We are live on ! Find out more
KFG

Kingdom Financial Group Portfolio holdings

AUM $391M
1-Year Est. Return 21.78%
This Fund
S&P 500
This Quarter Est. Return
+14.1%
1 Year Est. Return
+21.78%
3 Year Est. Return
+46.24%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$391M
AUM Growth
+$42.1M
Cap. Flow
+$3.87M
Cap. Flow %
0.99%
Top 10 Hldgs %
66.37%
Holding
989
New
127
Increased
207
Reduced
311
Closed
139

Top Buys

Rank Stock Value
1
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$3.68M
2
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$3.37M
3
SCEC
Sterling Capital Enhanced Core Bond ETF
SCEC
+$2.04M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.69M
5
CAT icon
Caterpillar
CAT
+$1.57M

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$1.55M
2
NVDA icon
NVIDIA
NVDA
+$1.39M
3
SIXO icon
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
+$984K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$934K
5
MU icon
Micron Technology
MU
+$930K

Sector Composition

Rank Sector Weight
1 Miscellaneous 82.96%
2 Technology 5.82%
3 Industrials 4.09%
4 Financials 2.22%
5 Utilities 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDY icon
226
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.8B
$68.4K 0.02%
97
-116
-54% -$77.7K
T icon
227
AT&T
T
$175B
$68.2K 0.02%
3,292
-628
-16% -$15.6K
BRK.B icon
228
Berkshire Hathaway Class B
BRK.B
$1.09T
$68.1K 0.02%
136
+9
+7% +$4.33K
BLCR icon
229
BlackRock Large Cap Core ETF
BLCR
$6.69B
$68K 0.02%
1,351
-235
-15% -$11.3K
USIG icon
230
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.6B
$66.9K 0.02%
1,305
-28
-2% -$1.43K
SO icon
231
Southern Company
SO
$101B
$66.3K 0.02%
692
+563
+436% +$53K
NVO
232
Novo Nordisk
NVO
$194B
$65.9K 0.02%
1,374
-67
-5% -$2.88K
ISMF
233
iShares Managed Futures Active ETF
ISMF
$64.1M
$65.8K 0.02%
2,353
-53
-2% -$1.49K
COHR icon
234
Coherent
COHR
$57.4B
$65.5K 0.02%
166
-1,000
-86% -$354K
SPMO icon
235
Invesco S&P 500 Momentum ETF
SPMO
$22.3B
$65.2K 0.02%
404
+13
+3% +$1.83K
CAH icon
236
Cardinal Health
CAH
$54.9B
$63.9K 0.02%
269
-15
-5% -$3.12K
LEG
237
DELISTED
Leggett & Platt
LEG
$63.8K 0.02%
5,447
-160
-3% -$1.69K
SYSB
238
iShares Systematic Bond ETF
SYSB
$1.25B
$62.8K 0.02%
707
+5
+0.7% +$443
BIV icon
239
Vanguard Intermediate-Term Bond ETF
BIV
$28.5B
$62.6K 0.02%
816
-146
-15% -$11.2K
FRT icon
240
Federal Realty Investment Trust
FRT
$9.98B
$62.2K 0.02%
504
-14
-3% -$1.63K
AEP icon
241
American Electric Power
AEP
$67.2B
$61.6K 0.02%
450
+48
+12% +$6.32K
IBIT icon
242
iShares Bitcoin Trust
IBIT
$60.1B
$60.8K 0.02%
1,827
-518
-22% -$21.1K
ADM icon
243
Archer Daniels Midland
ADM
$41.9B
$60.3K 0.02%
790
-29
-4% -$2.21K
TGT icon
244
Target
TGT
$70.7B
$59.9K 0.02%
459
-13
-3% -$1.65K
IJH icon
245
iShares Core S&P Mid-Cap ETF
IJH
$123B
$59.3K 0.02%
768
-328
-30% -$24.1K
ARKQ icon
246
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.89B
$58.9K 0.02%
445
– –
JULT icon
247
AllianzIM U.S. Equity Buffer10 Jul ETF
JULT
$58.1M
$58.3K 0.01%
1,220
– –
VCSH icon
248
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.4B
$57.9K 0.01%
733
-387
-35% -$30.6K
IGEB icon
249
iShares Investment Grade Systematic Bond ETF
IGEB
$1.47B
$57.7K 0.01%
1,280
+17
+1% +$766
D icon
250
Dominion Energy
D
$57.2B
$57.5K 0.01%
+842
New +$54.7K
8 9
10
11 12

Similar funds

OE
OFS Enterprise Kearney, Nebraska $392M AUM
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
LW
Libra Wealth Los Gatos, California $391M AUM 18.18% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return
SHFA
SS&H Financial Advisors Troy, Michigan $391M AUM
FWM
ForthRight Wealth Management Alpharetta, Georgia $391M AUM 18.08% 1-Year Est. Return

Kingdom Financial Group's Q2 2026 Portfolio in Review

As of Q2 2026, Kingdom Financial Group held 989 positions worth $391M, up 12% from $349M the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Kingdom Financial Group's Q2 2026 filing shows 127 new, 207 increased, 311 reduced and 139 closed positions. Its largest new stake was SpaceX: 8,037 shares worth $1.37M. The largest sale was ExxonMobil, an estimated $1.55M.

By sector, the portfolio is most concentrated in Miscellaneous at 83% of assets, up from 82% a quarter earlier, followed by Technology and Industrials.

  • Kingdom Financial Group's largest Q2 2026 buy was SpaceX: 8,037 shares worth $1.37M.
  • Kingdom Financial Group added most to iShares Russell Top 200 Growth ETF in Q2 2026, an estimated $3.68M increase.
  • Kingdom Financial Group's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $1.39M.
  • Kingdom Financial Group fully exited ExxonMobil in Q2 2026, selling an estimated $1.55M.
  • Kingdom Financial Group's ten largest holdings make up 66% of its $391M portfolio in Q2 2026.
  • Kingdom Financial Group opened 127 new positions and closed 139 in Q2 2026.
  • Kingdom Financial Group's portfolio value rose 12% quarter-over-quarter to $391M.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.