Kingdom Financial Group

Kingdom Financial Group as of June 30, 2025

Portfolio Holdings for Kingdom Financial Group

Kingdom Financial Group holds 55 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Capitol Ser Tr Sterling Cap Enh (SCEC) 38.4 $44M 1.7M 25.27
Ishares Tr Rus Tp200 Gr Etf (IWY) 10.9 $13M 51k 246.51
Ishares Tr Rus Tp200 Vl Etf (IWX) 6.4 $7.3M 87k 84.19
Ishares Tr National Mun Etf (MUB) 5.1 $5.8M 55k 104.48
Ishares Tr Eafe Value Etf (EFV) 3.8 $4.4M 69k 63.48
Ishares Tr Eafe Grwth Etf (EFG) 3.7 $4.3M 38k 112.00
Ishares Tr Rus Mdcp Val Etf (IWS) 3.6 $4.1M 31k 132.14
Visa Com Cl A (V) 2.7 $3.1M 8.8k 355.09
Ishares Core Msci Emkt (IEMG) 2.2 $2.5M 42k 60.03
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.6 $1.9M 14k 138.69
Apple (AAPL) 1.5 $1.7M 8.2k 205.15
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 1.3 $1.5M 30k 49.20
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.2 $1.4M 16k 87.22
NVIDIA Corporation (NVDA) 1.1 $1.2M 7.7k 158.00
Microsoft Corporation (MSFT) 0.9 $1.0M 2.0k 497.60
Amazon (AMZN) 0.7 $767k 3.5k 219.39
UnitedHealth (UNH) 0.7 $762k 2.4k 311.96
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $743k 1.3k 568.13
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) 0.6 $739k 23k 31.59
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 0.6 $704k 19k 37.01
Spdr Series Trust Portfolio S&p500 (SPYM) 0.6 $662k 9.1k 72.69
JPMorgan Chase & Co. (JPM) 0.5 $624k 2.2k 289.88
Ishares Tr Us Treas Bd Etf (GOVT) 0.5 $606k 26k 22.98
American Centy Etf Tr Avantis Core Fi (AVIG) 0.5 $602k 15k 41.62
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $587k 10k 58.78
Simplify Exchange Traded Fun Short Term Trea (TUA) 0.5 $583k 27k 22.03
Ishares Tr Core Lt Usdb Etf (ILTB) 0.5 $575k 12k 49.42
Meta Platforms Cl A (META) 0.5 $574k 778.00 738.17
Flexshares Tr Cr Scd Us Bd (SKOR) 0.5 $556k 11k 48.78
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) 0.5 $545k 16k 34.93
Elevation Series Trust Trueshares Quart (QBER) 0.5 $543k 22k 24.67
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO) 0.5 $525k 16k 33.11
Spdr Series Trust Portfolio Crport (SPBO) 0.5 $517k 18k 29.22
Alphabet Cap Stk Cl A (GOOGL) 0.5 $515k 2.9k 176.33
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.4 $497k 9.8k 50.75
Listed Fds Tr Trueshares Struc 0.4 $495k 12k 39.84
Pimco Etf Tr Ultra Short Govt (BILZ) 0.4 $477k 4.7k 101.21
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC) 0.4 $444k 13k 35.16
Broadcom (AVGO) 0.4 $410k 1.5k 275.85
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $375k 3.7k 100.53
Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 0.3 $343k 25k 13.49
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $280k 454.00 617.72
Elevation Series Trust Trueshares Seaso (ONEZ) 0.2 $249k 9.9k 25.27
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 0.2 $240k 4.8k 50.08
Alphabet Cap Stk Cl C (GOOG) 0.2 $237k 1.3k 177.33
Bondbloxx Etf Trust Bloomberg One Yr (XONE) 0.2 $232k 4.7k 49.63
Elevation Series Trust Trushares Bull (QBUL) 0.2 $230k 9.1k 25.44
Ishares Tr Cmbs Etf (CMBS) 0.2 $224k 4.6k 48.71
Oracle Corporation (ORCL) 0.2 $223k 1.0k 218.69
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.2 $214k 2.8k 77.56
Exxon Mobil Corporation (XOM) 0.2 $213k 2.0k 107.74
Johnson & Johnson (JNJ) 0.2 $206k 1.3k 152.68
Wells Fargo & Company (WFC) 0.2 $204k 2.6k 80.11
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $190k 11k 18.13
BlackRock Credit All Inc Trust IV (BTZ) 0.2 $172k 16k 10.92