Kingdom Financial Group LLC.

CIK 0001962236 · Q1 2026

13F Equity AUM

$349.4M

+8.0% QoQ

Positions

797

+109 QoQ

AUM Rank

#5,397

Top 43%

Skill Alpha (FF)

-4.8%/yr^ns

No Clear Edge

Rank #7,342 · Top 89%

vs S&P -11.2%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 49.6%Top 10: 65.3%Top 20: 74.1%

SCEC16.5%

IWY12.0%

STERLING CAP FDS9.1%

IWX7.7%

EFV4.3%

IWS4.1%

EFG3.8%

IEMG3.2%

VOO2.6%

VTWO2.1%

Others (787)34.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services74.8%

Unclassified9.2%

Technology5.3%

Industrials3.5%

Other7.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 797Median: 0.01%Avg: 0.13%

0–0.5%

776(25.4%)

0.5–1%

7(4.6%)

1–3%

6(9.4%)

3–5%

4(15.4%)

5%+

4(45.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 724Unique: 73vs 20 funds

9.8%Low

797

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

13%

BANK OF AMERICA CORP /DE/

14.4%

13.3%

18.2%

13.3%

12.5%

VANGUARD CAPITAL MANAGEMENT LLC

11.1%

GEODE CAPITAL MANAGEMENT, LLC

10.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

12.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New193Increased246Decreased218Exited80

New Positions

STERLING CAP FDS9.1%

+1.3M

SCEP0.4%

+62K

SCMC0.3%

+45K

WDC0.1%

+2K

ROAD0.1%

+4K

CORO0.1%

+11K

PAYM0.1%

+13K

SCCO0.1%

+2K

AEG0.1%

+38K

LITE0.1%

+345

Increased

SCEC16.5%

+105K(+5%)

SCHP0.5%

+70K(+81365%)

IWX7.7%

+18K(+7%)

V0.6%

+14K(+229617%)

IWY12.0%

+14K(+9%)

GOVT0.1%

+10K(+776%)

IWP1.1%

+8K(+34%)

IEMG3.2%

+7K(+5%)

PZA0.1%

+5K(+109%)

VTWO2.1%

+5K(+7%)

Decreased

MUB0.6%

-176,990(-90%)

APPS0.0%

-55,050(-82%)

VGSH0.0%

-35,215(-95%)

QBER0.0%

-20,429(-96%)

ENVX0.0%

-13,105(-83%)

DIV0.0%

-12,577(-100%)

ICLO0.0%

-11,839(-100%)

ARTY0.0%

-10,005(-91%)

WINN0.1%

-7,829(-39%)

EFV4.3%

-5,955(-3%)

Exited

-858

-10,518

-2,396

-1,056

-3,081

-8,521

-635

-878

-292

-1,784

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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