KFA Private Wealth Group, LLC - Portfolio overview

KFA Private Wealth Group, LLC has 166 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 17.67%
2. FBCG - FIDELITY COVINGTON TRUST, 12.59%
3. FBND - FIDELITY MERRIMACK STR TR, 4.86%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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