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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
XOP icon
776
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$4.22B
$203 ﹤0.01%
1
– –
SPG icon
777
Simon Property Group
SPG
$66.2B
$202 ﹤0.01%
1
-108
-99% -$22.2K
VTIP icon
778
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20.5B
$201 ﹤0.01%
+4
New +$201
PDBC icon
779
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$7.83B
$191 ﹤0.01%
12
– –
VYM icon
780
Vanguard High Dividend Yield ETF
VYM
$82.1B
$176 ﹤0.01%
1
-84
-99% -$13.1K
NBOS icon
781
Neuberger Option Strategy ETF
NBOS
$531M
$160 ﹤0.01%
6
– –
VTRS icon
782
Viatris
VTRS
$18.8B
$151 ﹤0.01%
10
– –
OGN icon
783
Organon & Co
OGN
$3.58B
$149 ﹤0.01%
11
– –
DGX icon
784
Quest Diagnostics
DGX
$25.5B
$133 ﹤0.01%
1
– –
VFH icon
785
Vanguard Financials ETF
VFH
$13.3B
$129 ﹤0.01%
1
-97
-99% -$12.4K
CLOI icon
786
VanEck CLO ETF
CLOI
$1.54B
$116 ﹤0.01%
2
– –
ANGL icon
787
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.15B
$113 ﹤0.01%
4
– –
VSNT
788
Versant Media Group
VSNT
$5.2B
$108 ﹤0.01%
3
– –
STLD icon
789
Steel Dynamics
STLD
$34B
– –
0
– –
CALM icon
790
Cal-Maine
CALM
$3.44B
$98 ﹤0.01%
1
-22
-96% -$1.7K
ALEC icon
791
Alector
ALEC
$239M
$96 ﹤0.01%
48
– –
FVRR icon
792
Fiverr
FVRR
$321M
$93 ﹤0.01%
9
– –
BDC icon
793
Belden
BDC
$4.5B
$92 ﹤0.01%
1
– –
CSGP icon
794
CoStar Group
CSGP
$11.9B
$85 ﹤0.01%
3
– –
HSBC icon
795
HSBC
HSBC
$355B
$84 ﹤0.01%
1
-169
-99% -$15.4K
CARR icon
796
Carrier Global
CARR
$46.7B
$71 ﹤0.01%
1
– –
IHI icon
797
iShares US Medical Devices ETF
IHI
$3.19B
$59 ﹤0.01%
1
– –
FALN icon
798
iShares Fallen Angels USD Bond ETF
FALN
$1.64B
$54 ﹤0.01%
2
– –
PFF icon
799
iShares Preferred and Income Securities ETF
PFF
$12.8B
$52 ﹤0.01%
2
– –
CMBS icon
800
iShares CMBS ETF
CMBS
$467M
$49 ﹤0.01%
+1
New +$49
30 31
32
33 34

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LW
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SFG
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OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
PWAC
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SHFA
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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.