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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVE ISHARES TR 3,584.0 $814K 0.20% NEW $227.08 +4.3%
2 HONEYWELL INTL INC 1,420.0 $318K 0.08% NEW $223.90
3 HONEYWELL AEROSPACE INC 1,420.0 $314K 0.08% NEW $221.08
4 MU MICRON TECHNOLOGY INC Technology 267.0 $308K 0.07% NEW $1154.49 -19.5%
5 AMGN AMGEN INC Healthcare 848.0 $307K 0.07% NEW $362.35 +21.0%
6 HUM HUMANA INC Healthcare 750.0 $298K 0.07% NEW $397.22 -2.1%
7 IRIDIUM COMMUNICATIONS INC 4,991.0 $274K 0.07% NEW $54.86
8 IGIB ISHARES TR 4,812.0 $256K 0.06% NEW $53.17 -1.5%
9 CLS CELESTICA INC Technology 692.0 $252K 0.06% NEW $364.80 -13.0%
10 QQMG INVESCO EXCH TRADED FD TR II 4,858.0 $249K 0.06% NEW $51.23 -2.3%
11 IEF ISHARES TR 2,599.0 $246K 0.06% NEW $94.60 -1.4%
12 SNX TD SYNNEX CORPORATION Technology 909.0 $243K 0.06% NEW $267.46 -3.0%
13 TCHP T ROWE PRICE EXCHANGE-TRADED 4,298.0 $215K 0.05% NEW $50.09 +1.6%
14 IWD ISHARES TR 887.0 $215K 0.05% NEW $242.57 +6.1%
15 EWJ ISHARES INC 2,266.0 $211K 0.05% NEW $93.29 +2.5%
16 MMM 3M CO Industrials 1,276.0 $207K 0.05% NEW $161.91 +9.9%
17 URI UNITED RENTALS INC Industrials 176.0 $200K 0.05% NEW $1137.36 -8.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%