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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
SIXJ icon
576
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
SIXJ
$151M
$3.87K ﹤0.01%
106
-1,154
-92% -$41.2K
LNG icon
577
Cheniere Energy
LNG
$57.4B
$3.82K ﹤0.01%
16
-48
-75% -$12K
EMHC icon
578
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$312M
$3.82K ﹤0.01%
150
+2
+1% +$51
LEN icon
579
Lennar Class A
LEN
$18.8B
$3.81K ﹤0.01%
42
+1
+2% +$89
HUSV icon
580
First Trust Horizon Managed Volatility Domestic ETF
HUSV
$55.9M
$3.8K ﹤0.01%
97
-3,401
-97% -$133K
FLJJ icon
581
AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF
FLJJ
$8.55M
$3.79K ﹤0.01%
112
-676
-86% -$22.4K
AMT icon
582
American Tower
AMT
$80.6B
$3.76K ﹤0.01%
23
-4
-15% -$720
MGV icon
583
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.6B
$3.61K ﹤0.01%
+22
New +$3.41K
EBAY icon
584
eBay
EBAY
$46.7B
$3.59K ﹤0.01%
32
-12
-27% -$1.28K
EWL icon
585
iShares MSCI Switzerland ETF
EWL
$2.32B
$3.55K ﹤0.01%
+56
New +$3.45K
AHYB icon
586
American Century Select High Yield ETF
AHYB
$61.4M
$3.52K ﹤0.01%
76
+1
+1% +$46
SRLN icon
587
State Street Blackstone Senior Loan ETF
SRLN
$5.55B
$3.47K ﹤0.01%
86
+1
+1% +$40
AON icon
588
Aon
AON
$65.3B
$3.45K ﹤0.01%
10
-43
-81% -$13.9K
FDX icon
589
FedEx
FDX
$73.8B
$3.44K ﹤0.01%
11
– –
IWV icon
590
iShares Russell 3000 ETF
IWV
$20.1B
$3.42K ﹤0.01%
+8
New +$3.3K
URI icon
591
United Rentals
URI
$61.6B
$3.4K ﹤0.01%
3
-5
-63% -$4.76K
SPHY icon
592
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$12B
$3.38K ﹤0.01%
144
+2
+1% +$47
AEIS icon
593
Advanced Energy
AEIS
$11B
$3.36K ﹤0.01%
9
-496
-98% -$173K
OXY.WS icon
594
Occidental Petroleum Corp Warrants
OXY.WS
$37B
$3.33K ﹤0.01%
125
– –
REZI icon
595
Resideo Technologies
REZI
$2.86B
$3.33K ﹤0.01%
107
– –
XLY icon
596
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.7B
$3.28K ﹤0.01%
+28
New +$3.27K
OKTA icon
597
Okta
OKTA
$29.9B
$3.27K ﹤0.01%
24
– –
GM icon
598
General Motors
GM
$75.6B
$3.25K ﹤0.01%
42
– –
BIL icon
599
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.6B
$3.21K ﹤0.01%
35
-2,775
-99% -$254K
IUSV icon
600
iShares Core S&P US Value ETF
IUSV
$27.5B
$3.21K ﹤0.01%
+29
New +$3.14K
22 23
24
25 26

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.