KFA Private Wealth Group, LLC

CIK

1800556

Location

Tysons, VA

Portfolio Value

Micro $62,483,852

Diversification

Diversified

Filing Date

Global Rank

#6,674 / 8,517 ▼ 1223

Top Industry

Semiconductors 10.3%

3Y Alpha vs SPY

+20.6%

Period ended 47 days ago

Filed Jul 28, 2026 · 19d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+185.6%

SPY

+76.6%

Annualised alpha

+21.0%

Max drawdown

−23.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

79 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.6%

−30.8 pts

Top 5

32.2%

−25.9 pts

Top 10

46.8%

−19.7 pts

HHI

340

Diversified−1,485

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.3%	$17,672,379	14
Unclassified	15.5%	$9,704,035	4
Consumer Defensive	13.4%	$8,364,662	9
Industrials	9.7%	$6,080,466	17
Financial Services	9.1%	$5,662,247	13
Consumer Cyclical	8.2%	$5,113,355	6
Healthcare	6.1%	$3,834,138	9
Communication Services	4.2%	$2,607,502	4
Energy	2.9%	$1,790,955	2
Basic Materials	2.6%	$1,654,113	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	+1,642	3,169	$2,333,651
MSFT	Microsoft Corp	+714	6,572	$2,451,487
DSU	Blackrock Debt Strategies Fund, Inc.	+358	16,300	$158,110
LMT	Lockheed Martin Corp	+331	978	$498,251
AVGO	Broadcom Inc.	+90	2,120	$800,830
TSLA	Tesla, Inc.	+66	1,127	$474,016
PEP	Pepsico Inc	+62	3,044	$412,157
BNY	Bank of New York Mellon Corp	+6	1,953	$282,423
SHW	Sherwin Williams Co	+4	4,804	$1,654,113
VLO	Valero Energy Corp/Tx	+1	1,026	$267,211
FDX	Fedex Corp	+1	755	$236,413
NSC	Norfolk Southern Corp	+1	1,943	$611,248
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CHI	Calamos Convertible Opportunities & Income Fund	−60,563	37,169	$499,551
T	At&T Inc.	−3,541	17,581	$363,926
NVDA	Nvidia Corp	−3,319	16,137	$3,228,852
SPY	Spdr S&P 500 ETF Trust	−2,982	8,862	$6,617,875
AAPL	Apple Inc.	−2,649	17,976	$5,201,535
KO	Coca Cola Co	−2,409	6,480	$526,629
GLD	Spdr Gold Trust	−2,319	1,199	$441,687
HON	Honeywell International Inc	−2,148	1,420	$317,938
GOOGL	Alphabet Inc.	−2,094	4,478	$1,600,302
PG	PROCTER & GAMBLE Co	−2,041	2,280	$334,339
AMZN	Amazon Com Inc	−1,914	8,564	$2,041,143
JNJ	Johnson & Johnson	−1,632	3,313	$841,402
IBM	International Business Machines Corp	−1,393	2,473	$695,432
MCD	Mcdonalds Corp	−1,226	3,664	$990,415
GIB	Cgi Inc	−1,051	10,331	$667,072
V	Visa Inc.	−898	1,211	$415,481
XOM	ExxonMobil Holdings Corp	−874	11,145	$1,523,744
WMT	Walmart Inc.	−809	11,291	$1,278,818
JPM	Jpmorgan Chase & Co	−732	2,809	$919,469
BAC	Bank Of America Corp /De/	−694	4,941	$281,538
CAT	Caterpillar Inc	−654	1,032	$1,098,976
BRK-B	Berkshire Hathaway Inc	−468	1,382	$691,538
RTX	RTX Corp	−366	1,241	$235,454
AZN	Astrazeneca PLC	−340	1,212	$229,819
CSCO	Cisco Systems, Inc.	−269	5,742	$674,455
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	1,420	$313,536
MU	Micron Technology Inc	267	$308,195
AMGN	Amgen Inc	848	$307,077
HUM	Humana Inc	750	$297,915
IRDM	Iridium Communications Inc.	4,991	$273,756
CLS	Celestica Inc	692	$252,441
SNX	Td Synnex Corp	909	$243,012
MMM	3M Co	1,276	$206,597
URI	United Rentals, Inc.	176	$199,388
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
FBCG	Fidelity Blue Chip Growth ETF	1,050,372	$52,644,644
VB	Vanguard Morningstar Small-Cap ETF	18,388	$4,816,184
VXUS	Vanguard Total International Stock ETF	26,819	$2,068,013
VEA	Vanguard FTSE Developed Markets ETF	17,150	$1,098,972
VIG	Vanguard Dividend Appreciation ETF	2,660	$572,059
AME	Ametek Inc/	2,160	$463,017
VXF	Vanguard Extended Market ETF	1,853	$381,347
NFLX	Netflix Inc	3,571	$343,351
FSLR	First Solar, Inc.	1,487	$293,325
CVX	Chevron Corp	1,303	$269,590
UHS	Universal Health Services Inc	1,448	$259,148
CRM	Salesforce, Inc.	1,345	$251,071
VZ	Verizon Communications Inc	4,978	$249,895
VEU	Vanguard FTSE All-World Ex-US ETF	3,167	$237,841
COP	Conocophillips	1,761	$232,452
MA	Mastercard Inc	451	$225,346
REKR	Rekor Systems, Inc.	10,615	$8,704
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

79 tracked positions · $62,483,852 total · as of Jun 30, 2026

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

Showing 1–50 of 79 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	8,862	-2,982	$6,617,875	−14.1%	10.59%
AAPL	Apple Inc. Technology	Reduced	17,976	-2,649	$5,201,535	−0.6%	8.32%
NVDA	Nvidia Corp Technology	Reduced	16,137	-3,319	$3,228,852	−4.8%	5.17%
MO	Altria Group, Inc. Consumer Defensive	Reduced	36,061	-155	$2,594,588	+8.6%	4.15%
MSFT	Microsoft Corp Technology	Added	6,572	+714	$2,451,487	+13.1%	3.92%
QQQ	Invesco Qqq Trust, Series 1	Added	3,169	+1,642	$2,333,651	+164.8%	3.73%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,564	-1,914	$2,041,143	−6.5%	3.27%
SHW	Sherwin Williams Co Basic Materials	Added	4,804	+4	$1,654,113	+7.5%	2.65%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,478	-2,094	$1,600,302	−15.3%	2.56%
XOM	ExxonMobil Holdings Corp Energy	Reduced	11,145	-874	$1,523,744	−25.3%	2.44%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	25,451	-120	$1,472,085	−0.1%	2.36%
WMT	Walmart Inc. Consumer Defensive	Reduced	11,291	-809	$1,278,818	−15.0%	2.05%
AMD	Advanced Micro Devices Inc Technology	Held	1,931	0	$1,121,737	+185.6%	1.80%
CAT	Caterpillar Inc Industrials	Reduced	1,032	-654	$1,098,976	−8.0%	1.76%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	5,644	-34	$1,021,056	+8.8%	1.63%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	3,664	-1,226	$990,415	−34.8%	1.59%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,809	-732	$919,469	−11.7%	1.47%
ADP	Automatic Data Processing Inc Technology	Reduced	4,046	-159	$906,101	+6.1%	1.45%
JNJ	Johnson & Johnson Healthcare	Reduced	3,313	-1,632	$841,402	−30.4%	1.35%
AVGO	Broadcom Inc. Technology	Added	2,120	+90	$800,830	+27.5%	1.28%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	1,965	0	$728,209	+13.3%	1.17%
IBM	International Business Machines Corp Technology	Reduced	2,473	-1,393	$695,432	−25.8%	1.11%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,382	-468	$691,538	−22.0%	1.11%
CSCO	Cisco Systems, Inc. Technology	Reduced	5,742	-269	$674,455	+44.6%	1.08%
GIB	Cgi Inc Technology	Reduced	10,331	-1,051	$667,072	−19.8%	1.07%
LRCX	Lam Research Corp Technology	Reduced	1,451	-138	$628,761	+85.2%	1.01%
NSC	Norfolk Southern Corp Industrials	Added	1,943	+1	$611,248	+9.7%	0.98%
DOV	DOVER Corp Industrials	Held	2,519	0	$564,961	+7.6%	0.90%
LLY	ELI LILLY & Co Healthcare	Reduced	452	-27	$542,142	+23.1%	0.87%
C	Citigroup Inc Financial Services	Reduced	3,866	-8	$541,085	+23.2%	0.87%
WST	West Pharmaceutical Services Inc Healthcare	Held	1,500	0	$538,500	+43.2%	0.86%
AXP	American Express Co Financial Services	Reduced	1,574	-5	$532,405	+11.5%	0.85%
KO	Coca Cola Co Consumer Defensive	Reduced	6,480	-2,409	$526,629	−22.1%	0.84%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	547	-215	$511,702	−32.6%	0.82%
CHI	Calamos Convertible Opportunities & Income Fund Financial Services	Reduced	37,169	-60,563	$499,551	−52.4%	0.80%
LMT	Lockheed Martin Corp Industrials	Added	978	+331	$498,251	+27.4%	0.80%
GLW	Corning Inc /Ny Technology	Held	1,928	0	$492,469	+87.9%	0.79%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,383	-90	$487,756	+0.7%	0.78%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,127	+66	$474,016	+20.2%	0.76%
GLD	Spdr Gold Trust	Reduced	1,199	-2,319	$441,687	−70.8%	0.71%
ABBV	AbbVie Inc. Healthcare	Reduced	1,740	-167	$437,853	+5.6%	0.70%
V	Visa Inc. Financial Services	Reduced	1,211	-898	$415,481	−34.8%	0.66%
PEP	Pepsico Inc Consumer Defensive	Added	3,044	+62	$412,157	−11.0%	0.66%
YUM	Yum Brands Inc Consumer Cyclical	Held	2,451	0	$391,816	+2.8%	0.63%
COF	Capital One Financial Corp Financial Services	Reduced	1,947	-152	$390,607	+2.0%	0.63%
META	Meta Platforms, Inc. Communication Services	Reduced	656	-136	$369,518	−18.5%	0.59%
GS	Goldman Sachs Group Inc Financial Services	Reduced	365	-17	$369,150	+14.2%	0.59%
T	At&T Inc. Communication Services	Reduced	17,581	-3,541	$363,926	−40.6%	0.58%
MRK	Merck & Co., Inc. Healthcare	Reduced	2,657	-118	$341,424	+2.3%	0.55%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,280	-2,041	$334,339	−46.4%	0.54%

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.