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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 5 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LMT LOCKHEED MARTIN CORP Industrials 978.0 $498K 0.12% +331.0 +51.2% $509.57 +10.6%
82 GLW CORNING INC Technology 1,928.0 $493K 0.12% $255.54 -40.7%
83 HD HOME DEPOT INC Consumer Cyclical 1,383.0 $488K 0.12% -90.0 -6.1% $352.85 -6.4%
84 VV VANGUARD INDEX FDS 1,413.0 $486K 0.12% +192.0 +15.7% $343.91 +3.4%
85 IWX ISHARES TR 4,560.0 $480K 0.12% -577.0 -11.2% $105.16 +7.2%
86 AVDE AMERICAN CENTY ETF TR 5,351.0 $477K 0.12% $89.20 +5.6%
87 TSLA TESLA INC Consumer Cyclical 1,127.0 $474K 0.11% +66.0 +6.2% $420.67 -15.6%
88 GOOG ALPHABET INC 1,339.0 $473K 0.11% -424.0 -24.1% $353.52
89 GLD SPDR GOLD TR Financial Services 1,199.0 $442K 0.11% -2K -65.9% $368.58 +14.7%
90 ABBV ABBVIE INC Healthcare 1,740.0 $438K 0.10% -167.0 -8.8% $251.70 +2.5%
91 MUB ISHARES TR 3,974.0 $428K 0.10% +743.0 +23.0% $107.64 -2.1%
92 PZA INVESCO EXCH TRADED FD TR II 17,899.0 $421K 0.10% -1K -7.5% $23.52 -3.5%
93 XLE SELECT SECTOR SPDR TR 7,879.0 $419K 0.10% -6K -44.2% $53.12 +17.0%
94 V VISA INC Financial Services 1,211.0 $416K 0.10% -898.0 -42.6% $343.13 +11.1%
95 SCZ ISHARES TR 5,044.0 $415K 0.10% +977.0 +24.0% $82.28 +6.2%
96 PEP PEPSICO INC Consumer Defensive 3,044.0 $412K 0.10% +62.0 +2.1% $135.43 +3.9%
97 PXF INVESCO EXCH TRADED FD TR II 5,272.0 $399K 0.10% -28.0 -0.5% $75.64 +5.0%
98 YUM YUM BRANDS INC Consumer Cyclical 2,451.0 $392K 0.09% $159.92 -5.7%
99 COF CAPITAL ONE FINL CORP Financial Services 1,947.0 $391K 0.09% -152.0 -7.2% $200.63 +7.8%
100 DGRO ISHARES TR 5,035.0 $382K 0.09% -66.0 -1.3% $75.79 +4.8%
Page 5 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%