Kingdom Financial Group LLC.

Q1 2026 13F-HR Holdings

Location
Peoria, AZ
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
864
Total value ($000)
$349,398
Net value change ($000)
+25,771 (8.0%)
New positions
191
Sold out positions
80
Turnover %
12.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
STERLING CAP NATL MB ETF 31,779 NEW
V 2,161 108050.0%
SCEC 2,031 3.7%
IWX 1,872 7.4%
SCHP 1,862 93100.0%
SCEP 1,468 NEW
SCMC 1,125 NEW
IWS 959 7.1%
IEMG 888 8.6%
IWP 765 25.0%
Top Reduces (Value $000, Stocks/ETFs)
MUB -18,977 -90.0%
VGSH -2,068 -95.3%
IWY -936 -2.2%
VOO -694 -7.2%
EFG -521 -3.8%
QBER -489 -95.5%
ARTY -484 -91.1%
JPM -463 -19.6%
GOOGL -397 -27.9%
ICLO -303 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type