KFA Private Wealth Group, LLC

Q1 2026 13F-HR Holdings

Location
Tysons, VA
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
160
Total value ($000)
$416,634
Net value change ($000)
+5,474 (1.3%)
New positions
17
Sold out positions
8
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
PHYL 4,891 NEW
ONEQ 2,476 186.4%
FENI 2,373 NEW
FBND 1,329 7.0%
IXUS 1,013 10.4%
BND 848 121.5%
XOM 522 34.4%
IJR 504 4.6%
STPZ 464 NEW
TMFC 430 NEW
Top Reduces (Value $000, Stocks/ETFs)
JNK -4,664 -87.4%
IVV -2,572 -3.4%
MSFT -1,457 -40.2%
AAPL -1,101 -17.4%
FBCG -946 -1.8%
XLK -741 -7.8%
SPY -539 -6.5%
ITOT -520 -3.7%
PFE -405 -100.0%
INTU -306 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type