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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
QQQM icon
401
Invesco NASDAQ 100 ETF
QQQM
$103B
$17.2K ﹤0.01%
57
-61
-52% -$17.3K
FDG icon
402
American Century Focused Dynamic Growth ETF
FDG
$414M
$17K ﹤0.01%
128
– –
SCHW
403
Charles Schwab
SCHW
$186B
$17K ﹤0.01%
184
+70
+61% +$6.38K
NKE icon
404
Nike
NKE
$54.3B
$16.8K ﹤0.01%
409
+393
+2,456% +$17.3K
FITB
405
Fifth Third Bancorp
FITB
$49.4B
$16.7K ﹤0.01%
297
+2
+0.7% +$101
MAIN icon
406
Main Street Capital
MAIN
$5.22B
$16.5K ﹤0.01%
318
+6
+2% +$316
LHX icon
407
L3Harris
LHX
$46.3B
$16.4K ﹤0.01%
57
+1
+2% +$318
MO icon
408
Altria Group
MO
$115B
$16.4K ﹤0.01%
228
+4
+2% +$279
HCA icon
409
HCA Healthcare
HCA
$91.2B
$16.3K ﹤0.01%
42
– –
IWM icon
410
iShares Russell 2000 ETF
IWM
$78.2B
$16.1K ﹤0.01%
53
-88
-62% -$24.7K
VWO icon
411
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$16K ﹤0.01%
269
+264
+5,280% +$15.5K
CRDT icon
412
Simplify Opportunistic Income ETF
CRDT
$30.2M
$16K ﹤0.01%
679
-80
-11% -$1.86K
PPA icon
413
Invesco Aerospace & Defense ETF
PPA
$7.69B
$15.6K ﹤0.01%
88
-12
-12% -$2.06K
IQLT icon
414
iShares MSCI Intl Quality Factor ETF
IQLT
$13.8B
$15.5K ﹤0.01%
313
-100
-24% -$4.89K
ORCL icon
415
Oracle
ORCL
$441B
$15.4K ﹤0.01%
105
-53
-34% -$9.61K
AVRE icon
416
Avantis Real Estate ETF
AVRE
$861M
$15.3K ﹤0.01%
322
+2
+0.6% +$94
BNDX icon
417
Vanguard Total International Bond ETF
BNDX
$82.5B
$15.2K ﹤0.01%
313
-2,911
-90% -$140K
NANC icon
418
Subversive Congressional Democrats Trading ETF
NANC
$287M
$15.1K ﹤0.01%
+299
New +$14.3K
RWJ icon
419
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.02B
$14.6K ﹤0.01%
+245
New +$13.6K
MA icon
420
Mastercard
MA
$495B
$14.4K ﹤0.01%
28
-23
-45% -$11.5K
JMOM icon
421
JPMorgan US Momentum Factor ETF
JMOM
$2.66B
$14.4K ﹤0.01%
169
-10
-6% -$785
CTAS icon
422
Cintas
CTAS
$79.4B
$14.2K ﹤0.01%
84
-8
-9% -$1.38K
NUHY icon
423
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$114M
$14.2K ﹤0.01%
664
+4
+0.6% +$85
XLC icon
424
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$14.2K ﹤0.01%
+132
New +$15K
PFE icon
425
Pfizer
PFE
$158B
$14.1K ﹤0.01%
587
-84
-13% -$2.2K
15 16
17
18 19

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SFG
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OFA
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PWAC
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SHFA
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FWM
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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.