13F Filings History of KFA Private Wealth Group, LLC

Latest 13F report
Q4 2025 - 07 Jan 2026
Value $
$411,159,912
Signature - Title
John Fennig - Managing Partner
Location
Tysons, VA
Summary
This page shows a list of all the recent 13F filings made by KFA Private Wealth Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KFA Private Wealth Group, LLC reported 151 stock holdings with total value $411,159,912 as of Q4 2025. Top holdings included IVV, FBCG, FBND, SHV, and IJH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 151 $411,159,912 +$61,864,509 -$1,746,209 +$60,118,300 IVV, FBCG, FBND, SHV, IJH 13F-HR 07 Jan 2026, 09:43
Q3 2025 137 $350,098,843 +$13,197,964 -$7,236,643 +$5,961,321 IVV, FBCG, FBND, IJH, IEMG 13F-HR 03 Oct 2025, 16:55
Q2 2025 132 $322,739,405 +$18,530,652 -$6,666,319 +$11,864,333 IVV, FBCG, FBND, IJH, SHV 13F-HR 24 Jul 2025, 16:05
Q1 2025 114 $285,750,920 +$59,007,908 -$1,413,070 +$57,594,838 IVV, FBCG, FBND, IJH, SHV 13F-HR 07 May 2025, 12:30
Q4 2024 90 $238,806,002 +$32,764,783 -$5,246,583 +$27,518,200 IVV, FBCG, FBND, SHV, ITOT 13F-HR 22 Jan 2025, 16:28
Q3 2024 82 $209,515,666 +$29,464,819 -$22,069,715 +$7,395,104 IVV, FBCG, FBND, SHV, ITOT 13F-HR 18 Oct 2024, 16:12
Q2 2024 75 $193,186,775 +$30,070,870 -$161,220,308 -$131,149,438 IVV, FBCG, SHV, VTV, ITOT 13F-HR 07 Aug 2024, 16:50
Q1 2024 99 $322,384,892 +$35,071,553 -$1,841,692 +$33,229,861 IVV, VO, FLTR, SHV, SHY 13F-HR 01 May 2024, 16:36
Q4 2023 85 $278,984,577 +$26,125,890 -$7,189,880 +$18,936,010 IVV, FLTR, SHV, VO, SHY 13F-HR 02 Feb 2024, 17:00
Q3 2023 78 $240,614,670 +$7,706,665 -$903,133 +$6,803,532 IVV, FLTR, SHV, VO, SHY 13F-HR 25 Oct 2023, 17:29
Q2 2023 74 $241,164,754 +$15,768,473 -$4,820,407 +$10,948,066 IVV, FLTR, VO, SHV, SHY 13F-HR 18 Jul 2023, 16:37
Q1 2023 78 $219,593,027 +$16,735,543 -$1,091,911 +$15,643,632 IVV, FLTR, VO, SHY, IJR 13F-HR 05 May 2023, 16:19
Q4 2022 67 $195,907,318 +$9,561,664 -$13,257,490 -$3,695,826 IVV, VO, FLTR, SHY, VTV 13F-HR 31 Jan 2023, 20:41
Q3 2022 65 $187,900,000 +$19,423,953 -$2,768,233 +$16,655,720 IVV, VO, SHY, FLTR, VTV 13F-HR 02 Nov 2022, 20:29
Q2 2022 67 $180,835,000 +$13,040,384 -$3,702,558 +$9,337,826 IVV, VO, FLTR, VTV, IJR 13F-HR 15 Jul 2022, 17:56
Q1 2022 71 $199,475,000 +$17,076,351 -$9,372,522 +$7,703,829 IVV, VO, IJR, VTV, HDV 13F-HR 02 May 2022, 17:03
Q4 2021 70 $201,073,000 +$7,958,436 -$2,916,448 +$5,041,988 IVV, VO, AGG, VTV, IJR 13F-HR 25 Jan 2022, 18:50
Q3 2021 70 $182,708,000 +$3,799,728 -$2,497,560 +$1,302,168 IVV, VO, AGG, IJR, VTV 13F-HR 18 Oct 2021, 10:46
Q2 2021 73 $183,171,000 +$9,902,157 -$7,270,790 +$2,631,367 IVV, VO, AGG, VTV, IJR 13F-HR 21 Jul 2021, 20:08
Q1 2021 75 $171,409,000 +$17,116,400 -$11,121,615 +$5,994,785 IVV, VO, AGG, IJR, ITOT 13F-HR 05 May 2021, 21:02
Q4 2020 71 $157,500,000 +$13,479,347 -$3,084,088 +$10,395,259 IVV, AGG, VO, ITOT, IJR 13F-HR 08 Mar 2021, 11:47
Q3 2020 65 $133,400,000 +$25,979,102 -$526,871 +$25,452,231 IVV, AGG, VO, SHV, ITOT 13F-HR 03 Nov 2020, 21:21
Q2 2020 50 $104,006,000 +$21,182,279 -$14,479,739 +$6,702,540 IVV, AGG, VO, SHV, GDX 13F-HR 28 Jul 2020, 17:03
Q1 2020 50 $84,520,000 +$15,364,644 -$18,273,554 -$2,908,910 IVV, AGG, IJH, IJR, ITOT 13F-HR 23 Apr 2020, 16:30
Q4 2019 51 $108,904,000 $0 $0 $0 IVV, IJH, IJR, SHYG, ITOT 13F-HR 28 Jan 2020, 14:01