Kingdom Financial Group LLC. Top Holdings and 13F Report (2026)

About Kingdom Financial Group LLC.

Investment Activity

Kingdom Financial Group LLC. has $391.49 million in total holdings as of June 30, 2026.
Kingdom Financial Group LLC. owns shares of 863 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
Approximately 10.15% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Kingdom Financial Group LLC. has purchased 840 new stocks and bought additional shares in 213 stocks.
Kingdom Financial Group LLC. sold shares of 311 stocks and completely divested from 146 stocks this quarter.

Largest Holdings

CAPITOL SER TR: $59,482,850
iShares Russell Top 200 Growth ETF: $52,692,098
iShares Russell Top 200 Value ETF: $34,161,072
STERLING CAP FDS: $31,641,900
iShares MSCI EAFE Value ETF: $17,115,300

Largest New Holdings this Quarter

84615Q103 - SPACE EXPLORATION TECHN CORP: $1,373,202 Holding
00888H752 - AllianzIM U.S. Large Cap Buffer20 May ETF: $1,348,520 Holding
77926X320 - ROUNDHILL ETF TRUST: $1,251,536 Holding
00888H737 - AllianzIM U.S. Large Cap Buffer20 Jun ETF: $881,244 Holding
00888H760 - AllianzIM U.S. Large Cap Buffer10 May ETF: $681,169 Holding

Largest Purchases this Quarter

iShares Russell Top 200 Growth ETF: 13,048 shares (about $3.79M)
iShares Russell Top 200 Value ETF: 33,294 shares (about $3.50M)
CAPITOL SER TR: 81,473 shares (about $2.04M)
ProShares S&P 500 Aristocrats ETF: 36,316 shares (about $2.04M)
Caterpillar: 1,792 shares (about $1.91M)

Largest Sales this Quarter

Mondelez International: 57 shares (about $∞T)
Micron Technology: 1,240 shares (about $1.43M)
SPDR Portfolio S&P 500 ETF: 15,885 shares (about $1.40M)
NVIDIA: 6,753 shares (about $1.35M)
Schwab U.S. TIPS ETF: 35,022 shares (about $928.07K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CAPITOL SER TR	$59,482,850	$2,039,676 â–²	3.6%	2,375,988	15.2%	STERL CAP BD ETF
IWY iShares Russell Top 200 Growth ETF	$52,692,098	$3,792,015 â–²	7.8%	181,309	13.5%	ETF
IWX iShares Russell Top 200 Value ETF	$34,161,072	$3,501,192 â–²	11.4%	324,849	8.7%	ETF
STERLING CAP FDS	$31,641,900	$514,015 â–¼	-1.6%	1,257,882	8.1%	NATIONAL MUNI BD
EFV iShares MSCI EAFE Value ETF	$17,115,300	$1,669,481 â–²	10.8%	223,583	4.4%	ETF
IWS iShares Russell Mid-Cap Value ETF	$16,086,285	$145,670 â–¼	-0.9%	97,730	4.1%	ETF
EFG iShares MSCI EAFE Growth ETF	$15,218,397	$573,948 â–²	3.9%	122,315	3.9%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$14,088,787	$822,437 â–²	6.2%	170,072	3.6%	ETF
VOO Vanguard S&P 500 ETF	$9,956,039	$326,236 â–¼	-3.2%	14,496	2.5%	ETF
VTWO Vanguard Russell 2000 ETF	$9,399,949	$369,359 â–²	4.1%	77,417	2.4%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$5,384,634	$1,019,447 â–²	23.4%	36,778	1.4%	ETF
VIG Vanguard Dividend Appreciation ETF	$4,450,305	$72,405 â–¼	-1.6%	18,808	1.1%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$4,148,858	$2,039,498 â–²	96.7%	73,876	1.1%	ETF
NVDA NVIDIA	$3,929,322	$1,351,192 â–¼	-25.6%	19,638	1.0%	Technology
TSM Taiwan Semiconductor Manufacturing	$3,904,589	$373,935 â–²	10.6%	8,176	1.0%	Technology
AVGO Broadcom	$3,114,470	$293,882 â–¼	-8.6%	8,245	0.8%	Technology
STEW SRH Total Return Fund	$2,918,799	$147,228 â–²	5.3%	163,061	0.7%	Finance
MUB iShares National Muni Bond ETF	$2,825,680	$679,300 â–²	31.6%	26,256	0.7%	ETF
V Visa	$2,422,803	$9,106 â–²	0.4%	13,835	0.6%	Finance
CAT Caterpillar	$2,053,946	$1,908,072 â–²	1,308.0%	1,929	0.5%	Industrials
JPM JPMorgan Chase & Co.	$2,040,489	$70,046 â–¼	-3.3%	6,234	0.5%	Finance
LAM RESEARCH CORP	$1,911,568	$444,631 â–¼	-18.9%	4,411	0.5%	COM NEW
QQQ Invesco QQQ	$1,641,122	$181,120 â–¼	-9.9%	2,229	0.4%	ETF
RTX RTX	$1,608,886	$21,249 â–²	1.3%	8,480	0.4%	Industrials
SPLG SPDR Portfolio S&P 500 ETF	$1,479,172	$82,869 â–²	5.9%	16,832	0.4%	ETF
STERLING CAP FDS	$1,459,721	$97,475 â–¼	-6.3%	58,389	0.4%	CAP HEDGED EQT P
MU Micron Technology	$1,454,275	$1,431,191 â–¼	-49.6%	1,260	0.4%	Technology
ABRDN FDS	$1,403,550	$63,158 â–¼	-4.3%	28,423	0.4%	EMER MKTS DI ETF
SPACE EXPLORATION TECHN CORP	$1,373,202	$1,373,202 â–²	New Holding	8,037	0.4%	CLASS A COM STK
IDEV iShares Core MSCI International Developed Markets ETF	$1,366,290	$119,984 â–¼	-8.1%	15,350	0.3%	ETF
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF	$1,348,520	$1,348,520 â–²	New Holding	38,784	0.3%	ETF
SMH VanEck Semiconductor ETF	$1,343,010	$386,902 â–¼	-22.4%	2,048	0.3%	ETF
AAPL Apple	$1,334,122	$23,895 â–²	1.8%	4,690	0.3%	Technology
GE GE Aerospace	$1,319,872	$440,954 â–¼	-25.0%	3,532	0.3%	Industrials
ROUNDHILL ETF TRUST	$1,251,536	$1,251,536 â–²	New Holding	16,947	0.3%	MEMORY ETF
STERLING CAP FDS	$1,216,900	$86,044 â–²	7.6%	48,425	0.3%	CAPITAL MULTI
KO CocaCola	$1,187,786	$78,508 â–¼	-6.2%	14,615	0.3%	Consumer Staples
AIM ETF PRODUCTS TRUST	$1,063,037	$1,034,823 â–²	3,667.8%	34,475	0.3%	ALLIANZIM US EQT
GOOGL Alphabet	$1,033,269	$241,251 â–¼	-18.9%	2,891	0.3%	Communication Services
FBCG Fidelity Blue Chip Growth ETF	$1,014,381	$976,432 â–²	2,573.0%	16,332	0.3%	ETF
STRL Sterling Infrastructure	$1,012,268	$297,973 â–¼	-22.7%	1,206	0.3%	Industrials
ELEVATION SERIES TRUST	$988,960	$577,733 â–²	140.5%	35,845	0.3%	TRUE SE BUFF ETF
WTRG Essential Utilities	$934,852	$48,463 â–²	5.5%	24,402	0.2%	Utilities
SCHP Schwab U.S. TIPS ETF	$928,496	$928,072 â–¼	-50.0%	35,038	0.2%	ETF
DELL Dell Technologies	$927,208	$923,756 â–²	26,762.5%	2,149	0.2%	Technology
AGG iShares Core U.S. Aggregate Bond ETF	$910,613	$91,952 â–¼	-9.2%	9,200	0.2%	ETF
ITW Illinois Tool Works	$906,251	$42,459 â–¼	-4.5%	3,351	0.2%	Industrials
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF	$881,244	$881,244 â–²	New Holding	25,625	0.2%	ETF
XLK Technology Select Sector SPDR Fund	$856,879	$172,595 â–²	25.2%	4,498	0.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$855,335	$46,311 â–²	5.7%	12,005	0.2%	ETF
CME CME Group	$812,468	$70,227 â–²	9.5%	3,679	0.2%	Finance
R Ryder System	$800,732	$300,934 â–¼	-27.3%	3,036	0.2%	Industrials
TUA Simplify Short Term Treasury Futures Strategy ETF	$782,191	$715 â–²	0.1%	38,296	0.2%	ETF
GE VERNOVA INC	$745,680	$12,917 â–¼	-1.7%	635	0.2%	COM
STX Seagate Technology	$718,733	$404,227 â–¼	-36.0%	745	0.2%	Technology
CINF Cincinnati Financial	$718,671	$51,281 â–¼	-6.7%	3,882	0.2%	Finance
ED Consolidated Edison	$682,366	$38,167 â–¼	-5.3%	6,168	0.2%	Utilities
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF	$681,169	$681,169 â–²	New Holding	17,467	0.2%	ETF
IDA IDACORP	$681,037	$44,938 â–¼	-6.2%	4,501	0.2%	Utilities
PLD Prologis	$656,852	$65,563 â–¼	-9.1%	4,849	0.2%	Real Estate
NI NiSource	$656,582	$37,375 â–¼	-5.4%	13,808	0.2%	Utilities
CSCO Cisco Systems	$641,808	$414,990 â–¼	-39.3%	5,464	0.2%	Technology
CNA CNA Financial	$638,982	$19,007 â–¼	-2.9%	13,145	0.2%	Finance
EMR Emerson Electric	$629,087	$13,169 â–¼	-2.1%	4,395	0.2%	Industrials
SJM J. M. Smucker	$626,147	$31,274 â–¼	-4.8%	5,566	0.2%	Consumer Staples
REG Regency Centers	$611,187	$35,802 â–¼	-5.5%	7,665	0.2%	Real Estate
EXC Exelon	$610,996	$30,909 â–¼	-4.8%	13,106	0.2%	Utilities
VRT Vertiv	$607,504	$153,048 â–²	33.7%	1,814	0.2%	Industrials
WEC WEC Energy Group	$605,163	$16,113 â–¼	-2.6%	5,183	0.2%	Utilities
DLR Digital Realty Trust	$604,210	$37,707 â–¼	-5.9%	3,365	0.2%	Real Estate
GD General Dynamics	$598,053	$253,322 â–²	73.5%	1,688	0.2%	Industrials
IHAK iShares Cybersecurity and Tech ETF	$594,040	$567,874 â–²	2,170.3%	9,785	0.2%	ETF
ALLE Allegion	$587,110	$25,991 â–²	4.6%	4,179	0.1%	Industrials
AFL Aflac	$580,912	$30,957 â–¼	-5.1%	4,954	0.1%	Finance
ITA iShares U.S. Aerospace & Defense ETF	$578,461	$136,978 â–¼	-19.1%	2,386	0.1%	ETF
MGK Vanguard Mega Cap Growth ETF	$575,782	$505,545 â–²	719.8%	6,550	0.1%	ETF
CVX Chevron	$570,523	$10,277 â–²	1.8%	3,442	0.1%	Energy
ATRO Astronics	$562,238	$393,055 â–¼	-41.1%	6,919	0.1%	Industrials
IVW iShares S&P 500 Growth ETF	$550,711	$10,591 â–²	2.0%	4,004	0.1%	ETF
MSFT Microsoft	$537,866	$2,611 â–²	0.5%	1,442	0.1%	Technology
BILZ PIMCO Ultra Short Government Active ETF	$532,474	$311,047 â–²	140.5%	5,276	0.1%	ETF
LMT Lockheed Martin	$531,641	$20,879 â–¼	-3.8%	1,044	0.1%	Industrials
FDCF Fidelity Disruptive Communications ETF	$524,119	$502,087 â–²	2,278.9%	10,491	0.1%	ETF
AMZN Amazon.com	$521,488	$20,497 â–¼	-3.8%	2,188	0.1%	Consumer Discretionary
SOXX iShares Semiconductor ETF	$511,180	$169,112 â–¼	-24.9%	798	0.1%	ETF
WDC Western Digital	$492,731	$575,811 â–¼	-53.9%	771	0.1%	Technology
FBOT Fidelity Disruptive Automation ETF	$463,021	$443,380 â–²	2,257.5%	11,693	0.1%	ETF
ABBV AbbVie	$458,113	$312,453 â–¼	-40.5%	1,821	0.1%	Healthcare
SIMO Silicon Motion Technology	$454,662	$454,662 â–²	New Holding	1,364	0.1%	Technology
FDFF Fidelity Disruptive Finance ETF	$447,411	$429,810 â–²	2,441.9%	13,523	0.1%	ETF
IUSB iShares Core Total USD Bond Market ETF	$433,515	$27,458 â–¼	-6.0%	9,394	0.1%	ETF
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares	$426,682	$51,734 â–²	13.8%	3,497	0.1%	ETF
GPC Genuine Parts	$408,065	$296,699 â–¼	-42.1%	3,459	0.1%	Consumer Discretionary
GS The Goldman Sachs Group	$403,485	$12,135 â–¼	-2.9%	399	0.1%	Finance
NTES NetEase	$400,475	$67,023 â–²	20.1%	3,125	0.1%	Communication Services
HWM Howmet Aerospace	$400,207	$33,328 â–²	9.1%	1,489	0.1%	Industrials
CIBR First Trust Nasdaq Cybersecurity ETF	$394,982	$180,869 â–²	84.5%	4,396	0.1%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$390,882	$52,304 â–¼	-11.8%	5,747	0.1%	ETF
ELEVATION SERIES TRUST	$390,878	$44,077 â–¼	-10.1%	8,602	0.1%	TRUE ST SEPT ETF
XAR SPDR S&P Aerospace & Defense ETF	$389,410	$7,096 â–²	1.9%	1,372	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Kingdom Financial Group LLC. Top Holdings and 13F Report (2026)

About Kingdom Financial Group LLC.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Kingdom Financial Group LLC. Top Holdings and 13F Report (2026)

About Kingdom Financial Group LLC.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofKingdom Financial Group LLC.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools