KFA Private Wealth Group, LLC

13F Filings History

Latest 13F report
Q3 2025 - Oct 3, 2025
Value $
$350M
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 137 stock holdings with total value $350M as of Q3 2025. Top holdings included IVV, FBCG, FBND, IJH, and IEMG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 137 $350M +$13.2M -$7.24M +$5.96M IVV, FBCG, FBND, IJH, IEMG 13F-HR 10/3/2025, 04:55 PM
Q2 2025 132 $323M +$18.5M -$6.67M +$11.9M IVV, FBCG, FBND, IJH, SHV 13F-HR 7/24/2025, 04:05 PM
Q1 2025 114 $286M +$59M -$1.41M +$57.6M IVV, FBCG, FBND, IJH, SHV 13F-HR 5/7/2025, 12:30 PM
Q4 2024 90 $239M +$32.8M -$5.25M +$27.5M IVV, FBCG, FBND, SHV, ITOT 13F-HR 1/22/2025, 04:28 PM
Q3 2024 82 $210M +$29.5M -$22.1M +$7.4M IVV, FBCG, FBND, SHV, ITOT 13F-HR 10/18/2024, 04:12 PM
Q2 2024 75 $193M +$30.1M -$161M -$131M IVV, FBCG, SHV, VTV, ITOT 13F-HR 8/7/2024, 04:50 PM
Q1 2024 99 $322M +$35.1M -$1.84M +$33.2M IVV, VO, FLTR, SHV, SHY 13F-HR 5/1/2024, 04:36 PM
Q4 2023 85 $279M +$26.1M -$7.19M +$18.9M IVV, FLTR, SHV, VO, SHY 13F-HR 2/2/2024, 05:00 PM
Q3 2023 78 $241M +$7.71M -$903K +$6.8M IVV, FLTR, SHV, VO, SHY 13F-HR 10/25/2023, 05:29 PM
Q2 2023 74 $241M +$15.8M -$4.12M +$11.7M IVV, FLTR, VO, SHV, SHY 13F-HR 7/18/2023, 04:37 PM
Q1 2023 78 $220M +$16.7M -$1.09M +$15.6M IVV, FLTR, VO, SHY, IJR 13F-HR 5/5/2023, 04:19 PM
Q4 2022 68 $196M +$9.57M -$10.5M -$920K IVV, VO, FLTR, SHY, VTV 13F-HR 1/31/2023, 07:41 PM
Q3 2022 65 $188M +$19.4M -$2.13M +$17.3M IVV, VO, SHY, FLTR, VTV 13F-HR 11/2/2022, 08:29 PM
Q2 2022 67 $181M +$13M -$2.57M +$10.5M IVV, VO, FLTR, VTV, IJR 13F-HR 7/15/2022, 05:56 PM
Q1 2022 71 $199M +$17.1M -$8.82M +$8.26M IVV, VO, IJR, VTV, HDV 13F-HR 5/2/2022, 05:03 PM
Q4 2021 70 $201M +$7.96M -$1.83M +$6.13M IVV, VO, AGG, VTV, IJR 13F-HR 1/25/2022, 05:50 PM
Q3 2021 70 $183M +$3.8M -$2.5M +$1.3M IVV, VO, AGG, IJR, VTV 13F-HR 10/18/2021, 10:46 AM
Q2 2021 73 $183M +$9.9M -$7.27M +$2.63M IVV, VO, AGG, VTV, IJR 13F-HR 7/21/2021, 08:08 PM
Q1 2021 75 $171M +$17.1M -$11.1M +$5.99M IVV, VO, AGG, IJR, ITOT 13F-HR 5/5/2021, 09:02 PM
Q4 2020 71 $158M +$13.5M -$2.68M +$10.8M IVV, AGG, VO, ITOT, IJR 13F-HR 3/8/2021, 10:47 AM
Q3 2020 65 $133M +$26M -$311K +$25.7M IVV, AGG, VO, SHV, ITOT 13F-HR 11/3/2020, 08:21 PM
Q2 2020 50 $104M +$21.2M -$10.9M +$10.3M IVV, AGG, VO, SHV, GDX 13F-HR 7/28/2020, 05:03 PM
Q1 2020 50 $84.5M +$15.4M -$14.4M +$958K IVV, AGG, IJH, IJR, ITOT 13F-HR 4/23/2020, 04:30 PM
Q4 2019 51 $109M IVV, IJH, IJR, SHYG, ITOT 13F-HR 1/28/2020, 01:01 PM