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Portfolio (Quarterly) Guide ↗

KFA Private Wealth Group, LLC

· CIK 0001800556
13F Portfolio $411M AUM 151 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 151 New
Page 6 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BBUS J P MORGAN EXCHANGE TRADED F 3,098.0 $382K 0.09% NEW $123.31 +9.4%
102 FSLR FIRST SOLAR INC Energy 1,437.0 $375K 0.09% NEW $261.23 +2.6%
103 YUM YUM BRANDS INC Consumer Cyclical 2,461.0 $372K 0.09% NEW $151.25 +2.4%
104 XLI SELECT SECTOR SPDR TR 2,345.0 $364K 0.09% NEW $155.10 +12.3%
105 IWC ISHARES TR 2,287.0 $361K 0.09% NEW $157.70 +20.6%
106 SMH VANECK ETF TRUST 996.0 $359K 0.09% NEW $360.13 +66.1%
107 CRM SALESFORCE INC Technology 1,351.0 $358K 0.09% NEW $264.85 -31.8%
108 SHM SPDR SERIES TRUST 7,426.0 $356K 0.09% NEW $47.99 -0.4%
109 MUB ISHARES TR 3,222.0 $345K 0.08% NEW $107.10 -0.4%
110 SCZ ISHARES TR 4,343.0 $337K 0.08% NEW $77.52 +11.2%
111 GS GOLDMAN SACHS GROUP INC Financial Services 380.0 $334K 0.08% NEW $879.53 +12.6%
112 DIA SPDR DOW JONES INDL AVERAGE Financial Services 677.0 $325K 0.08% NEW $480.35 +5.0%
113 DTH WISDOMTREE TR 6,300.0 $325K 0.08% NEW $51.60 +10.0%
114 JEPQ J P MORGAN EXCHANGE TRADED F 5,475.0 $318K 0.08% NEW $58.12 +4.2%
115 IWM ISHARES TR 1,290.0 $318K 0.08% NEW $246.17 +17.6%
116 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,447.0 $315K 0.08% NEW $218.00 -28.1%
117 VSEC VSE CORP Industrials 1,800.0 $311K 0.08% NEW $172.77 +0.4%
118 INTU INTUIT Technology 463.0 $306K 0.07% NEW $661.96 -53.9%
119 MRK MERCK & CO INC Healthcare 2,896.0 $305K 0.07% NEW $105.27 +14.7%
120 GE GE AEROSPACE Industrials 981.0 $302K 0.07% NEW $308.13 +1.2%
Page 6 of 8  ·  151 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 28.2%
Financial Services 25.2%
Consumer Defensive 12.2%
Industrials 9.3%
Consumer Cyclical 8.8%
Healthcare 5.6%
Communication Services 5.2%
Energy 2.8%
Basic Materials 2.3%
Utilities 0.3%