KFA Private Wealth Group, LLC

All 13F Filings

Location
Tysons, VA
Most recent 13F
Q4 2025
Holdings value ($000)
411,160
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/7/2026 151 411,160 13F-HR KFA Private Wealth Group, LLC
Q3 2025 10/3/2025 137 350,099 13F-HR KFA Private Wealth Group, LLC
Q2 2025 7/24/2025 132 322,739 13F-HR KFA Private Wealth Group, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 231.5 K 56.3% 34.77 K 0 34.77 K
ETFs 167.8 K 40.8% 24.25 K 0 24.25 K
Debt 699 0.2% 0 3 -3
Other 11.22 K 2.7% 2.041 K 0 2.041 K
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Fund Snapshot

Q4 2025
Latest filed
1/7/2026
Total value ($000)
411,160
Holdings
151
QoQ value change ($000)
61,061 (17.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.