KFA Private Wealth Group, LLC: 13F holdings
CIK 18005562026Q2
| Positions | 150 |
|---|---|
| Reported value | $415.2m |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 92,756 | $69.5m | 16.7% |
| FBCG FIDELITY COVINGTON TRUST | 1,054,517 | $65.5m | 15.8% |
| FBND FIDELITY MERRIMACK STR TR | 476,256 | $21.7m | 5.2% |
| SHV ISHARES TR | 150,488 | $16.6m | 4.0% |
| IEMG ISHARES INC | 195,486 | $16.2m | 3.9% |
| ITOT ISHARES TR | 82,750 | $13.6m | 3.3% |
| VTV VANGUARD INDEX FDS | 55,015 | $12.0m | 2.9% |
| IJH ISHARES TR | 153,357 | $11.8m | 2.8% |
| VO VANGUARD INDEX FDS | 127,446 | $10.3m | 2.5% |
| IJR ISHARES TR | 66,619 | $9.9m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1800556")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.