Kingdom Financial Group Llc. Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Kingdom Financial Group Llc. disclosed 848 stock positions valued at approximately $391.49M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and STERLING CAP FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 848
- Portfolio Value
- $391.49M
Holdings by Sector
Kingdom Financial Group Llc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IWY | Other | 13.46% | 181,309 | +13,048 | +7.75% | $52,692,098 |
| ISHARES TR | IWX | Other | 8.73% | 324,849 | +33,294 | +11.42% | $34,161,072 |
| STERLING CAP FDS | SCNM | Other | 8.08% | 1,257,882 | -20,434 | -1.60% | $31,641,900 |
| ISHARES TR | EFV | Other | 4.37% | 223,583 | +21,809 | +10.81% | $17,115,300 |
| ISHARES TR | IWS | Other | 4.11% | 97,730 | -885 | -0.90% | $16,086,285 |
| ISHARES TR | EFG | Other | 3.89% | 122,315 | +4,613 | +3.92% | $15,218,397 |
| ISHARES INC | IEMG | Other | 3.60% | 170,072 | +9,928 | +6.20% | $14,088,787 |
| VANGUARD INDEX FDS | VOO | Other | 2.54% | 14,496 | -475 | -3.17% | $9,956,039 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 2.40% | 77,417 | +3,042 | +4.09% | $9,399,949 |
| ISHARES TR | IWP | Other | 1.38% | 36,778 | +6,963 | +23.35% | $5,384,634 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.14% | 18,808 | -306 | -1.60% | $4,450,305 |
| PROSHARES TR | NOBL | Other | 1.06% | 73,876 | +36,316 | +96.69% | $4,148,858 |
| NVIDIA CORPORATION | NVDA | Technology | 1.00% | 19,638 | -6,753 | -25.59% | $3,929,322 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.00% | 8,176 | +783 | +10.59% | $3,904,589 |
| BROADCOM INC | AVGO | Technology | 0.80% | 8,245 | -778 | -8.62% | $3,114,470 |
| SRH TOTAL RETURN FUND INC | STEW | Financial Services | 0.75% | 163,061 | +8,225 | +5.31% | $2,918,799 |
| ISHARES TR | MUB | Other | 0.72% | 26,256 | +6,312 | +31.65% | $2,825,680 |
| VISA INC | V | Financial Services | 0.62% | 13,835 | +52 | +0.38% | $2,422,803 |
| CATERPILLAR INC | CAT | Industrials | 0.52% | 1,929 | +1,792 | +1308.03% | $2,053,946 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.52% | 6,234 | -214 | -3.32% | $2,040,489 |
| LAM RESEARCH CORP | LRCX | Technology | 0.49% | 4,411 | -1,026 | -18.87% | $1,911,568 |
| INVESCO QQQ TR | QQQ | Other | 0.42% | 2,229 | -246 | -9.94% | $1,641,122 |
| RTX CORPORATION | RTX | Industrials | 0.41% | 8,480 | +112 | +1.34% | $1,608,886 |
| SPDR SERIES TRUST | SPLG | Other | 0.38% | 16,836 | +947 | +5.96% | $1,479,524 |
| STERLING CAP FDS | SCEP | Other | 0.37% | 58,389 | -3,899 | -6.26% | $1,459,721 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.37% | 1,260 | -1,240 | -49.60% | $1,454,275 |
| ABRDN FDS | AGEM | Other | 0.36% | 28,423 | -1,279 | -4.31% | $1,403,550 |
| SPACE EXPLORATION TECHN CORP | SPCX | Industrials | 0.35% | 8,037 | +8,037 | +100.00% | $1,373,202 |
| ISHARES TR | IDEV | Other | 0.35% | 15,350 | -1,348 | -8.07% | $1,366,290 |
| AIM ETF PRODUCTS TRUST | MAYW | Other | 0.34% | 38,784 | +38,784 | +100.00% | $1,348,520 |
Showing 30 of 848 holdings in the latest reporting period.