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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 1 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 92,756.0 $69.5M 16.73% -20K -18.0% $748.89 +3.1%
2 SHV ISHARES TR 150,488.0 $16.6M 4.00% -8K -5.0% $110.35 +0.0%
3 ITOT ISHARES TR 82,750.0 $13.6M 3.27% -11K -12.1% $164.27 +2.6%
4 VTV VANGUARD INDEX FDS 55,015.0 $12.0M 2.89% -5K -8.5% $217.93 +3.2%
5 IJH ISHARES TR 153,357.0 $11.8M 2.85% -58K -27.6% $77.11 -1.0%
6 IJR ISHARES TR 66,619.0 $9.9M 2.38% -25K -27.2% $148.31 -1.5%
7 XLK SELECT SECTOR SPDR TR 35,256.0 $6.7M 1.62% -30K -46.2% $190.52 -1.8%
8 SPY STATE STR SPDR S&P 500 ETF T Financial Services 8,862.0 $6.6M 1.59% -3K -25.2% $746.79 +2.9%
9 IXUS ISHARES TR 67,282.0 $6.4M 1.55% -57K -45.7% $95.44 +2.5%
10 AAPL APPLE INC Technology 17,976.0 $5.2M 1.25% -3K -12.8% $289.37 +7.2%
11 VB VANGUARD INDEX FDS 15,811.0 $4.8M 1.15% -3K -14.0% $303.12 +0.1%
12 AGG ISHARES TR 38,468.0 $3.8M 0.92% -44K -53.3% $98.98 -1.2%
13 VOO VANGUARD INDEX FDS 5,488.0 $3.8M 0.91% -91.0 -1.6% $686.84 +2.9%
14 NVDA NVIDIA CORPORATION Technology 16,137.0 $3.2M 0.78% -3K -17.1% $200.10 +12.7%
15 IUSB ISHARES TR 66,258.0 $3.1M 0.74% -13K -16.5% $46.15 -1.1%
16 AMZN AMAZON COM INC Consumer Cyclical 8,564.0 $2.0M 0.49% -2K -18.3% $238.34 +8.0%
17 EFA ISHARES TR 18,800.0 $2.0M 0.47% -2K -10.0% $103.88 +3.6%
18 GOOGL ALPHABET INC Communication Services 4,478.0 $1.6M 0.39% -331.0 -6.9% $357.44 -4.8%
19 XOM EXXON MOBIL CORP Energy 11,145.0 $1.5M 0.37% -874.0 -7.3% $136.73 +14.6%
20 WMT WALMART INC Consumer Defensive 11,291.0 $1.3M 0.31% -809.0 -6.7% $113.27 -9.3%
Page 1 of 4  ·  72 positions

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%