KFA Private Wealth Group, LLC

Q2 2026 13F-HR Holdings

Location
Tysons, VA
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
150
Total value ($000)
$415,235
Net value change ($000)
-1,399 (-0.3%)
New positions
17
Sold out positions
27
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 12,851 24.4%
IEMG 2,739 20.4%
QQQ 1,453 164.9%
ISTB 1,443 18.6%
VO 1,365 15.3%
FBND 1,330 6.5%
SHY 1,038 12.9%
ONEQ 930 24.4%
IVE 814 NEW
IWM 778 197.5%
Top Reduces (Value $000, Stocks/ETFs)
IVV -4,411 -6.0%
AGG -4,369 -53.4%
IXUS -4,307 -40.1%
IJH -2,471 -17.3%
XLK -1,994 -22.9%
IJR -1,502 -13.2%
SPY -1,085 -14.1%
XLF -1,073 -60.1%
GLD -1,072 -70.8%
SHV -882 -5.0%
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.
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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