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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 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VUG VANGUARD INDEX FDS 48,633.0 $4.2M 1.01% +41K +505.9% $86.14 +1.5%
22 AGG ISHARES TR 38,468.0 $3.8M 0.92% -44K -53.3% $98.98 -1.1%
23 VOO VANGUARD INDEX FDS 5,488.0 $3.8M 0.91% -91.0 -1.6% $686.84 +2.5%
24 NVDA NVIDIA CORPORATION Technology 16,137.0 $3.2M 0.78% -3K -17.1% $200.10 +4.8%
25 VTI VANGUARD INDEX FDS 8,355.0 $3.1M 0.74% +712.0 +9.3% $370.05 +2.2%
26 IUSB ISHARES TR 66,258.0 $3.1M 0.74% -13K -16.5% $46.15 -1.1%
27 FENI FIDELITY COVINGTON TRUST 71,085.0 $2.9M 0.69% +7K +11.4% $40.13 +3.8%
28 SUB ISHARES TR 24,900.0 $2.7M 0.64% +3K +11.7% $106.47 -0.1%
29 MO ALTRIA GROUP INC Consumer Defensive 36,061.0 $2.6M 0.62% $71.95 -3.9%
30 MSFT MICROSOFT CORP Technology 6,572.0 $2.5M 0.59% +714.0 +12.2% $373.07 +33.1%
31 VXUS VANGUARD STAR FDS 28,326.0 $2.4M 0.58% +2K +5.6% $85.49 +2.7%
32 QQQ INVESCO QQQ TR Financial Services 3,169.0 $2.3M 0.56% +2K +107.5% $736.45 -3.4%
33 BND VANGUARD BD INDEX FDS 28,354.0 $2.1M 0.50% +7K +35.0% $73.41 -1.1%
34 AMZN AMAZON COM INC Consumer Cyclical 8,564.0 $2.0M 0.49% -2K -18.3% $238.34 +9.2%
35 EFA ISHARES TR 18,800.0 $2.0M 0.47% -2K -10.0% $103.88 +4.2%
36 SHW SHERWIN WILLIAMS CO Basic Materials 4,804.0 $1.7M 0.40% $344.32 +1.3%
37 GOOGL ALPHABET INC Communication Services 4,478.0 $1.6M 0.39% -331.0 -6.9% $357.44 -4.3%
38 XOM EXXON MOBIL CORP Energy 11,145.0 $1.5M 0.37% -874.0 -7.3% $136.73 +15.7%
39 MDLZ MONDELEZ INTL INC Consumer Defensive 25,451.0 $1.5M 0.35% $57.84 +8.9%
40 BKDV BNY MELLON ETF TRUST II 43,780.0 $1.5M 0.35% +15K +52.9% $33.49 +4.4%
Page 2 of 8  ·  150 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%