KFA Private Wealth Group, LLC - Q3 2023 holdings

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$241 Million is the total value of KFA Private Wealth Group, LLC's 78 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
GLD  SPDR GOLD TR$984,336
-3.8%
5,7410.0%0.41%
-3.5%
IVW  ISHARES TRs&p 500 grwt etf$617,796
-2.9%
9,0290.0%0.26%
-2.7%
WST  WEST PHARMACEUTICAL SVSC INC$562,815
-1.9%
1,5000.0%0.23%
-1.7%
BRKA  BERKSHIRE HATHAWAY INC DELcl a$531,477
+2.6%
10.0%0.22%
+2.8%
SCZ  ISHARES TReafe sml cp etf$471,205
-4.3%
8,3440.0%0.20%
-3.9%
ITA  ISHARES TRus aer def etf$458,999
-9.2%
4,3310.0%0.19%
-9.0%
DSI  ISHARES TRmsci kld400 soc$294,164
-3.3%
3,6130.0%0.12%
-3.2%
COST  COSTCO WHSL CORP NEW$239,520
+5.0%
4230.0%0.10%
+5.3%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-10-25
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR16Q3 202326.0%
VANGUARD INDEX FDS16Q3 20239.4%
ISHARES TR16Q3 202311.7%
ISHARES TR16Q3 202313.7%
ISHARES TR16Q3 20235.5%
VANGUARD INDEX FDS16Q3 20236.2%
ISHARES TR16Q3 20237.7%
ISHARES TR16Q3 202315.3%
ISHARES TR16Q3 20235.8%
APPLE INC16Q3 20232.4%

View KFA Private Wealth Group, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-01
13F-HR2024-02-02
13F-HR2023-10-25
13F-HR2023-07-18
13F-HR2023-05-05
13F-HR2023-02-01
13F-HR2022-11-03
13F-HR2022-07-18
13F-HR2022-05-02
13F-HR2022-01-26

View KFA Private Wealth Group, LLC's complete filings history.

All filings

View complete filings history.

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