Institutions / KFA Private Wealth Group, LLC

KFA Private Wealth Group, LLC

CIK 1800556 · Institution · as of Dec 31, 2025

Portfolio value

$411.16M

Positions

151

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 151 →

Company	Class	Value	Shares	% of portfolio
iShares Tr	—	$76.45M	111,611	18.6%
Fidelity Covington Trust	—	$53.59M	977,226	13.0%
Fidelity Merrimack Str Tr	—	$19.01M	412,826	4.6%
iShares Tr	—	$17.41M	158,095	4.2%
iShares Tr	—	$14.09M	213,499	3.4%
iShares MSCI UAE ETF	—	$13.92M	93,646	3.4%
iShares Inc	—	$13.42M	199,619	3.3%
Vanguard Index Fds	—	$11.43M	59,820	2.8%
iShares Tr	—	$10.88M	90,513	2.6%
iShares MSCI UAE ETF	—	$9.72M	114,781	2.4%
Select Sector SPDR Tr	—	$9.45M	65,650	2.3%
Vanguard Index Fds	—	$9.12M	31,435	2.2%
SPDR S&P 500 ETF Tr	—	$8.24M	12,087	2.0%
iShares Tr	—	$7.88M	78,922	1.9%
iShares Tr	—	$7.77M	159,377	1.9%
iShares Tr	—	$7.64M	92,196	1.9%
Apple Inc.	—	$6.34M	23,307	1.5%
SPDR Series Trust	—	$5.33M	54,875	1.3%
VanEck ETF Trust	—	$4.91M	192,820	1.2%
Vanguard Index Fds	—	$4.82M	18,677	1.2%
NVIDIA Corp	—	$3.68M	19,737	0.9%
Microsoft Corp	—	$3.63M	7,499	0.9%
Vanguard Index Fds	—	$3.51M	5,597	0.9%
iShares Tr	—	$3.45M	74,205	0.8%
Vanguard Index Fds	—	$3.39M	6,956	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.