$241 Million is the total value of KFA Private Wealth Group, LLC's 74 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WST | WEST PHARMACEUTICAL SVSC INC | $573,705 | +10.4% | 1,500 | 0.0% | 0.24% | +0.4% | |
| HON | HONEYWELL INTL INC | $519,748 | +8.6% | 2,504 | 0.0% | 0.22% | -0.9% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $517,810 | +11.2% | 1 | 0.0% | 0.22% | +1.4% | |
| IUSG | ISHARES TRcore s&p us gwt | $275,478 | +10.0% | 2,821 | 0.0% | 0.11% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 16 | Q3 2023 | 26.0% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 9.4% |
| ISHARES TR | 16 | Q3 2023 | 11.7% |
| ISHARES TR | 16 | Q3 2023 | 13.7% |
| ISHARES TR | 16 | Q3 2023 | 5.5% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 6.2% |
| ISHARES TR | 16 | Q3 2023 | 7.7% |
| ISHARES TR | 16 | Q3 2023 | 15.3% |
| ISHARES TR | 16 | Q3 2023 | 5.8% |
| APPLE INC | 16 | Q3 2023 | 2.4% |
View KFA Private Wealth Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-01-26 |
View KFA Private Wealth Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.