KFA Private Wealth Group, LLC
161 holdingsFiling period: 2026-03-31Current AUM: $465.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 113.1K | $73.9M | $84.9M | 18.23% | +1.5K | 2026-03-31 |
| 2 | FBCG | FIDELITY COVINGTON TRUST | 1.05M | $52.6M | $62.8M | 13.49% | +73.1K | 2026-03-31 |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 445.7K | $20.3M | $19.9M | 4.28% | +32.9K | 2026-03-31 |
| 4 | SHV | ISHARES TR | 158.4K | $17.5M | $17.5M | 3.76% | +320 | 2026-03-31 |
| 5 | IJH | ISHARES TR | 211.7K | $14.3M | $15.9M | 3.42% | -1,801 | 2026-03-31 |
| 6 | IEMG | ISHARES INC | 192.9K | $13.5M | $15.0M | 3.22% | -6,710 | 2026-03-31 |
| 7 | ITOT | ISHARES TR | 94.1K | $13.4M | $15.4M | 3.31% | +465 | 2026-03-31 |
| 8 | VTV | VANGUARD INDEX FDS | 60.1K | $11.8M | $13.2M | 2.84% | +327 | 2026-03-31 |
| 9 | IJR | ISHARES TR | 91.6K | $11.4M | $13.3M | 2.86% | +1.0K | 2026-03-31 |
| 10 | IXUS | ISHARES TR | 123.8K | $10.7M | $11.7M | 2.51% | +9.0K | 2026-03-31 |
| 11 | VO | VANGUARD INDEX FDS | 31.0K | $8.9M | $10.0M | 2.16% | -433 | 2026-03-31 |
| 12 | XLK | SELECT SECTOR SPDR TR | 65.5K | $8.7M | $11.5M | 2.47% | -108 | 2026-03-31 |
| 13 | AGG | ISHARES TR | 82.4K | $8.2M | $8.0M | 1.72% | +3.5K | 2026-03-31 |
| 14 | SHY | ISHARES TR | 97.5K | $8.0M | $8.0M | 1.72% | +5.3K | 2026-03-31 |
| 15 | ISTB | ISHARES TR | 160.5K | $7.8M | $7.7M | 1.66% | +1.1K | 2026-03-31 |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | 11.8K | $7.7M | $8.8M | 1.90% | -243 | 2026-03-31 |
| 17 | AAPL | APPLE INC | 20.6K | $5.2M | $6.4M | 1.37% | -2,682 | 2026-03-31 |
| 18 | FLTR | VANECK ETF TRUST | 193.8K | $4.9M | $5.0M | 1.07% | +960 | 2026-03-31 |
| 19 | PHYL | PGIM ETF TR | 141.2K | $4.9M | $4.9M | 1.05% | -- | 2026-03-31 |
| 20 | VB | VANGUARD INDEX FDS | 18.4K | $4.8M | $5.4M | 1.17% | -289 | 2026-03-31 |
| 21 | ONEQ | FIDELITY COMWLTH TR | 44.8K | $3.8M | $4.5M | 0.96% | +30.3K | 2026-03-31 |
| 22 | IUSB | ISHARES TR | 79.3K | $3.7M | $3.6M | 0.77% | +5.1K | 2026-03-31 |
| 23 | VUG | VANGUARD INDEX FDS | 8.0K | $3.5M | $4.1M | 0.88% | +1.1K | 2026-03-31 |
| 24 | NVDA | NVIDIA CORPORATION | 19.5K | $3.4M | $3.9M | 0.84% | -281 | 2026-03-31 |
| 25 | VOO | VANGUARD INDEX FDS | 5.6K | $3.3M | $3.8M | 0.82% | -18 | 2026-03-31 |
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