Kingdom Financial Group LLC. - Portfolio overview

Kingdom Financial Group LLC. has 872 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

  1. SCEC - CAPITOL SER TR, 15.92%
  2. IWY - ISHARES TR, 11.58%
  3. SCNM - STERLING CAP FDS, 8.79%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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