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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PFE	PFIZER INC	Healthcare	16,270	$405K	0.10%	SOLD
2	INTU	INTUIT	Technology	463	$306K	0.07%	SOLD
3	—	ASTRAZENECA PLC	—	2,531	$233K	0.06%	SOLD
4	DUK	DUKE ENERGY CORP NEW	Utilities	1,783	$209K	0.05%	SOLD
5	ADBE	ADOBE INC	Technology	592	$207K	0.05%	SOLD
6	QQMG	INVESCO EXCH TRADED FD TR II	—	4,858	$206K	0.05%	SOLD
7	CLS	CELESTICA INC	Technology	692	$205K	0.05%	SOLD
8	BR	BROADRIDGE FINL SOLUTIONS IN	Technology	905	$202K	0.05%	SOLD

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%