KFA Private Wealth Group, LLC

Q3 2026 13F-HR Holdings

Location
Tysons, VA
Holdings as of
9/30/2026
Date filed
10/7/2026
Form type
13F-HR
Num holdings
157
Total value ($000)
$425,223
Net value change ($000)
+9,988 (2.4%)
New positions
12
Sold out positions
6
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VOO 3,258 86.4%
EXXONMOBIL HOLDINGS CORP 1,777 NEW
FBCG 1,526 2.3%
IVV 1,357 2.0%
AAPL 1,024 19.7%
MSFT 956 39.0%
ISTB 934 10.1%
VO 735 7.2%
FBND 461 2.1%
VGT 357 NEW
Top Reduces (Value $000, Stocks/ETFs)
SHY -1,632 -18.0%
XOM -1,524 -100.0%
IJR -1,065 -10.8%
IJH -790 -6.7%
AGG -421 -11.1%
VTV -352 -2.9%
FLTR -341 -6.0%
CAT -317 -28.8%
LRCX -260 -41.3%
IGIB -256 -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.
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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