Kingdom Financial Group LLC. — 13F Holdings & Portfolio
CIK 1962236 · latest 13F-HR filed 2026-05-13
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$349.4M
Long-equity book
Holdings
865
Distinct positions
Period
2026-03-31
Filed 2026-05-13
Q/Q Activity
+193 / −80 / ↑238 / ↓261
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VISA INC$2.2M +96808.7%
- ISHARES TR$1.9M +7.4%
- SCHWAB STRATEGIC TR$1.9M +81275.3%
- ISHARES TR$958.8K +7.1%
- ISHARES INC$887.6K +8.6%
Top Trims
- ISHARES TR-$19.0M -90.0%
- VANGUARD SCOTTSDALE FDS-$2.1M -95.3%
- VANGUARD INDEX FDS-$693.6K -7.2%
- ELEVATION SERIES TRUST-$489.5K -95.5%
- ISHARES TR-$483.7K -91.1%
New Positions
- STERLING CAP FDS$31.8M
- STERLING CAP FDS$1.5M
- STERLING CAP FDS$1.1M
- WESTERN DIGITAL CORP$452.1K
- CONSTRUCTION PARTNERS INC$391.4K
Exited Positions
- BETA TECHNOLOGIES INC$296.7K
- ISHARES TR$294.3K
- ROBINHOOD MKTS INC$271.0K
- AEROVIRONMENT INC$255.4K
- ALEXANDER & BALDWIN INC NEW$175.9K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | CAPITOL SER TR | SCEC | 14064D444 | $57.6M | 16.47% | 2,294,515 | SH |
| 2 | ISHARES TR | IWY | 464289438 | $41.9M | 11.98% | 168,261 | SH |
| 3 | STERLING CAP FDS | SCNM | 85917K470 | $31.8M | 9.10% | 1,278,316 | SH |
| 4 | ISHARES TR | IWX | 464289420 | $27.0M | 7.73% | 291,555 | SH |
| 5 | ISHARES TR | EFV | 464288877 | $15.0M | 4.29% | 201,774 | SH |
| 6 | ISHARES TR | IWS | 464287473 | $14.4M | 4.11% | 98,615 | SH |
| 7 | ISHARES TR | EFG | 464288885 | $13.1M | 3.75% | 117,702 | SH |
| 8 | ISHARES INC | IEMG | 46434G103 | $11.2M | 3.20% | 160,144 | SH |
| 9 | VANGUARD INDEX FDS | VOO | 922908363 | $8.9M | 2.56% | 14,971 | SH |
| 10 | VANGUARD SCOTTSDALE FDS | VTWO | 92206C664 | $7.5M | 2.13% | 74,375 | SH |
| 11 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.6M | 1.32% | 26,391 | SH |
| 12 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $4.1M | 1.18% | 19,114 | SH |
| 13 | PROSHARES TR | NOBL | 74348A467 | $4.0M | 1.14% | 37,560 | SH |
| 14 | ISHARES TR | IWP | 464287481 | $3.8M | 1.09% | 29,815 | SH |
| 15 | BROADCOM INC | AVGO | 11135F101 | $2.8M | 0.80% | 9,023 | SH |
| 16 | SRH TOTAL RETURN FUND INC | STEW | 101507101 | $2.6M | 0.76% | 154,836 | SH |
| 17 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $2.5M | 0.72% | 7,393 | SH |
| 18 | ISHARES TR | MUB | 464288414 | $2.1M | 0.61% | 19,944 | SH |
| 19 | VISA INC | V | 92826C839 | $2.1M | 0.60% | 6,983 | SH |
| 20 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.9M | 0.54% | 6,448 | SH |
| 21 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $1.9M | 0.53% | 70,060 | SH |
| 22 | RTX CORPORATION | RTX | 75513E101 | $1.6M | 0.46% | 8,368 | SH |
| 23 | EXXON MOBIL CORP | XOM | 30231G102 | $1.6M | 0.44% | 9,152 | SH |
| 24 | STERLING CAP FDS | SCEP | 85917K454 | $1.5M | 0.42% | 62,288 | SH |
| 25 | INVESCO QQQ TR | QQQ | 46090E103 | $1.4M | 0.41% | 2,475 | SH |
| 26 | ISHARES TR | IDEV | 46435G326 | $1.4M | 0.40% | 16,698 | SH |
| 27 | GE AEROSPACE | GE | 369604301 | $1.3M | 0.38% | 4,712 | SH |
| 28 | SPDR SERIES TRUST | SPYM | 78464A854 | $1.2M | 0.35% | 15,889 | SH |
| 29 | ABRDN FDS | AGEM | 00384X301 | $1.2M | 0.34% | 29,702 | SH |
| 30 | COCA COLA CO | KO | 191216100 | $1.2M | 0.34% | 15,581 | SH |
| 31 | APPLE INC | AAPL | 037833100 | $1.2M | 0.33% | 4,606 | SH |
| 32 | LAM RESEARCH CORP | LRCX | 512807306 | $1.2M | 0.33% | 5,437 | SH |
| 33 | STERLING CAP FDS | SCMC | 85917K462 | $1.1M | 0.32% | 45,001 | SH |
| 34 | ALPHABET INC | GOOGL | 02079K305 | $1.0M | 0.29% | 3,566 | SH |
| 35 | VANECK ETF TRUST | SMH | 92189F676 | $1.0M | 0.29% | 2,638 | SH |
| 36 | ISHARES TR | AGG | 464287226 | $1.0M | 0.29% | 10,129 | SH |
| 37 | CME GROUP INC | CME | 12572Q105 | $992.6K | 0.28% | 3,361 | SH |
| 38 | AIM ETF PRODUCTS TRUST | SIXO | 00888H877 | $983.5K | 0.28% | 29,115 | SH |
| 39 | ESSENTIAL UTILS INC | WTRG | 29670G102 | $931.7K | 0.27% | 23,137 | SH |
| 40 | ILLINOIS TOOL WKS INC | ITW | 452308109 | $913.2K | 0.26% | 3,508 | SH |
| 41 | AIM ETF PRODUCTS TRUST | OCTW | 00888H505 | $899.3K | 0.26% | 23,377 | SH |
| 42 | RYDER SYS INC | R | 783549108 | $855.1K | 0.24% | 4,177 | SH |
| 43 | MICRON TECHNOLOGY INC | MU | 595112103 | $844.6K | 0.24% | 2,500 | SH |
| 44 | JOHNSON & JOHNSON | JNJ | 478160104 | $819.8K | 0.23% | 3,354 | SH |
| 45 | SIMPLIFY EXCHANGE TRADED FUN | TUA | 82889N657 | $807.3K | 0.23% | 38,261 | SH |
| 46 | ASTRONICS CORP | ATRO | 046433108 | $784.5K | 0.22% | 11,756 | SH |
| 47 | AIM ETF PRODUCTS TRUST | SEPW | 00888H687 | $765.3K | 0.22% | 24,228 | SH |
| 48 | CONSOLIDATED EDISON INC | ED | 209115104 | $737.1K | 0.21% | 6,513 | SH |
| 49 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $727.6K | 0.21% | 11,355 | SH |
| 50 | PROLOGIS INC. | PLD | 74340W103 | $705.0K | 0.20% | 5,333 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $349.4M | 865 | 0001962236-26-000003 |
| 2025-12-31 | 2026-02-06 | $323.6M | 751 | 0001962236-26-000001 |
| 2025-09-30 | 2025-10-30 | $163.5M | 78 | 0001962236-25-000005 |