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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
AMPY icon
851
Amplify Energy
AMPY
$206M
– –
0
– –
ABT icon
852
Abbott
ABT
$179B
– –
-75
Closed -$7.69K
ACGL icon
853
Arch Capital
ACGL
$32.8B
– –
-112
Closed -$10.8K
AGGY icon
854
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$897M
– –
-4,483
Closed -$195K
AIZ icon
855
Assurant
AIZ
$13.9B
– –
-22
Closed -$4.81K
ARWR icon
856
Arrowhead Research
ARWR
$11.7B
– –
-311
Closed -$19.5K
AUGZ icon
857
TrueShares Structured Outcome August ETF
AUGZ
$43.1M
– –
-4,289
Closed -$174K
AVSC icon
858
Avantis US Small Cap Equity ETF
AVSC
$3.04B
– –
-276
Closed -$17.2K
AVSF icon
859
Avantis Short-Term Fixed Income ETF
AVSF
$652M
– –
-112
Closed -$5.26K
BCE icon
860
BCE
BCE
$21.7B
– –
-155
Closed -$3.92K
BHP icon
861
BHP
BHP
$222B
– –
-97
Closed -$7.06K
BIIB icon
862
Biogen
BIIB
$31.8B
– –
-15
Closed -$2.75K
BLD
863
DELISTED
TopBuild
BLD
– –
-3
Closed -$1.05K
BMO icon
864
Bank of Montreal
BMO
$121B
– –
-54
Closed -$7.31K
BTI icon
865
British American Tobacco
BTI
$118B
– –
-83
Closed -$4.85K
CASY icon
866
Casey's General Stores
CASY
$23.2B
– –
-5
Closed -$3.64K
CHWY icon
867
Chewy
CHWY
$8.47B
– –
-68
Closed -$1.84K
COWZ icon
868
Pacer US Cash Cows 100 ETF
COWZ
$19.4B
– –
-578
Closed -$36.2K
CRUS icon
869
Cirrus Logic
CRUS
$5.84B
– –
-969
Closed -$140K
CRWD icon
870
CrowdStrike
CRWD
$214B
– –
-136
Closed -$13.3K
DECK icon
871
Deckers Outdoor
DECK
$10.9B
– –
-16
Closed -$1.6K
DEO icon
872
Diageo
DEO
$48B
– –
-13
Closed -$968
DFAE icon
873
Dimensional Emerging Core Equity Market ETF
DFAE
$10.1B
– –
-150
Closed -$5.08K
DFIV icon
874
Dimensional International Value ETF
DFIV
$22.1B
– –
-145
Closed -$7.65K
DOCU
875
DocuSign
DOCU
$12.3B
– –
-69
Closed -$3.27K
33 34
35
36 37

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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.