Notify me when KFA Private Wealth Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| 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 |