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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 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVW ISHARES TR 10,183.0 $1.4M 0.34% +884.0 +9.5% $137.53 +1.9%
42 VEA VANGUARD TAX-MANAGED FDS 18,385.0 $1.3M 0.32% +1K +7.2% $71.25 +2.9%
43 WMT WALMART INC Consumer Defensive 11,291.0 $1.3M 0.31% -809.0 -6.7% $113.27 -9.2%
44 HDV ISHARES TR 44,146.0 $1.2M 0.29% +37K +538.0% $27.41 +7.7%
45 IWM ISHARES TR 3,899.0 $1.2M 0.28% +2K +145.5% $300.48 -0.3%
46 AMD ADVANCED MICRO DEVICES INC Technology 1,931.0 $1.1M 0.27% $581.16 -18.5%
47 CAT CATERPILLAR INC Industrials 1,032.0 $1.1M 0.27% -654.0 -38.8% $1065.62 -23.4%
48 EEM ISHARES TR 15,225.0 $1.0M 0.25% -12K -43.4% $68.41 -1.4%
49 PM PHILIP MORRIS INTL INC Consumer Defensive 5,644.0 $1.0M 0.25% -34.0 -0.6% $180.91 +6.7%
50 MCD MCDONALDS CORP Consumer Cyclical 3,664.0 $991K 0.24% -1K -25.1% $270.35 -2.7%
51 JPM JPMORGAN CHASE & CO Financial Services 2,809.0 $920K 0.22% -732.0 -20.7% $327.41 +8.3%
52 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,046.0 $906K 0.22% -159.0 -3.8% $223.95 +27.5%
53 JNJ JOHNSON & JOHNSON Healthcare 3,313.0 $842K 0.20% -2K -33.0% $254.03 +5.0%
54 XLV SELECT SECTOR SPDR TR 5,223.0 $829K 0.20% -1K -20.5% $158.68 +8.8%
55 NOBL PROSHARES TR 14,612.0 $821K 0.20% +7K +97.8% $56.16 +4.4%
56 IVE ISHARES TR 3,584.0 $814K 0.20% NEW $227.08 +4.5%
57 BBUS J P MORGAN EXCHANGE TRADED F 5,980.0 $806K 0.19% +31.0 +0.5% $134.72 +3.1%
58 AVGO BROADCOM INC Technology 2,120.0 $801K 0.19% +90.0 +4.4% $377.86 -2.8%
59 VYM VANGUARD WHITEHALL FDS 4,801.0 $759K 0.18% -5K -51.7% $158.06 +4.1%
60 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,965.0 $728K 0.17% $370.59 -3.7%
Page 3 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%