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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
IEFA icon
201
iShares Core MSCI EAFE ETF
IEFA
$192B
$83.7K 0.02%
866
+450
+108% +$43.2K
GMAY icon
202
FT Vest US Equity Moderate Buffer ETF May
GMAY
$514M
$82.6K 0.02%
+1,920
New +$81.7K
PAYH
203
TrueShares S&P Autocallable High Income ETF
PAYH
$26.8M
$82K 0.02%
3,311
-178
-5% -$4.42K
FBTC icon
204
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.3B
$79.9K 0.02%
1,566
+1,507
+2,554% +$94.2K
DECT icon
205
AllianzIM U.S. Equity Buffer10 Dec ETF
DECT
$127M
$79.9K 0.02%
2,035
-192
-9% -$7.36K
BINC icon
206
BlackRock Flexible Income ETF
BINC
$16.5B
$79K 0.02%
1,510
-1,217
-45% -$63.6K
TROW icon
207
T. Rowe Price
TROW
$22.9B
$77.8K 0.02%
684
-257
-27% -$26.3K
SPTL icon
208
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.9B
$77.7K 0.02%
2,962
-10,067
-77% -$262K
ARTY
209
iShares Future AI & Tech ETF
ARTY
$3.96B
$77.7K 0.02%
1,020
+1
+0.1% +$66
NEE icon
210
NextEra Energy
NEE
$172B
$77.5K 0.02%
882
-293
-25% -$26.5K
MINT icon
211
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.5B
$76.8K 0.02%
762
+8
+1% +$805
CEG icon
212
Constellation Energy
CEG
$101B
$76.3K 0.02%
307
-21
-6% -$5.91K
ONEH
213
TrueShares Equity Hedge ETF
ONEH
$28.6M
$76K 0.02%
3,081
-244
-7% -$5.99K
ADI icon
214
Analog Devices
ADI
$175B
$75.4K 0.02%
190
+182
+2,275% +$72K
QCOM icon
215
Qualcomm
QCOM
$189B
$73.4K 0.02%
397
+319
+409% +$59.7K
SPD icon
216
Simplify US Equity PLUS Downside Convexity ETF
SPD
$102M
$73.3K 0.02%
1,766
-119
-6% -$4.79K
PM icon
217
Philip Morris
PM
$296B
$71.9K 0.02%
397
+215
+118% +$37.3K
USMV icon
218
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
$71.8K 0.02%
745
-4
-0.5% -$380
AMD icon
219
Advanced Micro Devices
AMD
$822B
$71.5K 0.02%
123
-159
-56% -$65.2K
VO icon
220
Vanguard Morningstar Mid-Cap ETF
VO
$105B
$70.7K 0.02%
878
-722
-45% -$56K
AVMC icon
221
Avantis US Mid Cap Equity ETF
AVMC
$483M
$70.3K 0.02%
876
+2
+0.2% +$155
VXUS icon
222
Vanguard Total International Stock ETF
VXUS
$163B
$69.2K 0.02%
+809
New +$67.7K
SHOC icon
223
Strive US Semiconductor ETF
SHOC
$229M
$68.9K 0.02%
565
-54
-9% -$5.52K
SPYC icon
224
Simplify US Equity PLUS Convexity ETF
SPYC
$114M
$68.8K 0.02%
1,506
-124
-8% -$5.47K
BEN icon
225
Franklin Templeton
BEN
$17.1B
$68.6K 0.02%
2,062
-239
-10% -$7.16K
7 8
9
10 11

Similar funds

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PFPGI
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LW
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SFG
Southern Financial Group Birmingham, Alabama $392M AUM
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return
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.