Kingdom Financial Group LLC.

Registered adviser

CIK

1962236

Location

PEORIA, AZ

Portfolio Value

Small $388,688,329

Diversification

Diversified

Filing Date

Global Rank

#4,497 / 8,819 ▲ 25

Top Industry

Semiconductors 19.3%

Period ended 4 months ago

Filed Aug 7, 2026 · 3mo

13 quarters · since Jun 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 155676

Roster of Oct 1, 2026

Regulatory AUM

$520,913,856

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$520,913,856	Individuals and high net worth (98%)
Apr 2025 to Mar 2026	$340,595,756	Individuals and high net worth (99%)
Aug 2024 to Mar 2025	$294,982,648	Individuals and high net worth (99%)
Apr 2024 to Jul 2024	$264,244,259	Individuals and high net worth (99%)
May 2023 to Mar 2024	$219,768,440	Individuals and high net worth (99%)
Apr 2023	$219,768,440	Individuals and high net worth (99%)

4 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 75.8% of the book (60%+)

Turnover

Medium turnover

39.4% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 7.7 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 78.3%; sector active share 69.0% against the combined 13F book's sector weights.

Over time 13 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

850 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.9%

+1.7 pts

Top 5

67.0%

+1.9 pts

Top 10

75.8%

+1.3 pts

HHI

1,002

Diversified+71

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	81.9%	$318,406,393	372
Technology	5.9%	$22,813,332	95
Industrials	4.1%	$16,001,280	68
Financial Services	3.1%	$11,968,751	65
Utilities	1.5%	$5,819,065	26
Consumer Defensive	0.7%	$2,787,223	28
Real Estate	0.7%	$2,534,306	27
Healthcare	0.6%	$2,274,401	55
Consumer Cyclical	0.5%	$2,063,931	44
Communication Services	0.5%	$1,905,849	24
Energy	0.3%	$1,134,645	25
Basic Materials	0.3%	$979,153	21

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCEC	STERLING CAPITAL ENHANCED CORE BOND ETF	+81,473	2,375,988	$59,482,859
—		+36,316	73,876	$4,148,876
SIXD	AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF	+33,560	34,475	$1,063,036
—		+33,294	324,849	$34,161,120
EFV	iShares MSCI EAFE Value ETF	+21,809	223,583	$17,115,278
ONEZ	TrueShares Seasonality Laddered Buffered ETF	+20,940	35,845	$988,963
FBCG	Fidelity Covington Trust	+15,721	16,332	$1,014,380
—		+13,048	181,309	$52,692,021
FDFF	Fidelity Disruptive Finance ETF	+12,991	13,523	$447,421
FBOT	Fidelity Disruptive Automation ETF	+11,197	11,693	$463,019
FDCF	Fidelity Disruptive Communications ETF	+10,050	10,491	$524,119
IEMG	iShares Trust	+9,928	170,072	$14,088,764
—		+9,831	12,241	$335,525
IHAK	iShares Cybersecurity and Tech ETF	+9,354	9,785	$594,047
STEW	SRH Total Return Fund, Inc.	+8,225	163,061	$2,918,791
—		+6,963	36,778	$5,384,666
MUB	iShares National Muni Bond ETF	+6,312	26,256	$2,825,670
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	+5,751	6,550	$575,810
EFG	iShares MSCI EAFE Growth ETF	+4,613	122,315	$15,218,432
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+3,899	4,695	$344,659
SCMC		+3,424	48,425	$1,216,871
BILZ	PIMCO ETF Trust	+3,082	5,276	$532,506
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	+3,042	77,417	$9,399,972
DELL	Dell Technologies Inc.	+2,141	2,149	$927,207
HPQ	Hp Inc	+2,127	2,340	$51,339
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHP	Schwab U.S. TIPS ETF	−35,022	35,038	$928,507
SCNM		−20,434	1,257,882	$31,642,021
ICCM	IceCure Medical Ltd.	−15,467	533	$2,590
WINN	Harbor Long-Term Growers ETF	−11,955	302	$9,805
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	−10,067	2,962	$77,693
HTRB	Hartford Total Return Bond ETF	−8,424	6	$202
NVDA	Nvidia Corp	−6,753	19,638	$3,929,367
CELH	Celsius Holdings, Inc.	−6,295	812	$23,775
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	−5,057	101	$4,357
APPS	Digital Turbine, Inc.	−5,039	6,977	$90,003
—		−4,990	281	$11,508
ATRO	Astronics Corp	−4,837	6,919	$562,237
—		−4,360	272	$11,761
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	−4,250	118	$11,283
SCEP	Sterling Capital Funds	−3,899	58,389	$1,459,725
IQDG	WisdomTree International Quality Dividend Growth Fund	−3,716	44	$1,895
CSCO	Cisco Systems, Inc.	−3,533	5,464	$641,801
ROAD	Construction Partners, Inc.	−3,467	55	$6,532
WMB	Williams Companies, Inc.	−3,421	104	$7,731
HUSV	First Trust Horizon Managed Volatility Domestic ETF	−3,401	97	$3,809
SCHF	Schwab International Equity ETF	−2,981	339	$9,390
ITRI	Itron, Inc.	−2,956	56	$4,845
BNDX	Vanguard Total International Bond ETF	−2,911	313	$15,158
—		−2,775	35	$3,207
IAUM	iShares Gold Trust Micro	−2,718	2,462	$98,504
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	8,037	$1,373,201
MAYW	AllianzIM U.S. Equity Buffer20 May ETF	38,784	$1,348,519
JUNW	AllianzIM U.S. Equity Buffer20 Jun ETF	25,625	$881,243
MAYT	AllianzIM U.S. Equity Buffer10 May ETF	17,467	$681,178
SIMO	Silicon Motion Technology CORP	1,364	$454,662
HONA	Honeywell Aerospace Inc.	1,330	$294,036
ATEN	A10 Networks, Inc.	6,254	$233,649
IALT		6,666	$186,981
CIEN	Ciena Corp	375	$183,960
HP	Helmerich & Payne, Inc.	5,519	$180,692
MGC	VANGUARD MEGA CAP INDEX FUND	576	$157,610
VV	VANGUARD LARGE-CAP INDEX FUND	437	$150,288
GGOV		2,802	$140,912
AOM	iShares Core 40/60 Moderate Allocation ETF	2,145	$107,014
GMAY	FT Vest U.S. Equity Moderate Buffer ETF - May	1,920	$82,636
VXUS	Vanguard Total International Stock ETF	809	$69,161
D	Dominion Energy, Inc	842	$57,500
FEBT	AllianzIM U.S. Equity Buffer10 Feb ETF	1,324	$54,469
ONEQ	Fidelity Nasdaq Composite Index ETF	491	$50,681
FIDU	Fidelity MSCI Industrials Index ETF	499	$49,705
STIP	iShares 0-5 Year TIPS Bond ETF	472	$48,219
PDP	Victory Portfolios II	314	$47,643
FMAT	Fidelity MSCI Materials Index ETF	731	$42,770
CI	Cigna Group	146	$40,249
FTI	TechnipFMC plc	579	$38,387
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	9,152	$1,552,728
SIXO	AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF	29,115	$983,504
OCTW	AllianzIM U.S. Equity Buffer20 Oct ETF	23,377	$899,313
SEPW	AllianzIM U.S. Equity Buffer20 Sep ETF	24,228	$765,338
JULW	AllianzIM U.S. Equity Buffer20 Jul ETF	16,371	$635,391
DECU	AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF	21,630	$574,925
FIXD	First Trust Smith Opportunistic Fixed Income ETF	4,913	$214,157
AGGY	WisdomTree Trust	4,483	$194,786
FDL	First Trust Morningstar Dividend Leaders Index Fund	3,684	$187,147
OKE	Oneok Inc	2,009	$181,593
—		4,289	$174,317
GSEP	FT Vest U.S. Equity Moderate Buffer ETF - September	4,404	$167,836
—		11,327	$163,788
CRUS	Cirrus Logic, Inc.	969	$140,136
USMC	Principal U.S. Mega-Cap ETF	2,034	$130,810
JULU	AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF	4,248	$121,280
WCMI	First Trust WCM International Equity ETF	6,395	$107,244
—		2,262	$92,970
GEM	Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF	2,016	$87,091
SCHX	Schwab U.S. Large-Cap ETF	3,117	$79,919
SPUC	Simplify US Equity Income ETF	1,770	$78,198
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	1,360	$76,948
SEPT	AllianzIM U.S. Equity Buffer10 Sep ETF	1,957	$67,224
EFA	iShares MSCI EAFE ETF	621	$60,317
JANT	AllianzIM U.S. Equity Buffer10 Jan ETF	1,447	$58,047
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

850 tracked positions · $388,688,329 total · filing declares 865 positions · $391,493,036 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 850 positions by value · page 1 of 17

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SCEC	STERLING CAPITAL ENHANCED CORE BOND ETF	Added	2,375,988	+81,473	$59,482,859	+3.3%	5	unpriced	15.30%
		Added	181,309	+13,048	$52,692,021	+25.8%	13	before history	13.56%
		Added	324,849	+33,294	$34,161,120	+26.4%	13	before history	8.79%
SCNM		Reduced	1,257,882	-20,434	$31,642,021	−0.4%	2	$25.17	8.14%
EFV	iShares MSCI EAFE Value ETF	Added	223,583	+21,809	$17,115,278	+14.1%	7	unpriced	4.40%
IWS	iShares Russell Mid-Cap Value ETF	Reduced	97,730	-885	$16,086,358	+11.9%	13	before history	4.14%
EFG	iShares MSCI EAFE Growth ETF	Added	122,315	+4,613	$15,218,432	+16.1%	13	before history	3.92%
IEMG	iShares Trust	Added	170,072	+9,928	$14,088,764	—	13	before history	3.62%
VOO	VANGUARD 500 INDEX FUND	Reduced	14,496	-475	$9,955,997	+11.3%	13	before history	2.56%
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	Added	77,417	+3,042	$9,399,972	+26.2%	13	before history	2.42%
		Added	36,778	+6,963	$5,384,666	+41.0%	13	before history	1.39%
VIG	Vanguard Specialized Funds	Reduced	18,808	-306	$4,450,348	+8.3%	3	$219.13	1.14%
		Added	73,876	+36,316	$4,148,876	+108.4%	3	unpriced	1.07%
NVDA	Nvidia Corp Technology	Reduced	19,638	-6,753	$3,929,367	−14.6%	5	$162.77	1.01%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	8,176	+783	$3,904,612	+56.3%	4	$305.65	1.00%
AVGO	Broadcom Inc. Technology	Reduced	8,245	-778	$3,114,548	+11.5%	5	$316.95	0.80%
STEW	SRH Total Return Fund, Inc. Financial Services	Added	163,061	+8,225	$2,918,791	+10.2%	3	$17.95	0.75%
MUB	iShares National Muni Bond ETF	Added	26,256	+6,312	$2,825,670	+33.5%	13	before history	0.73%
V	Visa Inc. Financial Services	Added	13,835	+52	$2,422,818	+12.0%	5	$321.56	0.62%
CAT	Caterpillar Inc Industrials	Added	1,929	+1,792	$2,054,192	+2016.4%	3	$856.34	0.53%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	6,234	-214	$2,040,575	+7.6%	5	$289.42	0.52%
LRCX	Lam Research Corp Technology	Reduced	4,411	-1,026	$1,911,418	+64.5%	3	$155.53	0.49%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,229	-246	$1,641,435	+14.9%	3	$612.82	0.42%
RTX	RTX Corp Industrials	Added	8,480	+112	$1,608,910	−0.3%	3	$173.84	0.41%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	16,836	+947	$1,479,547	+21.7%	13	before history	0.38%
SCEP	Sterling Capital Funds	Reduced	58,389	-3,899	$1,459,725	−0.6%	2	$24.46	0.38%
MU	Micron Technology Inc Technology	Reduced	1,260	-1,240	$1,454,405	+72.2%	3	$260.02	0.37%
SPCX	Space Exploration Technologies Corp Industrials	NEW	8,037	NEW	$1,373,201	NEW	1	unpriced	0.35%
IDEV	iShares Core MSCI International Developed Markets ETF	Reduced	15,350	-1,348	$1,366,303	−2.1%	3	unpriced	0.35%
AAPL	Apple Inc. Technology	Added	4,690	+84	$1,357,098	+16.1%	13	before history	0.35%
MAYW	AllianzIM U.S. Equity Buffer20 May ETF	NEW	38,784	NEW	$1,348,519	NEW	1	$34.45	0.35%
SMH	VanEck Semiconductor ETF	Reduced	2,048	-590	$1,343,262	+32.8%	3	$350.87	0.35%
GE	General Electric Co Industrials	Reduced	3,532	-1,180	$1,320,014	−1.3%	3	$304.18	0.34%
SCMC		Added	48,425	+3,424	$1,216,871	+8.2%	2	$25.13	0.31%
KO	Coca Cola Co Consumer Defensive	Reduced	14,615	-966	$1,187,761	+0.2%	3	$69.74	0.31%
SIXD	AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF	Added	34,475	+33,560	$1,063,036	+4008.2%	3	$30.16	0.27%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,891	-675	$1,033,156	+0.8%	5	$190.74	0.27%
FBCG	Fidelity Covington Trust	Added	16,332	+15,721	$1,014,380	+3212.5%	2	$59.14	0.26%
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	1,206	-355	$1,012,268	+59.2%	3	$344.54	0.26%
ONEZ	TrueShares Seasonality Laddered Buffered ETF	Added	35,845	+20,940	$988,963	+165.0%	5	$26.10	0.25%
WTRG	Essential Utilities, Inc. Utilities	Added	24,402	+1,265	$934,840	+0.3%	3	$39.29	0.24%
SCHP	Schwab U.S. TIPS ETF	Reduced	35,038	-35,022	$928,507	−50.2%	3	$26.68	0.24%
DELL	Dell Technologies Inc. Technology	Added	2,149	+2,141	$927,207	+70517.4%	2	$288.65	0.24%
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	9,200	-929	$910,616	−9.4%	3	unpriced	0.23%
ITW	Illinois Tool Works Inc Industrials	Reduced	3,351	-157	$906,344	−0.7%	3	$249.14	0.23%
JUNW	AllianzIM U.S. Equity Buffer20 Jun ETF	NEW	25,625	NEW	$881,243	NEW	1	$34.18	0.23%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	4,498	+906	$856,958	+79.5%	3	unpriced	0.22%
VEA	Vanguard FTSE Developed Markets ETF	Added	12,005	+650	$855,356	+17.6%	4	$60.90	0.22%
CME	Cme Group Inc. Financial Services	Added	3,679	+318	$812,433	−18.2%	3	$272.25	0.21%
R	Ryder System Inc Industrials	Reduced	3,036	-1,141	$800,805	−6.3%	3	$179.70	0.21%

Showing the top 50 of 850 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.