KFA Private Wealth Group, LLC

CIK

1800556

Location

Tysons, VA

Portfolio Value

Small $240,626,793

Diversification

Diversified

Filing Date

Global Rank

#97 / 179 ▲ 4214

Top Industry

Semiconductors 11.2%

Period ended 8 days ago

Filed Oct 7, 2026 · 1d

27 quarters · since Mar 2020

Clone Performance

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

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Portfolio Concentration

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

Top Position

29.1%

−14.6 pts

Top 5

62.2%

−14.4 pts

Top 10

72.8%

−10.4 pts

HHI

1,303

Diversified−1,009

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	76.8%	$184,707,056	35
Technology	8.3%	$19,996,385	15
Consumer Defensive	3.4%	$8,221,846	9
Financial Services	2.6%	$6,217,541	16
Industrials	2.2%	$5,203,135	15
Consumer Cyclical	2.0%	$4,821,208	6
Healthcare	1.5%	$3,699,444	8
Communication Services	1.4%	$3,340,886	5
Energy	1.2%	$2,809,906	5
Basic Materials	0.6%	$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
FAAA	Fidelity AAA CLO ETF	+34,731	510,987	$22,125,737
BIV	Vanguard Intermediate-Term Bond ETF	+17,749	46,103	$3,315,181
VB	Vanguard Morningstar Small-Cap ETF	+17,486	279,647	$42,548,187
AAAD	PGIM AAA CLO Aggregate Duration ETF	+13,514	158,199	$5,288,592
CHI	Calamos Convertible Opportunities & Income Fund	+11,329	48,498	$554,332
FBCG	Fidelity Blue Chip Growth ETF	+11,146	1,136,748	$70,072,788
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+9,313	20,774	$1,640,323
BEDY	BNY Mellon Enhanced Dividend and Income ETF	+5,322	49,102	$1,654,737
ATRO	Astronics Corp	+3,968	7,665	$516,774
VEA	Vanguard FTSE Developed Markets ETF	+2,724	21,109	$1,490,506
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+2,503	1,321,209	$0
—		+1,410	5,970	$0
T	At&T Inc.	+1,408	18,989	$463,331
ONEQ	Fidelity Nasdaq Composite Index ETF	+1,015	46,876	$4,961,355
AAPL	Apple Inc.	+719	18,695	$6,225,808
JPM	Jpmorgan Chase & Co	+548	3,357	$1,110,596
PG	PROCTER & GAMBLE Co	+502	2,782	$404,168
DSU	Blackrock Debt Strategies Fund, Inc.	+391	16,691	$150,219
NSC	Norfolk Southern Corp	+375	2,318	$716,262
MCD	Mcdonalds Corp	+355	4,019	$928,147
AVGO	Broadcom Inc.	+354	2,474	$868,844
VIG	Vanguard Dividend Appreciation ETF	+283	1,407	$328,267
CSCO	Cisco Systems, Inc.	+264	6,006	$646,425
TACN	T. Rowe Price Active Core International Equity ETF	+253	4,551	$233,966
WMT	Walmart Inc.	+225	11,516	$1,196,742
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AFK	VanEck Africa Index ETF	−13,208	207,770	$5,586,953
BAB	Invesco Taxable Municipal Bond ETF	−2,988	20,183	$720,391
BKF	iShares MSCI BIC ETF	−2,289	15,202	$1,015,341
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−740	47,618	$8,122,525
NVDA	Nvidia Corp	−607	15,530	$3,546,741
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−371	9,026	$970,679
—		−350	43,796	$0
LRCX	Lam Research Corp	−329	1,122	$368,588
—		−311	14,301	$0
ACSG	American Century Small Cap Growth Insights ETF	−260	5,091	$458,750
AMZN	Amazon Com Inc	−250	8,314	$2,071,433
STT	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
GOOGL	Alphabet Inc.	−163	5,654	$1,941,079
MO	Altria Group, Inc.	−127	35,934	$2,419,795
VSEC	Vse Corp	−100	1,300	$214,110
VLO	Valero Energy Corp/Tx	−96	930	$360,477
VIGI	Vanguard International Dividend Appreciation ETF	−90	4,711	$731,147
CAT	Caterpillar Inc	−67	965	$782,412
MRK	Merck & Co., Inc.	−59	2,598	$377,515
GS	Goldman Sachs Group Inc	−55	310	$279,111
QQQ	Invesco Qqq Trust, Series 1	−54	3,115	$2,304,383
HONA	Honeywell Aerospace Inc.	−53	1,367	$211,843
SPY	Spdr S&P 500 ETF Trust	−34	8,828	$6,732,497
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
EDV	Vanguard World Funds Extended Duration ETF	2,842	$357,154
INTC	Intel Corp	2,796	$336,163
CVX	Chevron Corp	1,202	$245,460
BNDW	Vanguard Total World Bond ETF	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

3 positions

Ticker	Company	Shares	Value
GEV	GE Vernova Inc.	203	$238,496
AZN	Astrazeneca PLC	1,212	$229,819
URI	United Rentals, Inc.	176	$199,388
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

116 tracked positions · $240,626,793 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 116 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FBCG	Fidelity Blue Chip Growth ETF	Added	1,136,748	+11,146	$70,072,788	+2.5%	29.12%
VB	Vanguard Morningstar Small-Cap ETF	Added	279,647	+17,486	$42,548,187	+10.3%	17.68%
FAAA	Fidelity AAA CLO ETF	Added	510,987	+34,731	$22,125,737	+2.1%	9.20%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	47,618	-740	$8,122,525	+2.0%	3.38%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,828	-34	$6,732,497	+1.7%	2.80%
AAPL	Apple Inc. Technology	Added	18,695	+719	$6,225,808	+19.7%	2.59%
AFK	VanEck Africa Index ETF	Reduced	207,770	-13,208	$5,586,953	−6.7%	2.32%
AAAD	PGIM AAA CLO Aggregate Duration ETF	Added	158,199	+13,514	$5,288,592	+4.8%	2.20%
ONEQ	Fidelity Nasdaq Composite Index ETF	Added	46,876	+1,015	$4,961,355	+4.8%	2.06%
NVDA	Nvidia Corp Technology	Reduced	15,530	-607	$3,546,741	+9.8%	1.47%
MSFT	Microsoft Corp Technology	Added	6,645	+73	$3,408,220	+39.0%	1.42%
BIV	Vanguard Intermediate-Term Bond ETF	Added	46,103	+17,749	$3,315,181	+59.3%	1.38%
MO	Altria Group, Inc. Consumer Defensive	Reduced	35,934	-127	$2,419,795	−6.7%	1.01%
VXUS	Vanguard Total International Stock ETF	Added	28,336	+10	$2,407,426	−0.6%	1.00%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,115	-54	$2,304,383	−1.3%	0.96%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,314	-250	$2,071,433	+1.5%	0.86%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,654	-163	$1,941,079	−6.4%	0.81%
XOM	ExxonMobil Holdings Corp Energy	Reduced	10,918	-227	$1,776,904	+16.6%	0.74%
BEDY	BNY Mellon Enhanced Dividend and Income ETF	Added	49,102	+5,322	$1,654,737	+12.9%	0.69%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	20,774	+9,313	$1,640,323	+51.4%	0.68%
SHW	Sherwin Williams Co Basic Materials	Added	4,805	+1	$1,553,312	−6.1%	0.65%
VEA	Vanguard FTSE Developed Markets ETF	Added	21,109	+2,724	$1,490,506	+13.8%	0.62%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	25,452	+1	$1,471,634	−0.0%	0.61%
WMT	Walmart Inc. Consumer Defensive	Added	11,516	+225	$1,196,742	−6.4%	0.50%
AMD	Advanced Micro Devices Inc Technology	Added	1,935	+4	$1,183,755	+5.5%	0.49%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,357	+548	$1,110,596	+20.8%	0.46%
PM	Philip Morris International Inc. Consumer Defensive	Added	5,647	+3	$1,077,560	+5.5%	0.45%
ADP	Automatic Data Processing Inc Technology	Held	4,046	0	$1,044,110	+15.2%	0.43%
BKF	iShares MSCI BIC ETF	Reduced	15,202	-2,289	$1,015,341	−19.0%	0.42%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	9,026	-371	$970,679	−7.0%	0.40%
MCD	Mcdonalds Corp Consumer Cyclical	Added	4,019	+355	$928,147	−6.3%	0.39%
JNJ	Johnson & Johnson Healthcare	Added	3,336	+23	$883,172	+5.0%	0.37%
AVGO	Broadcom Inc. Technology	Added	2,474	+354	$868,844	+8.5%	0.36%
CAT	Caterpillar Inc Industrials	Reduced	965	-67	$782,412	−28.8%	0.33%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	4,711	-90	$731,147	−3.6%	0.30%
BAB	Invesco Taxable Municipal Bond ETF	Reduced	20,183	-2,988	$720,391	−12.1%	0.30%
NSC	Norfolk Southern Corp Industrials	Added	2,318	+375	$716,262	+17.2%	0.30%
GIB	Cgi Inc Technology	Held	10,331	0	$702,817	+5.4%	0.29%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	1,968	+3	$699,958	−3.9%	0.29%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,361	-21	$677,709	−2.0%	0.28%
CSCO	Cisco Systems, Inc. Technology	Added	6,006	+264	$646,425	−4.2%	0.27%
KO	Coca Cola Co Consumer Defensive	Added	6,541	+61	$563,049	+6.9%	0.23%
WST	West Pharmaceutical Services Inc Healthcare	Held	1,500	0	$556,140	+3.3%	0.23%
CHI	Calamos Convertible Opportunities & Income Fund Financial Services	Added	48,498	+11,329	$554,332	+11.0%	0.23%
IBM	International Business Machines Corp Technology	Reduced	2,461	-12	$541,247	−22.2%	0.22%
LLY	ELI LILLY & Co Healthcare	Added	455	+3	$526,471	−2.9%	0.22%
ATRO	Astronics Corp Industrials	Added	7,665	+3,968	$516,774	+72.0%	0.21%
C	Citigroup Inc Financial Services	Added	3,889	+23	$503,547	−6.9%	0.21%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	549	+2	$499,776	−2.3%	0.21%
LMT	Lockheed Martin Corp Industrials	Held	978	0	$498,046	−0.0%	0.21%

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.