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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, exited 142, added to 324, and trimmed 260.

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.

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
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$10.8M +25.8%
  • ISHARES TR$7.1M +26.4%
  • ISHARES INC$2.9M +26.1%
  • ISHARES TR$2.1M +14.1%
  • ISHARES TR$2.1M +16.1%
Show all 324 →

Top Trims

  • SCHWAB STRATEGIC TR-$935.8K -50.2%
  • NVIDIA CORPORATION-$673.3K -14.6%
  • JOHNSON & JOHNSON-$559.0K -68.2%
  • CONSTRUCTION PARTNERS INC-$384.8K -98.3%
  • WISDOMTREE TR-$372.4K -97.1%
Show all 260 →

New Positions

  • SPACE EXPLORATION TECHN CORP$1.4M
  • AIM ETF PRODUCTS TRUST$1.3M
  • ROUNDHILL ETF TRUST$1.3M
  • AIM ETF PRODUCTS TRUST$881.2K
  • AIM ETF PRODUCTS TRUST$681.2K
Show all 133 →

Exited Positions

  • EXXON MOBIL CORP$1.6M
  • AIM ETF PRODUCTS TRUST$983.5K
  • AIM ETF PRODUCTS TRUST$899.3K
  • AIM ETF PRODUCTS TRUST$765.3K
  • AIM ETF PRODUCTS TRUST$635.4K
Show all 142 →
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 $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