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KFA Private Wealth Group, LLC - Portfolio Stock Holdings

KFA Private Wealth Group, LLC disclosed 162 stock positions in a recent SEC 13F filing. $425,207,833 of stock holdings were filed, with the largest holdings including IVV, FBCG, and FBND. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $829,950,586 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

162

Est. Stock Holding Value:

$425,207,833

Top Stock Holdings By Sector

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Portfolio Stock Holdings - KFA Private Wealth Group, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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