KFA Private Wealth Group, LLC
All 13F Filings
- Location
- Tysons, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 415,235
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 127.2 K | 30.6% | 12.78 K | 0 | 12.78 K |
| ETFs | 288.1 K | 69.4% | 0 | 13.48 K | -13.48 K |
| Debt | 0 | 0.0% | 0 | 694 | -694 |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
415,235
Holdings
150
QoQ value change ($000)
-1,399
(-0.3%)
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.