KFA Private Wealth Group, LLC

13F filer · CIK 0001800556

Reported Jul 28, 2026

Net seller this quarter

13F portfolio value$415MU.S. long equity reported on 13F

Positions858 new · 11 closed

Net flow last quarter-$10.6MBuys minus sells

Top 10 positions weight7.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 202685 positions
SPYSPDR S&P 500 ETF Trust	$6.62M	1.59%	Not reported	-25.2%	Q4 2019
AAPLApple Inc.	$5.2M	1.25%	0.00%	-12.8%	Q4 2019
NVDANvidia Corp	$3.23M	0.78%	0.00%	-17.1%	Q3 2020
MOAltria Group, Inc.	$2.59M	0.62%	0.00%	-0.4%	Q4 2025
MSFTMicrosoft Corp	$2.45M	0.59%	0.00%	+12.2%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$2.33M	0.56%	Not reported	+107.5%	Q4 2021
AMZNAmazon Com Inc	$2.04M	0.49%	0.00%	-18.3%	Q4 2019
SHWSherwin Williams Co	$1.65M	0.40%	0.00%	+0.1%	Q2 2025
GOOGLAlphabet Inc.	$1.6M	0.39%	0.00%	-6.9%	Q1 2021
XOMExxonMobil Holdings Corp	$1.52M	0.37%	0.00%	-7.3%	Q1 2022
MDLZMondelez International, Inc.	$1.47M	0.35%	0.00%	-0.5%	Q4 2025
WMTWalmart Inc.	$1.28M	0.31%	0.00%	-6.7%	Q1 2020
AMDAdvanced Micro Devices Inc	$1.12M	0.27%	0.00%	Not reported	Q2 2023
CATCaterpillar Inc	$1.1M	0.26%	0.00%	-38.8%	Q3 2024
PMPhilip Morris International Inc.	$1.02M	0.25%	0.00%	-0.6%	Q4 2025
MCDMcdonalds Corp	$991K	0.24%	0.00%	-25.1%	Q4 2019
JPMJPMorgan Chase & Co	$920K	0.22%	0.00%	-20.7%	Q4 2019
ADPAutomatic Data Processing Inc	$906K	0.22%	0.00%	-3.8%	Q2 2025
JNJJohnson & Johnson	$842K	0.20%	0.00%	-33.0%	Q4 2019
NOBLNoble International, Ltd.	$821K	0.20%	Not reported	-1.1%	Q4 2019
AVGOBroadcom Inc.	$801K	0.19%	0.00%	+4.4%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$759K	0.18%	Not reported	-51.7%	Q3 2021
MARMarriott International Inc	$728K	0.18%	0.00%	Not reported	Q2 2025
IBMInternational Business Machines Corp	$696K	0.17%	0.00%	-36.0%	Q4 2023
BRK.BBerkshire Hathaway Inc	$692K	0.17%	Not reported	-25.3%	Q4 2019
CSCOCisco Systems, Inc.	$675K	0.16%	0.00%	-4.5%	Q4 2021
GIBCgi Inc	$667K	0.16%	Not reported	-9.2%	Q3 2023
LRCXLam Research Corp	$629K	0.15%	0.00%	-8.7%	Q3 2025
NSCNorfolk Southern Corp	$611K	0.15%	0.00%	+0.1%	Q2 2025
DOVDOVER Corp	$565K	0.14%	0.00%	Not reported	Q2 2025
LLYELI LILLY & Co	$542K	0.13%	0.00%	-5.6%	Q1 2024
CCitigroup Inc	$541K	0.13%	0.00%	-0.2%	Q3 2025
WSTWest Pharmaceutical Services Inc	$539K	0.13%	0.00%	Not reported	Q1 2023
AXPAmerican Express Co	$532K	0.13%	0.00%	-0.3%	Q1 2023
KOCoca Cola Co	$527K	0.13%	0.00%	-27.1%	Q4 2019
COSTCostco Wholesale Corp	$512K	0.12%	0.00%	-28.2%	Q2 2021
CHICalamos Convertible Opportunities & Income Fund	$500K	0.12%	Not reported	-62.0%	Q4 2024
LMTLockheed Martin Corp	$498K	0.12%	0.00%	+51.2%	Q4 2023
GLWCorning Inc	$493K	0.12%	0.00%	Not reported	Q1 2026
HDHome Depot, Inc.	$488K	0.12%	0.00%	-6.1%	Q4 2020
TSLATesla, Inc.	$474K	0.11%	0.00%	+6.2%	Q4 2020
GOOGAlphabet Inc.	$473K	0.11%	Not reported	-24.1%	Q4 2019
GLDSPDR Gold Trust	$442K	0.11%	0.00%	-65.9%	Q4 2019
ABBVAbbVie Inc.	$438K	0.11%	0.00%	-8.8%	Q4 2020
VVisa Inc.	$416K	0.10%	0.00%	-42.6%	Q4 2020
SCZNXG NextGen Infrastructure Income Fund	$415K	0.10%	Not reported	+24.0%	Q4 2019
PEPPepsico Inc	$412K	0.10%	0.00%	+2.1%	Q2 2025
YUMYum Brands Inc	$392K	0.09%	0.00%	Not reported	Q2 2025
COFCapital One Financial Corp	$391K	0.09%	0.00%	-7.2%	Q2 2025
METAMeta Platforms, Inc.	$370K	0.09%	Not reported	-17.2%	Q4 2019

Q1 2026Reported Apr 20, 202686 positions
SPYSPDR S&P 500 ETF Trust	$7.7M	1.85%	Not reported	-2.0%	Q4 2019
AAPLApple Inc.	$5.23M	1.26%	0.00%	-11.5%	Q4 2019
NVDANvidia Corp	$3.39M	0.81%	0.00%	-1.4%	Q3 2020
MOAltria Group, Inc.	$2.39M	0.57%	0.00%	+0.9%	Q4 2025
AMZNAmazon Com Inc	$2.18M	0.52%	0.00%	-1.9%	Q4 2019
MSFTMicrosoft Corp	$2.17M	0.52%	0.00%	-21.9%	Q4 2019
XOMExxonMobil Holdings Corp	$2.04M	0.49%	0.00%	-4.7%	Q1 2022
SHWSherwin Williams Co	$1.54M	0.37%	0.00%	Not reported	Q2 2025
MCDMcdonalds Corp	$1.52M	0.36%	0.00%	-0.5%	Q4 2019
GLDSPDR Gold Trust	$1.51M	0.36%	0.00%	-1.6%	Q4 2019
WMTWalmart Inc.	$1.5M	0.36%	0.00%	-0.3%	Q1 2020
MDLZMondelez International, Inc.	$1.47M	0.35%	0.00%	-0.4%	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.47M	0.35%	Not reported	+1.8%	Q3 2021
GOOGLAlphabet Inc.	$1.38M	0.33%	0.00%	-1.1%	Q1 2021
JNJJohnson & Johnson	$1.21M	0.29%	0.00%	-4.9%	Q4 2019
CATCaterpillar Inc	$1.19M	0.29%	0.00%	-12.3%	Q3 2024
CHICalamos Convertible Opportunities & Income Fund	$1.05M	0.25%	Not reported	+1.9%	Q4 2024
JPMJPMorgan Chase & Co	$1.04M	0.25%	0.00%	-0.8%	Q4 2019
PMPhilip Morris International Inc.	$939K	0.23%	0.00%	+1.1%	Q4 2025
IBMInternational Business Machines Corp	$937K	0.22%	0.00%	+2.7%	Q4 2023
BRK.BBerkshire Hathaway Inc	$887K	0.21%	Not reported	+9.6%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$881K	0.21%	Not reported	-2.6%	Q4 2021
ADPAutomatic Data Processing Inc	$854K	0.21%	0.00%	+1.6%	Q2 2025
GIBCgi Inc	$832K	0.20%	Not reported	-5.6%	Q3 2023
HONHoneywell International Inc	$807K	0.19%	0.00%	Not reported	Q1 2023
NOBLNoble International, Ltd.	$783K	0.19%	Not reported	-2.9%	Q4 2019
COSTCostco Wholesale Corp	$760K	0.18%	0.00%	-1.4%	Q2 2021
KOCoca Cola Co	$676K	0.16%	0.00%	Not reported	Q4 2019
MARMarriott International Inc	$643K	0.15%	0.00%	Not reported	Q2 2025
VVisa Inc.	$638K	0.15%	0.00%	+0.1%	Q4 2020
AVGOBroadcom Inc.	$629K	0.15%	0.00%	-0.3%	Q4 2023
PGPROCTER & GAMBLE Co	$624K	0.15%	0.00%	+6.0%	Q4 2019
TAt&T Inc.	$612K	0.15%	0.00%	+0.9%	Q4 2019
NSCNorfolk Southern Corp	$558K	0.13%	0.00%	Not reported	Q2 2025
DOVDOVER Corp	$525K	0.13%	0.00%	-0.7%	Q2 2025
GOOGAlphabet Inc.	$506K	0.12%	Not reported	-4.5%	Q4 2019
HDHome Depot, Inc.	$485K	0.12%	0.00%	-3.4%	Q4 2020
AXPAmerican Express Co	$478K	0.11%	0.00%	-1.2%	Q1 2023
CSCOCisco Systems, Inc.	$466K	0.11%	0.00%	+3.5%	Q4 2021
PEPPepsico Inc	$463K	0.11%	0.00%	+0.2%	Q2 2025
AMEAmetek Inc/	$463K	0.11%	0.00%	Not reported	Q1 2025
METAMeta Platforms, Inc.	$453K	0.11%	Not reported	+6.7%	Q4 2019
LLYELI LILLY & Co	$441K	0.11%	0.00%	Not reported	Q1 2024
CCitigroup Inc	$439K	0.11%	0.00%	+0.3%	Q3 2025
ABBVAbbVie Inc.	$415K	0.10%	0.00%	-5.4%	Q4 2020
SMHMarket Vectors ETF Trust	$399K	0.10%	Not reported	+4.4%	Q1 2025
TSLATesla, Inc.	$395K	0.09%	0.00%	Not reported	Q4 2020
AMDAdvanced Micro Devices Inc	$393K	0.09%	0.00%	-0.1%	Q2 2023
LMTLockheed Martin Corp	$391K	0.09%	0.00%	+4.5%	Q4 2023
COFCapital One Financial Corp	$383K	0.09%	0.00%	+0.3%	Q2 2025

Q4 2025Reported Jan 7, 202683 positions
SPYSPDR S&P 500 ETF Trust	$8.24M	2.00%	Not reported	+3.5%	Q4 2019
AAPLApple Inc.	$6.34M	1.54%	0.00%	+21.6%	Q4 2019
NVDANvidia Corp	$3.68M	0.90%	0.00%	+5.7%	Q3 2020
MSFTMicrosoft Corp	$3.63M	0.88%	0.00%	+32.9%	Q4 2019
AMZNAmazon Com Inc	$2.46M	0.60%	0.00%	+10.9%	Q4 2019
MOAltria Group, Inc.	$2.07M	0.50%	0.00%	New	Q4 2025
SHWSherwin Williams Co	$1.56M	0.38%	0.00%	0.0%	Q2 2025
GOOGLAlphabet Inc.	$1.52M	0.37%	0.00%	+2.2%	Q1 2021
XOMExxonMobil Holdings Corp	$1.52M	0.37%	0.00%	+3.6%	Q1 2022
MCDMcdonalds Corp	$1.5M	0.37%	0.00%	+0.3%	Q4 2019
GLDSPDR Gold Trust	$1.42M	0.34%	0.00%	+0.9%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.4M	0.34%	Not reported	-1.8%	Q3 2021
MDLZMondelez International, Inc.	$1.38M	0.34%	0.00%	New	Q4 2025
WMTWalmart Inc.	$1.35M	0.33%	0.00%	+1.1%	Q1 2020
JPMJPMorgan Chase & Co	$1.15M	0.28%	0.00%	+3.6%	Q4 2019
IBMInternational Business Machines Corp	$1.12M	0.27%	0.00%	+0.9%	Q4 2023
GIBCgi Inc	$1.11M	0.27%	Not reported	-7.6%	Q3 2023
CATCaterpillar Inc	$1.1M	0.27%	0.00%	-0.1%	Q3 2024
JNJJohnson & Johnson	$1.08M	0.26%	0.00%	+7.6%	Q4 2019
ADPAutomatic Data Processing Inc	$1.06M	0.26%	0.00%	+0.3%	Q2 2025
CHICalamos Convertible Opportunities & Income Fund	$1M	0.24%	Not reported	-4.7%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$963K	0.23%	Not reported	+13.3%	Q4 2021
PMPhilip Morris International Inc.	$901K	0.22%	0.00%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$848K	0.21%	Not reported	+3.7%	Q4 2019
NOBLNoble International, Ltd.	$792K	0.19%	Not reported	+35.7%	Q4 2019
VVisa Inc.	$739K	0.18%	0.00%	+51.9%	Q4 2020
AVGOBroadcom Inc.	$705K	0.17%	0.00%	+2.0%	Q4 2023
HONHoneywell International Inc	$696K	0.17%	0.00%	+0.4%	Q1 2023
COSTCostco Wholesale Corp	$667K	0.16%	0.00%	+7.4%	Q2 2021
KOCoca Cola Co	$621K	0.15%	0.00%	+0.1%	Q4 2019
MARMarriott International Inc	$610K	0.15%	0.00%	+35.5%	Q2 2025
AXPAmerican Express Co	$591K	0.14%	0.00%	+0.6%	Q1 2023
PGPROCTER & GAMBLE Co	$584K	0.14%	0.00%	+0.3%	Q4 2019
GOOGAlphabet Inc.	$579K	0.14%	Not reported	+41.5%	Q4 2019
NSCNorfolk Southern Corp	$561K	0.14%	0.00%	-9.3%	Q2 2025
HDHome Depot, Inc.	$525K	0.13%	0.00%	+3.2%	Q4 2020
TAt&T Inc.	$520K	0.13%	0.00%	+0.1%	Q4 2019
LLYELI LILLY & Co	$515K	0.13%	0.00%	+28.1%	Q1 2024
COFCapital One Financial Corp	$507K	0.12%	0.00%	+0.7%	Q2 2025
DOVDOVER Corp	$495K	0.12%	0.00%	+0.7%	Q2 2025
METAMeta Platforms, Inc.	$490K	0.12%	Not reported	-9.2%	Q4 2019
TSLATesla, Inc.	$477K	0.12%	0.00%	+1.1%	Q4 2020
ABBVAbbVie Inc.	$461K	0.11%	0.00%	+13.0%	Q4 2020
CCitigroup Inc	$451K	0.11%	0.00%	+4.5%	Q3 2025
CSCOCisco Systems, Inc.	$447K	0.11%	0.00%	-1.7%	Q4 2021
AMEAmetek Inc/	$443K	0.11%	0.00%	Not reported	Q1 2025
PEPPepsico Inc	$427K	0.10%	0.00%	+0.7%	Q2 2025
AMDAdvanced Micro Devices Inc	$414K	0.10%	0.00%	+2.1%	Q2 2023
WSTWest Pharmaceutical Services Inc	$413K	0.10%	0.00%	Not reported	Q1 2023
PFEPfizer Inc	$405K	0.10%	0.00%	+45.1%	Q3 2025

Q3 2025Reported Oct 3, 202574 positions
SPYSPDR S&P 500 ETF Trust	$7.78M	2.22%	Not reported	-2.1%	Q4 2019
AAPLApple Inc.	$4.88M	1.39%	0.00%	-3.5%	Q4 2019
NVDANvidia Corp	$3.48M	0.99%	0.00%	+2.7%	Q3 2020
MSFTMicrosoft Corp	$2.92M	0.83%	0.00%	-6.9%	Q4 2019
AMZNAmazon Com Inc	$2.12M	0.60%	0.00%	-5.1%	Q4 2019
SHWSherwin Williams Co	$1.66M	0.47%	0.00%	Not reported	Q2 2025
MCDMcdonalds Corp	$1.49M	0.43%	0.00%	+0.3%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.4M	0.40%	Not reported	-6.0%	Q3 2021
XOMExxonMobil Holdings Corp	$1.37M	0.39%	0.00%	+0.6%	Q1 2022
GLDSPDR Gold Trust	$1.26M	0.36%	0.00%	-7.8%	Q4 2019
WMTWalmart Inc.	$1.24M	0.35%	0.00%	-3.9%	Q1 2020
ADPAutomatic Data Processing Inc	$1.21M	0.35%	0.00%	-1.8%	Q2 2025
GIBCgi Inc	$1.16M	0.33%	Not reported	+4.9%	Q3 2023
GOOGLAlphabet Inc.	$1.16M	0.33%	0.00%	-4.8%	Q1 2021
JPMJPMorgan Chase & Co	$1.09M	0.31%	0.00%	+11.2%	Q4 2019
CHICalamos Convertible Opportunities & Income Fund	$1.09M	0.31%	Not reported	+3.4%	Q4 2024
IBMInternational Business Machines Corp	$1.05M	0.30%	0.00%	-2.6%	Q4 2023
CATCaterpillar Inc	$918K	0.26%	0.00%	-10.7%	Q3 2024
JNJJohnson & Johnson	$896K	0.26%	0.00%	-4.8%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$831K	0.24%	Not reported	-2.8%	Q4 2021
BRK.BBerkshire Hathaway Inc	$818K	0.23%	Not reported	-2.2%	Q4 2019
HONHoneywell International Inc	$748K	0.21%	0.00%	-5.0%	Q1 2023
COSTCostco Wholesale Corp	$667K	0.19%	0.00%	+9.3%	Q2 2021
AVGOBroadcom Inc.	$659K	0.19%	0.00%	+11.7%	Q4 2023
NSCNorfolk Southern Corp	$643K	0.18%	0.00%	-1.6%	Q2 2025
PGPROCTER & GAMBLE Co	$624K	0.18%	0.00%	-0.4%	Q4 2019
METAMeta Platforms, Inc.	$601K	0.17%	Not reported	+0.5%	Q4 2019
HDHome Depot, Inc.	$599K	0.17%	0.00%	-2.3%	Q4 2020
TAt&T Inc.	$591K	0.17%	0.00%	+3.7%	Q4 2019
KOCoca Cola Co	$589K	0.17%	0.00%	+4.9%	Q4 2019
NOBLNoble International, Ltd.	$578K	0.17%	Not reported	-19.6%	Q4 2019
AXPAmerican Express Co	$528K	0.15%	0.00%	Not reported	Q1 2023
VVisa Inc.	$474K	0.14%	0.00%	Not reported	Q4 2020
TSLATesla, Inc.	$467K	0.13%	0.00%	-2.2%	Q4 2020
COFCapital One Financial Corp	$442K	0.13%	0.00%	+54.2%	Q2 2025
DOVDOVER Corp	$420K	0.12%	0.00%	Not reported	Q2 2025
PEPPepsico Inc	$415K	0.12%	0.00%	0.0%	Q2 2025
ABBVAbbVie Inc.	$413K	0.12%	0.00%	-10.1%	Q4 2020
AMEAmetek Inc/	$406K	0.12%	0.00%	Not reported	Q1 2025
CSCOCisco Systems, Inc.	$404K	0.12%	0.00%	-3.8%	Q4 2021
WSTWest Pharmaceutical Services Inc	$393K	0.11%	0.00%	Not reported	Q1 2023
MARMarriott International Inc	$378K	0.11%	0.00%	Not reported	Q2 2025
CCitigroup Inc	$375K	0.11%	0.00%	New	Q3 2025
LMTLockheed Martin Corp	$337K	0.10%	0.00%	+1.1%	Q4 2023
SCZNXG NextGen Infrastructure Income Fund	$336K	0.10%	Not reported	-6.0%	Q4 2019
VSECVse Corp	$332K	0.09%	0.01%	-9.1%	Q4 2024
UNHUnitedhealth Group Inc	$331K	0.09%	0.00%	+22.5%	Q4 2019
SMHMarket Vectors ETF Trust	$326K	0.09%	Not reported	-10.2%	Q1 2025
GOOGAlphabet Inc.	$318K	0.09%	Not reported	-9.9%	Q4 2019
FSLRFirst Solar, Inc.	$317K	0.09%	0.00%	-6.5%	Q1 2025

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