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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
SHM icon
951
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.5B
– –
-2
Closed -$96
SHYG icon
952
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.71B
– –
-356
Closed -$15.1K
SIXO icon
953
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
$120M
– –
-29,115
Closed -$984K
SPMB icon
954
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.03B
– –
-1,271
Closed -$28.4K
SPUC icon
955
Simplify US Equity Income ETF
SPUC
$235M
– –
-1,770
Closed -$78.2K
SPYV icon
956
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.3B
– –
-1,360
Closed -$76.9K
SRE icon
957
Sempra
SRE
$54.9B
– –
-167
Closed -$16.2K
SUB icon
958
iShares Short-Term National Muni Bond ETF
SUB
$11.6B
– –
-189
Closed -$20.2K
THC icon
959
Tenet Healthcare
THC
$21.2B
– –
-8
Closed -$1.51K
TM icon
960
Toyota
TM
$228B
– –
-30
Closed -$6.18K
TOST icon
961
Toast
TOST
$18.5B
– –
-67
Closed -$1.78K
TRU icon
962
TransUnion
TRU
$14.7B
– –
-31
Closed -$2.13K
UL icon
963
Unilever
UL
$133B
– –
-72
Closed -$4.1K
ULTA icon
964
Ulta Beauty
ULTA
$22.9B
– –
-5
Closed -$2.61K
USMC icon
965
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$5.06B
– –
-2,034
Closed -$131K
UTHR icon
966
United Therapeutics
UTHR
$21.6B
– –
-46
Closed -$27.3K
VHT icon
967
Vanguard Health Care ETF
VHT
$18.8B
– –
-88
Closed -$24K
VIS icon
968
Vanguard Industrials ETF
VIS
$7.79B
– –
-36
Closed -$11.3K
VOYA icon
969
Voya Financial
VOYA
$9.3B
– –
-14
Closed -$956
VTEB icon
970
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
– –
-39
Closed -$1.95K
WAT icon
971
Waters Corp
WAT
$39.5B
– –
-1
Closed -$298
WCN
972
Waste Connections
WCN
$40.1B
– –
-7
Closed -$1.14K
XOM icon
973
ExxonMobil
XOM
$679B
– –
-9,152
Closed -$1.55M
XT icon
974
iShares Future Exponential Technologies ETF
XT
$3.86B
– –
-231
Closed -$15.8K
XYL icon
975
Xylem
XYL
$24.9B
– –
-150
Closed -$18K
36 37 38
39
40

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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.