KFA Private Wealth Group, LLC

All 13F Filings

Location
Tysons, VA
Most recent 13F
Q3 2026
Holdings value ($000)
425,223
Description
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Website
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Founded
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Chairman
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CEO
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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
Q3 2026 10/7/2026 157 425,223 13F-HR KFA Private Wealth Group, LLC
Q2 2026 7/28/2026 150 415,235 13F-HR KFA Private Wealth Group, LLC
Q1 2026 4/20/2026 160 416,634 13F-HR KFA Private Wealth Group, LLC
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 131.6 K 30.9% 4.389 K 0 4.389 K
ETFs 292.7 K 68.8% 4.609 K 0 4.609 K
Debt 991 0.2% 991 0 991
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Fund Snapshot

Q3 2026
Latest filed
10/7/2026
Total value ($000)
425,223
Holdings
157
QoQ value change ($000)
9,988 (2.4%)
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.