Institutional Fund
Kfa Private Wealth Group, LLC
Tysons, VACIK 18005565 filings on record
Portfolio Value
$416.63M
Q1 2026
Holdings
160
Reported positions
New Buys
17
Opened this quarter
QoQ Change
+1.3%
from $411.16M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr17.7%
- Fidelity Covington Trust12.6%
- Fidelity Merrimack Str Tr4.9%
- Ishares Tr4.2%
- Ishares Tr3.4%
- Ishares Inc3.2%
- Other53.9%
Portfolio Holdings
160 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 113.1K | $73.88M | 17.7% | +1.5K | Added |
| 2 | Fidelity Covington Trust | 1.05M | $52.64M | 12.6% | +73.1K | Added |
| 3 | Fidelity Merrimack Str Tr | 445.7K | $20.34M | 4.9% | +32.9K | Added |
| 4 | Ishares Tr | 158.4K | $17.49M | 4.2% | +320 | Added |
| 5 | Ishares Tr | 211.7K | $14.30M | 3.4% | −1.8K | Reduced |
| 6 | Ishares Inc | 192.9K | $13.46M | 3.2% | −6.7K | Reduced |
| 7 | Ishares Tr | 94.1K | $13.40M | 3.2% | +465 | Added |
| 8 | Vanguard Index Fds | 60.1K | $11.80M | 2.8% | +327 | Added |
| 9 | Ishares Tr | 91.6K | $11.38M | 2.7% | +1.0K | Added |
| 10 | Ishares Tr | 123.8K | $10.73M | 2.6% | +9.0K | Added |
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