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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001800556

KFA Private Wealth Group, LLC

VIENNA, VA · File #028-19697

Latest AUM
$411.2M
Positions
151
Top-10 Concentration
65.3%
Filings
12

Sector Allocation

Technology
4.6%$19.1M
Financials
1.3%$5.4M
Healthcare
0.8%$3.3M
Industrials
0.8%$3.1M
Materials
0.4%$1.6M
Energy
0.4%$1.5M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR464287200111,611$76.4M20.80%
2FIDELITY COVINGTON TRUST316092352977,226$53.6M14.58%
3FIDELITY MERRIMACK STR TR316188309412,826$19.0M5.17%
4ISHARES TR464288679158,095$17.4M4.74%
5ISHARES TR464287507213,499$14.1M3.83%
6ISHARES TR46428715093,646$13.9M3.79%
7ISHARES INC46434G103199,619$13.4M3.65%
8VANGUARD INDEX FDS92290874459,820$11.4M3.11%
9ISHARES TR46428780490,513$10.9M2.96%
10ISHARES TR46432F834114,781$9.7M2.64%
11SELECT SECTOR SPDR TR81369Y80365,650$9.5M2.57%
12VANGUARD INDEX FDS92290862931,435$9.1M2.48%
13SPDR S&P 500 ETF TRSPY12,087$8.2M2.24%
14ISHARES TR46428722678,922$7.9M2.14%
15ISHARES TR46432F859159,377$7.8M2.11%
16ISHARES TR46428745792,196$7.6M2.08%
17APPLE INCAAPL23,307$6.3M1.72%
18SPDR SERIES TRUST78468R62254,875$5.3M1.45%
19VANECK ETF TRUST92189F486192,820$4.9M1.34%
20VANGUARD INDEX FDS92290875118,677$4.8M1.31%