KFA Private Wealth Group, LLC
•CIK: 1800556•Filing: Q4 2025
**KFA Private Wealth Group, LLC** manages $411M across a diversified portfolio of 151 holdings. The strategy exhibits significant allocation to core U.S. equity exposure, highlighted by the top holding in IVV at $76.4M. Notable concentrations include FBCG ($53.6M) and FBND ($19.0M), suggesting a focus on established market leaders and fixed income components. The remaining top positions—SHV ($17.4M), IJH ($14.1M), and ITOT ($13.9M)—further underscore a systematic, large-cap oriented investment mandate.
Total AUM
$411.2M
QoQ Performance
+17.4%
Positions
100
Top 10 Concentration
58.3%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
FBCG
IVV18.6%
FBCG13.0%
FBND4.6%
SHV4.2%
IJH3.4%
ITOT3.4%
IEMG3.3%
VTV2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.1%
ETF21.5%
Technology4.9%
Consumer1.8%
Financial1.2%
Consumer Staples1.1%
Healthcare0.7%
Industrial0.7%
Changes from Q3 2025
NEW16 new positions
↑92 increased
↓29 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023