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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 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQ INVESCO QQQ TR Financial Services 1,527.0 $881K 0.21% -41.0 -2.6% $577.26 +26.5%
22 XLE SELECT SECTOR SPDR TR 14,123.0 $865K 0.21% -426.0 -2.9% $61.26 -5.5%
23 GIB CGI INC Technology 11,382.0 $832K 0.20% -673.0 -5.6% $73.10 -8.4%
24 NOBL PROSHARES TR 7,387.0 $783K 0.19% -219.0 -2.9% $106.02 +1.6%
25 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 762.0 $760K 0.18% -11.0 -1.4% $997.52 +0.5%
26 FLOT ISHARES TR 13,627.0 $694K 0.17% -117.0 -0.8% $50.95 +0.2%
27 JNK SPDR SERIES TRUST 7,001.0 $670K 0.16% -48K -87.2% $95.73 +0.9%
28 HYG ISHARES TR 8,153.0 $649K 0.16% -48.0 -0.6% $79.56 +0.8%
29 DOV DOVER CORP Industrials 2,519.0 $525K 0.13% -17.0 -0.7% $208.46 +3.3%
30 GOOG ALPHABET INC Communication Services 1,763.0 $506K 0.12% -83.0 -4.5% $286.93 +34.1%
31 IWR ISHARES TR 4,992.0 $485K 0.12% -31.0 -0.6% $97.25 +9.9%
32 HD HOME DEPOT INC Consumer Cyclical 1,473.0 $485K 0.12% -52.0 -3.4% $329.03 -5.6%
33 AXP AMERICAN EXPRESS CO Financial Services 1,579.0 $478K 0.12% -19.0 -1.2% $302.48 +2.7%
34 AVDE AMERICAN CENTY ETF TR 5,351.0 $454K 0.11% -67.0 -1.2% $84.84 +8.4%
35 ABBV ABBVIE INC Healthcare 1,907.0 $415K 0.10% -108.0 -5.4% $217.60 -2.1%
36 GDX VANECK ETF TRUST 4,357.0 $400K 0.10% -97.0 -2.2% $91.77 -3.6%
37 VXF VANGUARD INDEX FDS 1,853.0 $381K 0.09% -98.0 -5.0% $205.82 +14.0%
38 XLI SELECT SECTOR SPDR TR 2,128.0 $344K 0.08% -217.0 -9.2% $161.79 +7.8%
39 MRK MERCK & CO INC Healthcare 2,775.0 $334K 0.08% -121.0 -4.2% $120.32 -0.5%
40 IUSG ISHARES TR 2,087.0 $324K 0.08% -291.0 -12.2% $155.18 +21.8%
Page 2 of 3  ·  44 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%