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Kingdom Financial Group LLC. — 13F Holdings & Portfolio

CIK 1962236 · latest 13F-HR filed 2026-08-07

Backtest portfolio

Kingdom Financial Group LLC. manages $391.5M in 13F-reported U.S. long-equity assets across 865 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SCEC (15.19%), IWY (13.46%), IWX (8.73%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 133 new positions and exited 142; 324 existing positions rose in reported value and 260 fell.

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.

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AUM
$391.5M

Long-equity book

Holdings
865

Distinct positions

Period
2026-06-30

Filed 2026-08-07

Q/Q Activity
+133 / −142 / ↑324 / ↓260

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
SCEC15.2% · +4%IWY13.5% · +8%IWX8.7% · +11%SCNM8.1% · -2%EFV4.4% · +11%IWS4.1% · -1%EFG3.9% · +4%IEMG3.6% · +6%VOO2.5% · -3%VTWO2.4% · +4%IWP1.4% · +23%VIG1.1% · -2%NOBL1.1% · +97%NVDA1.0% · -26%TSM1.0% · +11%AVGO0.8% · -9%STEW0.7% · +5%MUB0.7% · +32%V0.6% · +0%CAT0.5% · +1308%JPM0.5% · -3%LRCX0.5% · -19%QQQ0.4% · -10%RTX0.4% · +1%SPYM0.4% · +6%SCEP0.4% · -6%MU0.4% · -50%AGEM0.4% · -4%SPCX0.4% · newIDEV0.3% · -8%MAYW0.3% · newSMH0.3% · -22%AAPL0.3% · +2%GE0.3% · -25%DRAM0.3% · newSCMC0.3% · +8%KO0.3% · -6%SIXD0.3% · +3668%GOOGL0.3% · -19%FBCG0.3% · +2573%STRL0.3% · -23%ONEZ0.3% · +140%WTRG0.2% · +6%SCHP0.2% · -50%DELL0.2% · +26762%AGG0.2% · -9%ITW0.2% · -4%JUNW0.2% · newXLK0.2% · +25%VEA0.2% · +6%CME0.2% · +10%R0.2% · -27%TUA0.2% · +0%GEV0.2% · -2%STX0.2% · -36%CINF0.2% · -7%ED0.2% · -5%MAYT0.2% · newIDA0.2% · -6%PLD0.2% · -9%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 66.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 27, 2026.

Assets Under Management
$520.9M
Discretionary
$520.9M
Employees
51
Accounts
3,554
Address
14155 N. 83 AVE #144
PEORIA, AZ 85381
Phone
(623) 974-0300
Website
This firm reports 2 disclosure items on its registration.
Name Title / Status Ownership Type
BECKER, JOSHUA, PAUL ControlCHIEF OPERATING OFFICER
since Mar 2023
Less than 5%Individual
FULLERTON, STEPHANIE, ELAINE ControlMEMBER
since Jan 2019
50–75%Individual
FULLERTON, STEVEN, DAVID ControlMEMBER & PRESIDENT
since Nov 2010
50–75%Individual
FULLERTON FINANCIAL HOLDINGS, LLCOWNER
since Mar 2023
75% or moreDomestic Entity
Meza, DustinCHIEF COMPLIANCE OFFICER
since Sep 2025
Less than 5%Individual
FULLERTON, STEPHANIE, ELAINE Control
Indirect owner via FULLERTON FINANCIAL LEGACYCO, LLC
OWNER
since Mar 2023
50–75%Individual
FULLERTON, STEVEN, DAVID Control
Indirect owner via FULLERTON FINANCIAL LEGACYCO, LLC
OWNER
since Mar 2023
50–75%Individual
FULLERTON FINANCIAL LEGACYCO, LLC
Indirect owner via FULLERTON FINANCIAL HOLDINGS, LLC
OWNER
since Mar 2023
50–75%Domestic Entity
Ownership & leadership changes · 11 filings with changes since Apr 5, 2018

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 27, 2026 filing
  • No longer listedPOHL, BRETT, WILLIAM · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Mar 2024
  • AddedMeza, Dustin · CHIEF COMPLIANCE OFFICER · Less than 5%
Mar 28, 2024 filing
  • No longer listedHOPKINS, ROBERT, LEE · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Mar 2022
  • AddedPOHL, BRETT, WILLIAM · CHIEF COMPLIANCE OFFICER · Less than 5%
Dec 13, 2023 filing
  • AddedFULLERTON, STEPHANIE, ELAINE · OWNER · 50–75% · indirect via FULLERTON FINANCIAL LEGACYCO, LLC · control person
  • AddedFULLERTON, STEVEN, DAVID · OWNER · 50–75% · indirect via FULLERTON FINANCIAL LEGACYCO, LLC · control person
Nov 20, 2023 filing
  • AddedFULLERTON FINANCIAL HOLDINGS, LLC · OWNER · 75% or more
  • AddedFULLERTON FINANCIAL LEGACYCO, LLC · OWNER · 50–75% · indirect via FULLERTON FINANCIAL HOLDINGS, LLC
Mar 27, 2023 filing
  • No longer listedGatti, Blaize, Shawn · CHIEF OPERATING OFFICER · Less than 5% · listed since Apr 2020
  • AddedBECKER, JOSHUA, PAUL · CHIEF OPERATING OFFICER · Less than 5% · control person
  • ChangedHOPKINS, ROBERT, LEE · no longer a control person
Mar 28, 2022 filing
  • AddedHOPKINS, ROBERT, LEE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedGatti, Blaize, Shawn · title CHIEF COMPLIANCE OFFICER → CHIEF OPERATING OFFICER
May 1, 2020 filing
  • No longer listedSackrider, Dianne · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Mar 2020
  • AddedGatti, Blaize, Shawn · CHIEF COMPLIANCE OFFICER · Less than 5%
Mar 30, 2020 filing
  • No longer listedPREBLE, SCOTT, ROY · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Aug 2017
  • AddedSackrider, Dianne · CHIEF COMPLIANCE OFFICER · Less than 5%
Oct 31, 2019 filing
  • ChangedFULLERTON, STEPHANIE, ELAINE · title OWNER → MEMBER
  • ChangedFULLERTON, STEVEN, DAVID · title MEMBER → MEMBER & PRESIDENT
Apr 10, 2019 filing
  • ChangedFULLERTON, STEVEN, DAVID · ownership 75% or more → 50–75%
Older changes (2 more filings)
Apr 2, 2019 filing
  • AddedFULLERTON, STEPHANIE, ELAINE · OWNER · 50–75% · control person
Apr 5, 2018 filing (earliest on record)
  • ListedFULLERTON, STEVEN, DAVID · MEMBER · 75% or more · control person
  • ListedPREBLE, SCOTT, ROY · CHIEF COMPLIANCE OFFICER · Less than 5%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Kingdom Financial Group LLC. Holdings (2026-06-30)

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 $59.5M 15.19% 2,375,988 SH
2 ISHARES TR IWY 464289438 $52.7M 13.46% 181,309 SH
3 ISHARES TR IWX 464289420 $34.2M 8.73% 324,849 SH
4 STERLING CAP FDS SCNM 85917K470 $31.6M 8.08% 1,257,882 SH
5 ISHARES TR EFV 464288877 $17.1M 4.37% 223,583 SH
6 ISHARES TR IWS 464287473 $16.1M 4.11% 97,730 SH
7 ISHARES TR EFG 464288885 $15.2M 3.89% 122,315 SH
8 ISHARES INC IEMG 46434G103 $14.1M 3.60% 170,072 SH
9 VANGUARD INDEX FDS VOO 922908363 $10.0M 2.54% 14,496 SH
10 VANGUARD SCOTTSDALE FDS VTWO 92206C664 $9.4M 2.40% 77,417 SH
11 ISHARES TR IWP 464287481 $5.4M 1.38% 36,778 SH
12 VANGUARD SPECIALIZED FUNDS VIG 921908844 $4.5M 1.14% 18,808 SH
13 PROSHARES TR NOBL 74348A467 $4.1M 1.06% 73,876 SH
14 NVIDIA CORPORATION NVDA 67066G104 $3.9M 1.00% 19,638 SH
15 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $3.9M 1.00% 8,176 SH
16 BROADCOM INC AVGO 11135F101 $3.1M 0.80% 8,245 SH
17 SRH TOTAL RETURN FUND INC STEW 101507101 $2.9M 0.75% 163,061 SH
18 ISHARES TR MUB 464288414 $2.8M 0.72% 26,256 SH
19 VISA INC V 92826C839 $2.4M 0.62% 7,035 SH
20 CATERPILLAR INC CAT 149123101 $2.1M 0.52% 1,929 SH
21 JPMORGAN CHASE & CO JPM 46625H100 $2.0M 0.52% 6,234 SH
22 LAM RESEARCH CORP LRCX 512807306 $1.9M 0.49% 4,411 SH
23 INVESCO QQQ TR QQQ 46090E103 $1.6M 0.42% 2,229 SH
24 RTX CORPORATION RTX 75513E101 $1.6M 0.41% 8,480 SH
25 SPDR SERIES TRUST SPYM 78464A854 $1.5M 0.38% 16,832 SH
26 STERLING CAP FDS SCEP 85917K454 $1.5M 0.37% 58,389 SH
27 MICRON TECHNOLOGY INC MU 595112103 $1.5M 0.37% 1,260 SH
28 ABRDN FDS AGEM 00384X301 $1.4M 0.36% 28,423 SH
29 SPACE EXPLORATION TECHN CORP SPCX 84615Q103 $1.4M 0.35% 8,037 SH
30 ISHARES TR IDEV 46435G326 $1.4M 0.35% 15,350 SH
31 AIM ETF PRODUCTS TRUST MAYW 00888H752 $1.3M 0.34% 38,784 SH
32 VANECK ETF TRUST SMH 92189F676 $1.3M 0.34% 2,048 SH
33 APPLE INC AAPL 037833100 $1.3M 0.34% 4,590 SH
34 GE AEROSPACE GE 369604301 $1.3M 0.34% 3,532 SH
35 ROUNDHILL ETF TRUST DRAM 77926X320 $1.3M 0.32% 16,947 SH
36 STERLING CAP FDS SCMC 85917K462 $1.2M 0.31% 48,425 SH
37 COCA COLA CO KO 191216100 $1.2M 0.30% 14,615 SH
38 AIM ETF PRODUCTS TRUST SIXD 00888H646 $1.1M 0.27% 34,475 SH
39 ALPHABET INC GOOGL 02079K305 $1.0M 0.26% 2,891 SH
40 FIDELITY COVINGTON TRUST FBCG 316092352 $1.0M 0.26% 16,332 SH
41 STERLING INFRASTRUCTURE INC STRL 859241101 $1.0M 0.26% 1,206 SH
42 ELEVATION SERIES TRUST ONEZ 210322608 $989.0K 0.25% 35,845 SH
43 ESSENTIAL UTILS INC WTRG 29670G102 $934.9K 0.24% 24,402 SH
44 SCHWAB STRATEGIC TR SCHP 808524870 $928.5K 0.24% 35,038 SH
45 DELL TECHNOLOGIES INC DELL 24703L202 $927.2K 0.24% 2,149 SH
46 ISHARES TR AGG 464287226 $910.6K 0.23% 9,200 SH
47 ILLINOIS TOOL WKS INC ITW 452308109 $906.3K 0.23% 3,351 SH
48 AIM ETF PRODUCTS TRUST JUNW 00888H737 $881.2K 0.23% 25,625 SH
49 SELECT SECTOR SPDR TR XLK 81369Y803 $856.9K 0.22% 4,498 SH
50 VANGUARD TAX-MANAGED FDS VEA 921943858 $855.3K 0.22% 12,005 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $391.5M 865 0001962236-26-000004
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
Filer Information
Address
14155 N 83RD AVE SUITE 144
PEORIA, AZ 85022
Phone
+1 (623) 974-0300
Filing Manager
Kingdom Financial Group LLC.
PEORIA, AZ
Signatory
Dustin Meza
Chief Compliance Officer