KFA Private Wealth Group
KFA Private Wealth Group reported 157 stocks worth $425M in its 13F filing for Q3 2026, filed Oct 7, 2026. Its largest holdings are IVV (16.7%), FBCG (15.8%) and FBND (5.2%). Compared with Q2 2026, the fund opened new positions in XOM and BSV, added to FBCG, FBND and IEMG, trimmed IVV, SHV and VTV and sold out of XOM, IGIB and GEV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $70.8M | 16.7% | 92K | −283 (−0%) | 8 of 8 | |
| 2 |  FBCG Fidelity Covington Trust | $67M | 15.8% | 1.1M | +5,791 (+1%) | 8 of 8 | |
| 3 |  FBND Fidelity Total Bond ETF | $22.1M | 5.2% | 511K | +35K (+7%) | 8 of 8 | |
| 4 |  IEMG Ishares Inc | $16.5M | 3.9% | 203K | +7,301 (+4%) | 8 of 8 | |
| 5 |  SHV Ishares TR | $16.4M | 3.9% | 149K | −1,632 (−1%) | 8 of 8 | |
| 6 |  ITOT Ishares TR | $13.9M | 3.3% | 84K | +1,091 (+1%) | 8 of 8 | |
| 7 |  VTV Vanguard Index Fds | $11.6M | 2.7% | 54K | −1,160 (−2%) | 8 of 8 | |
| 8 |  IJH Ishares TR | $11M | 2.6% | 153K | No change | 8 of 8 | |
| 9 |  VO Vanguard Index Fds | $11M | 2.6% | 140K | +13K (+10%) | 8 of 8 | |
| 10 |  ISTB Ishares TR | $10.2M | 2.4% | 215K | +24K (+12%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.5M | 11K |
 IGIB Ishares TR | $256K | 4,812 |
 GEV GE Vernova Inc | $238K | 203 |
 AZN Astrazeneca PLC Ord | $230K | 1,212 |
 EWJ Ishares Inc | $211K | 2,266 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 7, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →KFA Private Wealth Group 13F FAQ
What does KFA Private Wealth Group own?
KFA Private Wealth Group reported 157 stocks worth $425M in its 13F filing for Q3 2026, filed Oct 7, 2026. Its largest holdings are IVV (16.7%), FBCG (15.8%) and FBND (5.2%). The table above lists every position in the filing (the top 10 without an account).
What did KFA Private Wealth Group buy and sell in Q3 2026?
Compared with Q2 2026: 13 new positions, 64 added to, 50 trimmed and 6 sold out. New positions include XOM and BSV. It sold all of XOM, IGIB and GEV.
When will KFA Private Wealth Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is KFA Private Wealth Group's portfolio worth?
The Q3 2026 filing reports $425M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.