KFA Private Wealth Group

Tysons, VAfiles as KFA Private Wealth Group, LLC

$415m in 150 US stocks at the end of 30 June 2026. The top 10 are 59.5% of the money. It changed about 9.8% of the portfolio this quarter.

Value

$415m

Stocks

150

Top 10 share

59.5%

Turnover

9.8%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TRIVE
0.2% of the fund
Honeywell InternationalHON
<0.1% of the fund
Honeywell AerospaceHONA
<0.1% of the fund
Micron TechnologyMU
<0.1% of the fund
AmgenAMGN
<0.1% of the fund
HumanaHUM
<0.1% of the fund
Iridium CommunicationsIRDM
<0.1% of the fund
Ishares TRIGIB
<0.1% of the fund
CelesticaCLS
<0.1% of the fund
Invesco Exch Traded FD TR IIQQMG
<0.1% of the fund
Ishares TRIEF
<0.1% of the fund
TD SynnexSNX
<0.1% of the fund
T Rowe Price Exchange-TradedTCHP
<0.1% of the fund
Ishares TRIWD
<0.1% of the fund
IsharesEWJ
<0.1% of the fund
3MMMM
<0.1% of the fund
United RentalsURI
<0.1% of the fund

Added

Bought more of a stock they already held.

Fidelity Merrimack STR TRFBND
5.2% of the fund
+7%
Vanguard Index FDSVO
2.5% of the fund
+3%
Ishares TRISTB
2.2% of the fund
+19%
Ishares TRSHY
2.2% of the fund
+14%
Vaneck ETF TrustFLTR
1.4% of the fund
+14%
Pgim ETF TRPHYL
1.2% of the fund
+2%
Fidelity Comwlth TRONEQ
1.1% of the fund
+2%
Vanguard Index FDSVTI
0.7% of the fund
+9%
Fidelity Covington TrustFENI
0.7% of the fund
+11%
Ishares TRSUB
0.6% of the fund
+12%
MicrosoftMSFT
0.6% of the fund
+12%
Vanguard Star FDSVXUS
0.6% of the fund
+6%
Invesco QQQ TRQQQ
0.6% of the fund
+108%
Vanguard BD Index FDSBND
0.5% of the fund
+35%
BNY Mellon ETF Trust IIBKDV
0.4% of the fund
+53%
Ishares TRIVW
0.3% of the fund
+10%
Vanguard Tax-Managed FDSVEA
0.3% of the fund
+7%
Ishares TRHDV
0.3% of the fund
+28%
Ishares TRIWM
0.3% of the fund
+146%
BroadcomAVGO
0.2% of the fund
+4%
Ishares TRIEFA
0.2% of the fund
+22%
Ishares TRDSI
0.1% of the fund
+16%
Ishares TRIUSG
0.1% of the fund
+36%
Lockheed MartinLMT
0.1% of the fund
+51%
Vanguard Index FDSVV
0.1% of the fund
+16%

Cut

Sold some of their stake.

Ishares TRIVV
16.7% of the fund
-18%
Ishares TRSHV
4.0% of the fund
-5%
Ishares TRITOT
3.3% of the fund
-12%
Vanguard Index FDSVTV
2.9% of the fund
-9%
Ishares TRIJH
2.8% of the fund
-28%
Ishares TRIJR
2.4% of the fund
-27%
Select Sector Spdr TRXLK
1.6% of the fund
-46%
State STR Spdr S&P 500 ETF TSPY
1.6% of the fund
-25%
Ishares TRIXUS
1.5% of the fund
-46%
AppleAAPL
1.3% of the fund
-13%
Vanguard Index FDSVB
1.2% of the fund
-14%
Ishares TRAGG
0.9% of the fund
-53%
NvidiaNVDA
0.8% of the fund
-17%
Ishares TRIUSB
0.7% of the fund
-16%
Amazon.comAMZN
0.5% of the fund
-18%
Ishares TREFA
0.5% of the fund
-10%
AlphabetGOOGL
0.4% of the fund
-7%
ExxonMobil HoldingsXOM
0.4% of the fund
-7%
WalmartWMT
0.3% of the fund
-7%
CaterpillarCAT
0.3% of the fund
-39%
Ishares TREEM
0.3% of the fund
-43%
McDonald'sMCD
0.2% of the fund
-25%
JPMorgan ChaseJPM
0.2% of the fund
-21%
Automatic Data ProcessingADP
0.2% of the fund
-4%
Johnson & JohnsonJNJ
0.2% of the fund
-33%

Sold out

Sold their entire stake.

Honeywell InternationalHON
-100%
Ishares TRISCB
-100%
Ishares TRFLOT
-100%
J P Morgan Exchange Traded FJEPI
-100%
Ishares TRIWR
-100%
Pimco ETF TRSTPZ
-100%
AmetekAME
-100%
Vaneck ETF TrustGDX
-100%
J P Morgan Exchange Traded FJEPQ
-100%
Vanguard Index FDSVXF
-100%
Ishares TRIWC
-100%
Ishares TRINDY
-100%
Select Sector Spdr TRXLI
-100%
NetflixNFLX
-100%
First SolarFSLR
-100%
Ishares TRIWV
-100%
ChevronCVX
-100%
Universal Health ServicesUHS
-100%
SalesforceCRM
-100%
Verizon CommunicationsVZ
-100%
Ishares TRIYR
-100%
Vanguard Intl Equity Index FVEU
-100%
Ishares TRIWF
-100%
ConocoPhillipsCOP
-100%
Vanguard Intl Equity Index FVWO
-100%

Holdings

Ishares TRIVV
Share
16.7%
Value
$69m
Shares
92,756
-18%
Fidelity Covington TrustFBCG
Share
15.8%
Value
$65m
Shares
1,054,517
Held
Fidelity Merrimack STR TRFBND
Share
5.2%
Value
$22m
Shares
476,256
+7%
Ishares TRSHV
Share
4.0%
Value
$17m
Shares
150,488
-5%
IsharesIEMG
Share
3.9%
Value
$16m
Shares
195,486
Held
Ishares TRITOT
Share
3.3%
Value
$14m
Shares
82,750
-12%
Vanguard Index FDSVTV
Share
2.9%
Value
$12m
Shares
55,015
-9%
Ishares TRIJH
Share
2.8%
Value
$12m
Shares
153,357
-28%
Vanguard Index FDSVO
Share
2.5%
Value
$10m
Shares
127,446
+3%
Ishares TRIJR
Share
2.4%
Value
$10m
Shares
66,619
-27%
Ishares TRISTB
Share
2.2%
Value
$9m
Shares
191,066
+19%
Ishares TRSHY
Share
2.2%
Value
$9m
Shares
110,642
+14%
Select Sector Spdr TRXLK
Share
1.6%
Value
$7m
Shares
35,256
-46%
State STR Spdr S&P 500 ETF TSPY
Share
1.6%
Value
$7m
Shares
8,862
-25%
Ishares TRIXUS
Share
1.5%
Value
$6m
Shares
67,282
-46%
Vaneck ETF TrustFLTR
Share
1.4%
Value
$6m
Shares
220,459
+14%
AppleAAPL
Share
1.3%
Value
$5m
Shares
17,976
-13%
Pgim ETF TRPHYL
Share
1.2%
Value
$5m
Shares
144,685
+2%
Vanguard Index FDSVB
Share
1.2%
Value
$5m
Shares
15,811
-14%
Fidelity Comwlth TRONEQ
Share
1.1%
Value
$5m
Shares
45,861
+2%
Vanguard Index FDSVUG
Share
1.0%
Value
$4m
Shares
48,633
Held
Ishares TRAGG
Share
0.9%
Value
$4m
Shares
38,468
-53%
Vanguard Index FDSVOO
Share
0.9%
Value
$4m
Shares
5,488
Held
NvidiaNVDA
Share
0.8%
Value
$3m
Shares
16,137
-17%
Vanguard Index FDSVTI
Share
0.7%
Value
$3m
Shares
8,355
+9%
Ishares TRIUSB
Share
0.7%
Value
$3m
Shares
66,258
-16%
Fidelity Covington TrustFENI
Share
0.7%
Value
$3m
Shares
71,085
+11%
Ishares TRSUB
Share
0.6%
Value
$3m
Shares
24,900
+12%
Altria GroupMO
Share
0.6%
Value
$3m
Shares
36,061
Held
MicrosoftMSFT
Share
0.6%
Value
$2m
Shares
6,572
+12%
Vanguard Star FDSVXUS
Share
0.6%
Value
$2m
Shares
28,326
+6%
Invesco QQQ TRQQQ
Share
0.6%
Value
$2m
Shares
3,169
+108%
Vanguard BD Index FDSBND
Share
0.5%
Value
$2m
Shares
28,354
+35%
Amazon.comAMZN
Share
0.5%
Value
$2m
Shares
8,564
-18%
Ishares TREFA
Share
0.5%
Value
$2m
Shares
18,800
-10%
Sherwin-WilliamsSHW
Share
0.4%
Value
$2m
Shares
4,804
Held
AlphabetGOOGL
Share
0.4%
Value
$2m
Shares
4,478
-7%
ExxonMobil HoldingsXOM
Share
0.4%
Value
$2m
Shares
11,145
-7%
Mondelez InternationalMDLZ
Share
0.4%
Value
$1m
Shares
25,451
Held
BNY Mellon ETF Trust IIBKDV
Share
0.4%
Value
$1m
Shares
43,780
+53%
Ishares TRIVW
Share
0.3%
Value
$1m
Shares
10,183
+10%
Vanguard Tax-Managed FDSVEA
Share
0.3%
Value
$1m
Shares
18,385
+7%
WalmartWMT
Share
0.3%
Value
$1m
Shares
11,291
-7%
Ishares TRHDV
Share
0.3%
Value
$1m
Shares
44,146
+28%
Ishares TRIWM
Share
0.3%
Value
$1m
Shares
3,899
+146%
Advanced Micro DevicesAMD
Share
0.3%
Value
$1m
Shares
1,931
Held
CaterpillarCAT
Share
0.3%
Value
$1m
Shares
1,032
-39%
Ishares TREEM
Share
0.3%
Value
$1m
Shares
15,225
-43%
Philip Morris InternationalPM
Share
0.2%
Value
$1m
Shares
5,644
Held
McDonald'sMCD
Share
0.2%
Value
$990,575
Shares
3,664
-25%
JPMorgan ChaseJPM
Share
0.2%
Value
$919,687
Shares
2,809
-21%
Automatic Data ProcessingADP
Share
0.2%
Value
$906,102
Shares
4,046
-4%
Johnson & JohnsonJNJ
Share
0.2%
Value
$841,609
Shares
3,313
-33%
Select Sector Spdr TRXLV
Share
0.2%
Value
$828,799
Shares
5,223
-21%
Proshares TRNOBL
Share
0.2%
Value
$820,646
Shares
14,612
Held
Ishares TRIVE
Share
0.2%
Value
$813,870
Shares
3,584
New
J P Morgan Exchange Traded FBBUS
Share
0.2%
Value
$805,626
Shares
5,980
Held
BroadcomAVGO
Share
0.2%
Value
$801,072
Shares
2,120
+4%
Vanguard Whitehall FDSVYM
Share
0.2%
Value
$758,854
Shares
4,801
-52%
Marriott InternationalMAR
Share
0.2%
Value
$728,209
Shares
1,965
Held
Select Sector Spdr TRXLF
Share
0.2%
Value
$711,838
Shares
13,278
-63%
International Business MachinesIBM
Share
0.2%
Value
$695,588
Shares
2,473
-36%
Berkshire HathawayBRK-B
Share
0.2%
Value
$691,795
Shares
1,382
-25%
Cisco SystemsCSCO
Share
0.2%
Value
$674,512
Shares
5,742
-4%
CGIGIB
Share
0.2%
Value
$667,097
Shares
10,331
-9%
Spdr Series TrustJNK
Share
0.2%
Value
$666,466
Shares
6,915
Held
Ishares TRIEFA
Share
0.2%
Value
$649,350
Shares
6,723
+22%
Lam ResearchLRCX
Share
0.2%
Value
$628,860
Shares
1,451
-9%
Invesco Exchange Traded FD TRSP
Share
0.1%
Value
$616,433
Shares
2,897
-11%
Norfolk SouthernNSC
Share
0.1%
Value
$611,274
Shares
1,943
Held
DoverDOV
Share
0.1%
Value
$565,061
Shares
2,519
Held
Ishares TRDSI
Share
0.1%
Value
$559,571
Shares
3,929
+16%
Eli LillyLLY
Share
0.1%
Value
$542,495
Shares
452
-6%
CitigroupC
Share
0.1%
Value
$541,129
Shares
3,866
Held
West Pharmaceutical ServicesWST
Share
0.1%
Value
$538,500
Shares
1,500
Held
American ExpressAXP
Share
0.1%
Value
$532,406
Shares
1,574
Held
Ishares TRIUSG
Share
0.1%
Value
$532,002
Shares
2,828
+36%
Coca-ColaKO
Share
0.1%
Value
$526,670
Shares
6,480
-27%
Costco WholesaleCOST
Share
0.1%
Value
$512,145
Shares
547
-28%
Calamos Convertible Opportunities & Income FundCHI
Share
0.1%
Value
$499,551
Shares
37,169
-62%
Lockheed MartinLMT
Share
0.1%
Value
$498,358
Shares
978
+51%
CorningGLW
Share
0.1%
Value
$492,685
Shares
1,928
Held
Home DepotHD
Share
0.1%
Value
$487,991
Shares
1,383
-6%
Vanguard Index FDSVV
Share
0.1%
Value
$485,945
Shares
1,413
+16%
Ishares TRIWX
Share
0.1%
Value
$479,530
Shares
4,560
-11%
American Centy ETF TRAVDE
Share
0.1%
Value
$477,309
Shares
5,351
Held
TeslaTSLA
Share
0.1%
Value
$474,090
Shares
1,127
+6%
AlphabetGOOG
Share
0.1%
Value
$473,365
Shares
1,339
-24%
Spdr Gold TRGLD
Share
0.1%
Value
$441,923
Shares
1,199
-66%
AbbVieABBV
Share
0.1%
Value
$437,957
Shares
1,740
-9%
Ishares TRMUB
Share
0.1%
Value
$427,765
Shares
3,974
+23%
Invesco Exch Traded FD TR IIPZA
Share
0.1%
Value
$420,984
Shares
17,899
-7%
Select Sector Spdr TRXLE
Share
0.1%
Value
$418,505
Shares
7,879
-44%
VisaV
Share
0.1%
Value
$415,525
Shares
1,211
-43%
Ishares TRSCZ
Share
<0.1%
Value
$415,000
Shares
5,044
+24%
PepsiCoPEP
Share
<0.1%
Value
$412,241
Shares
3,044
+2%
Invesco Exch Traded FD TR IIPXF
Share
<0.1%
Value
$398,781
Shares
5,272
Held
YUM BrandsYUM
Share
<0.1%
Value
$391,954
Shares
2,451
Held
Capital One FinancialCOF
Share
<0.1%
Value
$390,623
Shares
1,947
-7%
Ishares TRDGRO
Share
<0.1%
Value
$381,613
Shares
5,035
Held

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	16.7%	$69m	92,756	-18%
Fidelity Covington TrustFBCG	15.8%	$65m	1,054,517	Held
Fidelity Merrimack STR TRFBND	5.2%	$22m	476,256	+7%
Ishares TRSHV	4.0%	$17m	150,488	-5%
IsharesIEMG	3.9%	$16m	195,486	Held
Ishares TRITOT	3.3%	$14m	82,750	-12%
Vanguard Index FDSVTV	2.9%	$12m	55,015	-9%
Ishares TRIJH	2.8%	$12m	153,357	-28%
Vanguard Index FDSVO	2.5%	$10m	127,446	+3%
Ishares TRIJR	2.4%	$10m	66,619	-27%
Ishares TRISTB	2.2%	$9m	191,066	+19%
Ishares TRSHY	2.2%	$9m	110,642	+14%
Select Sector Spdr TRXLK	1.6%	$7m	35,256	-46%
State STR Spdr S&P 500 ETF TSPY	1.6%	$7m	8,862	-25%
Ishares TRIXUS	1.5%	$6m	67,282	-46%
Vaneck ETF TrustFLTR	1.4%	$6m	220,459	+14%
AppleAAPL	1.3%	$5m	17,976	-13%
Pgim ETF TRPHYL	1.2%	$5m	144,685	+2%
Vanguard Index FDSVB	1.2%	$5m	15,811	-14%
Fidelity Comwlth TRONEQ	1.1%	$5m	45,861	+2%
Vanguard Index FDSVUG	1.0%	$4m	48,633	Held
Ishares TRAGG	0.9%	$4m	38,468	-53%
Vanguard Index FDSVOO	0.9%	$4m	5,488	Held
NvidiaNVDA	0.8%	$3m	16,137	-17%
Vanguard Index FDSVTI	0.7%	$3m	8,355	+9%
Ishares TRIUSB	0.7%	$3m	66,258	-16%
Fidelity Covington TrustFENI	0.7%	$3m	71,085	+11%
Ishares TRSUB	0.6%	$3m	24,900	+12%
Altria GroupMO	0.6%	$3m	36,061	Held
MicrosoftMSFT	0.6%	$2m	6,572	+12%
Vanguard Star FDSVXUS	0.6%	$2m	28,326	+6%
Invesco QQQ TRQQQ	0.6%	$2m	3,169	+108%
Vanguard BD Index FDSBND	0.5%	$2m	28,354	+35%
Amazon.comAMZN	0.5%	$2m	8,564	-18%
Ishares TREFA	0.5%	$2m	18,800	-10%
Sherwin-WilliamsSHW	0.4%	$2m	4,804	Held
AlphabetGOOGL	0.4%	$2m	4,478	-7%
ExxonMobil HoldingsXOM	0.4%	$2m	11,145	-7%
Mondelez InternationalMDLZ	0.4%	$1m	25,451	Held
BNY Mellon ETF Trust IIBKDV	0.4%	$1m	43,780	+53%
Ishares TRIVW	0.3%	$1m	10,183	+10%
Vanguard Tax-Managed FDSVEA	0.3%	$1m	18,385	+7%
WalmartWMT	0.3%	$1m	11,291	-7%
Ishares TRHDV	0.3%	$1m	44,146	+28%
Ishares TRIWM	0.3%	$1m	3,899	+146%
Advanced Micro DevicesAMD	0.3%	$1m	1,931	Held
CaterpillarCAT	0.3%	$1m	1,032	-39%
Ishares TREEM	0.3%	$1m	15,225	-43%
Philip Morris InternationalPM	0.2%	$1m	5,644	Held
McDonald'sMCD	0.2%	$990,575	3,664	-25%
JPMorgan ChaseJPM	0.2%	$919,687	2,809	-21%
Automatic Data ProcessingADP	0.2%	$906,102	4,046	-4%
Johnson & JohnsonJNJ	0.2%	$841,609	3,313	-33%
Select Sector Spdr TRXLV	0.2%	$828,799	5,223	-21%
Proshares TRNOBL	0.2%	$820,646	14,612	Held
Ishares TRIVE	0.2%	$813,870	3,584	New
J P Morgan Exchange Traded FBBUS	0.2%	$805,626	5,980	Held
BroadcomAVGO	0.2%	$801,072	2,120	+4%
Vanguard Whitehall FDSVYM	0.2%	$758,854	4,801	-52%
Marriott InternationalMAR	0.2%	$728,209	1,965	Held
Select Sector Spdr TRXLF	0.2%	$711,838	13,278	-63%
International Business MachinesIBM	0.2%	$695,588	2,473	-36%
Berkshire HathawayBRK-B	0.2%	$691,795	1,382	-25%
Cisco SystemsCSCO	0.2%	$674,512	5,742	-4%
CGIGIB	0.2%	$667,097	10,331	-9%
Spdr Series TrustJNK	0.2%	$666,466	6,915	Held
Ishares TRIEFA	0.2%	$649,350	6,723	+22%
Lam ResearchLRCX	0.2%	$628,860	1,451	-9%
Invesco Exchange Traded FD TRSP	0.1%	$616,433	2,897	-11%
Norfolk SouthernNSC	0.1%	$611,274	1,943	Held
DoverDOV	0.1%	$565,061	2,519	Held
Ishares TRDSI	0.1%	$559,571	3,929	+16%
Eli LillyLLY	0.1%	$542,495	452	-6%
CitigroupC	0.1%	$541,129	3,866	Held
West Pharmaceutical ServicesWST	0.1%	$538,500	1,500	Held
American ExpressAXP	0.1%	$532,406	1,574	Held
Ishares TRIUSG	0.1%	$532,002	2,828	+36%
Coca-ColaKO	0.1%	$526,670	6,480	-27%
Costco WholesaleCOST	0.1%	$512,145	547	-28%
Calamos Convertible Opportunities & Income FundCHI	0.1%	$499,551	37,169	-62%
Lockheed MartinLMT	0.1%	$498,358	978	+51%
CorningGLW	0.1%	$492,685	1,928	Held
Home DepotHD	0.1%	$487,991	1,383	-6%
Vanguard Index FDSVV	0.1%	$485,945	1,413	+16%
Ishares TRIWX	0.1%	$479,530	4,560	-11%
American Centy ETF TRAVDE	0.1%	$477,309	5,351	Held
TeslaTSLA	0.1%	$474,090	1,127	+6%
AlphabetGOOG	0.1%	$473,365	1,339	-24%
Spdr Gold TRGLD	0.1%	$441,923	1,199	-66%
AbbVieABBV	0.1%	$437,957	1,740	-9%
Ishares TRMUB	0.1%	$427,765	3,974	+23%
Invesco Exch Traded FD TR IIPZA	0.1%	$420,984	17,899	-7%
Select Sector Spdr TRXLE	0.1%	$418,505	7,879	-44%
VisaV	0.1%	$415,525	1,211	-43%
Ishares TRSCZ	<0.1%	$415,000	5,044	+24%
PepsiCoPEP	<0.1%	$412,241	3,044	+2%
Invesco Exch Traded FD TR IIPXF	<0.1%	$398,781	5,272	Held
YUM BrandsYUM	<0.1%	$391,954	2,451	Held
Capital One FinancialCOF	<0.1%	$390,623	1,947	-7%
Ishares TRDGRO	<0.1%	$381,613	5,035	Held

Showing the largest 100 of 150.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 28.7% since 30 June 2025.

Where the money is

Technology3.9%

Everyday goods2.0%

Industrials1.8%

Retail & consumer1.2%

Financial services1.2%

Health care0.9%

Media & telecom0.7%

Energy0.4%

Materials0.4%

Other87.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.