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