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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
GSK icon
726
GSK
GSK
$96.4B
$681 ﹤0.01%
13
-23
-64% -$1.22K
VICI icon
727
VICI Properties
VICI
$27.2B
$656 ﹤0.01%
+25
New +$701
MWA icon
728
Mueller Water Products
MWA
$3.7B
$641 ﹤0.01%
25
-59
-70% -$1.58K
IBM icon
729
IBM
IBM
$220B
$632 ﹤0.01%
2
-25
-93% -$6.3K
SONY icon
730
Sony
SONY
$137B
$606 ﹤0.01%
30
-6
-17% -$126
CNC icon
731
Centene
CNC
$32.3B
$587 ﹤0.01%
+9
New +$481
PVEX
732
TrueShares ConVequity ETF
PVEX
$56.8M
$581 ﹤0.01%
19
– –
MLM icon
733
Martin Marietta Materials
MLM
$35.7B
$577 ﹤0.01%
1
-1
-50% -$593
SPIB icon
734
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$569 ﹤0.01%
17
+11
+183% +$368
CRNT icon
735
Ceragon Networks
CRNT
$185M
$557 ﹤0.01%
215
– –
BSX icon
736
Boston Scientific
BSX
$62.5B
$555 ﹤0.01%
13
-7
-35% -$380
EPAM icon
737
EPAM Systems
EPAM
$5.91B
$555 ﹤0.01%
7
– –
BLV icon
738
Vanguard Long-Term Bond ETF
BLV
$5.62B
$551 ﹤0.01%
+8
New +$549
GGG icon
739
Graco
GGG
$12.3B
$540 ﹤0.01%
+7
New +$552
EQT icon
740
EQT Corp
EQT
$34.4B
$532 ﹤0.01%
10
-15
-60% -$842
INTU icon
741
Intuit
INTU
$85.6B
$524 ﹤0.01%
2
– –
GFF icon
742
Griffon
GFF
$4.32B
$508 ﹤0.01%
5
-24
-83% -$2.09K
NIO icon
743
NIO
NIO
$8.97B
$506 ﹤0.01%
100
– –
XSOE icon
744
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.11B
$503 ﹤0.01%
10
– –
ADPT icon
745
Adaptive Biotechnologies
ADPT
$3.87B
$493 ﹤0.01%
23
– –
NJR icon
746
New Jersey Resources
NJR
$5.41B
$482 ﹤0.01%
9
-31
-78% -$1.73K
MBLY icon
747
Mobileye
MBLY
$6.98B
$474 ﹤0.01%
49
-4
-8% -$36
TGLS icon
748
Tecnoglass Holdings
TGLS
$1.7B
$471 ﹤0.01%
10
– –
SLVM icon
749
Sylvamo
SLVM
$1.39B
$464 ﹤0.01%
12
– –
QUBT icon
750
Quantum Computing Inc
QUBT
$1.77B
$456 ﹤0.01%
+47
New +$457
28 29
30
31 32

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SFG
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OFA
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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.