KFA Private Wealth Group, LLC reported 78 positions worth $54.64M for the quarter ended Sep 30, 2026, up 4.3% on the prior quarter. It opened 7 new positions, added to 38, trimmed 21 and exited 3. Its largest holding is Apple Inc. at 11.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| INTC Intel Corp | +2,796 | – | $336.20K | 0.615% |
| ATRO Astronics Corp | +3,968 | +107.3% | $267.52K | 0.946% |
| CVX Chevron Corp | +1,202 | – | $245.47K | 0.449% |
| AAPL Apple Inc. | +719 | +4.0% | $239.45K | 11.39% |
| PNC Pnc Financial Services Group, Inc. | +1,035 | – | $230.06K | 0.421% |
| COP Conocophillips | +1,760 | – | $220.33K | 0.403% |
| VZ Verizon Communications Inc | +4,754 | – | $218.07K | 0.399% |
| PSX Phillips 66 | +810 | – | $207.05K | 0.379% |
| JPM Jpmorgan Chase & Co | +548 | +19.5% | $181.32K | 2.03% |
| AVGO Broadcom Inc. | +354 | +16.7% | $124.35K | 1.59% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GEV GE Vernova Inc. | -203 | -100.0% | $238.50K | Exited |
| AZN Astrazeneca Plc | -1,212 | -100.0% | $229.99K | Exited |
| URI United Rentals, Inc. | -176 | -100.0% | $200.18K | Exited |
| NVDA Nvidia Corp | -607 | -3.8% | $138.63K | 6.49% |
| LRCX Lam Research Corp | -329 | -22.7% | $108.08K | 0.675% |
| GLD Spdr Gold Trust | -227 | -18.9% | $86.51K | 0.678% |
| AMZN Amazon Com Inc | -250 | -2.9% | $62.29K | 3.79% |
| CAT Caterpillar Inc | -67 | -6.5% | $54.33K | 1.43% |
| GS Goldman Sachs Group Inc | -55 | -15.1% | $49.61K | 0.512% |
| GOOGL Alphabet Inc. | -126 | -2.8% | $43.36K | 2.74% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| INTC Intel Corp | +2,796 | $336.20K | 0.615% |
| CVX Chevron Corp | +1,202 | $245.47K | 0.449% |
| PNC Pnc Financial Services Group, Inc. | +1,035 | $230.06K | 0.421% |
| COP Conocophillips | +1,760 | $220.33K | 0.403% |
| VZ Verizon Communications Inc | +4,754 | $218.07K | 0.399% |
| PSX Phillips 66 | +810 | $207.05K | 0.379% |
| SACH Sachem Capital Corp. | +61.0K | $56.08K | 0.103% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 18.7K | $6.23M | 11.39% | +719 | +4.0% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 15.5K | $3.55M | 6.49% | -607 | -3.8% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 6,645 | $3.41M | 6.24% | +73 | +1.1% | Added | 0% |
| 4 | MO Altria Group, Inc. | Consumer Staples | 35.9K | $2.42M | 4.43% | -127 | -0.4% | Reduced | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 8,314 | $2.07M | 3.79% | -250 | -2.9% | Reduced | 0% |
| 6 | XOM ExxonMobil Holdings Corp | Energy | 10.9K | $1.78M | 3.25% | -227 | -2.0% | Reduced | 0% |
| 7 | SHW Sherwin Williams Co | Basic Materials | 4,805 | $1.55M | 2.84% | +1 | +0.0% | Added | 0% |
| 8 | GOOGL Alphabet Inc. | Technology | 4,352 | $1.50M | 2.74% | -126 | -2.8% | Reduced | 0% |
| 9 | MDLZ Mondelez International, Inc. | Consumer Staples | 25.5K | $1.47M | 2.69% | +1 | +0.0% | Added | 0% |
| 10 | WMT Walmart Inc. | Consumer Staples | 11.5K | $1.20M | 2.19% | +225 | +2.0% | Added | 0% |
| 11 | AMD Advanced Micro Devices Inc | Technology | 1,935 | $1.18M | 2.17% | +4 | +0.2% | Added | 0% |
| 12 | JPM Jpmorgan Chase & Co | Financial Services | 3,357 | $1.11M | 2.03% | +548 | +19.5% | Added | 0% |
| 13 | PM Philip Morris International Inc. | Consumer Staples | 5,647 | $1.08M | 1.97% | +3 | +0.1% | Added | 0% |
| 14 | ADP Automatic Data Processing Inc | Technology | 4,046 | $1.04M | 1.91% | 0 | 0.0% | Unchanged | 0% |
| 15 | MCD Mcdonalds Corp | Consumer Discretionary | 4,019 | $928.21K | 1.7% | +355 | +9.7% | Added | 0% |
Tip. Select a row to see that position’s full history at KFA Private Wealth.
As of its Q3 2026 13F filing, KFA Private Wealth Group, LLC’s five largest positions were Apple Inc. (AAPL) at 11.4%, Nvidia Corp (NVDA) at 6.5%, Microsoft Corp (MSFT) at 6.2%, Altria Group, Inc. (MO) at 4.4%, Amazon Com Inc (AMZN) at 3.8% of the reported portfolio.
KFA Private Wealth Group, LLC reported a 13F portfolio worth $54.64M across 78 positions for Q3 2026. That is up 4.3% from the previous quarter.
Its largest purchases by value were Intel Corp ($336.20K), Astronics Corp ($267.52K), Chevron Corp ($245.47K). It opened 7 new positions.
Its largest sales by value were GE Vernova Inc. ($238.50K), Astrazeneca Plc ($229.99K), United Rentals, Inc. ($200.18K). It exited 3 positions entirely.
From the Form 13F-HR reports KFA Private Wealth Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.