KFA Private Wealth Group, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Tysons, VA
CIK
0001800556
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 82 209,515 IVV, FBCG, FBND, SHV 13F-HR 10/18/2024 000117266124004307
Q2 2024 75 193,186 IVV, FBCG, SHV, VTV 13F-HR 8/7/2024 000117266124003139
Q1 2024 99 322,384 IVV, VO, FLTR, SHV 13F-HR 5/1/2024 000117266124001973
Q4 2023 85 278,984 IVV, FLTR, SHV, VO 13F-HR 2/2/2024 000117266124000440
Q3 2023 78 240,614 IVV, FLTR, SHV, VO 13F-HR 10/25/2023 000117266123003497
Q2 2023 74 241,164 IVV, FLTR, VO, SHV 13F-HR 7/18/2023 000117266123002527
Q1 2023 78 219,593 IVV, FLTR, VO, SHY 13F-HR 5/5/2023 000117266123001871
Q4 2022 68 195,914 IVV, VO, FLTR, SHY 13F-HR 1/31/2023 000108514623000491
Q3 2022 65 187,900 IVV, VO, SHY, FLTR 13F-HR 11/2/2022 000108514622003747
Q2 2022 67 180,835 IVV, VO, FLTR, VTV 13F-HR 7/18/2022 000108514622002427
Q1 2022 71 199,475 IVV, VO, IJR, VTV 13F-HR 5/2/2022 000108514622001661
Q4 2021 70 201,073 IVV, VO, AGG, VTV 13F-HR 1/25/2022 000108514622000326
Q3 2021 70 182,708 IVV, VO, AGG, IJR 13F-HR 10/18/2021 000108514621002811
Q2 2021 73 183,171 IVV, VO, AGG, VTV 13F-HR 7/21/2021 000108514621002051
Q1 2021 75 171,409 IVV, VO, AGG, IJR 13F-HR 5/5/2021 000108514621001469
Q4 2020 71 157,500 IVV, AGG, VO, ITOT 13F-HR 3/8/2021 000108514621001069
Q3 2020 65 133,400 IVV, AGG, VO, SHV 13F-HR 11/4/2020 000108514620002736
Q2 2020 50 104,006 IVV, AGG, VO, SHV 13F-HR 7/28/2020 000108514620001906
Q1 2020 50 84,520 IVV, AGG, IJH, IJR 13F-HR 4/23/2020 000108514620001197
Q4 2019 51 108,904 IVV, IJH, IJR, SHYG 13F-HR 1/28/2020 000108514620000304