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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 6 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SDY SPDR SERIES TRUST 2,482.0 $378K 0.09% -46.0 -1.8% $152.18 +3.6%
102 META META PLATFORMS INC Communication Services 656.0 $370K 0.09% -136.0 -17.2% $563.42 +1.0%
103 GS GOLDMAN SACHS GROUP INC Financial Services 365.0 $369K 0.09% -17.0 -4.5% $1011.45 +2.6%
104 T AT&T INC Communication Services 17,581.0 $364K 0.09% -4K -16.8% $20.70 +22.8%
105 SHM SPDR SERIES TRUST 7,426.0 $356K 0.09% $47.97 -0.4%
106 MRK MERCK & CO INC Healthcare 2,657.0 $342K 0.08% -118.0 -4.2% $128.54 +16.8%
107 DTH WISDOMTREE TR 6,300.0 $341K 0.08% $54.11 +7.8%
108 SMH VANECK ETF TRUST 519.0 $340K 0.08% -521.0 -50.1% $655.89 -13.1%
109 PG PROCTER & GAMBLE CO Consumer Defensive 2,280.0 $334K 0.08% -2K -47.2% $146.67 -2.2%
110 PWR QUANTA SVCS INC Industrials 463.0 $334K 0.08% $720.34 -13.3%
111 JMSB JOHN MARSHALL BANCORP INC Financial Services 14,865.0 $324K 0.08% $21.80 +3.3%
112 VSEC VSE CORP Industrials 1,400.0 $320K 0.08% $228.50 -3.1%
113 HONEYWELL INTL INC 1,420.0 $318K 0.08% NEW $223.90
114 EFG ISHARES TR 2,548.0 $317K 0.08% -250.0 -8.9% $124.42 +0.8%
115 HONEYWELL AEROSPACE INC 1,420.0 $314K 0.08% NEW $221.08
116 DIA STATE STR SPDR DOW JONES IND Financial Services 595.0 $311K 0.07% -115.0 -16.2% $523.12 +2.3%
117 MU MICRON TECHNOLOGY INC Technology 267.0 $308K 0.07% NEW $1154.49 -20.5%
118 GE GE AEROSPACE Industrials 822.0 $307K 0.07% -159.0 -16.2% $373.88 -8.4%
119 AMGN AMGEN INC Healthcare 848.0 $307K 0.07% NEW $362.35 +20.7%
120 HYG ISHARES TR 3,789.0 $303K 0.07% -4K -53.5% $79.98 -0.2%
Page 6 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%