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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
SWK icon
651
Stanley Black & Decker
SWK
$13.5B
$1.79K ﹤0.01%
19
– –
FDIS icon
652
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.62B
$1.78K ﹤0.01%
+17
New +$1.72K
LIT icon
653
Global X Lithium & Battery Tech ETF
LIT
$1.54B
$1.78K ﹤0.01%
23
-23
-50% -$1.9K
ORN icon
654
Orion Group Holdings
ORN
$367M
$1.73K ﹤0.01%
103
-16
-13% -$221
AEM icon
655
Agnico Eagle Mines
AEM
$99.6B
$1.71K ﹤0.01%
11
-30
-73% -$5.56K
TEAM icon
656
Atlassian
TEAM
$45.5B
$1.71K ﹤0.01%
22
– –
YUM icon
657
Yum! Brands
YUM
$39.3B
$1.7K ﹤0.01%
11
– –
FHLC icon
658
Fidelity MSCI Health Care Index ETF
FHLC
$3.39B
$1.63K ﹤0.01%
+21
New +$1.51K
HQY icon
659
HealthEquity
HQY
$7.82B
$1.63K ﹤0.01%
18
– –
INGR icon
660
Ingredion
INGR
$6.38B
$1.61K ﹤0.01%
17
– –
RIVN icon
661
Rivian
RIVN
$23.2B
$1.6K ﹤0.01%
92
-28
-23% -$437
VGK icon
662
Vanguard FTSE Europe ETF
VGK
$30.3B
$1.59K ﹤0.01%
18
– –
BOX icon
663
Box
BOX
$4.68B
$1.59K ﹤0.01%
60
– –
XLP icon
664
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$1.58K ﹤0.01%
+19
New +$1.59K
MDYV icon
665
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.77B
$1.57K ﹤0.01%
+17
New +$1.55K
PVH icon
666
PVH
PVH
$3.2B
$1.56K ﹤0.01%
21
– –
FIS icon
667
Fidelity National Information Services
FIS
$19.9B
$1.55K ﹤0.01%
40
– –
LOW icon
668
Lowe's Companies
LOW
$110B
$1.54K ﹤0.01%
7
-4
-36% -$908
USAU icon
669
US Gold Corp
USAU
$249M
$1.53K ﹤0.01%
100
– –
UNM icon
670
Unum
UNM
$14.9B
$1.53K ﹤0.01%
17
-40
-70% -$3.31K
LQD icon
671
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30B
$1.53K ﹤0.01%
+14
New +$1.52K
HYG icon
672
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.3B
$1.52K ﹤0.01%
+19
New +$1.52K
EAT icon
673
Brinker International
EAT
$8.97B
$1.51K ﹤0.01%
9
-19
-68% -$2.81K
MCK icon
674
McKesson
MCK
$103B
$1.51K ﹤0.01%
2
-44
-96% -$34.9K
SPGM icon
675
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.73B
$1.5K ﹤0.01%
17
– –
25 26
27
28 29

Similar funds

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PFPGI
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LW
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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.