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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 4 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DIA STATE STR SPDR DOW JONES IND Financial Services 595.0 $311K 0.07% -115.0 -16.2% $523.12 +2.4%
62 GE GE AEROSPACE Industrials 822.0 $307K 0.07% -159.0 -16.2% $373.88 -7.3%
63 HYG ISHARES TR 3,789.0 $303K 0.07% -4K -53.5% $79.98 -0.1%
64 UNH UNITEDHEALTH GROUP INC Healthcare 717.0 $298K 0.07% -250.0 -25.9% $415.80 -4.5%
65 BAC BANK OF AMER CORP Financial Services 4,941.0 $282K 0.07% -694.0 -12.3% $56.99 +8.3%
66 VIG VANGUARD SPECIALIZED FUNDS 1,124.0 $266K 0.06% -2K -57.7% $236.64 +3.0%
67 FVD FIRST TR EXCHANGE-TRADED FD 5,390.0 $260K 0.06% -375.0 -6.5% $48.18 +5.1%
68 TRV TRAVELERS COMPANIES INC Financial Services 778.0 $257K 0.06% -246.0 -24.0% $330.31 +12.0%
69 TMFC RBB FD INC 3,256.0 $248K 0.06% -3K -50.0% $76.16 +4.5%
70 GEV GE VERNOVA INC Utilities 203.0 $238K 0.06% -38.0 -15.8% $1174.86 -19.4%
71 RTX RTX CORPORATION Industrials 1,241.0 $236K 0.06% -366.0 -22.8% $189.88 +11.6%
72 AZN ASTRAZENECA PLC Healthcare 1,212.0 $230K 0.06% -340.0 -21.9% $189.76 -13.1%
Page 4 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%