Q2 2026 13F · SEC CIK 1962236

Kingdom Financial Group LLC.

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $391.5M
Reported positions: 851
Top holdings a year, 3 yrs: +9.8%
Assets under management: $520.9M

Kingdom Financial Group LLC. is a wealth manager that reported 851 positions worth $391.5M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Capitol Ser Tr (SCEC, 15.2%), Ishares Tr (IWY, 13.5%), Ishares Tr (IWX, 8.7%). A portfolio copying its top holdings returned 9.8% a year over the last 3 years, against 20.4% for the S&P 500.

Kingdom Financial Group LLC. holdings largest 50 of 851 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Kingdom Financial Group LLC. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SCECCapitol Ser Tr	15.2%	16.5%	2,375,988	+3.6%	$59.5M
IWYIshares Tr	13.5%	12.0%	181,309	+7.8%	$52.7M
IWXIshares Tr	8.7%	7.7%	324,849	+11.4%	$34.2M
SCNMSterling Cap Fds	8.1%	9.1%	1,257,882	-1.6%	$31.6M
EFVIshares Tr	4.4%	4.3%	223,583	+10.8%	$17.1M
IWSIshares Tr	4.1%	4.1%	97,730	-0.9%	$16.1M
EFGIshares Tr	3.9%	3.8%	122,315	+3.9%	$15.2M
IEMGIshares Inc	3.6%	3.2%	170,072	+6.2%	$14.1M
VOOVanguard Index Fds	2.5%	2.6%	14,496	-3.2%	$10.0M
VTWOVanguard Scottsdale Fds	2.4%	2.1%	77,417	+4.1%	$9.4M
IWPIshares Tr	1.4%	1.1%	36,778	+23.4%	$5.4M
VIGVanguard Specialized Funds	1.1%	1.2%	18,808	-1.6%	$4.5M
NOBLProshares Tr	1.1%	1.1%	73,876	+96.7%	$4.1M
NVDANvidia Corporation	1.0%	1.3%	19,638	-25.6%	$3.9M
TSMTaiwan Semiconductor Manufac	1.0%	0.7%	8,176	+10.6%	$3.9M
AVGOBroadcom Inc	0.8%	0.8%	8,245	-8.6%	$3.1M
BIFSrh Total Return Fund Inc	0.7%	0.8%	163,061	+5.3%	$2.9M
MUBIshares Tr	0.7%	0.6%	26,256	+31.6%	$2.8M
VVisa Inc	0.6%	0.6%	13,835	+0.4%	$2.4M
CATCaterpillar Inc	0.5%	—	1,929	—	$2.1M
JPMJpmorgan Chase & Co	0.5%	0.5%	6,234	-3.3%	$2.0M
LRCXLam Research Corp	0.5%	0.3%	4,411	-18.9%	$1.9M
QQQInvesco Qqq Tr	0.4%	0.4%	2,229	-9.9%	$1.6M
RTXRtx Corporation	0.4%	0.5%	8,480	+1.3%	$1.6M
SPLGSpdr Series Trust	0.4%	0.3%	16,836	+6.0%	$1.5M
SCEPSterling Cap Fds	0.4%	0.4%	58,389	-6.3%	$1.5M
MUMicron Technology Inc	0.4%	0.2%	1,260	-49.6%	$1.5M
AGEMAbrdn Emerging Mar Div A ETF	0.4%	0.3%	28,423	-4.3%	$1.4M
SPCXSpace Exploration Techn Corp	0.4%	—	8,037	—	$1.4M
IDEVIshares Tr	0.3%	0.4%	15,350	-8.1%	$1.4M
MAYWAim ETF Products Trust	0.3%	—	38,784	—	$1.3M
SMHVaneck ETF Trust	0.3%	0.3%	2,048	-22.4%	$1.3M
AAPLApple Inc	0.3%	0.3%	4,690	+1.8%	$1.3M
GEGe Aerospace	0.3%	0.4%	3,532	-25.0%	$1.3M
DRAMRoundhill ETF Trust	0.3%	—	16,947	—	$1.3M
SCMCSterling Cap Fds	0.3%	0.3%	48,425	+7.6%	$1.2M
KOCoca Cola Co	0.3%	0.3%	14,615	-6.2%	$1.2M
SIXDAim ETF Products Trust	0.3%	—	34,475	—	$1.1M
GOOGLAlphabet Inc	0.3%	0.3%	2,891	-18.9%	$1.0M
FBCGFidelity Covington Trust	0.3%	—	16,332	—	$1.0M
STRLSterling Infrastructure Inc	0.3%	—	1,206	—	$1.0M
ONEZElevation Series Trust	0.3%	—	35,845	—	$989K
WTRGEssential Utils Inc Com	0.2%	0.3%	24,402	+5.5%	$935K
SCHPSchwab Strategic Tr	0.2%	0.5%	35,038	-50.0%	$928K
DELLDell Technologies Inc	0.2%	—	2,149	—	$927K
AGGIshares Tr	0.2%	0.3%	9,200	-9.2%	$911K
ITWIllinois Tool Wks Inc	0.2%	0.3%	3,351	-4.5%	$906K
JUNWAim ETF Products Trust	0.2%	—	25,625	—	$881K
XLKSelect Sector Spdr Tr	0.2%	—	4,498	—	$857K
VEAVanguard Ftse Developed Markets Index Fu	0.2%	0.2%	12,005	+5.7%	$855K

What Kingdom Financial Group LLC. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.1% /yr; S&P 500 +20.1%
3 years: +9.8% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$391.5M	851
Q1 2026	$349.4M	860
Q4 2025	$323.6M	748
Q3 2025	$163.5M	78
Q2 2025	$114.5M	55
Q1 2025	$136.4M	45
Q4 2024	$146.3M	50
Q3 2024	$133.8M	49
Q2 2024	$147.8M	52
Q1 2024	$142.2M	62
Q4 2023	$114.7M	74
Q3 2023	$106.2M	73

Questions about Kingdom Financial Group LLC.'s portfolio

What stocks does Kingdom Financial Group LLC. own?

Kingdom Financial Group LLC.'s latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 851 positions worth $391.5M. The largest are Capitol Ser Tr (SCEC) at 15.2%, Ishares Tr (IWY) at 13.5%, Ishares Tr (IWX) at 8.7%, Sterling Cap Fds (SCNM) at 8.1% and Ishares Tr (EFV) at 4.4%.

What did Kingdom Financial Group LLC. buy last quarter?

In Q2 2026, Kingdom Financial Group LLC. added Proshares Tr (NOBL) (+96.7% shares), Ishares Tr (MUB) (+31.6% shares) and Ishares Tr (IWP) (+23.4% shares), compared with its Q1 2026 filing.

What did Kingdom Financial Group LLC. sell last quarter?

In Q2 2026, Kingdom Financial Group LLC. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Cme Group Inc (CME), cut from its top 50 AIM ETF Products Trust - AllianzIM U.S. (SIXO), cut from its top 50 Allianzim U.s. Equity Buffer20 Oct ETF (AZBO), cut from its top 50 Ryder Sys Inc (R), Schwab Strategic Tr (SCHP) (-50.0% shares), Micron Technology Inc (MU) (-49.6% shares) and Nvidia Corporation (NVDA) (-25.6% shares), compared with its Q1 2026 filing.

How has Kingdom Financial Group LLC.'s portfolio performed?

A portfolio copying Kingdom Financial Group LLC.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +10.1% against +20.1%.

When is Kingdom Financial Group LLC.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Kingdom Financial Group LLC.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Kingdom Financial Group LLC. manage?

Kingdom Financial Group LLC. reported $520.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $391.5M.