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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 3 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 37,169.0 $500K 0.12% -61K -62.0% $13.44 -3.4%
42 HD HOME DEPOT INC Consumer Cyclical 1,383.0 $488K 0.12% -90.0 -6.1% $352.85 -6.1%
43 IWX ISHARES TR 4,560.0 $480K 0.12% -577.0 -11.2% $105.16 +7.2%
44 GOOG ALPHABET INC 1,339.0 $473K 0.11% -424.0 -24.1% $353.52
45 GLD SPDR GOLD TR Financial Services 1,199.0 $442K 0.11% -2K -65.9% $368.58 +14.7%
46 ABBV ABBVIE INC Healthcare 1,740.0 $438K 0.10% -167.0 -8.8% $251.70 +2.8%
47 PZA INVESCO EXCH TRADED FD TR II 17,899.0 $421K 0.10% -1K -7.5% $23.52 -3.4%
48 XLE SELECT SECTOR SPDR TR 7,879.0 $419K 0.10% -6K -44.2% $53.12 +16.5%
49 V VISA INC Financial Services 1,211.0 $416K 0.10% -898.0 -42.6% $343.13 +11.0%
50 PXF INVESCO EXCH TRADED FD TR II 5,272.0 $399K 0.10% -28.0 -0.5% $75.64 +5.0%
51 COF CAPITAL ONE FINL CORP Financial Services 1,947.0 $391K 0.09% -152.0 -7.2% $200.63 +8.4%
52 DGRO ISHARES TR 5,035.0 $382K 0.09% -66.0 -1.3% $75.79 +4.9%
53 SDY SPDR SERIES TRUST 2,482.0 $378K 0.09% -46.0 -1.8% $152.18 +3.8%
54 META META PLATFORMS INC Communication Services 656.0 $370K 0.09% -136.0 -17.2% $563.42 +1.7%
55 GS GOLDMAN SACHS GROUP INC Financial Services 365.0 $369K 0.09% -17.0 -4.5% $1011.45 +3.1%
56 T AT&T INC Communication Services 17,581.0 $364K 0.09% -4K -16.8% $20.70 +23.3%
57 MRK MERCK & CO INC Healthcare 2,657.0 $342K 0.08% -118.0 -4.2% $128.54 +17.8%
58 SMH VANECK ETF TRUST 519.0 $340K 0.08% -521.0 -50.1% $655.89 -13.2%
59 PG PROCTER & GAMBLE CO Consumer Defensive 2,280.0 $334K 0.08% -2K -47.2% $146.67 -1.8%
60 EFG ISHARES TR 2,548.0 $317K 0.08% -250.0 -8.9% $124.42 +0.8%
Page 3 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%