Arkolith/Funds/KFA Private Wealth Group, LLC

KFA Private Wealth Group, LLC

CIK 1800556Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

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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Use Arkolith to show KFA Private Wealth Group, LLC's latest
holdings, largest changes, and filing provenance.
Opened
34
new positions
Added to
41
existing
Trimmed
76
reduced
Sold out
27
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+25.1%
+13.4%/yr · since Oct '24
Their reported book
+23.0%
held from quarter-end
S&P 500
+28.7%
same window
$9K$10K$11K$12K$13KOct '24Feb '25Jul '25Nov '25Mar '26Jul '26
KFA Private Wealth Group, LLC (copied at disclosure) S&P 500

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.

Concentration

Top-heavy: focused book

Top 5 holdings
46%
Top 10 holdings
59%
Top 20 holdings
75%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

13% mapped to company sectors

ETF / fund or unclassified
87%
Information Technology
5%
Consumer Discretionary
2%
Consumer Staples
2%
Industrials
1%
Financials
1%
Health Care
1%
Energy
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as KFA Private Wealth Group, LLC

Manager / fundShared namesTheir $ in those
WELLS FARGO & COMPANY/MN80 / 80$209.4B
UBS Group AG80 / 80$159.5B
RAYMOND JAMES FINANCIAL INC80 / 80$120.5B
LPL Financial LLC80 / 80$109.9B
FIFTH THIRD BANCORP80 / 80$25.3B
OSAIC HOLDINGS, INC.80 / 80$21.2B
Advisory Services Network, LLC80 / 80$2.5B
MORGAN STANLEY79 / 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

150 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$69.5M92.8K
16.7%
−18%
Reduced · −20K sh
2Fidelity Covington Trust
BLUE CHIP GRWTH
$65.5M1.05M
15.8%
+0.4%
Added · +4K sh
3Fidelity Merrimack STR TR
TOTAL BD ETF
$21.7M476.3K
5.2%
+6.8%
Added · +31K sh
4Ishares TR
TRUST ISHARE 0-1
$16.6M150.5K
4.0%
−5.0%
Reduced · −8K sh
5Ishares Inc
CORE MSCI EMKT
$16.2M195.5K
3.9%
+1.3%
Added · +3K sh
6Ishares TR
CORE S&P TTL STK
$13.6M82.8K
3.3%
−12%
Reduced · −11K sh
7Vanguard Index FDS
VALUE ETF
$12.0M55.0K
2.9%
−8.5%
Reduced · −5K sh
8Ishares TR
CORE S&P MCP ETF
$11.8M153.4K
2.8%
−28%
Reduced · −58K sh
9Vanguard Index FDS
MID CAP ETF
$10.3M127.4K
2.5%
+311%
Added · +96K sh
10Ishares TR
CORE S&P SCP ETF
$9.9M66.6K
2.4%
−27%
Reduced · −25K sh
11Ishares TR
CORE 1 5 YR USD
$9.2M191.1K
2.2%
+19%
Added · +31K sh
12Ishares TR
1 3 YR TREAS BD
$9.1M110.6K
2.2%
+14%
Added · +13K sh
13Select Sector SPDR TR
ST STR TECHN ETF
$6.7M35.3K
1.6%
−46%
Reduced · −30K sh
14State STR SPDR S&P 500 ETF T
TR UNIT
$6.6M8.9K
1.6%
−25%
Reduced · −3K sh
15Ishares TR
CORE MSCI TOTAL
$6.4M67.3K
1.5%
−46%
Reduced · −57K sh
16Vaneck ETF Trust
IG FLOA RATE ETF
$5.6M220.5K
1.4%
+14%
Added · +27K sh
17Apple Inc
COM
$5.2M18.0K
1.3%
−13%
Reduced · −3K sh
18Pgim ETF TR
ACTV HY BD ETF
$5.0M144.7K
1.2%
+2.4%
Added · +3K sh
19Vanguard Index FDS
SMALL CP ETF
$4.8M15.8K
1.2%
−14%
Reduced · −3K sh
20Fidelity Comwlth TR
NASDAQ COMPSIT
$4.7M45.9K
1.1%
+2.4%
Added · +1K sh
21Vanguard Index FDS
GROWTH ETF
$4.2M48.6K
1.0%
+506%
Added · +41K sh
22Ishares TR
CORE US AGGBD ET
$3.8M38.5K
0.9%
−53%
Reduced · −44K sh
23Vanguard Index FDS
S&P 500 ETF SHS
$3.8M5.5K
0.9%
−1.6%
Reduced · −91 sh
24Nvidia Corporation
COM
$3.2M16.1K
0.8%
−17%
Reduced · −3K sh
25Vanguard Index FDS
TOTAL STK MKT
$3.1M8.4K
0.7%
+9.3%
Added · +712 sh
26Ishares TR
CORE UNIVRSL USD
$3.1M66.3K
0.7%
−16%
Reduced · −13K sh
27Fidelity Covington Trust
ENHANCED INTL
$2.9M71.1K
0.7%
+11%
Added · +7K sh
28Ishares TR
SHRT NAT MUN ETF
$2.7M24.9K
0.6%
+12%
Added · +3K sh
29Altria Group Inc
COM
$2.6M36.1K
0.6%
−0.4%
Reduced · −155 sh
30Microsoft Corp
COM
$2.5M6.6K
0.6%
+12%
Added · +714 sh
31Vanguard Star FDS
VG TL INTL STK F
$2.4M28.3K
0.6%
+5.6%
Added · +2K sh
32Invesco QQQ TR
UNIT SER 1
$2.3M3.2K
0.6%
+108%
Added · +2K sh
33Vanguard BD Index FDS
TOTAL BND MRKT
$2.1M28.4K
0.5%
+35%
Added · +7K sh
34Amazon Com Inc
COM
$2.0M8.6K
0.5%
−18%
Reduced · −2K sh
35Ishares TR
MSCI EAFE ETF
$2.0M18.8K
0.5%
−10.0%
Reduced · −2K sh
36Sherwin Williams Co
COM
$1.7M4.8K
0.4%
+0.1%
Added · +4 sh
37Alphabet Inc
CAP STK CL A
$1.6M4.5K
0.4%
−6.9%
Reduced · −331 sh
38Exxon Mobil Corp
COM
$1.5M11.1K
0.4%
−7.3%
Reduced · −874 sh
39Mondelez Intl Inc
CL A
$1.5M25.5K
0.4%
−0.5%
Reduced · −120 sh
40Bny Mellon ETF Trust II
DYNAMIC VALUE
$1.5M43.8K
0.4%
+53%
Added · +15K sh
41Ishares TR
S&P 500 GRWT ETF
$1.4M10.2K
0.3%
+9.5%
Added · +884 sh
42Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$1.3M18.4K
0.3%
+7.2%
Added · +1K sh
43Walmart Inc
COM
$1.3M11.3K
0.3%
−6.7%
Reduced · −809 sh
44Ishares TR
CORE HIGH DV ETF
$1.2M44.1K
0.3%
+538%
Added · +37K sh
45Ishares TR
RUSSELL 2000 ETF
$1.2M3.9K
0.3%
+146%
Added · +2K sh
46Advanced Micro Devices Inc
COM
$1.1M1.9K
0.3%
Held
47Caterpillar Inc
COM
$1.1M1.0K
0.3%
−39%
Reduced · −654 sh
48Ishares TR
MSCI EMG MKT ETF
$1.0M15.2K
0.3%
−43%
Reduced · −12K sh
49Philip Morris Intl Inc
COM
$1.0M5.6K
0.2%
−0.6%
Reduced · −34 sh
50McDonalds Corp
COM
$991K3.7K
0.2%
−25%
Reduced · −1K sh
Showing 50 of 150 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 2026150$415.2M13F-HR
Q1 2026Mar 31, 2026Apr 20, 2026160$416.6M13F-HR
Q4 2025Dec 31, 2025Jan 7, 2026151$411.2M13F-HR
Q3 2025Sep 30, 2025Oct 3, 2025137$350.1M13F-HR
Q2 2025Jun 30, 2025Jul 24, 2025132$322.7M13F-HR
Q1 2025Mar 31, 2025May 7, 2025114$285.8M13F-HR
Q4 2024Dec 31, 2024Jan 22, 202590$238.8M13F-HR
Q3 2024Sep 30, 2024Oct 18, 202482$209.5M13F-HR

Data source

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.