Kingdom Financial Group LLC.
Q3 2026 13F-HR Holdings
Net value change ($000)
+7,259
(1.9%)
New positions
204
Sold out positions
81
Turnover %
32.5%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 2026
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 FDS | 59,098 | NEW |
| IWX | 5,712 | 16.7% |
| IWY | 3,671 | 7.0% |
| HARDING LOEVNER FDS INC | 1,838 | NEW |
| EFV | 1,580 | 9.2% |
| XOM | 1,422 | NEW |
| SPYM | 1,408 | NEW |
| FBCG | 996 | 98.2% |
| EFG | 849 | 5.6% |
| IHAK | 703 | 118.4% |
Top Reduces (Value $000, Stocks/ETFs)
| SCEC | -59,483 | -100.0% |
| STERLING CAP NATL MB ETF | -2,511 | -7.9% |
| IWP | -1,810 | -33.6% |
| VTWO | -1,520 | -16.2% |
| ROUNDHILL ETF TRUST | -1,252 | -100.0% |
| SPACE EXPLORATION TECHN CORP | -1,179 | -85.9% |
| CAT | -941 | -45.8% |
| EXC | -563 | -92.1% |
| SMH | -558 | -41.5% |
| LRCX | -507 | -26.5% |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|