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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
IVE icon
101
iShares S&P 500 Value ETF
IVE
$49.3B
$377K 0.1%
1,660
-710
-30% -$159K
TSLA icon
102
Tesla
TSLA
$1.44T
$376K 0.1%
895
-92
-9% -$36.6K
J icon
103
Jacobs Solutions
J
$16.4B
$370K 0.09%
2,938
+783
+36% +$96.3K
PLTR icon
104
Palantir
PLTR
$399B
$365K 0.09%
3,124
-775
-20% -$106K
CORO
105
iShares International Country Rotation Active ETF
CORO
$8.32B
$348K 0.09%
9,520
-1,358
-12% -$48K
BND icon
106
Vanguard Total Bond Market
BND
$161B
$345K 0.09%
4,695
+3,899
+490% +$286K
TLT icon
107
iShares 20+ Year Treasury Bond ETF
TLT
$46.3B
$344K 0.09%
3,976
+1,210
+44% +$104K
EVRG icon
108
Evergy
EVRG
$18.8B
$339K 0.09%
3,923
-261
-6% -$21.6K
HDV
109
iShares Core High Dividend ETF
HDV
$15.3B
$336K 0.09%
12,241
+191
+2% +$5.2K
ESS icon
110
Essex Property Trust
ESS
$17.4B
$333K 0.09%
1,141
– –
CNP icon
111
CenterPoint Energy
CNP
$25.8B
$328K 0.08%
7,444
-470
-6% -$20.1K
SAH icon
112
Sonic Automotive
SAH
$2.42B
$328K 0.08%
3,865
-398
-9% -$30.6K
FUTY icon
113
Fidelity MSCI Utilities Index ETF
FUTY
$2.26B
$328K 0.08%
5,607
+252
+5% +$14.7K
XLU icon
114
State Street Utilities Select Sector SPDR ETF
XLU
$22.1B
$325K 0.08%
7,179
+17
+0.2% +$770
AEG icon
115
Aegon
AEG
$13.4B
$321K 0.08%
38,040
+208
+0.5% +$1.71K
VGIT icon
116
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.3B
$320K 0.08%
5,431
-342
-6% -$20.2K
AMGN icon
117
Amgen
AMGN
$207B
$318K 0.08%
879
-60
-6% -$20.5K
LITE icon
118
Lumentum
LITE
$83.9B
$316K 0.08%
368
+23
+7% +$20.5K
INTC icon
119
Intel
INTC
$530B
$312K 0.08%
2,233
-1,709
-43% -$173K
SHV icon
120
iShares 0-1 Year Treasury Bond ETF
SHV
$20.9B
$310K 0.08%
2,813
-567
-17% -$62.5K
WM icon
121
Waste Management
WM
$85.8B
$309K 0.08%
1,389
-674
-33% -$150K
EIX icon
122
Edison International
EIX
$21.8B
$308K 0.08%
4,133
-232
-5% -$16.5K
GOVT icon
123
iShares US Treasury Bond ETF
GOVT
$41.3B
$305K 0.08%
13,377
+1,726
+15% +$39.3K
HON icon
124
Honeywell
HON
$64.1B
$298K 0.08%
1,330
-1,260
-49% -$281K
HONA
125
Honeywell Aerospace
HONA
$48.7B
$294K 0.08%
+1,330
New +$293K
3 4
5
6 7

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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.