Kingdom Financial Group LLC.
SEC Form 13F institutional filer · CIK 0001962236
13F-HR · 303 reported holdings · 2026-03-31
Reported long-US-equity value
$0.18B
Top-10 concentration
74.5%
Kingdom Financial Group LLC. — $180M AUM allocation strategy
Kingdom Financial Group LLC. files SEC Form 13F and reports $180M of long US equity value across 303 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 5.4%, followed by Financials 4.6% and Industrials 1.6%.
The top 10 holdings account for 74% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Kingdom Financial Group LLC. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$180M
total across 303 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
74% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +60.5K sh · +$1.64M+$IWM +42.6K sh · +$2.68M+$IVV +15.2K sh · +$998K
Biggest trims (shares)
−$ADBE −8.52K sh · −$180K−$EDOW −3.38K sh · −$92.6K−$GS −2.07K sh · −$259K
Exited to nil (held last quarter, gone now)
$HOOD ($271K last qtr)$XLRE ($29.9K last qtr)$NSC ($22.1K last qtr)$AMP ($17.3K last qtr)$MRSH ($8.97K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors4.1%—
- Aerospace & Defense1.6%—
- Investment Banking & Brokerage1.3%—
- Transaction & Payment Processing Services1.2%—
- Diversified Banks1.1%—
- Integrated Oil & Gas0.9%—
- Soft Drinks & Non-alcoholic Beverages0.6%—
- Technology Hardware, Storage & Peripherals0.6%—
- Other holdings88.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 26.4K | $4.6M | +3.31K | 2.5% |
| $AVGO | Broadcom Inc | 9.02K | $2.79M | +1.53K | 1.5% |
| $SCHW | Charles Schwab Corporation | 85.5K | $2.31M | +60.5K | 1.3% |
| $V | Visa Inc | 13.8K | $2.16M | +13.8K | 1.2% |
| $JPM | JP Morgan Chase & Co | 6.51K | $1.9M | -875 | 1.1% |
| $RTX | RTX Corporation | 8.37K | $1.61M | -1.37K | 0.9% |
…and 297 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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