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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
MGK icon
76
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.2B
$576K 0.15%
6,550
+2,555
+64% +$218K
CVX icon
77
Chevron
CVX
$417B
$571K 0.15%
3,442
+62
+2% +$11.5K
ATRO icon
78
Astronics
ATRO
$3.16B
$562K 0.14%
6,919
-7,188
-51% -$491K
IVW icon
79
iShares S&P 500 Growth ETF
IVW
$75.9B
$551K 0.14%
4,004
+77
+2% +$10.2K
MSFT icon
80
Microsoft
MSFT
$3.66T
$538K 0.14%
1,442
+7
+0.5% +$2.83K
BILZ icon
81
PIMCO Ultra Short Government Active ETF
BILZ
$945M
$532K 0.14%
5,276
+3,082
+140% +$311K
LMT icon
82
Lockheed Martin
LMT
$122B
$532K 0.14%
1,044
-41
-4% -$22.2K
FDCF icon
83
Fidelity Disruptive Communications ETF
FDCF
$100M
$524K 0.13%
10,491
+10,050
+2,279% +$487K
AMZN icon
84
Amazon
AMZN
$2.72T
$521K 0.13%
2,188
-86
-4% -$21.6K
SOXX icon
85
iShares Semiconductor ETF
SOXX
$42.6B
$511K 0.13%
798
-264
-25% -$134K
WDC icon
86
Western Digital
WDC
$166B
$493K 0.13%
771
-901
-54% -$438K
FBOT icon
87
Fidelity Disruptive Automation ETF
FBOT
$209M
$463K 0.12%
11,693
+11,197
+2,257% +$426K
ABBV icon
88
AbbVie
ABBV
$451B
$458K 0.12%
1,821
-1,242
-41% -$267K
SIMO icon
89
Silicon Motion
SIMO
$8.99B
$455K 0.12%
+1,364
New +$316K
FDFF icon
90
Fidelity Disruptive Finance ETF
FDFF
$43.6M
$447K 0.11%
13,523
+12,991
+2,442% +$430K
IUSB icon
91
iShares Core Universal USD Bond ETF
IUSB
$43.4B
$434K 0.11%
9,394
-595
-6% -$27.4K
QQQE icon
92
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.41B
$427K 0.11%
3,497
+424
+14% +$47.8K
GPC icon
93
Genuine Parts
GPC
$18.5B
$408K 0.1%
3,459
-2,515
-42% -$263K
GS icon
94
Goldman Sachs
GS
$297B
$403K 0.1%
399
-12
-3% -$11.7K
NTES icon
95
NetEase
NTES
$74B
$400K 0.1%
3,125
+523
+20% +$61.7K
HWM icon
96
Howmet Aerospace
HWM
$90.9B
$400K 0.1%
1,489
+124
+9% +$31.8K
CIBR icon
97
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.2B
$395K 0.1%
4,396
+2,013
+84% +$154K
DYNF icon
98
BlackRock US Equity Factor Rotation ETF
DYNF
$41.3B
$391K 0.1%
5,747
-769
-12% -$50K
SEPZ icon
99
TrueShares Structured Outcome September ETF
SEPZ
$258M
$391K 0.1%
8,602
-970
-10% -$43K
XAR icon
100
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.5B
$389K 0.1%
1,372
+25
+2% +$6.76K
2 3
4
5 6

Similar funds

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LW
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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.