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 $416.6M across 160 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($73.9M, 17.73%), FBCG ($52.6M, 12.64%), FBND ($20.3M, 4.88%), SHV ($17.5M, 4.20%), IJH ($14.3M, 3.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $73.9M | 17.73% | 113,095 | Added |
| 2 | FBCG | FIDELITY COVINGTON TRUST | $52.6M | 12.64% | 1.1M | Added |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $20.3M | 4.88% | 445,748 | Added |
| 4 | SHV | ISHARES TR | $17.5M | 4.20% | 158,415 | Added |
| 5 | IJH | ISHARES TR | $14.3M | 3.43% | 211,698 | Trimmed |
| 6 | IEMG | ISHARES INC | $13.5M | 3.23% | 192,909 | Trimmed |
| 7 | ITOT | ISHARES TR | $13.4M | 3.22% | 94,111 | Added |
| 8 | VTV | VANGUARD INDEX FDS | $11.8M | 2.83% | 60,147 | Added |
| 9 | IJR | ISHARES TR | $11.4M | 2.73% | 91,560 | Added |
| 10 | IXUS | ISHARES TR | $10.7M | 2.57% | 123,818 | Added |
| 11 | VO | VANGUARD INDEX FDS | $8.9M | 2.14% | 31,002 | Trimmed |
| 12 | XLK | SELECT SECTOR SPDR TR | $8.7M | 2.09% | 65,542 | Trimmed |
| 13 | AGG | ISHARES TR | $8.2M | 1.96% | 82,375 | Added |
| 14 | SHY | ISHARES TR | $8.0M | 1.93% | 97,461 | Added |
| 15 | ISTB | ISHARES TR | $7.8M | 1.87% | 160,458 | Added |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $7.7M | 1.85% | 11,844 | Trimmed |
| 17 | AAPL | APPLE INC | $5.2M | 1.26% | 20,625 | Trimmed |
| 18 | FLTR | VANECK ETF TRUST | $4.9M | 1.19% | 193,780 | Added |
| 19 | PHYL | PGIM ETF TR | $4.9M | 1.17% | 141,233 | New |
| 20 | VB | VANGUARD INDEX FDS | $4.8M | 1.16% | 18,388 | Trimmed |
| 21 | ONEQ | FIDELITY COMWLTH TR | $3.8M | 0.91% | 44,797 | Added |
| 22 | IUSB | ISHARES TR | $3.7M | 0.88% | 79,337 | Added |
| 23 | VUG | VANGUARD INDEX FDS | $3.5M | 0.84% | 8,026 | Added |
| 24 | NVDA | NVIDIA CORPORATION | $3.4M | 0.81% | 19,456 | Trimmed |
| 25 | VOO | VANGUARD INDEX FDS | $3.3M | 0.80% | 5,579 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31