Kingdom Financial Group
Latest statistics and disclosures from Kingdom Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCEC, IWY, IWX, MUB, EFV, and represent 51.88% of Kingdom Financial Group's stock portfolio.
- Added to shares of these 10 stocks: IWY, VNLA, AAPL, NVDA, IWX, MSFT, AMZN, VTWO, GOVT, SCEC.
- Started 33 new stock positions in MBB, SEPZ, JEPQ, VEA, BRK.B, PLTR, PG, MCD, CRM, ZONE.
- Reduced shares in these 10 stocks: OCTW, IWP, JANW, SIXO, Trueshares Structured Outcome, GDEC, UNH, , GOOG, QBUL.
- Sold out of its positions in OCTW, JANW, SIXO, GOOG, BTZ, QBUL, ET, GDEC, Trueshares Structured Outcome, SPY.
- Kingdom Financial Group was a net buyer of stock by $45M.
- Kingdom Financial Group has $164M in assets under management (AUM), dropping by 42.89%.
- Central Index Key (CIK): 0001962236
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Portfolio Holdings for Kingdom Financial Group
Kingdom Financial Group holds 78 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Capitol Ser Tr Sterling Cap Enh (SCEC) | 27.8 | $46M | +2% | 1.8M | 25.48 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 10.4 | $17M | +22% | 62k | 273.65 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 6.0 | $9.8M | +28% | 112k | 87.88 |
|
| Ishares Tr National Mun Etf (MUB) | 4.2 | $6.8M | +15% | 64k | 106.49 |
|
| Ishares Tr Eafe Value Etf (EFV) | 3.5 | $5.7M | +20% | 83k | 67.83 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 3.3 | $5.5M | +25% | 48k | 113.88 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 3.3 | $5.4M | +24% | 38k | 139.68 |
|
| Apple (AAPL) | 2.8 | $4.6M | +118% | 18k | 254.65 |
|
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 2.7 | $4.4M | +202% | 90k | 49.29 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $3.7M | +159% | 20k | 186.59 |
|
| Ishares Core Msci Emkt (IEMG) | 2.2 | $3.6M | +30% | 55k | 65.92 |
|
| Visa Com Cl A (V) | 2.1 | $3.4M | +12% | 9.9k | 341.45 |
|
| Microsoft Corporation (MSFT) | 1.9 | $3.0M | +190% | 5.9k | 518.17 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 1.7 | $2.8M | +82% | 28k | 97.82 |
|
| Amazon (AMZN) | 1.2 | $2.0M | +165% | 9.3k | 219.57 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 1.1 | $1.8M | +194% | 78k | 23.12 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.7M | +144% | 7.1k | 243.14 |
|
| Ishares Tr Core Lt Usdb Etf (ILTB) | 1.0 | $1.7M | +188% | 34k | 50.49 |
|
| Flexshares Tr Cr Scd Us Bd (SKOR) | 1.0 | $1.6M | +190% | 33k | 49.25 |
|
| Spdr Series Trust Portfolio Crport (SPBO) | 0.9 | $1.5M | +191% | 52k | 29.63 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $1.5M | +116% | 4.7k | 315.37 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.9 | $1.5M | +195% | 29k | 50.78 |
|
| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.9 | $1.4M | +135% | 34k | 42.08 |
|
| Broadcom (AVGO) | 0.8 | $1.2M | +151% | 3.7k | 329.82 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.7 | $1.2M | -36% | 8.6k | 142.41 |
|
| Aim Etf Products Trust Allianzim Us Lrg (SIXP) | 0.7 | $1.2M | NEW | 38k | 30.81 |
|
| Meta Platforms Cl A (META) | 0.7 | $1.1M | +92% | 1.5k | 734.48 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.7 | $1.1M | +188% | 11k | 100.70 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $967k | +20% | 1.6k | 612.31 |
|
| Aim Etf Products Trust Allianzim Us Lrg (SEPW) | 0.5 | $897k | NEW | 29k | 31.41 |
|
| Elevation Series Trust Trueshares Quart (QBER) | 0.5 | $742k | +36% | 30k | 24.64 |
|
| Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) | 0.4 | $722k | +199% | 14k | 50.20 |
|
| Pimco Etf Tr Ultra Short Govt (BILZ) | 0.4 | $708k | +48% | 7.0k | 101.18 |
|
| Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 0.4 | $707k | +204% | 14k | 49.66 |
|
| Aim Etf Products Trust Allianzim Us Equ (DECU) | 0.4 | $689k | NEW | 26k | 26.88 |
|
| Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) | 0.4 | $683k | -11% | 21k | 32.99 |
|
| Tesla Motors (TSLA) | 0.4 | $674k | NEW | 1.5k | 444.86 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $659k | +12% | 11k | 58.85 |
|
| Ishares Tr Cmbs Etf (CMBS) | 0.4 | $654k | +189% | 13k | 49.07 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $639k | +186% | 5.7k | 112.77 |
|
| Ishares Tr Mbs Etf (MBB) | 0.4 | $636k | NEW | 6.7k | 95.15 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.4 | $625k | -12% | 8.0k | 78.35 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.4 | $586k | +158% | 7.2k | 81.94 |
|
| Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) | 0.4 | $586k | NEW | 12k | 49.53 |
|
| Johnson & Johnson (JNJ) | 0.4 | $581k | +132% | 3.1k | 185.34 |
|
| UnitedHealth (UNH) | 0.3 | $558k | -33% | 1.6k | 345.23 |
|
| Simplify Exchange Traded Fun Short Term Trea (TUA) | 0.3 | $535k | -7% | 25k | 21.87 |
|
| Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) | 0.3 | $497k | NEW | 13k | 38.41 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $492k | NEW | 646.00 | 761.49 |
|
| Elevation Series Trust Trueshares Struc (SEPZ) | 0.3 | $487k | NEW | 12k | 42.34 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $487k | NEW | 968.00 | 502.74 |
|
| Elevation Series Trust Trueshares Seaso (ONEZ) | 0.3 | $452k | +72% | 17k | 26.51 |
|
| Chevron Corporation (CVX) | 0.3 | $437k | NEW | 2.8k | 155.35 |
|
| Cisco Systems (CSCO) | 0.3 | $425k | NEW | 6.2k | 68.41 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $423k | NEW | 4.2k | 100.70 |
|
| Intercontinental Exchange (ICE) | 0.2 | $385k | NEW | 2.3k | 168.49 |
|
| Goldman Sachs (GS) | 0.2 | $335k | NEW | 421.00 | 794.88 |
|
| Oracle Corporation (ORCL) | 0.2 | $288k | 1.0k | 281.32 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $287k | NEW | 1.9k | 153.67 |
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.2 | $273k | NEW | 5.2k | 52.42 |
|
| Netflix (NFLX) | 0.2 | $260k | NEW | 217.00 | 1198.92 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $254k | NEW | 909.00 | 279.14 |
|
| Waste Management (WM) | 0.2 | $253k | NEW | 1.1k | 220.90 |
|
| McDonald's Corporation (MCD) | 0.2 | $251k | NEW | 826.00 | 303.99 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) | 0.1 | $245k | NEW | 6.0k | 40.56 |
|
| Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) | 0.1 | $242k | NEW | 9.4k | 25.61 |
|
| Wells Fargo & Company (WFC) | 0.1 | $223k | +4% | 2.7k | 83.83 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $212k | NEW | 1.2k | 182.48 |
|
| Home Depot (HD) | 0.1 | $211k | NEW | 523.00 | 404.13 |
|
| Exelon Corporation (EXC) | 0.1 | $210k | NEW | 4.7k | 45.01 |
|
| Abbvie (ABBV) | 0.1 | $209k | NEW | 902.00 | 231.81 |
|
| Monster Beverage Corp (MNST) | 0.1 | $207k | NEW | 3.1k | 67.31 |
|
| salesforce (CRM) | 0.1 | $206k | NEW | 866.00 | 237.36 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $203k | NEW | 3.4k | 59.94 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $201k | NEW | 3.5k | 57.53 |
|
| Simplify Exchange Traded Fun Intmd Term Trsry (TYA) | 0.1 | $167k | -51% | 12k | 13.61 |
|
| Cleancore Solutions Class B Com Shs (ZONE) | 0.0 | $30k | NEW | 15k | 2.02 |
|
| Chegg (CHGG) | 0.0 | $24k | NEW | 16k | 1.51 |
|
Past Filings by Kingdom Financial Group
SEC 13F filings are viewable for Kingdom Financial Group going back to 2023
- Kingdom Financial Group 2025 Q3 filed Oct. 30, 2025
- Kingdom Financial Group 2025 Q2 filed Aug. 11, 2025
- Kingdom Financial Group 2025 Q1 filed April 24, 2025
- Kingdom Financial Group 2024 Q4 filed Feb. 10, 2025
- Kingdom Financial Group 2024 Q3 filed Nov. 12, 2024
- Kingdom Financial Group 2024 Q2 filed Aug. 7, 2024
- Kingdom Financial Group 2024 Q1 filed May 15, 2024
- Kingdom Financial Group 2023 Q4 filed Jan. 17, 2024
- Kingdom Financial Group 2023 Q3 filed Oct. 16, 2023
- Kingdom Financial Group 2023 Q2 filed July 31, 2023