Kingdom Financial Group

Kingdom Financial Group as of Sept. 30, 2025

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 1.8M 25.48
Ishares Tr Rus Tp200 Gr Etf (IWY) 10.4 $17M 62k 273.65
Ishares Tr Rus Tp200 Vl Etf (IWX) 6.0 $9.8M 112k 87.88
Ishares Tr National Mun Etf (MUB) 4.2 $6.8M 64k 106.49
Ishares Tr Eafe Value Etf (EFV) 3.5 $5.7M 83k 67.83
Ishares Tr Eafe Grwth Etf (EFG) 3.3 $5.5M 48k 113.88
Ishares Tr Rus Mdcp Val Etf (IWS) 3.3 $5.4M 38k 139.68
Apple (AAPL) 2.8 $4.6M 18k 254.65
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 2.7 $4.4M 90k 49.29
NVIDIA Corporation (NVDA) 2.3 $3.7M 20k 186.59
Ishares Core Msci Emkt (IEMG) 2.2 $3.6M 55k 65.92
Visa Com Cl A (V) 2.1 $3.4M 9.9k 341.45
Microsoft Corporation (MSFT) 1.9 $3.0M 5.9k 518.17
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.7 $2.8M 28k 97.82
Amazon (AMZN) 1.2 $2.0M 9.3k 219.57
Ishares Tr Us Treas Bd Etf (GOVT) 1.1 $1.8M 78k 23.12
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.7M 7.1k 243.14
Ishares Tr Core Lt Usdb Etf (ILTB) 1.0 $1.7M 34k 50.49
Flexshares Tr Cr Scd Us Bd (SKOR) 1.0 $1.6M 33k 49.25
Spdr Series Trust Portfolio Crport (SPBO) 0.9 $1.5M 52k 29.63
JPMorgan Chase & Co. (JPM) 0.9 $1.5M 4.7k 315.37
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.9 $1.5M 29k 50.78
American Centy Etf Tr Avantis Core Fi (AVIG) 0.9 $1.4M 34k 42.08
Broadcom (AVGO) 0.8 $1.2M 3.7k 329.82
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.7 $1.2M 8.6k 142.41
Aim Etf Products Trust Allianzim Us Lrg (SIXP) 0.7 $1.2M 38k 30.81
Meta Platforms Cl A (META) 0.7 $1.1M 1.5k 734.48
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $1.1M 11k 100.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $967k 1.6k 612.31
Aim Etf Products Trust Allianzim Us Lrg (SEPW) 0.5 $897k 29k 31.41
Elevation Series Trust Trueshares Quart (QBER) 0.5 $742k 30k 24.64
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 0.4 $722k 14k 50.20
Pimco Etf Tr Ultra Short Govt (BILZ) 0.4 $708k 7.0k 101.18
Bondbloxx Etf Trust Bloomberg One Yr (XONE) 0.4 $707k 14k 49.66
Aim Etf Products Trust Allianzim Us Equ (DECU) 0.4 $689k 26k 26.88
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) 0.4 $683k 21k 32.99
Tesla Motors (TSLA) 0.4 $674k 1.5k 444.86
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $659k 11k 58.85
Ishares Tr Cmbs Etf (CMBS) 0.4 $654k 13k 49.07
Exxon Mobil Corporation (XOM) 0.4 $639k 5.7k 112.77
Ishares Tr Mbs Etf (MBB) 0.4 $636k 6.7k 95.15
Spdr Series Trust Portfolio S&p500 (SPYM) 0.4 $625k 8.0k 78.35
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.4 $586k 7.2k 81.94
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV) 0.4 $586k 12k 49.53
Johnson & Johnson (JNJ) 0.4 $581k 3.1k 185.34
UnitedHealth (UNH) 0.3 $558k 1.6k 345.23
Simplify Exchange Traded Fun Short Term Trea (TUA) 0.3 $535k 25k 21.87
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) 0.3 $497k 13k 38.41
Eli Lilly & Co. (LLY) 0.3 $492k 646.00 761.49
Elevation Series Trust Trueshares Struc (SEPZ) 0.3 $487k 12k 42.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $487k 968.00 502.74
Elevation Series Trust Trueshares Seaso (ONEZ) 0.3 $452k 17k 26.51
Chevron Corporation (CVX) 0.3 $437k 2.8k 155.35
Cisco Systems (CSCO) 0.3 $425k 6.2k 68.41
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $423k 4.2k 100.70
Intercontinental Exchange (ICE) 0.2 $385k 2.3k 168.49
Goldman Sachs (GS) 0.2 $335k 421.00 794.88
Oracle Corporation (ORCL) 0.2 $288k 1.0k 281.32
Procter & Gamble Company (PG) 0.2 $287k 1.9k 153.67
Fidelity Covington Trust Msci Matls Index (FMAT) 0.2 $273k 5.2k 52.42
Netflix (NFLX) 0.2 $260k 217.00 1198.92
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $254k 909.00 279.14
Waste Management (WM) 0.2 $253k 1.1k 220.90
McDonald's Corporation (MCD) 0.2 $251k 826.00 303.99
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) 0.1 $245k 6.0k 40.56
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) 0.1 $242k 9.4k 25.61
Wells Fargo & Company (WFC) 0.1 $223k 2.7k 83.83
Palantir Technologies Cl A (PLTR) 0.1 $212k 1.2k 182.48
Home Depot (HD) 0.1 $211k 523.00 404.13
Exelon Corporation (EXC) 0.1 $210k 4.7k 45.01
Abbvie (ABBV) 0.1 $209k 902.00 231.81
Monster Beverage Corp (MNST) 0.1 $207k 3.1k 67.31
salesforce (CRM) 0.1 $206k 866.00 237.36
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $203k 3.4k 59.94
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $201k 3.5k 57.53
Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 0.1 $167k 12k 13.61
Cleancore Solutions Class B Com Shs (ZONE) 0.0 $30k 15k 2.02
Chegg (CHGG) 0.0 $24k 16k 1.51