Universe · entity

KFA Private Wealth Group, LLC

Institutional manager (13F) · CIK 1800556
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $368M
#IssuerValueShares
1ISHARES TR$74M113,095
2FIDELITY COVINGTON TRUST$53M1,050,372
3FIDELITY MERRIMACK STR TR$20M445,748
4ISHARES TR$17M158,415
5ISHARES TR$14M211,698
6ISHARES INC$13M192,909
7ISHARES TR$13M94,111
8VANGUARD INDEX FDS$12M60,147
9ISHARES TR$11M91,560
10ISHARES TR$11M123,818
11VANGUARD INDEX FDS$9M31,002
12SELECT SECTOR SPDR TR$9M65,542
13ISHARES TR$8M82,375
14ISHARES TR$8M97,461
15ISHARES TR$8M160,458
16STATE STR SPDR S&P 500 ETF T$8M11,844
17APPLE INC$5M20,625
18VANECK ETF TRUST$5M193,780
19PGIM ETF TR$5M141,233
20VANGUARD INDEX FDS$5M18,388
21FIDELITY COMWLTH TR$4M44,797
22ISHARES TR$4M79,337
23VANGUARD INDEX FDS$4M8,026
24NVIDIA CORPORATION$3M19,456
25VANGUARD INDEX FDS$3M5,579
26VANGUARD INDEX FDS$2M7,643
27ALTRIA GROUP INC$2M36,216
28ISHARES TR$2M22,298
29FIDELITY COVINGTON TRUST$2M63,800
30AMAZON COM INC$2M10,478
31MICROSOFT CORP$2M5,858
32VANGUARD STAR FDS$2M26,819
33EXXON MOBIL CORP$2M12,019
34ISHARES TR$2M20,888
35SELECT SECTOR SPDR TR$2M36,159
36VANGUARD BD INDEX FDS$2M20,997
37SHERWIN WILLIAMS CO$2M4,800
38ISHARES TR$2M26,899
39MCDONALDS CORP$2M4,890
40SPDR GOLD TR$2M3,518
41WALMART INC$2M12,100
42MONDELEZ INTL INC$1M25,571
43VANGUARD WHITEHALL FDS$1M9,937
44ALPHABET INC$1M4,809
45JOHNSON & JOHNSON$1M4,945
46CATERPILLAR INC$1M1,686
47VANGUARD TAX-MANAGED FDS$1M17,150
48ISHARES TR$1M9,299
49CALAMOS CONV OPPORTUNITIES &$1M97,732
50JPMORGAN CHASE & CO$1M3,541
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.