1y return+14.6%S&P 500 +20.9%
3y return+36.4%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2023: $136 against $168 in the S&P 500.2
Kingdom Financial Group LLC.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Capitol Ser TrCUSIP 14064D444 | $59.5M | 15.2% | +3.6% |
| IWYIshares Tr | $52.7M | 13.5% | +7.8% |
| IWXIshares Tr | $34.2M | 8.7% | +11.4% |
| SCNMSterling Cap Fds | $31.6M | 8.1% | −1.6% |
| EFVIshares Tr | $17.1M | 4.4% | +10.8% |
| IWSIshares Tr | $16.1M | 4.1% | |
| EFGIshares Tr | $15.2M | 3.9% | +3.9% |
| IEMGIshares Inc | $14.1M | 3.6% | +6.2% |
| VOOVanguard Index Fds | $10.0M | 2.5% | −3.2% |
| VTWOVanguard Scottsdale Fds | $9.4M | 2.4% | +4.1% |
| IWPIshares Tr | $5.4M | 1.4% | +23.4% |
| VIGVanguard Specialized Funds | $4.5M | 1.1% | −1.6% |
| NOBLProshares Tr | $4.1M | 1.1% | −1.7% |
| NVDANvidia Corporation | $3.9M | 1.0% | −25.6% |
| TSMTaiwan Semiconductor Manufac | $3.9M | 1.0% | +10.6% |
| AVGOBroadcom Inc | $3.1M | 0.8% | −8.6% |
| STEWSrh Total Return Fund Inc | $2.9M | 0.7% | +5.3% |
| MUBIshares Tr | $2.8M | 0.7% | +31.6% |
| VVisa Inc | $2.4M | 0.6% | |
| CATCaterpillar Inc | $2.1M | 0.5% | +1308.0% |
| JPMJpmorgan Chase & Co | $2.0M | 0.5% | −3.3% |
| LRCXLam Research Corp | $1.9M | 0.5% | −18.9% |
| QQQInvesco Qqq Tr | $1.6M | 0.4% | −9.9% |
| RTXRtx Corporation | $1.6M | 0.4% | +1.3% |
| SPYMSpdr Series Trust | $1.5M | 0.4% | +6.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | December 31, 2025 | +153.1% | $1.9M |
| GOOGLAlphabet Inc | June 30, 2025 | +102.8% | $1.0M |
| CATCaterpillar Inc | December 31, 2025 | +85.9% | $2.1M |
| IWYIshares Tr | June 30, 2023 | +83.3% | $52.7M |
| SMHVaneck Etf Trust | December 31, 2025 | +82.1% | $1.3M |
| TSMTaiwan Semiconductor Manufac | September 30, 2025 | +71.0% | $3.9M |
| SPYMSpdr Series Trust | June 30, 2023 | +68.6% | $1.5M |
| VOOVanguard Index Fds | June 30, 2023 | +68.6% | $10.0M |
| IEMGIshares Inc | June 30, 2023 | +68.1% | $14.1M |
| VTWOVanguard Scottsdale Fds | June 30, 2023 | +60.6% | $9.4M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $1.6M
- SIXOAim Etf Products Trust was $984K
- OCTWAim Etf Products Trust was $899K
- SEPWAim Etf Products Trust was $765K
- JULWAim Etf Products Trust was $635K
- Honeywell Intl IncCUSIP 438516106 was $585K
- DECUAim Etf Products Trust was $575K
- FIXDFirst Tr Exchng Traded Fd Vi was $214K
- AGGYWisdomtree Tr was $195K
- FDLFirst Tr Exchange-traded Fd was $187K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.1% | +14.8% |
| March 31, 2026 | −1.2% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +4.1% | +7.8% |
| June 30, 2025 | +5.5% | +10.5% |
| March 31, 2025 | −0.6% | −4.6% |
| December 31, 2024 | −1.5% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +4.3% | +10.0% |
| December 31, 2023 | +7.7% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Kingdom Financial Group LLC. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1962236&type=13F-HR&dateb=&owner=include&count=40CIK 1962236
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1962236/000196223626000004/Filed August 7, 2026 · accession 0001962236-26-000004