KFA Private Wealth Group, LLC

RIA/Wealth

KFA Private Wealth Group, LLC is a RIA/Wealth based in Tyson, VA led by John Robert Fennig, reporting $676.3M in AUM as of Q3 2025 with 86% ETF concentration, 58% concentrated in top 10 holdings, 18% allocation to IVV, and minimal technology exposure.

Managing PartnerJohn Robert Fennig

Portfolio Value: $350.1M
Positions: 137
Top Holding: IVV at 18.45%
Last Reported: Q3 2025

Address8350 Broad St., Suite 220, Tyson, VA, 22102-5151, United States

Top Holdings

Largest long holdings in KFA Private Wealth Group, LLC's portfolio (58.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$64.6M	18.45%	-$265.0K Sold	— 96.5K shares	Q4 2019 Held for 5y 11m
2 Fidelity Blue Chip Growth FBCG	ETF ETF	$47.9M	13.69%	+$2.4M Bought	— 893.5K shares	Q1 2024 Held for 1y 8m
3 Fidelity Total Bond FBND	ETF ETF	$15.9M	4.54%	+$2.4M Bought	— 343.6K shares	Q1 2024 Held for 1y 8m
4 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$12.9M	3.69%	+$464.2K Bought	— 197.9K shares	Q4 2019 Held for 5y 11m
5 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$12.0M	3.42%	+$1.5M Bought	— 181.9K shares	Q4 2019 Held for 5y 11m
6 iShares Short Treasury Bond SHV	ETF ETF	$11.4M	3.26%	+$611.2K Bought	— 103.4K shares	Q4 2019 Held for 5y 11m
7 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$10.7M	3.05%	-$103.3K Sold	— 89.7K shares	Q4 2019 Held for 5y 11m
8 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$9.8M	2.79%	+$437.0 Bought	— 67.0K shares	Q4 2019 Held for 5y 11m
9 Technology Select Sector SPDR Fund XLK	ETF ETF	$9.5M	2.71%	+$186.6K Bought	— 33.6K shares	Q4 2019 Held for 5y 11m
10 iShares Core MSCI Total International Stock IXUS	ETF ETF	$9.2M	2.63%	+$289.4K Bought	— 111.3K shares	Q4 2019 Held for 5y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in KFA Private Wealth Group, LLC's latest filing

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Market Value

$350.1M

Prior: $322.7M

Q/Q Change

+8.48%

+$27.4M

Net Flows % of MV

+1.63%

Turnover Ratio

2.92%

New Purchases

10 stocks

$2.6M

Added To

41 stocks

+$10.4M

Sold Out Of

6 stocks

$1.8M

Reduced Holdings

63 stocks

-$5.5M

Increased Positions

Position	Shares Δ	Change
1 Citigroup C	New	0 → 3.7K +$375.2K
2 Universal Health Services UHS	New	0 → 1.4K +$295.5K
3 Pfizer PFE	New	0 → 11.2K +$285.8K
4 The Travelers Companies TRV	New	0 → 1.0K +$284.9K
5 JPMorgan Municipal JMUB	New	0 → 5.6K +$281.9K

Decreased Positions

Position	Shares Δ	Change
1 iShares 0-5 Year High Yield Corporate Bond SHYG	Sold	10.7K → 0 −$461.0K
2 Schwab U.S. Large-Cap Growth SCHG	Sold	12.5K → 0 −$364.5K
3 Vanguard Short-Term Bond BSV	Sold	3.4K → 0 −$267.8K
4 Schwab U.S. Large-Cap Value SCHV	Sold	8.7K → 0 −$239.7K
5 Dominion Energy D	Sold	3.9K → 0 −$219.7K