Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Kingdom Financial Group LLC. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Kingdom Financial Group LLC. (CIK 1962236) reported $391.5M across 822 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCEC ($59.5M, 15.19%), IWY ($52.7M, 13.46%), IWX ($34.2M, 8.73%), SCNM ($31.6M, 8.08%), EFV ($17.1M, 4.37%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SCECCAPITOL SER TR$59.5M15.19%2.4MAdded
2IWYISHARES TR$52.7M13.46%181,309Added
3IWXISHARES TR$34.2M8.73%324,849Added
4SCNMSTERLING CAP FDS$31.6M8.08%1.3MTrimmed
5EFVISHARES TR$17.1M4.37%223,583Added
6IWSISHARES TR$16.1M4.11%97,730Trimmed
7EFGISHARES TR$15.2M3.89%122,315Added
8IEMGISHARES INC$14.1M3.60%170,072Added
9VOOVANGUARD INDEX FDS$10.0M2.54%14,496Trimmed
10VTWOVANGUARD SCOTTSDALE FDS$9.4M2.40%77,417Added
11IWPISHARES TR$5.4M1.38%36,778Added
12VIGVANGUARD SPECIALIZED FUNDS$4.5M1.14%18,808Trimmed
13NOBLPROSHARES TR$4.1M1.06%73,876Added
14TSMTAIWAN SEMICONDUCTOR MANUFAC$3.9M1.00%8,176Added
15NVDANVIDIA CORPORATION$3.9M1.00%19,638Trimmed
16AVGOBROADCOM INC$3.1M0.80%8,245Trimmed
17STEWSRH TOTAL RETURN FUND INC$2.9M0.75%163,061Added
18MUBISHARES TR$2.8M0.72%26,256Added
19VVISA INC$2.4M0.62%13,835Added
20JPMJPMORGAN CHASE & CO$2.0M0.52%6,234Trimmed
21CATCATERPILLAR INC$2.1M0.52%1,929Added
22LRCXLAM RESEARCH CORP$1.9M0.49%4,411Trimmed
23QQQINVESCO QQQ TR$1.6M0.42%2,229Trimmed
24RTXRTX CORPORATION$1.6M0.41%8,480Added
25SPYMSPDR SERIES TRUST$1.5M0.38%16,836Added

Source: SEC Form 13F filings · as of 2026-06-30