Kingdom Financial Group LLC.
Sector Allocation
- Other82.7%$323.7M
- Technology6.8%$26.5M
- Industrials3.1%$12.0M
- Financials2.6%$10.1M
- Utilities1.6%$6.1M
- Consumer Discretionary0.7%$2.8M
- Consumer Staples0.7%$2.8M
- Real Estate0.7%$2.5M
- Healthcare0.6%$2.2M
- Materials0.4%$1.4M
AUM History
13fpro.ai/research/fund/kingdom-financial-group-llc-1962236
Conviction and streaks
Concentrating · top 10 = 66.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- CAPITOL$59.5M
- ISHARES$52.7M
- ISHARES$34.2M
- STERLING$31.6M
- ISHARES$17.1M
- ISHARES$16.1M
- ISHARES$15.2M
- ISHARES$14.1M
- VANGUARD$10.0M
- VANGUARD$9.4M
- ISHARES$5.4M
- VANGUARD$4.5M
- PROSHARES$4.1M
NVDA
$3.9MTSM
$3.9MAVGO
$3.1MSTEW
$2.9M- ISHARES$2.8M
V
$2.4MCAT
$2.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/kingdom-financial-group-llc-1962236
Kingdom Financial Group LLC. 13F holdings — Q2 2026
$391.5M portfolio (+12.1% QoQ) · 855 holdings · Q2 2026 13F · top 10 are 66% of the stock portfolio
- 1
CAPITOL SER TR - STERL CAP BD ETF
$59.5M
15.2% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - RUS TP200 GR ETF
$52.7M
13.5% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - RUS TP200 VL ETF
$34.2M
8.7% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
STERLING CAP FDS - NATIONAL MUNI BD
$31.6M
8.1% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - EAFE VALUE ETF
$17.1M
4.4% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - RUS MDCP VAL ETF
$16.1M
4.1% of stocks
-0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - EAFE GRWTH ETF
$15.2M
3.9% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES INC - CORE MSCI EMKT
$14.1M
3.6% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD INDEX FDS - S&P 500 ETF SHS
$10.0M
2.5% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX
$9.4M
2.4% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CAPITOL SER TR - STERL CAP BD ETF | $59.5M | 15.2% | +4% | — | — | — | — | |
| 2 | ISHARES TR - RUS TP200 GR ETF | $52.7M | 13.5% | +8% | — | — | — | — | |
| 3 | ISHARES TR - RUS TP200 VL ETF | $34.2M | 8.7% | +11% | — | — | — | — | |
| 4 | STERLING CAP FDS - NATIONAL MUNI BD | $31.6M | 8.1% | -2% | — | — | — | — | |
| 5 | ISHARES TR - EAFE VALUE ETF | $17.1M | 4.4% | +11% | — | — | — | — | |
| 6 | ISHARES TR - RUS MDCP VAL ETF | $16.1M | 4.1% | -0.9% | — | — | — | — | |
| 7 | ISHARES TR - EAFE GRWTH ETF | $15.2M | 3.9% | +4% | — | — | — | — | |
| 8 | ISHARES INC - CORE MSCI EMKT | $14.1M | 3.6% | +6% | — | — | — | — | |
| 9 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $10.0M | 2.5% | -3% | — | — | — | — | |
| 10 | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $9.4M | 2.4% | +4% | — | — | — | — |
All holdings — Kingdom Financial Group LLC. (Q2 2026)
855 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - RUS MD CP GR ETFetf/fund | — | $5.4M | 1.4% | 37K | +23% | — | — | 13F |
| 12 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $4.5M | 1.1% | 19K | -2% | — | — | 13F |
| 13 | — | PROSHARES TR - S&P 500 DV ARISTetf/fund | — | $4.1M | 1.1% | 74K | +97% | — | — | 13F |
| 14 | NVIDIA CORP | Technology | $3.9M | 1.0% | 20K | -26% | 5 qtrs | 86.0 | 13F | |
| 15 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $3.9M | 1.0% | 8,176 | +11% | 4 qtrsAdded 4 qtrs in a row | — | 13F | |
| 16 | Broadcom Inc. | Technology | $3.1M | 0.8% | 8,245 | -9% | 5 qtrs | 84.5 | 13F | |
| 17 | SRH Total Return Fund, Inc. | Other | $2.9M | 0.8% | 163K | +5% | 3 qtrs | — | 13F | |
| 18 | — | ISHARES TR - NATIONAL MUN ETFetf/fund | — | $2.8M | 0.7% | 26K | +32% | — | — | 13F |
| 19 | VISA INC. | Financials | $2.4M | 0.6% | 14K | +0.4% | 5 qtrs | 82.6 | 13F | |
| 20 | CATERPILLAR INC | Industrials | $2.1M | 0.5% | 1,929 | +1308% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | JPMORGAN CHASE & CO | Financials | $2.0M | 0.5% | 6,234 | -3% | 5 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | LAM RESEARCH CORP | Technology | $1.9M | 0.5% | 4,411 | -19% | 3 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $1.6M | 0.4% | 2,229 | -10% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | RTX Corp | Industrials | $1.6M | 0.4% | 8,480 | +1% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | SPDR SERIES TRUST - ST STR P500ETFetf/fund | — | $1.5M | 0.4% | 17K | +6% | — | — | 13F |
| 26 | — | STERLING CAP FDS - CAP HEDGED EQT P | — | $1.5M | 0.4% | 58K | -6% | |||
| 27 | $MU | MICRON TECHNOLOGY INC | Technology | $1.5M | 0.4% | 1,260 | -50% | |||
| 28 | — | ABRDN FDS - EMER MKTS DI ETF | — | $1.4M | 0.4% | 28K | -4% | |||
| 29 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $1.4M | 0.3% | 8,037 | New | |||
| 30 | — | ISHARES TR - CORE MSCI INTL | — | $1.4M | 0.3% | 15K | -8% | |||
| 31 | — | AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF | — | $1.3M | 0.3% | 39K | New | |||
| 32 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $1.3M | 0.3% | 2,048 | -22% | |||
| 33 | $AAPL | Apple Inc. | Technology | $1.3M | 0.3% | 4,690 | +2% | |||
| 34 | $GE | GENERAL ELECTRIC CO | Industrials | $1.3M | 0.3% | 3,532 | -25% | |||
| 35 | — | ROUNDHILL ETF TRUST - MEMORY ETF | — | $1.3M | 0.3% | 17K | New | |||
| 36 | — | STERLING CAP FDS - CAPITAL MULTI | — | $1.2M | 0.3% | 48K | +8% | |||
| 37 | $KO | COCA COLA CO | Consumer Staples | $1.2M | 0.3% | 15K | -6% | |||
| 38 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | — | $1.1M | 0.3% | 34K | +3668% | |||
| 39 | $GOOGL | Alphabet Inc. | Technology | $1.0M | 0.3% | 2,891 | -19% | |||
| 40 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | — | $1.0M | 0.3% | 16K | +2573% | |||
| 41 | $STRL | STERLING INFRASTRUCTURE, INC. | Industrials | $1.0M | 0.3% | 1,206 | -23% | |||
| 42 | — | ELEVATION SERIES TRUST - TRUE SE BUFF ETF | — | $989K | 0.3% | 36K | +140% | |||
| 43 | $WTRG | Essential Utilities, Inc. | Utilities | $935K | 0.2% | 24K | +5% | |||
| 44 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $928K | 0.2% | 35K | -50% | |||
| 45 | $DELL | Dell Technologies Inc. | Technology | $927K | 0.2% | 2,149 | New | |||
| 46 | — | ISHARES TR - CORE US AGGBD ET | — | $911K | 0.2% | 9,200 | -9% | |||
| 47 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $906K | 0.2% | 3,351 | -4% | |||
| 48 | — | AIM ETF PRODUCTS TRUST - ALLIA US JUN ETF | — | $881K | 0.2% | 26K | New | |||
| 49 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $857K | 0.2% | 4,498 | +25% | |||
| 50 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $855K | 0.2% | 12K | +6% | |||
| 51 | $CME | CME GROUP INC. | Financials | $812K | 0.2% | 3,679 | +9% | |||
| 52 | $R | RYDER SYSTEM INC | Consumer Discretionary | $801K | 0.2% | 3,036 | -27% | |||
| 53 | — | SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA | — | $782K | 0.2% | 38K | +0.1% | |||
| 54 | $GEV | GE Vernova Inc. | Industrials | $746K | 0.2% | 635 | -2% | |||
| 55 | $STX | Seagate Technology Holdings plc | Technology | $719K | 0.2% | 745 | -36% | |||
| 56 | $CINF | CINCINNATI FINANCIAL CORP | Financials | $719K | 0.2% | 3,882 | -7% | |||
| 57 | $ED | CONSOLIDATED EDISON INC | Utilities | $682K | 0.2% | 6,168 | -5% | |||
| 58 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | — | $681K | 0.2% | 17K | New | |||
| 59 | $IDA | IDACORP INC | Utilities | $681K | 0.2% | 4,501 | -6% | |||
| 60 | $PLD | Prologis, Inc. | Real Estate | $657K | 0.2% | 4,849 | -9% | |||
| 61 | $NI | NISOURCE INC. | Utilities | $657K | 0.2% | 14K | -5% | |||
| 62 | $CSCO | CISCO SYSTEMS, INC. | Technology | $642K | 0.2% | 5,464 | -39% | |||
| 63 | $CNA | CNA FINANCIAL CORP | Financials | $639K | 0.2% | 13K | -3% | |||
| 64 | $EMR | EMERSON ELECTRIC CO | Industrials | $629K | 0.2% | 4,395 | -2% | |||
| 65 | $SJM | J M SMUCKER Co | Consumer Staples | $626K | 0.2% | 5,566 | -5% | |||
| 66 | $REG | REGENCY CENTERS CORP | Real Estate | $611K | 0.2% | 7,665 | -6% | |||
| 67 | $EXC | EXELON CORP | Utilities | $611K | 0.2% | 13K | -5% | |||
| 68 | $VRT | Vertiv Holdings Co | Technology | $608K | 0.2% | 1,814 | +34% | |||
| 69 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $605K | 0.1% | 5,183 | -3% | |||
| 70 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $604K | 0.1% | 3,365 | -6% | |||
| 71 | $GD | GENERAL DYNAMICS CORP | Industrials | $598K | 0.1% | 1,688 | +73% | |||
| 72 | — | ISHARES TR - CYBERSECURITY | — | $594K | 0.1% | 9,785 | +2170% | |||
| 73 | $ALLE | Allegion plc | Industrials | $587K | 0.1% | 4,179 | +5% | |||
| 74 | $AFL | AFLAC INC | Financials | $581K | 0.1% | 4,954 | -5% | |||
| 75 | — | ISHARES TR - US AER DEF ETF | — | $578K | 0.1% | 2,386 | -19% | |||
| 76 | — | VANGUARD WORLD FD - MEGA GRWTH IND | — | $576K | 0.1% | 6,550 | +720% | |||
| 77 | $CVX | CHEVRON CORP | Energy | $571K | 0.1% | 3,442 | +2% | |||
| 78 | $ATRO | ASTRONICS CORP | Industrials | $562K | 0.1% | 6,919 | -41% | |||
| 79 | — | ISHARES TR - S&P 500 GRWT ETF | — | $551K | 0.1% | 4,004 | +2% | |||
| 80 | $MSFT | MICROSOFT CORP | Technology | $538K | 0.1% | 1,442 | +0.5% | |||
| 81 | — | PIMCO ETF TR - ULTR SH GO AC FD | — | $532K | 0.1% | 5,276 | +140% | |||
| 82 | $LMT | LOCKHEED MARTIN CORP | Industrials | $532K | 0.1% | 1,044 | -4% | |||
| 83 | — | FIDELITY COVINGTON TRUST - DISRU COMMU ETF | — | $524K | 0.1% | 10K | +2279% | |||
| 84 | $AMZN | AMAZON COM INC | Consumer Discretionary | $521K | 0.1% | 2,188 | -4% | |||
| 85 | — | ISHARES TR - ISHARES SEMICDTR | — | $511K | 0.1% | 798 | -25% | |||
| 86 | $WDC | WESTERN DIGITAL CORP | Technology | $493K | 0.1% | 771 | -54% | |||
| 87 | — | FIDELITY COVINGTON TRUST - DISRU AUTOM ETF | — | $463K | 0.1% | 12K | +2257% | |||
| 88 | $ABBV | AbbVie Inc. | Healthcare | $458K | 0.1% | 1,821 | -41% | |||
| 89 | $SIMO | Silicon Motion Technology CORP | Technology | $455K | 0.1% | 1,364 | New | |||
| 90 | — | FIDELITY COVINGTON TRUST - DISRUPTIVE FIN E | — | $447K | 0.1% | 14K | +2442% | |||
| 91 | — | ISHARES TR - CORE UNIVRSL USD | — | $434K | 0.1% | 9,394 | -6% | |||
| 92 | — | DIREXION SHARES ETF TRUST - NASDAQ 100 EQ WT | — | $427K | 0.1% | 3,497 | +14% | |||
| 93 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $408K | 0.1% | 3,459 | -42% | |||
| 94 | $GS | GOLDMAN SACHS GROUP INC | Financials | $403K | 0.1% | 399 | -3% | |||
| 95 | $NTES | NetEase, Inc. | Technology | $400K | 0.1% | 3,125 | +20% | |||
| 96 | $HWM | Howmet Aerospace Inc. | Materials | $400K | 0.1% | 1,489 | +9% | |||
| 97 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $395K | 0.1% | 4,396 | +84% | |||
| 98 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $391K | 0.1% | 5,747 | -12% | |||
| 99 | — | ELEVATION SERIES TRUST - TRUE ST SEPT ETF | — | $391K | 0.1% | 8,602 | -10% | |||
| 100 | — | SPDR SERIES TRUST - ST STR SP AERO | — | $389K | 0.1% | 1,372 | +2% | |||
| 101 | — | ISHARES TR - S&P 500 VAL ETF | — | $377K | 0.1% | 1,660 | -30% | |||
| 102 | $TSLA | Tesla, Inc. | Consumer Discretionary | $376K | 0.1% | 895 | -9% | |||
| 103 | $J | JACOBS SOLUTIONS INC. | Industrials | $370K | 0.1% | 2,938 | +36% | |||
| 104 | $PLTR | Palantir Technologies Inc. | Technology | $365K | 0.1% | 3,124 | -20% | |||
| 105 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $348K | 0.1% | 9,520 | -12% | |||
| 106 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $345K | 0.1% | 4,695 | +490% | |||
| 107 | — | ISHARES TR - 20 YR TR BD ETF | — | $344K | 0.1% | 3,976 | +44% | |||
| 108 | $EVRG | Evergy, Inc. | Utilities | $339K | 0.1% | 3,923 | -6% | |||
| 109 | — | ISHARES TR - CORE HIGH DV ETF | — | $336K | 0.1% | 12K | +408% | |||
| 110 | $ESS | ESSEX PROPERTY TRUST, INC. | Real Estate | $333K | 0.1% | 1,141 | — | |||
| 111 | $CNP | CENTERPOINT ENERGY INC | Utilities | $328K | 0.1% | 7,444 | -6% | |||
| 112 | $SAH | SONIC AUTOMOTIVE INC | Consumer Discretionary | $328K | 0.1% | 3,865 | -9% | |||
| 113 | — | FIDELITY COVINGTON TRUST - MSCI UTILS INDEX | — | $328K | 0.1% | 5,607 | +5% | |||
| 114 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $325K | 0.1% | 7,179 | +0.2% | |||
| 115 | $AEG | AEGON LTD. | Financials | $321K | 0.1% | 38K | +0.5% | |||
| 116 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $320K | 0.1% | 5,431 | -6% | |||
| 117 | $AMGN | AMGEN INC | Healthcare | $318K | 0.1% | 879 | -6% | |||
| 118 | $LITE | Lumentum Holdings Inc. | Technology | $316K | 0.1% | 368 | +7% | |||
| 119 | $INTC | INTEL CORP | Technology | $312K | 0.1% | 2,233 | -43% | |||
| 120 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $310K | 0.1% | 2,813 | -17% | |||
| 121 | $WM | WASTE MANAGEMENT INC | Utilities | $309K | 0.1% | 1,389 | -33% | |||
| 122 | $EIX | EDISON INTERNATIONAL | Utilities | $308K | 0.1% | 4,133 | -5% | |||
| 123 | — | ISHARES TR - US TREAS BD ETF | — | $305K | 0.1% | 13K | +15% | |||
| 124 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $298K | 0.1% | 1,330 | -49% | |||
| 125 | $HONA | Honeywell Aerospace Inc. | Industrials | $294K | 0.1% | 1,330 | New | |||
| 126 | — | ELEVATION SERIES TRUST - S&P AU DE IN ETF | — | $292K | 0.1% | 12K | -9% | |||
| 127 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $284K | 0.1% | 2,247 | -6% | |||
| 128 | — | VANECK ETF TRUST - CEF MUNI INCOME | — | $270K | 0.1% | 12K | +1% | |||
| 129 | $DAVE | Dave Inc./DE | Financials | $269K | 0.1% | 722 | +7120% | |||
| 130 | — | ISHARES TR - MSCI USA MMENTM | — | $266K | 0.1% | 776 | +132% | |||
| 131 | — | ISHARES TR - CORE S&P500 ETF | — | $264K | 0.1% | 352 | -12% | |||
| 132 | — | ISHARES TR - MBS ETF | — | $264K | 0.1% | 2,788 | +3% | |||
| 133 | $WMT | Walmart Inc. | Consumer Staples | $263K | 0.1% | 2,321 | +2% | |||
| 134 | $JNJ | JOHNSON & JOHNSON | Healthcare | $261K | 0.1% | 1,027 | -69% | |||
| 135 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $255K | 0.1% | 413 | -69% | |||
| 136 | $TER | TERADYNE, INC | Technology | $248K | 0.1% | 513 | -5% | |||
| 137 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $239K | 0.1% | 2,474 | +407% | |||
| 138 | $ATEN | A10 Networks, Inc. | Technology | $234K | 0.1% | 6,254 | New | |||
| 139 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $233K | 0.1% | 4,417 | -25% | |||
| 140 | $KALU | KAISER ALUMINUM CORP | Materials | $231K | 0.1% | 1,183 | -8% | |||
| 141 | — | SPDR INDEX SHS FDS - ST STR SP GLBDIV | — | $225K | 0.1% | 2,811 | +1% | |||
| 142 | $SNPS | SYNOPSYS INC | Technology | $223K | 0.1% | 500 | — | |||
| 143 | — | STERLING CAP FDS - SHOR DURA BD ETF | — | $222K | 0.1% | 8,900 | +0.4% | |||
| 144 | — | FIRST TR EXCHANGE-TRADED FD - DJ GLBL DIVID | — | $219K | 0.1% | 6,842 | +0.8% | |||
| 145 | $IVZ | Invesco Ltd. | Financials | $217K | 0.1% | 9,234 | +1.0% | |||
| 146 | $TT | Trane Technologies plc | Technology | $213K | 0.1% | 434 | +23% | |||
| 147 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $212K | 0.1% | 3,963 | -31% | |||
| 148 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $212K | 0.1% | 574 | +12% | |||
| 149 | $NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | $206K | 0.1% | 1,222 | +8047% | |||
| 150 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $191K | 0.1% | 366 | +22% |
What changed in Q2 2026
Against the previous quarter's 13F: 124 new, 219 added to, 305 trimmed, 137 sold out. Share-count changes; largest moves by dollar size first.
New positions (124)
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$1.4Mfirst bought this quarter
- AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF$1.3M
first bought this quarter
- ROUNDHILL ETF TRUST - MEMORY ETF$1.3M
first bought this quarter
- AIM ETF PRODUCTS TRUST - ALLIA US JUN ETF$881K
first bought this quarter
- AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$681K
first bought this quarter
$SIMOSilicon Motion Technology CORP$455K
first bought this quarter
+118 more in the Excel export
Added to (219)
- ISHARES TR - RUS TP200 GR ETF+8%
now $52.7M
- ISHARES TR - RUS TP200 VL ETF+11%
now $34.2M
- CAPITOL SER TR - STERL CAP BD ETF+4%
now $59.5M
- PROSHARES TR - S&P 500 DV ARIST+97%
now $4.1M
now $2.1M · held 3 qtrs, 3 adds in a row
- ISHARES TR - EAFE VALUE ETF+11%
now $17.1M
+213 more in the Excel export
Trimmed (305)
$MUMICRON TECHNOLOGY INC-50%
now $1.5M · held 3 qtrs
now $3.9M · held 5 qtrs
- SCHWAB STRATEGIC TR - US TIPS ETF-50%
now $928K
$JNJJOHNSON & JOHNSON-69%
now $261K · held 10+ qtrs
$WDCWESTERN DIGITAL CORP-54%
now $493K · held 2 qtrs
$SNDKSandisk Corp-98%
now $9K
+299 more in the Excel export
Sold out (137)
$XOM.R34088EXXON MOBIL CORPwas $1.6M
held 9+ qtrs
- AIM ETF PRODUCTS TRUSTwas $984K
- AIM ETF PRODUCTS TRUSTwas $899K
- AIM ETF PRODUCTS TRUSTwas $765K
- AIM ETF PRODUCTS TRUSTwas $635K
- AIM ETF PRODUCTS TRUSTwas $575K
+131 more in the Excel export
Holdings by quarter
Every 13F Kingdom Financial Group LLC. has filed, 12 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Kingdom Financial Group's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-7.1%
Value-weighted move of the 10 largest stock positions
Turnover
9%
Last quarter; 39% over the last 4
Top 10 weight
66%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
33%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Kingdom Financial Group LLC. disclosed 855 positions worth $391.5M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 124 new positions and exited 137 — including a new stake in $SPCX and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (82.7% of disclosed assets). All figures are sourced directly from Kingdom Financial Group LLC.’s Form 13F-HR filing with the SEC under CIK 1962236.
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AI-Powered Hedge Fund Analysis: Kingdom Financial Group LLC.
13F Pro is an AI hedge fund tracker and stock research platform. For Kingdom Financial Group LLC. (SEC CIK: 1962236), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Kingdom Financial Group LLC.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.