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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
EPI icon
601
WisdomTree India Earnings Fund ETF
EPI
$1.98B
$3.12K ﹤0.01%
+73
New +$3.11K
AVY icon
602
Avery Dennison
AVY
$12.8B
$3.08K ﹤0.01%
19
– –
CVNA icon
603
Carvana
CVNA
$50.6B
$2.96K ﹤0.01%
45
-45
-50% -$3.18K
DFAC icon
604
Dimensional US Core Equity 2 ETF
DFAC
$48.6B
$2.94K ﹤0.01%
+66
New +$2.82K
DFIS icon
605
Dimensional International Small Cap ETF
DFIS
$5.83B
$2.84K ﹤0.01%
+81
New +$2.9K
AVUS icon
606
Avantis US Equity ETF
AVUS
$14.3B
$2.82K ﹤0.01%
+22
New +$2.71K
AIOO
607
AllianzIM U.S. Equity Buffer100 Protection ETF
AIOO
$48.9M
$2.82K ﹤0.01%
107
– –
RECS icon
608
Columbia Research Enhanced Core ETF
RECS
$6B
$2.77K ﹤0.01%
+64
New +$2.71K
FWONK icon
609
Liberty Media Series C
FWONK
$23.9B
$2.76K ﹤0.01%
29
– –
IAU icon
610
iShares Gold Trust
IAU
$64.1B
$2.72K ﹤0.01%
36
-456
-93% -$38.7K
FCX icon
611
Freeport-McMoran
FCX
$102B
$2.71K ﹤0.01%
43
-2,577
-98% -$166K
PRU icon
612
Prudential Financial
PRU
$40.9B
$2.7K ﹤0.01%
25
– –
UNFI icon
613
United Natural Foods
UNFI
$2.66B
$2.65K ﹤0.01%
58
-120
-67% -$5.95K
SPYG icon
614
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53.7B
$2.64K ﹤0.01%
22
-1,130
-98% -$129K
DON icon
615
WisdomTree US MidCap Dividend Fund
DON
$3.96B
$2.61K ﹤0.01%
+46
New +$2.53K
LMND icon
616
Lemonade
LMND
$3.84B
$2.6K ﹤0.01%
40
– –
ICCM icon
617
IceCure Medical
ICCM
$7.33M
$2.59K ﹤0.01%
533
– –
ON icon
618
ON Semiconductor
ON
$27.3B
$2.47K ﹤0.01%
26
– –
WD icon
619
Walker & Dunlop
WD
$1.38B
$2.46K ﹤0.01%
45
– –
LEA icon
620
Lear
LEA
$6.31B
$2.41K ﹤0.01%
18
– –
MAS icon
621
Masco
MAS
$13.3B
$2.4K ﹤0.01%
+30
New +$2.09K
AEHR icon
622
Aehr Test Systems
AEHR
$3.06B
$2.4K ﹤0.01%
25
-25
-50% -$2.28K
JBHT icon
623
JB Hunt Transport Services
JBHT
$25.2B
$2.38K ﹤0.01%
8
– –
IEX icon
624
IDEX
IEX
$16.3B
$2.37K ﹤0.01%
10
– –
ET icon
625
Energy Transfer Partners
ET
$74.8B
$2.36K ﹤0.01%
123
+2
+2% +$39
23 24
25
26 27

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LW
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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.