KFA Private Wealth Group, LLC
CIK
1800556
City
Tysons
State / Country
VA
Top Portfolio Positions
80 positions ·
$64,862,499 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
11,844 | $7,702,626 | 11.88% | |
| AAPL |
Apple Inc.
Technology
|
20,625 | $5,234,418 | 8.07% | |
| NVDA |
Nvidia Corp
Technology
|
19,456 | $3,393,126 | 5.23% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
36,216 | $2,389,893 | 3.68% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,478 | $2,182,253 | 3.36% | |
| MSFT |
Microsoft Corp
Technology
|
5,858 | $2,168,455 | 3.34% | |
| XOM |
Exxon Mobil Corp
Energy
|
12,019 | $2,039,143 | 3.14% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
4,800 | $1,538,640 | 2.37% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
4,890 | $1,519,763 | 2.34% | |
| GLD |
Spdr Gold Trust
|
3,518 | $1,513,760 | 2.33% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CHI
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,049,641 | 97,732 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,004,843 | 95,882 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,085,581 | 100,610 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,023,406 | 97,282 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $939,609 | 97,978 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $416,097 | 34,849 | Shares | Sole | 2025-01-22 | |
| No 13F history on record for this holder in this stock. | ||||||