StockDriftsStockDriftsTop 50 KFA Private Wealth Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.73% | 92.8K | $69.5M | -17.98%(-20.34K) | $462.73(+68.33%) | 2026-06-30 | |
| FBCG | FIDELITY COVINGTON TRUST | 15.77% | 1.05M | $65.5M | +0.39%(+4.14K) | $43.56(+44.90%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 5.22% | 476.3K | $21.7M | +6.84%(+30.51K) | $45.64(-1.68%) | 2026-06-30 | |
| SHV | ISHARES TR | 4% | 150.5K | $16.6M | -5.00%(-7.93K) | $110.42(-0.16%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.9% | 195.5K | $16.2M | +1.34%(+2.58K) | $56.63(+45.90%) | 2026-06-30 | |
| ITOT | ISHARES TR | 3.27% | 82.8K | $13.6M | -12.07%(-11.36K) | $101.57(+67.20%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.89% | 55.0K | $12.0M | -8.53%(-5.13K) | $144.71(+57.22%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.85% | 153.4K | $11.8M | -27.56%(-58.34K) | $54.39(+44.42%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 2.47% | 127.4K | $10.3M | +2.77%(+3.44K) | $55.35(+52.35%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.38% | 66.6K | $9.9M | -27.24%(-24.94K) | $100.51(+49.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.83% | +47.48% | +7.19% | +41.48% |
| Top 20 Holdings Unweighted | +13.01% | +44.34% | +6.71% | +38.34% |
KFA Private Wealth Group, LLC reports $415.23M in US-listed equity holdings across 150 positions in its most recent 13F filing. Its largest disclosed positions are IVV (16.7%), FBCG (15.8%) and FBND (5.2%). The top 20 holdings account for 74.77% of reported assets. Its disclosed equity book has returned +47.48% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from KFA Private Wealth Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1800556). View KFA Private Wealth Group, LLC’s 13F filings on SEC