KFA Private Wealth Group, LLC
CIK: 1800556SEC EDGAR →
Portfolio Value
$204.3B
Holdings
157
As of
Q3 2026
New Positions
153
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIDELITY COVINGTON TRUST | 1,060,308 | $67.0B | 32.81% |
| 2 | FIDELITY MERRIMACK STR TR | 510,987 | $22.1B | 10.83% |
| 3 | ISHARES INC | 202,787 | $16.5B | 8.06% |
| 4 | ISHARES TR | 153,371 | $11.0B | 5.40% |
| 5 | VANGUARD INDEX FDS | 140,305 | $11.0B | 5.39% |
| 6 | ISHARES TR | 214,882 | $10.2B | 4.97% |
| 7 | ISHARES TR | 91,782 | $7.5B | 3.65% |
| 8 | ISHARES TR | 67,964 | $6.5B | 3.16% |
| 9 | VANECK ETF TRUST | 207,307 | $5.3B | 2.60% |
| 10 | PGIM ETF TR | 158,199 | $5.3B | 2.59% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 86 | $196.4B | 96.2% |
| Consumer Defensive | 8 | $4.7B | 2.3% |
| Unknown | 12 | $1.6B | 0.8% |
| Industrials | 13 | $783.6M | 0.4% |
| Communication Services | 5 | $704.9M | 0.3% |
| Real Estate | 1 | $56.1M | 0.0% |
| Technology | 13 | $19.1M | 0.0% |
| Consumer Cyclical | 6 | $4.8M | 0.0% |
| Healthcare | 8 | $3.7M | 0.0% |
| Basic Materials | 1 | $1.6M | 0.0% |
| Energy | 4 | $1.0M | 0.0% |