KFA Private Wealth Group, LLC holds a focused book of 150 reported positions worth $415.2M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; 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 reported non-option book. Cloning the disclosed picks since 2024 would be +28% (+14.1%/yr). That is a simulation of the disclosed long book, not audited returns.
KFA Private Wealth Group, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 2.1 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 each quarter's actual reporting lag, ~28 days for the latest filing, with 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
+4 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as KFA Private Wealth Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 14 / 80 | $4.5B |
| Swiss Re Ltd | 29 / 80 | $1.0B |
| Hoffman, Alan N Investment Management | 8 / 80 | $156.7M |
| Constellation Investments, Inc. | 11 / 80 | $2.9B |
| GuidedMoney, LLC | 20 / 80 | $195.0M |
| Planning Project LLC | 12 / 80 | $452.2M |
| Roth Financial Partners LLC | 21 / 80 | $295.1M |
| Kearns & Associates LLC | 16 / 80 | $186.9M |
Ranked by the share of each fund's own book sitting in the names it shares with KFA Private Wealth Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show KFA Private Wealth Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 28d | 150 | $415.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 20d | 160 | $416.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 7d | 151 | $411.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 3, 2025 | 3d | 137 | $350.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 24d | 132 | $322.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 37d | 114 | $285.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 22d | 90 | $238.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 18d | 82 | $209.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.