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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 7 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 PSX PHILLIPS 66 Energy 7 $1K SOLD
122 FIRST TR EXCHNG TRADED FD VI 53 $1K SOLD
123 WCN WASTE CONNECTIONS INC Industrials 7 $1K SOLD
124 MPWR MONOLITHIC PWR SYS INC Technology 1 $1K SOLD
125 BLD TOPBUILD COR Industrials 3 $1K SOLD
126 DEO DIAGEO PLC Consumer Defensive 13 $968.0 SOLD
127 VOYA VOYA FINANCIAL INC Financial Services 14 $956.0 SOLD
128 ROKU ROKU INC Communication Services 10 $946.0 SOLD
129 NOW SERVICENOW INC Technology 8 $836.0 SOLD
130 PEGA PEGASYSTEMS INC Technology 18 $766.0 SOLD
131 FTSM FIRST TR EXCHANGE-TRADED FD 13 $754.0 SOLD
132 GSST GOLDMAN SACHS ETF TR 15 $745.0 SOLD
133 PTLC PACER FDS TR 10 $530.0 SOLD
134 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 46 $457.0 SOLD
135 WAT WATERS CORP Healthcare 1 $298.0 SOLD
136 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 16 $239.0 SOLD
137 SCHB SCHWAB STRATEGIC TR 6 $151.0 SOLD
138 SHM SPDR SERIES TRUST 2 $96.0 SOLD
139 LNTH LANTHEUS HLDGS INC Healthcare 1 $76.0 SOLD
140 MET METLIFE INC Financial Services 1 $46.0 SOLD
Page 7 of 8  ·  142 positions
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%