Kfa Private Wealth Group, LLC Portfolio Holdings

Kfa Private Wealth Group, LLC

  • $347 Million
  • Q3 2025

Kfa Private Wealth Group, LLC has filed its 13F form on October 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $347 Million distributed in 137 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 $64.6M, Fidelity Covington Tr Blue Chi with a value of $47.9M, Fidelity Merrimack Str Tr Tota with a value of $15.9M, Ishares Core S&P Mid Cap ETF with a value of $12.9M, and Ishares Tr with a value of $11.4M.

Examining the 13F form we can see an increase of $25.1M in the current position value, from $322M to 347M.

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

Portfolio value $347 Million
ETFs: $300 Million
Technology: $16.4 Million
Financial Services: $6.25 Million
Industrials: $5.79 Million
Consumer Cyclical: $5.27 Million
Consumer Defensive: $3.53 Million
Communication Services: $3.18 Million
Healthcare: $3.14 Million
Other: $3.03 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.22T
$4.88 Million 1.41% of portfolio
19,161
Q3 2025 Reduced 3.51%
$451B
$3.48 Million 1.0% of portfolio
18,667
Q3 2025 Added 2.72%
$3.86T
$2.92 Million 0.84% of portfolio
5,643
Q3 2025 Reduced 6.94%
$2.26T
$2.12 Million 0.61% of portfolio
9,633
Q3 2025 Reduced 5.07%
$226B
$1.49 Million 0.43% of portfolio
4,900
Q3 2025 Added 0.25%
$470B
$1.37 Million 0.4% of portfolio
12,174
Q3 2025 Added 0.64%
$288B
$1.24 Million 0.36% of portfolio
12,003
Q3 2025 Reduced 3.85%
$1.5T
$1.16 Million 0.33% of portfolio
4,758
Q3 2025 Reduced 4.82%
$871B
$1.09 Million 0.31% of portfolio
3,444
Q3 2025 Added 11.17%
$253B
$1.05 Million 0.3% of portfolio
3,733
Q3 2025 Reduced 2.56%
$277B
$918,000 0.26% of portfolio
1,924
Q3 2025 Reduced 10.72%
$502B
$895,000 0.26% of portfolio
4,829
Q3 2025 Reduced 4.79%
$646B
$818,000 0.24% of portfolio
1,628
Q3 2025 Reduced 2.16%
$415B
$666,000 0.19% of portfolio
720
Q3 2025 Added 9.26%
$359B
$623,000 0.18% of portfolio
4,061
Q3 2025 Reduced 0.42%
$400B
$598,000 0.17% of portfolio
1,478
Q3 2025 Reduced 2.25%
$1.65T
$599,000 0.17% of portfolio
817
Q3 2025 Added 0.49%
$265B
$527,000 0.15% of portfolio
1,589
Q1 2025 Added 0.32%
$568B
$473,000 0.14% of portfolio
1,388
Q2 2025 Reduced 0.07%
$1.4T
$466,000 0.13% of portfolio
1,049
Q3 2025 Reduced 2.15%
$211B
$415,000 0.12% of portfolio
2,956
Q3 2025 Added 0.03%
$290B
$404,000 0.12% of portfolio
5,910
Q3 2025 Reduced 3.78%
$409B
$413,000 0.12% of portfolio
1,784
Q3 2025 Reduced 10.13%
$342B
$330,000 0.1% of portfolio
958
Q3 2025 Added 22.51%
$384B
$306,000 0.09% of portfolio
1,893
Q3 2025 Reduced 0.26%
$1.53T
$317,000 0.09% of portfolio
1,305
Q3 2025 Reduced 9.88%
$259B
$301,000 0.09% of portfolio
379
Q3 2025 Added 0.26%
$263B
$313,000 0.09% of portfolio
1,324
Q2 2025 Added 4.33%
$552B
$285,000 0.08% of portfolio
238
Q2 2025 Reduced 5.93%
$760B
$285,000 0.08% of portfolio
374
Q3 2025 Added 0.54%
$335B
$294,000 0.08% of portfolio
980
Q3 2025 Reduced 7.28%
$254B
$270,000 0.08% of portfolio
1,616
Q3 2025 Added 0.19%
$413B
$247,000 0.07% of portfolio
4,800
Q3 2025 Added 0.48%
$222B
$242,000 0.07% of portfolio
2,885
Q3 2025 Added 7.57%
$546B
$246,000 0.07% of portfolio
434
Q3 2025 New
$742B
$208,000 0.06% of portfolio
743
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $347 Million
  • Prior Value $322 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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