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Kingdom Financial Group

Latest statistics and disclosures from Kingdom Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IWY, MUB, IWX, VMBS, USIG, and represent 48.96% of Kingdom Financial Group's stock portfolio.
Added to shares of these 10 stocks: EFV (+$6.4M), DECW, JANW, IEMG, SIXO, OCTW, SCHP, IAUM, GDEC, SHV.
Started 8 new stock positions in SHV, EFV, GDEC, DECW, JANW, IAUM, OCTW, SIXO.
Reduced shares in these 10 stocks: IWY, SEPW, VMBS, AUGW, VOO, USIG, VGIT, BILZ, SIXD, IWX.
Sold out of its positions in JULW, SIXD, SEPW, AUGW, COST, GJUN, GD.
Kingdom Financial Group was a net buyer of stock by $1.7M.
Kingdom Financial Group has $146M in assets under management (AUM), dropping by 9.38%.
Central Index Key (CIK): 0001962236

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Portfolio Holdings for Kingdom Financial Group

Kingdom Financial Group holds 50 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Rus Tp200 Gr Etf (IWY)	14.9	$22M	-7%	92k	235.27	View chart
Ishares Tr National Mun Etf (MUB)	11.1	$16M		153k	106.55	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	8.8	$13M	-2%	163k	79.03	View chart
Vanguard Scottsdale Fds Mtg Bkd Secs Etf (VMBS)	7.3	$11M	-5%	234k	45.34	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	6.9	$10M	-4%	202k	50.28	View chart
Vanguard Index Fds Sp 500 Etf Shs (VOO)	6.5	$9.5M	-5%	18k	538.80	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	4.7	$6.9M	-4%	119k	58.18	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	4.7	$6.9M	-6%	119k	58.00	View chart
Ishares Tr Eafe Grwth Etf (EFG)	4.4	$6.4M	-3%	67k	96.83	View chart
Ishares Tr Eafe Value Etf (EFV)	4.4	$6.4M	NEW	123k	52.47	View chart
Ishares Core Msci Emkt (IEMG)	4.0	$5.9M	+13%	113k	52.22	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	4.0	$5.9M	-3%	45k	129.34	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	2.5	$3.7M	-4%	29k	126.75	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	2.0	$2.9M	-3%	52k	55.35	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	1.6	$2.3M	-9%	26k	89.33	View chart
Spdr Ser Tr Portfolio Sp500 (SPLG)	0.9	$1.2M	-6%	18k	68.94	View chart
Apple (AAPL)	0.8	$1.2M		4.9k	250.42	View chart
Johnson & Johnson (JNJ)	0.7	$1.0M		7.2k	144.62	View chart
Ishares Tr Core Msci Intl (IDEV)	0.7	$1.0M		16k	64.47	View chart
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)	0.7	$964k	NEW	32k	30.42	View chart
UnitedHealth (UNH)	0.6	$942k		1.9k	505.90	View chart
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)	0.6	$880k	NEW	26k	33.63	View chart
Exxon Mobil Corporation (XOM)	0.6	$862k		8.0k	107.57	View chart
C H Robinson Worldwide Com New (CHRW)	0.4	$653k		6.3k	103.32	View chart
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)	0.4	$627k	NEW	19k	32.40	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$551k	-27%	5.7k	96.91	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$526k	-15%	12k	45.20	View chart
Microsoft Corporation (MSFT)	0.4	$522k		1.2k	421.67	View chart
Amazon (AMZN)	0.4	$519k		2.4k	219.39	View chart
Chevron Corporation (CVX)	0.3	$436k		3.0k	144.86	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$422k	+273%	16k	25.83	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$388k		2.2k	178.07	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$365k		14k	26.19	View chart
Ge Aerospace Com New (GE)	0.2	$341k		2.0k	166.83	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$336k		742.00	453.28	View chart
Tesla Motors (TSLA)	0.2	$331k		819.00	403.84	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.2	$329k	+37%	16k	21.22	View chart
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)	0.2	$327k	NEW	9.2k	35.56	View chart
Ishares Tr Sp 500 Grwt Etf (IVW)	0.2	$324k	-3%	3.2k	101.53	View chart
Southern Company (SO)	0.2	$304k		3.7k	82.32	View chart
JPMorgan Chase & Co. (JPM)	0.2	$286k		1.2k	239.75	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.2	$276k	-61%	2.7k	100.83	View chart
Allstate Corporation (ALL)	0.2	$258k		1.3k	192.80	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.2	$250k	NEW	9.6k	26.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.2	$247k	NEW	7.3k	33.73	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$238k	NEW	2.2k	110.11	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$231k	-12%	2.6k	87.34	View chart
Vanguard Tax Managed Fds Van Ftse Dev Mkt (VEA)	0.1	$212k	-4%	4.4k	47.82	View chart
International Business Machines (IBM)	0.1	$207k	-6%	941.00	219.94	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$203k	-4%	4.0k	51.25	View chart

Past Filings by Kingdom Financial Group

SEC 13F filings are viewable for Kingdom Financial Group going back to 2023

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

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