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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
JETS icon
751
US Global Jets ETF
JETS
$715M
$439 ﹤0.01%
13
-12
-48% -$332
DXC icon
752
DXC Technology
DXC
$1.76B
$416 ﹤0.01%
47
– –
FBND icon
753
Fidelity Total Bond ETF
FBND
$27.9B
$409 ﹤0.01%
+9
New +$411
SFIX
754
Stitch Fix
SFIX
$380M
$382 ﹤0.01%
93
– –
LUMN icon
755
Lumen
LUMN
$7.02B
$361 ﹤0.01%
47
– –
VRSK icon
756
Verisk Analytics
VRSK
$22.9B
$360 ﹤0.01%
2
-2
-50% -$352
CMS icon
757
CMS Energy
CMS
$21.2B
$350 ﹤0.01%
5
-23
-82% -$1.72K
APLD icon
758
Applied Digital
APLD
$7.33B
$342 ﹤0.01%
9
– –
NOK icon
759
Nokia
NOK
$59.5B
$319 ﹤0.01%
24
– –
CHTR icon
760
Charter Communications
CHTR
$16.8B
$284 ﹤0.01%
2
– –
ABAT icon
761
American Battery Technology Co
ABAT
$349M
$277 ﹤0.01%
98
– –
QBUF
762
Innovator Nasdaq-100 10 Buffer ETF Quarterly
QBUF
$169M
$277 ﹤0.01%
9
– –
ICLO icon
763
Invesco AAA CLO Floating Rate Note ETF
ICLO
$573M
$274 ﹤0.01%
11
– –
ATR icon
764
AptarGroup
ATR
$7.82B
$261 ﹤0.01%
+2
New +$243
GLW icon
765
Corning
GLW
$141B
$256 ﹤0.01%
+1
New +$182
COLM icon
766
Columbia Sportswear
COLM
$2.89B
$250 ﹤0.01%
+4
New +$248
FLJP icon
767
Franklin FTSE Japan ETF
FLJP
$4.13B
$239 ﹤0.01%
6
– –
SCZ icon
768
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.9B
$231 ﹤0.01%
3
-1
-25% -$84
LULU icon
769
lululemon athletica
LULU
$10.7B
$228 ﹤0.01%
2
-27
-93% -$3.61K
DIV icon
770
Global X SuperDividend US ETF
DIV
$788M
$226 ﹤0.01%
12
– –
NVS icon
771
Novartis
NVS
$261B
$220 ﹤0.01%
1
-55
-98% -$8.24K
PYPL icon
772
PayPal
PYPL
$45.6B
$219 ﹤0.01%
5
-829
-99% -$37.7K
TIP icon
773
iShares TIPS Bond ETF
TIP
$14.8B
$219 ﹤0.01%
2
– –
HTRB icon
774
Hartford Total Return Bond ETF
HTRB
$2.16B
$205 ﹤0.01%
6
-8,424
-100% -$285K
IYLD icon
775
iShares Morningstar Multi-Asset Income ETF
IYLD
$126M
$204 ﹤0.01%
9
– –
29 30
31
32 33

Similar funds

OE
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PFPGI
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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.