Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KFA Private Wealth Group, LLC (CIK 1800556) reported $415.2M across 150 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($69.5M, 16.73%), FBCG ($65.5M, 15.77%), FBND ($21.7M, 5.22%), SHV ($16.6M, 4.00%), IEMG ($16.2M, 3.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $69.5M | 16.73% | 92,756 | Trimmed |
| 2 | FBCG | FIDELITY COVINGTON TRUST | $65.5M | 15.77% | 1.1M | Added |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $21.7M | 5.22% | 476,256 | Added |
| 4 | SHV | ISHARES TR | $16.6M | 4.00% | 150,488 | Trimmed |
| 5 | IEMG | ISHARES INC | $16.2M | 3.90% | 195,486 | Added |
| 6 | ITOT | ISHARES TR | $13.6M | 3.27% | 82,750 | Trimmed |
| 7 | VTV | VANGUARD INDEX FDS | $12.0M | 2.89% | 55,015 | Trimmed |
| 8 | IJH | ISHARES TR | $11.8M | 2.85% | 153,357 | Trimmed |
| 9 | VO | VANGUARD INDEX FDS | $10.3M | 2.47% | 127,446 | Added |
| 10 | IJR | ISHARES TR | $9.9M | 2.38% | 66,619 | Trimmed |
| 11 | ISTB | ISHARES TR | $9.2M | 2.22% | 191,066 | Added |
| 12 | SHY | ISHARES TR | $9.1M | 2.19% | 110,642 | Added |
| 13 | XLK | SELECT SECTOR SPDR TR | $6.7M | 1.62% | 35,256 | Trimmed |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $6.6M | 1.59% | 8,862 | Trimmed |
| 15 | IXUS | ISHARES TR | $6.4M | 1.55% | 67,282 | Trimmed |
| 16 | FLTR | VANECK ETF TRUST | $5.6M | 1.36% | 220,459 | Added |
| 17 | AAPL | APPLE INC | $5.2M | 1.25% | 17,976 | Trimmed |
| 18 | PHYL | PGIM ETF TR | $5.0M | 1.22% | 144,685 | Added |
| 19 | VB | VANGUARD INDEX FDS | $4.8M | 1.15% | 15,811 | Trimmed |
| 20 | ONEQ | FIDELITY COMWLTH TR | $4.7M | 1.14% | 45,861 | Added |
| 21 | VUG | VANGUARD INDEX FDS | $4.2M | 1.01% | 48,633 | Added |
| 22 | AGG | ISHARES TR | $3.8M | 0.92% | 38,468 | Trimmed |
| 23 | VOO | VANGUARD INDEX FDS | $3.8M | 0.91% | 5,488 | Trimmed |
| 24 | NVDA | NVIDIA CORPORATION | $3.2M | 0.78% | 16,137 | Trimmed |
| 25 | IUSB | ISHARES TR | $3.1M | 0.74% | 66,258 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30