KFA Private Wealth Group, LLC

Registered adviser

CIK

1800556

Location

Tysons, VA

Portfolio Value

Small $404,431,414

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,324 / 8,818 ▼ 276 · as of Jun 2026

Top Industry

Semiconductors 11.2%

Period ended 28 days ago

Filed Oct 7, 2026 · 21d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 281678

Roster of Oct 1, 2026

Regulatory AUM

$829,950,586

Main clients

Individuals and high net worth (97% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$829,950,586	Individuals and high net worth (97%)
Apr 2025 to Mar 2026	$676,281,899	Individuals and high net worth (99%)
Apr 2024 to Mar 2025	$784,477,103	Individuals and high net worth (99%)
May 2023 to Mar 2024	$625,862,397	Individuals and high net worth (99%)
Apr 2023	$625,862,397	Individuals and high net worth (99%)
Apr 2022 to Mar 2023	$680,237,292	Individuals and high net worth (99%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 83.2% of the book (60%+)

Turnover

Low turnover

9.1% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 18.6 quarters (12+), a floor since 49.5% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 80.3%; sector active share 74.1% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

157 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

40.4%

−3.3 pts

Top 5

75.7%

−0.8 pts

Top 10

82.9%

−0.4 pts

HHI

2,095

Moderately concentrated−217

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	86.2%	$348,511,675	75
Technology	4.9%	$19,996,385	15
Consumer Defensive	2.0%	$8,221,846	9
Financial Services	1.5%	$6,217,543	16
Industrials	1.3%	$5,203,135	15
Consumer Cyclical	1.2%	$4,821,208	6
Healthcare	0.9%	$3,699,444	8
Communication Services	0.8%	$3,340,886	6
Energy	0.7%	$2,809,906	5
Basic Materials	0.4%	$1,553,312	1
Real Estate	0.0%	$56,074	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FBND	Fidelity Total Bond ETF	+34,731	510,987	$22,125,737
ISTB	iShares Core 1-5 Year USD Bond ETF	+23,816	214,882	$10,153,174
PHYL	PGIM Active High Yield Bond ETF	+13,514	158,199	$5,288,592
VO	VANGUARD MID-CAP INDEX FUND	+12,859	140,305	$11,002,718
CHI	Calamos Convertible Opportunities & Income Fund	+11,329	48,498	$554,332
IEMG	iShares Trust	+7,301	202,787	$0
FBCG	Fidelity Covington Trust	+5,791	1,060,308	$67,022,068
FENI	Fidelity Enhanced International ETF	+5,355	76,440	$3,050,720
BKDV	BNY Mellon Dynamic Value ETF	+5,322	49,102	$1,654,737
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+4,780	33,134	$2,324,350
VOO	VANGUARD 500 INDEX FUND	+4,538	10,026	$7,026,822
JMUB	JPMorgan Municipal ETF	+4,026	9,507	$452,343
ATRO	Astronics Corp	+3,968	7,665	$516,774
VEA	Vanguard FTSE Developed Markets ETF	+2,724	21,109	$1,490,506
SUB	iShares Short-Term National Muni Bond ETF	+2,407	27,307	$2,854,673
—		+1,410	5,970	$0
T	At&T Inc.	+1,408	18,989	$463,331
VB	Vanguard Index Funds	+1,305	17,116	$4,869,330
ITOT	iShares Core S&P Total U.S. Stock Market ETF	+1,091	83,841	$13,941,081
ONEQ	Fidelity Nasdaq Composite Index ETF	+1,015	46,876	$4,961,355
BBUS	JPMORGAN BETABUILDERS U.S. EQUITY ETF	+836	6,816	$937,745
AAPL	Apple Inc.	+719	18,695	$6,225,808
IXUS	iShares Core MSCI Total International Stock ETF	+682	67,964	$6,455,900
JPM	Jpmorgan Chase & Co	+548	3,357	$1,110,596
PG	PROCTER & GAMBLE Co	+502	2,782	$404,168
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SHY	iShares 1-3 Year Treasury Bond ETF	−18,860	91,782	$7,452,698
FLTR	VanEck IG Floating Rate ETF	−13,152	207,307	$5,304,986
PZA	Invesco National AMT-Free Municipal Bond ETF	−2,980	14,919	$319,117
AGG	iShares Core U.S. Aggregate Bond ETF	−2,645	35,823	$3,386,706
IUSB	iShares Core Universal USD Bond ETF	−1,887	64,371	$2,838,117
IJR	iShares Core S&P Small-Cap ETF	−1,823	64,796	$8,814,847
SHV	iShares 0-1 Year Treasury Bond ETF	−1,632	148,856	$16,421,793
VTV	VANGUARD VALUE INDEX FUND	−1,160	53,855	$11,636,988
MUB	iShares National Muni Bond ETF	−1,116	2,858	$288,943
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−674	34,582	$6,769,426
NVDA	Nvidia Corp	−607	15,530	$3,546,741
JNK	State Street(R) SPDR(R) Bloomberg High Yield Bond ETF	−374	6,541	$606,677
SCZ	iShares MSCI EAFE Small-Cap ETF	−353	4,691	$396,014
—		−350	43,796	$0
LRCX	Lam Research Corp	−329	1,122	$368,588
—		−311	14,301	$0
IVV	iShares Core S&P 500 ETF	−283	92,473	$70,820,447
AVDE	Avantis International Equity ETF	−260	5,091	$458,750
AMZN	Amazon Com Inc	−250	8,314	$2,071,433
XLF	State Street Corp	−237	13,041	$0
XOM	ExxonMobil Holdings Corp	−227	10,918	$1,776,904
GLD	Spdr Gold Trust	−227	972	$370,176
VV	VANGUARD LARGE-CAP INDEX FUND	−192	1,221	$429,608
IVE	iShares S&P 500 Value ETF	−145	3,439	$785,054
MO	Altria Group, Inc.	−127	35,934	$2,419,795
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	12,969	$990,831
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	2,842	$357,154
INTC	Intel Corp	2,796	$336,163
JEPI	JPMorgan Equity Premium Income ETF	4,451	$250,235
CVX	Chevron Corp	1,202	$245,460
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	4,225	$243,191
PNC	Pnc Financial Services Group, Inc.	1,035	$230,039
COP	Conocophillips	1,760	$220,264
VZ	Verizon Communications Inc	4,754	$218,065
BNDX	Vanguard Total International Bond ETF	4,494	$210,633
PSX	Phillips 66	810	$206,801
SACH	Sachem Capital Corp.	60,951	$56,074
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	4,812	$255,854
GEV	GE Vernova Inc.	203	$238,496
AZN	Astrazeneca PLC	1,212	$229,819
EWJ	iShares MSCI Japan ETF	2,266	$211,349
URI	United Rentals, Inc.	176	$199,388
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

157 tracked positions · $404,431,414 total · filing declares 157 positions · $425,223,199 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 157 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVV	iShares Core S&P 500 ETF	Reduced	92,473	-283	$70,820,447	+2.0%	17.51%
FBCG	Fidelity Covington Trust	Added	1,060,308	+5,791	$67,022,068	+2.3%	16.57%
FBND	Fidelity Total Bond ETF	Added	510,987	+34,731	$22,125,737	+2.1%	5.47%
SHV	iShares 0-1 Year Treasury Bond ETF	Reduced	148,856	-1,632	$16,421,793	−1.1%	4.06%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Added	83,841	+1,091	$13,941,081	+2.6%	3.45%
VTV	VANGUARD VALUE INDEX FUND	Reduced	53,855	-1,160	$11,636,988	−2.9%	2.88%
IJH	iShares Core S&P Mid-Cap ETF	Added	153,371	+14	$11,035,043	−6.7%	2.73%
VO	VANGUARD MID-CAP INDEX FUND	Added	140,305	+12,859	$11,002,718	+7.2%	2.72%
ISTB	iShares Core 1-5 Year USD Bond ETF	Added	214,882	+23,816	$10,153,174	+10.1%	2.51%
IJR	iShares Core S&P Small-Cap ETF	Reduced	64,796	-1,823	$8,814,847	−10.8%	2.18%
SHY	iShares 1-3 Year Treasury Bond ETF	Reduced	91,782	-18,860	$7,452,698	−18.0%	1.84%
VOO	VANGUARD 500 INDEX FUND	Added	10,026	+4,538	$7,026,822	+86.4%	1.74%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	34,582	-674	$6,769,426	+0.8%	1.67%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,828	-34	$6,732,497	+1.7%	1.66%
IXUS	iShares Core MSCI Total International Stock ETF	Added	67,964	+682	$6,455,900	+0.5%	1.60%
AAPL	Apple Inc. Technology	Added	18,695	+719	$6,225,808	+19.7%	1.54%
FLTR	VanEck IG Floating Rate ETF	Reduced	207,307	-13,152	$5,304,986	−6.0%	1.31%
PHYL	PGIM Active High Yield Bond ETF	Added	158,199	+13,514	$5,288,592	+4.8%	1.31%
ONEQ	Fidelity Nasdaq Composite Index ETF	Added	46,876	+1,015	$4,961,355	+4.8%	1.23%
VB	Vanguard Index Funds	Added	17,116	+1,305	$4,869,330	+1.6%	1.20%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	48,553	-80	$4,375,110	+4.4%	1.08%
NVDA	Nvidia Corp Technology	Reduced	15,530	-607	$3,546,741	+9.8%	0.88%
MSFT	Microsoft Corp Technology	Added	6,645	+73	$3,408,220	+39.0%	0.84%
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	35,823	-2,645	$3,386,706	−11.1%	0.84%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	8,571	+216	$3,207,611	+3.7%	0.79%
FENI	Fidelity Enhanced International ETF	Added	76,440	+5,355	$3,050,720	+6.9%	0.75%
SUB	iShares Short-Term National Muni Bond ETF	Added	27,307	+2,407	$2,854,673	+7.7%	0.71%
IUSB	iShares Core Universal USD Bond ETF	Reduced	64,371	-1,887	$2,838,117	−7.2%	0.70%
MO	Altria Group, Inc. Consumer Defensive	Reduced	35,934	-127	$2,419,795	−6.7%	0.60%
VXUS	Vanguard Total International Stock ETF	Added	28,336	+10	$2,407,426	−0.6%	0.60%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	33,134	+4,780	$2,324,350	+11.7%	0.57%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,115	-54	$2,304,383	−1.3%	0.57%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,314	-250	$2,071,433	+1.5%	0.51%
EFA	iShares MSCI EAFE ETF	Added	18,915	+115	$1,965,079	+0.6%	0.49%
XOM	ExxonMobil Holdings Corp Energy	Reduced	10,918	-227	$1,776,904	+16.6%	0.44%
BKDV	BNY Mellon Dynamic Value ETF	Added	49,102	+5,322	$1,654,737	+12.9%	0.41%
SHW	Sherwin Williams Co Basic Materials	Added	4,805	+1	$1,553,312	−6.1%	0.38%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,352	-126	$1,497,436	−6.4%	0.37%
VEA	Vanguard FTSE Developed Markets ETF	Added	21,109	+2,724	$1,490,506	+13.8%	0.37%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	25,452	+1	$1,471,634	−0.0%	0.36%
IVW	iShares S&P 500 Growth ETF	Held	10,183	0	$1,448,633	+3.4%	0.36%
WMT	Walmart Inc. Consumer Defensive	Added	11,516	+225	$1,196,742	−6.4%	0.30%
AMD	Advanced Micro Devices Inc Technology	Added	1,935	+4	$1,183,755	+5.5%	0.29%
IWM	iShares Russell 2000 ETF	Added	4,054	+155	$1,126,566	−3.8%	0.28%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,357	+548	$1,110,596	+20.8%	0.27%
PM	Philip Morris International Inc. Consumer Defensive	Added	5,647	+3	$1,077,560	+5.5%	0.27%
ADP	Automatic Data Processing Inc Technology	Held	4,046	0	$1,044,110	+15.2%	0.26%
EEM	iShares MSCI Emerging Markets ETF	Reduced	15,202	-23	$1,015,341	−2.5%	0.25%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	NEW	12,969	NEW	$990,831	NEW	0.24%
BBUS	JPMORGAN BETABUILDERS U.S. EQUITY ETF	Added	6,816	+836	$937,745	+16.4%	0.23%

Showing the top 50 of 157 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.