KFA Private Wealth Group, LLC

Q4 2025 13F-HR Holdings

Location
Tysons, VA
Holdings as of
12/31/2025
Date filed
1/7/2026
Form type
13F-HR
Num holdings
151
Total value ($000)
$411,160
Net value change ($000)
+61,061 (17.4%)
New positions
16
Sold out positions
2
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/3/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IVV 11,871 18.4%
SHV 5,993 52.5%
FBCG 5,646 11.8%
ITOT 4,161 42.6%
VTV 3,389 42.2%
FBND 3,119 19.6%
VO 2,322 34.1%
SHY 2,309 43.3%
MO 2,069 NEW
AAPL 1,457 29.9%
Top Reduces (Value $000, Stocks/ETFs)
FLTR -309 -5.9%
DVY -282 -100.0%
ORCL -209 -100.0%
AGG -161 -2.0%
ADP -146 -12.1%
META -111 -18.5%
JEPI -108 -16.5%
SHW -108 -6.5%
NSC -82 -12.8%
CHI -81 -7.5%
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