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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 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLF SELECT SECTOR SPDR TR 13,278.0 $712K 0.17% -23K -63.3% $53.61 +8.3%
62 IBM INTERNATIONAL BUSINESS MACHS Technology 2,473.0 $696K 0.17% -1K -36.0% $281.27 -15.2%
63 BERKSHIRE HATHAWAY INC DEL 1,382.0 $692K 0.17% -468.0 -25.3% $500.58
64 CSCO CISCO SYS INC Technology 5,742.0 $675K 0.16% -269.0 -4.5% $117.47 -4.9%
65 GIB CGI INC Technology 10,331.0 $667K 0.16% -1K -9.2% $64.57 +16.1%
66 JNK SPDR SERIES TRUST 6,915.0 $666K 0.16% -86.0 -1.2% $96.38 -0.2%
67 IEFA ISHARES TR 6,723.0 $649K 0.16% +1K +21.8% $96.59 +4.2%
68 LRCX LAM RESEARCH CORP Technology 1,451.0 $629K 0.15% -138.0 -8.7% $433.40 -27.4%
69 RSP INVESCO EXCHANGE TRADED FD T 2,897.0 $616K 0.15% -363.0 -11.1% $212.78 +4.3%
70 NSC NORFOLK SOUTHN CORP Industrials 1,943.0 $611K 0.15% $314.60 +11.2%
71 DOV DOVER CORP Industrials 2,519.0 $565K 0.14% $224.32 -9.0%
72 DSI ISHARES TR 3,929.0 $560K 0.14% +535.0 +15.8% $142.42 +4.0%
73 LLY ELI LILLY & CO Healthcare 452.0 $542K 0.13% -27.0 -5.6% $1200.21 -1.7%
74 C CITIGROUP INC Financial Services 3,866.0 $541K 0.13% $139.97 -4.9%
75 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,500.0 $538K 0.13% $359.00 -2.5%
76 AXP AMERICAN EXPRESS CO Financial Services 1,574.0 $532K 0.13% $338.25 -1.3%
77 IUSG ISHARES TR 2,828.0 $532K 0.13% +741.0 +35.5% $188.12 +1.8%
78 KO COCA COLA CO Consumer Defensive 6,480.0 $527K 0.13% -2K -27.1% $81.28 +10.6%
79 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 547.0 $512K 0.12% -215.0 -28.2% $936.28 +0.7%
80 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 37,169.0 $500K 0.12% -61K -62.0% $13.44 -3.5%
Page 4 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%