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Portfolio (Quarterly) Guide ↗

Kingdom Financial Group LLC.

· CIK 0001962236
13F Portfolio $391M AUM 865 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 163 New 199 Added 303 Reduced 142 Exited
Page 10 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ACN ACCENTURE PLC IRELAND Technology 43.0 $5K 0.00% +6.0 +16.2% $125.53 +37.8%
182 EMXC ISHARES INC 51.0 $5K 0.00% +1.0 +2.0% $101.65 -6.7%
183 TRMB TRIMBLE INC Technology 99.0 $5K 0.00% +10.0 +11.2% $51.18 +11.3%
184 REET ISHARES TR 182.0 $5K 0.00% +7.0 +4.0% $27.58 +1.1%
185 O REALTY INCOME CORP Real Estate 78.0 $5K 0.00% +1.0 +1.3% $62.22 -0.0%
186 FISR SSGA ACTIVE TR 164.0 $4K 0.00% +2.0 +1.2% $25.65 -1.8%
187 NWL NEWELL BRANDS INC Consumer Defensive 630.0 $4K 0.00% +9.0 +1.4% $6.14 -3.5%
188 EMHC SPDR SERIES TRUST 150.0 $4K 0.00% +2.0 +1.4% $25.46 -2.3%
189 LEN LENNAR CORP Consumer Cyclical 42.0 $4K 0.00% +1.0 +2.4% $90.62 -6.3%
190 AHYB AMERICAN CENTY ETF TR 76.0 $4K 0.00% +1.0 +1.3% $46.36 -0.9%
191 SRLN SSGA ACTIVE ETF TR 86.0 $3K 0.00% +1.0 +1.2% $40.38 +0.3%
192 SPHY SPDR SERIES TRUST 144.0 $3K 0.00% +2.0 +1.4% $23.49 -0.9%
193 CVNA CARVANA CO Consumer Cyclical 45.0 $3K 0.00% +27.0 +150.0% $65.82 -1.2%
194 ET ENERGY TRANSFER L P Energy 123.0 $2K 0.00% +2.0 +1.6% $19.17 +11.7%
195 AJG GALLAGHER ARTHUR J & CO Financial Services 9.0 $2K 0.00% +4.0 +80.0% $230.33 +7.8%
196 EMLC VANECK ETF TRUST 79.0 $2K 0.00% +1.0 +1.3% $25.61 -0.1%
197 MILLROSE PPTYS INC 30.0 $913.0 +15.0 +100.0% $30.43
198 ABR ARBOR REALTY TRUST INC Real Estate 151.0 $817.0 +5.0 +3.4% $5.41 -9.4%
199 SPIB SPDR SERIES TRUST 17.0 $569.0 +11.0 +183.3% $33.47 -1.1%
Page 10 of 10  ·  199 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.2%
Financial Services 19.6%
Industrials 19.3%
Utilities 9.3%
Consumer Defensive 4.0%
Real Estate 3.7%
Healthcare 3.2%
Consumer Cyclical 3.0%
Communication Services 2.1%
Energy 1.6%