KFA Private Wealth Group, LLC - Portfolio Stock Holdings
KFA Private Wealth Group, LLC disclosed 176 stock positions in a recent SEC 13F filing. $415,222,103 of stock holdings were filed, with the largest holdings including IVV, FBCG, and FBND. This filing represented positions held on June 30, 2026, and was filed today.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:
June 30, 2026No. of Stocks:
176Est. Stock Holding Value:
$415,222,103Top Stock Holdings By Sector
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Portfolio Stock Holdings - KFA Private Wealth Group, LLC
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