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CIK: 0001962236
Total reported value
$391.5M
$391.5M
864 檔
44.2%
As reported in its official Q1 2026 Form 13F filing, Kingdom Financial Group LLC.'s tracked investment portfolio stood at $391.5M with 864 total positions.
Kingdom Financial Group LLC. executed strategic sector rebalancing during Q1 2026, establishing 34 new positions while fully exiting 17 holdings and trimming 90 positions.
Showing top 200 holdings (of 864 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCEC | Sterling Capital Enh Cb ETF | ETF-Other | 16.47% | -1.28% | +4.77% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 11.98% | +1.48% | +8.86% | |
| 3 | SCNM | Sterling Cap Natl Mb ETF | ETF-Other | 9.10% | -1.02% | — | |
| 4 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 7.73% | +1.00% | +6.51% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.29% | +0.08% | -2.87% | |
| 6 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 4.11% | — | +3.70% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.75% | +0.14% | -1.61% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.20% | +0.40% | +4.69% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.56% | -0.02% | -2.60% | |
| 10 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 2.13% | +0.27% | +6.51% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.32% | -0.32% | +14.34% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.18% | -0.04% | +16.83% | |
| 13 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.14% | -0.08% | -0.55% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.09% | +0.29% | +33.66% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | — | +20.47% | |
| 16 | STEW | Srh Total Return Fund Inc | Stock-Other | 0.76% | -0.01% | +0.21% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.72% | +0.28% | +17.74% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | — | +229616.67% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 0.61% | +0.11% | -89.87% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | -0.02% | -11.96% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.53% | -0.29% | +81365.12% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 0.46% | -0.05% | -14.08% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.44% | EXIT | |
| 24 | SCEP | Strling Cptl Hdg Ep Incm ETF | ETF-Other | 0.42% | -0.05% | — | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.01% | +15.28% | |
| 26 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.40% | -0.05% | -9.94% | |
| 27 | GE | General Electric | Stock-Industrials | 0.38% | -0.04% | +30.27% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.03% | +12.82% | |
| 29 | AGEM | Abrdn Emerging Mar Div A ETF | ETF-Emerging Markets | 0.34% | +0.02% | -3.96% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.34% | -0.04% | +0.43% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.33% | +0.01% | +51.71% | |
| 32 | LRCX | Lam Research CORP | Stock-Tech | 0.33% | +0.16% | -9.40% | |
| 33 | SCMC | Sterling Cap Ms Income ETF | ETF-Other | 0.32% | -0.01% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | -0.03% | -21.49% | |
| 35 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.29% | +0.05% | -5.82% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.29% | -0.06% | -15.02% | |
| 37 | CME | Cme Group Inc | Stock-Financials | 0.28% | -0.07% | +0.39% | |
| 38 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 0.28% | -0.28% | EXIT | |
| 39 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.27% | -0.03% | -0.57% | |
| 40 | ITW | Illinois Tool Works | Stock-Industrials | 0.26% | -0.03% | -2.12% | |
| 41 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-Other | 0.26% | -0.26% | EXIT | |
| 42 | R | Ryder System Inc | Stock-Industrials | 0.24% | -0.04% | -4.94% | |
| 43 | MU | Micron Technology Inc | Stock-Tech | 0.24% | +0.13% | +23.21% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | -0.16% | +335.58% | |
| 45 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.23% | -0.03% | -5.87% | |
| 46 | ATRO | Astronics CORP | Stock-Other | 0.22% | -0.08% | -23.70% | |
| 47 | SEPW | Alianzim US Eq Bfr20 Sep-usd | ETF-Other | 0.22% | -0.22% | EXIT | |
| 48 | ED | Consolidated Edison Inc | Stock-Utilities | 0.21% | -0.04% | -1.75% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.21% | +0.01% | -2.81% | |
| 50 | PLD | Prologis Inc | Stock-Real Estate | 0.20% | -0.03% | -1.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +0.6% | +229616.67% | Add |
| 2 | SCHP | Schwab U.s. Tips ETF | +0.5% | +81365.12% | Add |
| 3 | JNJ | Johnson & Johnson | +0.2% | +335.58% | Add |
| 4 | IWP | Ishares Russell Mid-cap Grow | +0.2% | +33.66% | Add |
| 5 | HON | Honeywell International Inc | +0.1% | +513.74% | Add |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +17.74% | Add |
| 7 | STX | Seagate Technology Holdings plc | +0.1% | +618.52% | Add |
| 8 | XOM | Exxon Mobil CORP | +0.1% | +1.02% | Add |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +577.35% | Add |
| 10 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +16.83% | Add |
| 11 | AAPL | Apple Inc | +0.1% | +51.71% | Add |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +7928.57% | Add |
| 13 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +776.01% | Add |
| 14 | MU | Micron Technology Inc | +0.1% | +23.21% | Add |
| 15 | GEV | GE Vernova Inc | +0.1% | +33.20% | Add |
| 16 | VGIT | Vanguard Intermediate-term T | +0.1% | +179.43% | Add |
| 17 | SPLV | Invesco S&p 500 Low Volatili | +0.1% | +413.04% | Add |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +51000.00% | Add |
| 19 | GE | General Electric | 0% | +30.27% | Add |
| 20 | PLTR | Palantir Technologies Inc-a | 0% | +79.59% | Add |
| 21 | CVX | Chevron CORP | 0% | -0.88% | Trim |
| 22 | TT | Trane Technologies plc | 0% | +1003.13% | Add |
| 23 | IVV | Ishares Core S&p 500 ETF | 0% | +106.70% | Add |
| 24 | HD | Home Depot Inc | 0% | +1034.29% | Add |
| 25 | META | Meta Platforms Inc-class A | 0% | +183.33% | Add |
| 26 | PZA | Invesco National Amt-free Mu | 0% | +109.05% | Add |
| 27 | IJR | Ishares Core S&p Small-cap E | 0% | +188.55% | Add |
| 28 | CSX | Csx CORP | 0% | +4406.25% | Add |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +2185.71% | Add |
| 30 | IEMG | Ishares Core Msci Emerging | 0% | +4.69% | Add |
| 31 | SHLD | Global X Defense Tech ETF | 0% | +139.07% | Add |
| 32 | VUG | Vanguard Growth ETF | 0% | +89.09% | Add |
| 33 | MDY | State Street Spdr S&p Midcap | 0% | +119.59% | Add |
| 34 | OXY | Occidental Petroleum CORP | 0% | +1338.46% | Add |
| 35 | VRT | Vertiv Holdings Co-a | 0% | -19.08% | Trim |
| 36 | BP | Bp Plc-spons Adr | 0% | +2.79% | Add |
| 37 | ICVT | Ishares Convertible Bond ETF | 0% | +90.02% | Add |
| 38 | BAI | Ishrs Ai In And Tech Act ETF | 0% | +35.31% | Add |
| 39 | RSP | Invesco S&p 500 Equal Weight | 0% | +377.27% | Add |
| 40 | LRCX | Lam Research CORP | 0% | -9.40% | Trim |
| 41 | DLR | Digital Realty Trust Inc | 0% | +0.11% | Add |
| 42 | STRL | Sterling Infrastructure Inc | 0% | -13.18% | Trim |
| 43 | ED | Consolidated Edison Inc | 0% | -1.75% | Trim |
| 44 | LMT | Lockheed Martin CORP | 0% | -9.96% | Trim |
| 45 | IDA | Idacorp Inc | 0% | -1.98% | Trim |
| 46 | VO | Vanguard Mid-cap ETF | 0% | +99.00% | Add |
| 47 | REG | Regency Centers CORP | 0% | -0.05% | Trim |
| 48 | WMB | Williams Cos Inc | 0% | +4.11% | Add |
| 49 | WEC | Wec Energy Group Inc | 0% | -0.37% | Trim |
| 50 | VTV | Vanguard Value ETF | 0% | +10.42% | Add |
According to official SEC Form 13F filings, Kingdom Financial Group LLC. reported a total U.S. public equity portfolio value of $391.5M across 864 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCEC, IWY, SCNM) accounted for 44.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
SCNM
市值: $31.8M
Top Position Liquidated / Trimmed
BETA
前期市值: $296.7K
During Q1 2026, Kingdom Financial Group LLC.'s top holdings by market value included SCEC (16.5%)、IWY (12.0%)、SCNM (9.1%). The largest single position, SCEC, represented 16.5% of total portfolio value.
In Q1 2026, Kingdom Financial Group LLC. made 200 total portfolio adjustments, initiating 34 new buys, adding to 59 positions, trimming 90 holdings, and fully liquidating 17 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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