Kingdom Financial Group LLC.
CIK 1962236 · Holdings on Jun 30, 2026 · First reported Aug 7, 2026
Top ten holdings
Q2 2026- SCEC15.19%
- IWY13.46%
- IWX8.73%
- SCNM8.08%
- EFV4.37%
- IWS4.11%
- EFG3.89%
- IEMG3.60%
- VOO2.54%
- VTWO2.40%
Share classes counted separately66.37%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IWYWeight increased · +1.48 pp11.98% → 13.46%Shares +13.05K (+7.75%)
- SCECWeight decreased · -1.28 pp16.47% → 15.19%Shares +81.47K (+3.55%)
- SCNMWeight decreased · -1.02 pp9.10% → 8.08%Shares -20.43K (-1.60%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCECSTERLING CAPITAL ENH CB ETFSTERL CAP BD ETF View history and evidence | $59.48M | 15.19% | 2.38M shares | 16.47% → 15.19%-1.28 pp +81.47K (+3.55%) | Added | ▾ |
| 02 | IWYISHARES RUSSELL TOP 200 GROWRUS TP200 GR ETF View history and evidence | $52.69M | 13.46% | 181.31K shares | 11.98% → 13.46%+1.48 pp +13.05K (+7.75%) | Added | ▾ |
| 03 | IWXISHARES RUSSELL TOP 200 VALURUS TP200 VL ETF View history and evidence | $34.16M | 8.73% | 324.85K shares | 7.73% → 8.73%+1.00 pp +33.29K (+11.42%) | Added | ▾ |
| 04 | SCNMSTERLING CAP NATL MB ETFNATIONAL MUNI BD View history and evidence | $31.64M | 8.08% | 1.26M shares | 9.10% → 8.08%-1.02 pp -20.43K (-1.60%) | Reduced | ▾ |
| 05 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $17.12M | 4.37% | 223.58K shares | 4.29% → 4.37%+0.08 pp +21.81K (+10.81%) | Added | ▾ |
| 06 | IWSISHARES RUSSELL MID-CAP VALURUS MDCP VAL ETF View history and evidence | $16.09M | 4.11% | 97.73K shares | 4.11% → 4.11%+0.00 pp -885 (-0.90%) | Reduced | ▾ |
| 07 | EFGISHARES MSCI EAFE GROWTH ETFEAFE GRWTH ETF View history and evidence | $15.22M | 3.89% | 122.31K shares | 3.75% → 3.89%+0.14 pp +4.61K (+3.92%) | Added | ▾ |
| 08 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $14.09M | 3.60% | 170.07K shares | 3.20% → 3.60%+0.40 pp +9.93K (+6.20%) | Added | ▾ |
| 09 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $9.96M | 2.54% | 14.50K shares | 2.56% → 2.54%-0.02 pp -475 (-3.17%) | Reduced | ▾ |
| 10 | VTWOVANGUARD RUSSELL 2000 ETFVNG RUS2000IDX View history and evidence | $9.40M | 2.40% | 77.42K shares | 2.13% → 2.40%+0.27 pp +3.04K (+4.09%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 140
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EXMOC EXXON MOBIL CORP | Non-derivative | -9,152 | -$1.55M | SEC filing ↗ | SEC filing ↗ |
| SIXO ALLIAN US EQU 6 MON BU10-USD | Non-derivative | -29,115 | -$983.50K | SEC filing ↗ | SEC filing ↗ |
| OCTW ALIANZIM US EQ BFR20 OCT-USD | Non-derivative | -23,377 | -$899.31K | SEC filing ↗ | SEC filing ↗ |
3 / 140 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1962236 · Period 2026-06-30
Data loaded 2026-09-21 · First reported 2026-08-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 391493036
}Research all 855 reported holdings.
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