0.2% of portfolio
659
Q2 2025 Added 0.76%
$368B
$649,000 0.2% of portfolio
4,078
Q2 2025 Reduced 4.0%
$306B
$598,000 0.19% of portfolio
8,461
Q2 2025 Reduced 2.4%
$1.78T
$600,000 0.19% of portfolio
813
Q2 2025 Reduced 3.33%
$203B
$583,000 0.18% of portfolio
20,177
Q2 2025 Added 0.2%
$64.4B
$556,000 0.17% of portfolio
2,175
Q2 2025 New
$405B
$554,000 0.17% of portfolio
1,512
Q2 2025 Added 151.58%
$227B
$506,000 0.16% of portfolio
1,589
Q1 2025 Added 0.32%
$551B
$492,000 0.15% of portfolio
1,388
Q2 2025 Reduced 0.07%
$127B
$492,000 0.15% of portfolio
1,787
Q2 2025 Added 1.53%
$25B
$461,000 0.14% of portfolio
2,518
Q2 2025 New
$293B
$426,000 0.13% of portfolio
6,142
Q2 2025 Reduced 1.1%
$202B
$390,000 0.12% of portfolio
2,955
Q2 2025 New
$86B
$396,000 0.12% of portfolio
1,450
Q2 2025 New
$42.5B
$390,000 0.12% of portfolio
2,160
Q1 2025 New
$1.08T
$340,000 0.11% of portfolio
1,072
Q2 2025 Reduced 8.61%
$351B
$368,000 0.11% of portfolio
1,985
Q2 2025 Reduced 5.25%
$232B
$361,000 0.11% of portfolio
1,324
Q2 2025 Added 4.33%
$201B
$360,000 0.11% of portfolio
458
Q1 2025 Added 0.66%
$17.8B
$328,000 0.1% of portfolio
1,500
Q1 2023 New
$545B
$318,000 0.1% of portfolio
238
Q2 2025 Reduced 5.93%
$113B
$309,000 0.1% of portfolio
668
Q2 2025 Reduced 1.91%
$2.11B
$288,000 0.09% of portfolio
2,200
Q4 2024 New
$182B
$303,000 0.09% of portfolio
7,004
Q2 2025 Added 28.84%
$608B
$289,000 0.09% of portfolio
372
Q2 2025 Reduced 2.62%
$83.2B
$286,000 0.09% of portfolio
1,348
Q2 2025 New
$306B
$272,000 0.08% of portfolio
1,057
Q2 2025 New
$254B
$267,000 0.08% of portfolio
378
Q1 2025 Added 5.88%
$1.24T
$256,000 0.08% of portfolio
1,448
Q2 2025 Reduced 4.49%
$245B
$243,000 0.08% of portfolio
782
Q2 2025 Added 33.9%
$282B
$269,000 0.08% of portfolio
1,898
Q2 2025 New
$19.7B
$254,000 0.08% of portfolio
1,537
Q2 2025 Reduced 6.05%

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
Track This Portfolio

Track Kfa Private Wealth Group, LLC Portfolio

Follow Kfa Private Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kfa Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfa Private Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email