KFA Private Wealth Group, LLC holds a focused book of 150 stocks worth $415.2M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Ishares S&P 500 Value ETF and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 17% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1800556/holdings"
Use Arkolith to show KFA Private Wealth Group, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.0 points over this window.
Growth of $10,000 cloning KFA Private Wealth Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
13% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as KFA Private Wealth Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WELLS FARGO & COMPANY/MN | 80 / 80 | $209.4B |
| UBS Group AG | 80 / 80 | $159.5B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $120.5B |
| LPL Financial LLC | 80 / 80 | $109.9B |
| FIFTH THIRD BANCORP | 80 / 80 | $25.3B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $21.2B |
| Advisory Services Network, LLC | 80 / 80 | $2.5B |
| MORGAN STANLEY | 79 / 80 | $591.9B |
Ranked by how many of KFA Private Wealth Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $69.5M | 92.8K | 16.7% | ▼−18% Reduced · −20K sh | |
| 2 | Fidelity Covington Trust BLUE CHIP GRWTH | $65.5M | 1.05M | 15.8% | ▲+0.4% Added · +4K sh | |
| 3 | Fidelity Merrimack STR TR TOTAL BD ETF | $21.7M | 476.3K | 5.2% | ▲+6.8% Added · +31K sh | |
| 4 | Ishares TR TRUST ISHARE 0-1 | $16.6M | 150.5K | 4.0% | ▼−5.0% Reduced · −8K sh | |
| 5 | Ishares Inc CORE MSCI EMKT | $16.2M | 195.5K | 3.9% | ▲+1.3% Added · +3K sh | |
| 6 | Ishares TR CORE S&P TTL STK | $13.6M | 82.8K | 3.3% | ▼−12% Reduced · −11K sh | |
| 7 | Vanguard Index FDS VALUE ETF | $12.0M | 55.0K | 2.9% | ▼−8.5% Reduced · −5K sh | |
| 8 | Ishares TR CORE S&P MCP ETF | $11.8M | 153.4K | 2.8% | ▼−28% Reduced · −58K sh | |
| 9 | Vanguard Index FDS MID CAP ETF | $10.3M | 127.4K | 2.5% | ▲+311% Added · +96K sh | |
| 10 | Ishares TR CORE S&P SCP ETF | $9.9M | 66.6K | 2.4% | ▼−27% Reduced · −25K sh | |
| 11 | Ishares TR CORE 1 5 YR USD | $9.2M | 191.1K | 2.2% | ▲+19% Added · +31K sh | |
| 12 | Ishares TR 1 3 YR TREAS BD | $9.1M | 110.6K | 2.2% | ▲+14% Added · +13K sh | |
| 13 | Select Sector SPDR TR ST STR TECHN ETF | $6.7M | 35.3K | 1.6% | ▼−46% Reduced · −30K sh | |
| 14 | State STR SPDR S&P 500 ETF T TR UNIT | $6.6M | 8.9K | 1.6% | ▼−25% Reduced · −3K sh | |
| 15 | Ishares TR CORE MSCI TOTAL | $6.4M | 67.3K | 1.5% | ▼−46% Reduced · −57K sh | |
| 16 | Vaneck ETF Trust IG FLOA RATE ETF | $5.6M | 220.5K | 1.4% | ▲+14% Added · +27K sh | |
| 17 | Apple Inc COM | $5.2M | 18.0K | 1.3% | ▼−13% Reduced · −3K sh | |
| 18 | Pgim ETF TR ACTV HY BD ETF | $5.0M | 144.7K | 1.2% | ▲+2.4% Added · +3K sh | |
| 19 | Vanguard Index FDS SMALL CP ETF | $4.8M | 15.8K | 1.2% | ▼−14% Reduced · −3K sh | |
| 20 | Fidelity Comwlth TR NASDAQ COMPSIT | $4.7M | 45.9K | 1.1% | ▲+2.4% Added · +1K sh | |
| 21 | Vanguard Index FDS GROWTH ETF | $4.2M | 48.6K | 1.0% | ▲+506% Added · +41K sh | |
| 22 | Ishares TR CORE US AGGBD ET | $3.8M | 38.5K | 0.9% | ▼−53% Reduced · −44K sh | |
| 23 | Vanguard Index FDS S&P 500 ETF SHS | $3.8M | 5.5K | 0.9% | ▼−1.6% Reduced · −91 sh | |
| 24 | Nvidia Corporation COM | $3.2M | 16.1K | 0.8% | ▼−17% Reduced · −3K sh | |
| 25 | Vanguard Index FDS TOTAL STK MKT | $3.1M | 8.4K | 0.7% | ▲+9.3% Added · +712 sh | |
| 26 | Ishares TR CORE UNIVRSL USD | $3.1M | 66.3K | 0.7% | ▼−16% Reduced · −13K sh | |
| 27 | Fidelity Covington Trust ENHANCED INTL | $2.9M | 71.1K | 0.7% | ▲+11% Added · +7K sh | |
| 28 | Ishares TR SHRT NAT MUN ETF | $2.7M | 24.9K | 0.6% | ▲+12% Added · +3K sh | |
| 29 | Altria Group Inc COM | $2.6M | 36.1K | 0.6% | ▼−0.4% Reduced · −155 sh | |
| 30 | Microsoft Corp COM | $2.5M | 6.6K | 0.6% | ▲+12% Added · +714 sh | |
| 31 | Vanguard Star FDS VG TL INTL STK F | $2.4M | 28.3K | 0.6% | ▲+5.6% Added · +2K sh | |
| 32 | Invesco QQQ TR UNIT SER 1 | $2.3M | 3.2K | 0.6% | ▲+108% Added · +2K sh | |
| 33 | Vanguard BD Index FDS TOTAL BND MRKT | $2.1M | 28.4K | 0.5% | ▲+35% Added · +7K sh | |
| 34 | Amazon Com Inc COM | $2.0M | 8.6K | 0.5% | ▼−18% Reduced · −2K sh | |
| 35 | Ishares TR MSCI EAFE ETF | $2.0M | 18.8K | 0.5% | ▼−10.0% Reduced · −2K sh | |
| 36 | Sherwin Williams Co COM | $1.7M | 4.8K | 0.4% | ▲+0.1% Added · +4 sh | |
| 37 | Alphabet Inc CAP STK CL A | $1.6M | 4.5K | 0.4% | ▼−6.9% Reduced · −331 sh | |
| 38 | Exxon Mobil Corp COM | $1.5M | 11.1K | 0.4% | ▼−7.3% Reduced · −874 sh | |
| 39 | Mondelez Intl Inc CL A | $1.5M | 25.5K | 0.4% | ▼−0.5% Reduced · −120 sh | |
| 40 | Bny Mellon ETF Trust II DYNAMIC VALUE | $1.5M | 43.8K | 0.4% | ▲+53% Added · +15K sh | |
| 41 | Ishares TR S&P 500 GRWT ETF | $1.4M | 10.2K | 0.3% | ▲+9.5% Added · +884 sh | |
| 42 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.3M | 18.4K | 0.3% | ▲+7.2% Added · +1K sh | |
| 43 | Walmart Inc COM | $1.3M | 11.3K | 0.3% | ▼−6.7% Reduced · −809 sh | |
| 44 | Ishares TR CORE HIGH DV ETF | $1.2M | 44.1K | 0.3% | ▲+538% Added · +37K sh | |
| 45 | Ishares TR RUSSELL 2000 ETF | $1.2M | 3.9K | 0.3% | ▲+146% Added · +2K sh | |
| 46 | Advanced Micro Devices Inc COM | $1.1M | 1.9K | 0.3% | —Held | |
| 47 | Caterpillar Inc COM | $1.1M | 1.0K | 0.3% | ▼−39% Reduced · −654 sh | |
| 48 | Ishares TR MSCI EMG MKT ETF | $1.0M | 15.2K | 0.3% | ▼−43% Reduced · −12K sh | |
| 49 | Philip Morris Intl Inc COM | $1.0M | 5.6K | 0.2% | ▼−0.6% Reduced · −34 sh | |
| 50 | McDonalds Corp COM | $991K | 3.7K | 0.2% | ▼−25% Reduced · −1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 150 | $415.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 160 | $416.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 151 | $411.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 3, 2025 | 137 | $350.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 132 | $322.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 114 | $285.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 90 | $238.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 82 | $209.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.