KFA Private Wealth Group, LLC

CIK

1800556

Location

Tysons, VA

Portfolio Value

Micro $64,862,499

Diversification

Diversified

Filing Date

Global Rank

#6,477 / 8,592 ▲ 81

Top Industry

Consumer Electronics 9.6%

3Y Alpha vs SPY

-2.0%

Period ended 3 months ago

Filed Apr 20, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+68.1%

SPY

+76.8%

Annualised alpha

-2.0%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

80 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.9%

−0.3 pts

Top 5

32.2%

−3.8 pts

Top 10

45.8%

−2.4 pts

HHI

356

Diversified−38

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.8%	$16,061,749	14
Unclassified	16.1%	$10,426,603	4
Consumer Defensive	13.9%	$9,031,963	9
Financial Services	10.4%	$6,722,307	14
Industrials	9.3%	$6,039,818	15
Consumer Cyclical	8.6%	$5,604,669	6
Healthcare	5.6%	$3,600,734	8
Communication Services	4.7%	$3,041,574	5
Energy	4.3%	$2,794,442	4
Basic Materials	2.4%	$1,538,640	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CHI	Calamos Convertible Opportunities & Income Fund	+1,850	97,732	$1,049,641
NFLX	Netflix Inc	+1,310	3,571	$343,351
BAC	Bank Of America Corp /De/	+410	5,635	$274,706
DSU	Blackrock Debt Strategies Fund, Inc.	+347	15,942	$152,883
MO	Altria Group, Inc.	+339	36,216	$2,389,893
PG	PROCTER & GAMBLE Co	+246	4,321	$624,125
CSCO	Cisco Systems, Inc.	+202	6,011	$466,393
T	At&T Inc.	+187	21,122	$612,326
BRK-B	Berkshire Hathaway Inc	+162	1,850	$886,520
IBM	International Business Machines Corp	+101	3,866	$937,079
ADP	Automatic Data Processing Inc	+66	4,205	$854,371
PM	Philip Morris International Inc.	+61	5,678	$938,800
UNH	Unitedhealth Group Inc	+56	967	$261,660
META	Meta Platforms, Inc.	+50	792	$453,126
FSLR	First Solar, Inc.	+50	1,487	$293,325
DIA	Spdr Dow Jones Industrial Average ETF Trust	+33	710	$328,864
LRCX	Lam Research Corp	+28	1,589	$339,505
LMT	Lockheed Martin Corp	+28	647	$391,040
C	Citigroup Inc	+12	3,874	$439,350
BNY	Bank of New York Mellon Corp	+7	1,947	$230,972
COF	Capital One Financial Corp	+6	2,099	$382,920
PEP	Pepsico Inc	+5	2,982	$463,074
TRV	Travelers Companies, Inc.	+2	1,024	$298,680
GS	Goldman Sachs Group Inc	+2	382	$323,168
V	Visa Inc.	+1	2,109	$637,424
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−2,682	20,625	$5,234,418
MSFT	Microsoft Corp	−1,641	5,858	$2,168,455
GIB	Cgi Inc	−673	11,382	$832,024
XOM	Exxon Mobil Corp	−590	12,019	$2,039,143
VSEC	Vse Corp	−400	1,400	$258,160
NVDA	Nvidia Corp	−281	19,456	$3,393,126
JNJ	Johnson & Johnson	−253	4,945	$1,208,755
SPY	Spdr S&P 500 ETF Trust	−243	11,844	$7,702,626
CAT	Caterpillar Inc	−237	1,686	$1,194,463
AMZN	Amazon Com Inc	−201	10,478	$2,182,253
MRK	Merck & Co., Inc.	−121	2,775	$333,804
ABBV	AbbVie Inc.	−108	1,907	$414,753
ATRO	Astronics Corp	−100	3,697	$246,700
MDLZ	Mondelez International, Inc.	−96	25,571	$1,473,912
GLD	Spdr Gold Trust	−56	3,518	$1,513,760
GOOGL	Alphabet Inc.	−54	4,809	$1,382,876
HD	Home Depot, Inc.	−52	1,473	$484,454
QQQ	Invesco Qqq Trust, Series 1	−41	1,527	$881,353
WMT	Walmart Inc.	−38	12,100	$1,503,788
JPM	Jpmorgan Chase & Co	−28	3,541	$1,041,620
MCD	Mcdonalds Corp	−25	4,890	$1,519,763
AXP	American Express Co	−19	1,579	$477,615
DOV	DOVER Corp	−17	2,519	$525,085
COST	Costco Wholesale Corp /New	−11	762	$759,279
YUM	Yum Brands Inc	−10	2,451	$381,081
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	1,552	$306,085
JMSB	John Marshall Bancorp, Inc.	14,865	$301,462
CVX	Chevron Corp	1,303	$269,590
GLW	Corning Inc /Ny	1,928	$262,150
PWR	Quanta Services, Inc.	463	$254,196
VLO	Valero Energy Corp/Tx	1,025	$253,257
COP	Conocophillips	1,761	$232,452
GEV	GE Vernova Inc.	241	$210,368
EOSE	Eos Energy Enterprises, Inc.	10,000	$49,600
REKR	Rekor Systems, Inc.	10,615	$8,704
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
PFE	Pfizer Inc	16,270	$405,123
INTU	Intuit Inc.	463	$306,700
DUK	Duke Energy CORP	1,783	$208,985
ADBE	Adobe Inc.	592	$207,194
CLS	Celestica Inc	692	$204,562
BR	Broadridge Financial Solutions, Inc.	905	$201,968
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

80 positions · $64,862,499 total · as of Mar 31, 2026

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

Showing 1–50 of 80 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	11,844	-243	$7,702,626	−6.5%	11.88%
AAPL	Apple Inc. Technology	Reduced	20,625	-2,682	$5,234,418	−17.4%	8.07%
NVDA	Nvidia Corp Technology	Reduced	19,456	-281	$3,393,126	−7.8%	5.23%
MO	Altria Group, Inc. Consumer Defensive	Added	36,216	+339	$2,389,893	+15.5%	3.68%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	10,478	-201	$2,182,253	−11.5%	3.36%
MSFT	Microsoft Corp Technology	Reduced	5,858	-1,641	$2,168,455	−40.2%	3.34%
XOM	Exxon Mobil Corp Energy	Reduced	12,019	-590	$2,039,143	+34.4%	3.14%
SHW	Sherwin Williams Co Basic Materials	Held	4,800	0	$1,538,640	−1.1%	2.37%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	4,890	-25	$1,519,763	+1.2%	2.34%
GLD	Spdr Gold Trust	Reduced	3,518	-56	$1,513,760	+6.9%	2.33%
WMT	Walmart Inc. Consumer Defensive	Reduced	12,100	-38	$1,503,788	+11.2%	2.32%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	25,571	-96	$1,473,912	+6.7%	2.27%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,809	-54	$1,382,876	−9.1%	2.13%
JNJ	Johnson & Johnson Healthcare	Reduced	4,945	-253	$1,208,755	+12.4%	1.86%
CAT	Caterpillar Inc Industrials	Reduced	1,686	-237	$1,194,463	+8.4%	1.84%
CHI	Calamos Convertible Opportunities & Income Fund Financial Services	Added	97,732	+1,850	$1,049,641	+4.5%	1.62%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,541	-28	$1,041,620	−9.4%	1.61%
PM	Philip Morris International Inc. Consumer Defensive	Added	5,678	+61	$938,800	+4.2%	1.45%
IBM	International Business Machines Corp Technology	Added	3,866	+101	$937,079	−16.0%	1.44%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,850	+162	$886,520	+4.5%	1.37%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,527	-41	$881,353	−8.5%	1.36%
ADP	Automatic Data Processing Inc Technology	Added	4,205	+66	$854,371	−19.8%	1.32%
GIB	Cgi Inc Technology	Reduced	11,382	-673	$832,024	−25.2%	1.28%
HON	Honeywell International Inc Industrials	Held	3,568	0	$806,475	+15.9%	1.24%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	762	-11	$759,279	+13.9%	1.17%
KO	Coca Cola Co Consumer Defensive	Held	8,889	0	$676,008	+8.8%	1.04%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	1,965	0	$642,692	+5.4%	0.99%
V	Visa Inc. Financial Services	Added	2,109	+1	$637,424	−13.8%	0.98%
AVGO	Broadcom Inc. Technology	Reduced	2,030	-6	$628,305	−10.8%	0.97%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	4,321	+246	$624,125	+6.9%	0.96%
T	At&T Inc. Communication Services	Added	21,122	+187	$612,326	+17.7%	0.94%
NSC	Norfolk Southern Corp Industrials	Held	1,942	0	$557,354	−0.6%	0.86%
DOV	DOVER Corp Industrials	Reduced	2,519	-17	$525,085	+6.1%	0.81%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,473	-52	$484,454	−7.7%	0.75%
AXP	American Express Co Financial Services	Reduced	1,579	-19	$477,615	−19.2%	0.74%
CSCO	Cisco Systems, Inc. Technology	Added	6,011	+202	$466,393	+4.2%	0.72%
PEP	Pepsico Inc Consumer Defensive	Added	2,982	+5	$463,074	+8.4%	0.71%
AME	Ametek Inc/ Industrials	Held	2,160	0	$463,017	+4.4%	0.71%
META	Meta Platforms, Inc. Communication Services	Added	792	+50	$453,126	−7.5%	0.70%
LLY	ELI LILLY & Co Healthcare	Held	479	0	$440,569	−14.4%	0.68%
C	Citigroup Inc Financial Services	Added	3,874	+12	$439,350	−2.5%	0.68%
ABBV	AbbVie Inc. Healthcare	Reduced	1,907	-108	$414,753	−9.9%	0.64%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,061	0	$394,426	−17.3%	0.61%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,931	-1	$392,823	−5.1%	0.61%
LMT	Lockheed Martin Corp Industrials	Added	647	+28	$391,040	+30.6%	0.60%
COF	Capital One Financial Corp Financial Services	Added	2,099	+6	$382,920	−24.5%	0.59%
YUM	Yum Brands Inc Consumer Cyclical	Reduced	2,451	-10	$381,081	+2.4%	0.59%
WST	West Pharmaceutical Services Inc Healthcare	Held	1,500	0	$375,960	−8.9%	0.58%
NFLX	Netflix Inc Communication Services	Added	3,571	+1,310	$343,351	+62.0%	0.53%
LRCX	Lam Research Corp Technology	Added	1,589	+28	$339,505	+27.1%	0.52%