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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 8 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RTX RTX CORPORATION Industrials 1,241.0 $236K 0.06% -366.0 -22.8% $189.88 +11.5%
142 AZN ASTRAZENECA PLC Healthcare 1,212.0 $230K 0.06% -340.0 -21.9% $189.76 -13.2%
143 TCHP T ROWE PRICE EXCHANGE-TRADED 4,298.0 $215K 0.05% NEW $50.09 +1.5%
144 IWD ISHARES TR 887.0 $215K 0.05% NEW $242.57 +6.3%
145 KHC KRAFT HEINZ CO Consumer Defensive 9,030.0 $213K 0.05% $23.62 +7.0%
146 EWJ ISHARES INC 2,266.0 $211K 0.05% NEW $93.29 +2.6%
147 MMM 3M CO Industrials 1,276.0 $207K 0.05% NEW $161.91 +10.9%
148 URI UNITED RENTALS INC Industrials 176.0 $200K 0.05% NEW $1137.36 -7.9%
149 DSU BLACKROCK DEBT STRATEGIES FD Financial Services 16,300.0 $158K 0.04% +358.0 +2.2% $9.70 -3.1%
150 EOSE EOS ENERGY ENTERPRISES INC Industrials 10,000.0 $59K 0.01% $5.88 -40.7%
Page 8 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%