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Portfolio (Quarterly) Guide ↗

KFA Private Wealth Group, LLC

· CIK 0001800556
13F Portfolio $415M AUM 150 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 34 Added 72 Reduced 27 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 IYR ISHARES TR 2,556 $242K 0.06% SOLD
22 VEU VANGUARD INTL EQUITY INDEX F 3,167 $238K 0.06% SOLD
23 IWF ISHARES TR 546 $233K 0.06% SOLD
24 COP CONOCOPHILLIPS Energy 1,761 $232K 0.06% SOLD
25 VWO VANGUARD INTL EQUITY INDEX F 4,249 $230K 0.06% SOLD
26 MA MASTERCARD INCORPORATED Financial Services 451 $225K 0.05% SOLD
27 REKR REKOR SYSTEMS INC Technology 10,615 $9K 0.00% SOLD
Page 2 of 2  ·  27 positions
Sector Allocation
Technology 27.5%
Financial Services 24.1%
Consumer Defensive 13.7%
Industrials 10.0%
Consumer Cyclical 8.4%
Healthcare 6.3%
Communication Services 3.8%
Energy 2.9%
Basic Materials 2.7%
Utilities 0.4%