KFA Private Wealth Group, LLC

Q3 2025 13F-HR Holdings

Location
Tysons, VA
Holdings as of
9/30/2025
Date filed
10/3/2025
Form type
13F-HR
Num holdings
137
Total value ($000)
$350,099
Net value change ($000)
+27,360 (8.5%)
New positions
11
Sold out positions
5
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2025 Next filing: 1/7/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FBCG 7,015 17.1%
IVV 4,424 7.4%
FBND 2,506 18.7%
IEMG 2,404 25.1%
XLK 1,129 13.5%
IJH 1,083 9.2%
IXUS 858 10.3%
AAPL 805 19.8%
IJR 761 7.7%
ITOT 712 7.9%
Top Reduces (Value $000, Stocks/ETFs)
ISTB -632 -8.7%
PZA -488 -69.7%
SHYG -461 -100.0%
SCHG -365 -100.0%
SCHV -240 -100.0%
D -220 -100.0%
DIA -210 -100.0%
MUB -205 -37.7%
VTI -195 -8.3%
GIB -141 -10.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type