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Portfolio (Quarterly) Guide ↗

KFA Private Wealth Group, LLC

· CIK 0001800556
13F Portfolio $417M AUM 160 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 54 Added 44 Reduced 8 Exited
Page 5 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IEFA ISHARES TR 5,519.0 $500K 0.12% +990.0 +21.9% $90.54 +8.4%
82 IWR ISHARES TR 4,992.0 $485K 0.12% -31.0 -0.6% $97.25 +9.9%
83 HD HOME DEPOT INC Consumer Cyclical 1,473.0 $485K 0.12% -52.0 -3.4% $329.03 -5.8%
84 AXP AMERICAN EXPRESS CO Financial Services 1,579.0 $478K 0.12% -19.0 -1.2% $302.48 +3.0%
85 IWX ISHARES TR 5,137.0 $476K 0.11% +2K +90.0% $92.67 +11.9%
86 CSCO CISCO SYS INC Technology 6,011.0 $466K 0.11% +202.0 +3.5% $77.60 +51.9%
87 STPZ PIMCO ETF TR 8,580.0 $464K 0.11% NEW $54.11 -0.3%
88 PEP PEPSICO INC Consumer Defensive 2,982.0 $463K 0.11% $155.34 -5.2%
89 AME AMETEK INC Industrials 2,160.0 $463K 0.11% $214.36 +6.0%
90 AVDE AMERICAN CENTY ETF TR 5,351.0 $454K 0.11% -67.0 -1.2% $84.84 +8.3%
91 META META PLATFORMS INC Communication Services 792.0 $453K 0.11% +50.0 +6.7% $572.14 +6.1%
92 PZA INVESCO EXCH TRADED FD TR II 19,341.0 $444K 0.11% +10K +110.8% $22.98 +0.5%
93 LLY ELI LILLY & CO Healthcare 479.0 $441K 0.11% $921.47 +17.1%
94 C CITIGROUP INC Financial Services 3,874.0 $439K 0.10% $113.44 +11.1%
95 TMFC RBB FD INC 6,512.0 $430K 0.10% NEW $65.97 +17.6%
96 ABBV ABBVIE INC Healthcare 1,907.0 $415K 0.10% -108.0 -5.4% $217.60 -1.5%
97 DSI ISHARES TR 3,394.0 $411K 0.10% $121.20 +16.8%
98 GDX VANECK ETF TRUST 4,357.0 $400K 0.10% -97.0 -2.2% $91.77 -4.5%
99 SMH VANECK ETF TRUST 1,040.0 $399K 0.10% +44.0 +4.4% $383.40 +55.0%
100 TSLA TESLA INC Consumer Cyclical 1,061.0 $395K 0.10% $372.10 +15.2%
Page 5 of 8  ·  160 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
Financial Services 25.2%
Technology 23.1%
Consumer Defensive 14.0%
Industrials 10.4%
Consumer Cyclical 8.7%
Healthcare 5.6%
Communication Services 5.5%
Energy 4.8%
Basic Materials 2.4%
Utilities 0.3%