Universe · entity
KFA Private Wealth Group, LLC
Institutional manager (13F) · CIK 1800556
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $368M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $74M | 113,095 |
| 2 | FIDELITY COVINGTON TRUST | $53M | 1,050,372 |
| 3 | FIDELITY MERRIMACK STR TR | $20M | 445,748 |
| 4 | ISHARES TR | $17M | 158,415 |
| 5 | ISHARES TR | $14M | 211,698 |
| 6 | ISHARES INC | $13M | 192,909 |
| 7 | ISHARES TR | $13M | 94,111 |
| 8 | VANGUARD INDEX FDS | $12M | 60,147 |
| 9 | ISHARES TR | $11M | 91,560 |
| 10 | ISHARES TR | $11M | 123,818 |
| 11 | VANGUARD INDEX FDS | $9M | 31,002 |
| 12 | SELECT SECTOR SPDR TR | $9M | 65,542 |
| 13 | ISHARES TR | $8M | 82,375 |
| 14 | ISHARES TR | $8M | 97,461 |
| 15 | ISHARES TR | $8M | 160,458 |
| 16 | STATE STR SPDR S&P 500 ETF T | $8M | 11,844 |
| 17 | APPLE INC | $5M | 20,625 |
| 18 | VANECK ETF TRUST | $5M | 193,780 |
| 19 | PGIM ETF TR | $5M | 141,233 |
| 20 | VANGUARD INDEX FDS | $5M | 18,388 |
| 21 | FIDELITY COMWLTH TR | $4M | 44,797 |
| 22 | ISHARES TR | $4M | 79,337 |
| 23 | VANGUARD INDEX FDS | $4M | 8,026 |
| 24 | NVIDIA CORPORATION | $3M | 19,456 |
| 25 | VANGUARD INDEX FDS | $3M | 5,579 |
| 26 | VANGUARD INDEX FDS | $2M | 7,643 |
| 27 | ALTRIA GROUP INC | $2M | 36,216 |
| 28 | ISHARES TR | $2M | 22,298 |
| 29 | FIDELITY COVINGTON TRUST | $2M | 63,800 |
| 30 | AMAZON COM INC | $2M | 10,478 |
| 31 | MICROSOFT CORP | $2M | 5,858 |
| 32 | VANGUARD STAR FDS | $2M | 26,819 |
| 33 | EXXON MOBIL CORP | $2M | 12,019 |
| 34 | ISHARES TR | $2M | 20,888 |
| 35 | SELECT SECTOR SPDR TR | $2M | 36,159 |
| 36 | VANGUARD BD INDEX FDS | $2M | 20,997 |
| 37 | SHERWIN WILLIAMS CO | $2M | 4,800 |
| 38 | ISHARES TR | $2M | 26,899 |
| 39 | MCDONALDS CORP | $2M | 4,890 |
| 40 | SPDR GOLD TR | $2M | 3,518 |
| 41 | WALMART INC | $2M | 12,100 |
| 42 | MONDELEZ INTL INC | $1M | 25,571 |
| 43 | VANGUARD WHITEHALL FDS | $1M | 9,937 |
| 44 | ALPHABET INC | $1M | 4,809 |
| 45 | JOHNSON & JOHNSON | $1M | 4,945 |
| 46 | CATERPILLAR INC | $1M | 1,686 |
| 47 | VANGUARD TAX-MANAGED FDS | $1M | 17,150 |
| 48 | ISHARES TR | $1M | 9,299 |
| 49 | CALAMOS CONV OPPORTUNITIES & | $1M | 97,732 |
| 50 | JPMORGAN CHASE & CO | $1M | 3,541 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.