Kingdom Financial Group LLC.
Kingdom Financial Group LLC. reported 855 stocks worth $391M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are Capitol Ser TR (15.2%), IWY (13.5%) and IWX (8.7%). Compared with Q1 2026, the fund opened new positions in SPCX, MAYW and DRAM, added to IWY, IWX and EFV, trimmed SCNM, IWS and VOO and sold out of XOM, SIXO and OCTW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | CAPITOL SER TR | $59.5M | 15.2% | 2.4M | +81K (+4%) | 5 of 8 | |
| 2 |  IWY Ishares TR | $52.7M | 13.5% | 181K | +13K (+8%) | 8 of 8 | |
| 3 |  IWX Ishares TR | $34.2M | 8.7% | 325K | +33K (+11%) | 8 of 8 | |
| 4 |  SCNM Sterling Cap Fds | $31.6M | 8.1% | 1.3M | −20K (−2%) | 2 of 8 | |
| 5 |  EFV Ishares TR | $17.1M | 4.4% | 224K | +22K (+11%) | 7 of 8 | |
| 6 |  IWS Ishares TR | $16.1M | 4.1% | 98K | −885 (−1%) | 8 of 8 | |
| 7 |  EFG Ishares TR | $15.2M | 3.9% | 122K | +4,613 (+4%) | 8 of 8 | |
| 8 |  IEMG Ishares Inc | $14.1M | 3.6% | 170K | +9,928 (+6%) | 8 of 8 | |
| 9 |  VOO Vanguard S&P 500 ETF | $10M | 2.5% | 14K | −475 (−3%) | 8 of 8 | |
| 10 |  VTWO Vanguard Scottsdale Fds | $9.4M | 2.4% | 77K | +3,042 (+4%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.6M | 9,152 |
 SIXO Aim ETF Products Trust | $984K | 29K |
 OCTW Aim ETF Products Trust | $899K | 23K |
 SEPW Aim ETF Products Trust | $765K | 24K |
 JULW Aim ETF Products Trust | $635K | 16K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Kingdom Financial Group LLC. 13F FAQ
What does Kingdom Financial Group LLC. own?
Kingdom Financial Group LLC. reported 855 stocks worth $391M in its 13F filing for Q2 2026, filed Aug 7, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Kingdom Financial Group LLC. buy and sell in Q2 2026?
Compared with Q1 2026: 130 new positions, 212 added to, 303 trimmed and 142 sold out. New positions include SPCX, MAYW and DRAM. It sold all of XOM, SIXO and OCTW.
When will Kingdom Financial Group LLC. file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Kingdom Financial Group LLC.'s portfolio worth?
The Q2 2026 filing reports $391M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.