Kingdom Financial Group LLC. Top Holdings and 13F Report (2025) About Kingdom Financial Group LLC.Investment ActivityKingdom Financial Group LLC. has $114.46 million in total holdings as of March 31, 2025.Kingdom Financial Group LLC. owns shares of 55 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 54.71% of the portfolio was purchased this quarter.About 80.25% of the portfolio was sold this quarter.This quarter, Kingdom Financial Group LLC. has purchased 45 new stocks and bought additional shares in 8 stocks.Kingdom Financial Group LLC. sold shares of 17 stocks and completely divested from 20 stocks this quarter.Largest Holdings CAPITOL SER TR $43,950,430iShares Russell Top 200 Growth ETF $12,520,864iShares Russell Top 200 Value ETF $7,319,708iShares National Muni Bond ETF $5,781,044iShares MSCI EAFE Value ETF $4,401,756 Largest New Holdings this Quarter 14064D444 - CAPITOL SER TR $43,950,430 Holding92826C839 - Visa $3,140,800 Holding47103U886 - Janus Henderson Short Duration Income ETF $1,461,260 Holding67066G104 - NVIDIA $1,213,787 Holding46625H100 - JPMorgan Chase & Co. $624,392 Holding Largest Purchases this Quarter CAPITOL SER TR 1,739,013 shares (about $43.95M)Visa 8,845 shares (about $3.14M)Janus Henderson Short Duration Income ETF 29,700 shares (about $1.46M)NVIDIA 7,682 shares (about $1.21M)Apple 3,488 shares (about $715.55K) Largest Sales this Quarter Vanguard S&P 500 ETF 15,774 shares (about $8.96M)iShares Russell Top 200 Growth ETF 36,069 shares (about $8.89M)iShares National Muni Bond ETF 80,471 shares (about $8.41M)Vanguard Short-Term Treasury ETF 96,986 shares (about $5.70M)iShares Russell Top 200 Value ETF 66,853 shares (about $5.63M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKingdom Financial Group LLC. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCAPITOL SER TR$43,950,430$43,950,430 ▲New Holding1,739,01338.4%STERLING CAP ENHIWYiShares Russell Top 200 Growth ETF$12,520,864$8,891,285 ▼-41.5%50,79310.9%ETFIWXiShares Russell Top 200 Value ETF$7,319,708$5,628,401 ▼-43.5%86,9426.4%ETFMUBiShares National Muni Bond ETF$5,781,044$8,407,547 ▼-59.3%55,3325.1%ETFEFViShares MSCI EAFE Value ETF$4,401,756$3,607,421 ▼-45.0%69,3403.8%ETFEFGiShares MSCI EAFE Growth ETF$4,279,679$2,914,160 ▼-40.5%38,2113.7%ETFIWSiShares Russell Mid-Cap Value ETF$4,065,561$1,671,124 ▼-29.1%30,7683.6%ETFVVisa$3,140,800$3,140,800 ▲New Holding8,8452.7%Business ServicesIEMGiShares Core MSCI Emerging Markets ETF$2,512,743$3,966,519 ▼-61.2%41,8592.2%ETFIWPiShares Russell Mid-Cap Growth ETF$1,875,780$1,750,959 ▼-48.3%13,5251.6%ETFAAPLApple$1,689,780$715,546 ▲73.4%8,2371.5%Computer and TechnologyVNLAJanus Henderson Short Duration Income ETF$1,461,260$1,461,260 ▲New Holding29,7001.3%ETFVTWOVanguard Russell 2000 ETF$1,354,801$579,233 ▼-29.9%15,5331.2%ETFNVDANVIDIA$1,213,787$1,213,787 ▲New Holding7,6821.1%Computer and TechnologyMSFTMicrosoft$1,006,643$380,166 ▲60.7%2,0230.9%Computer and TechnologyAMZNAmazon.com$767,207$256,686 ▲50.3%3,4970.7%Retail/WholesaleUNHUnitedHealth Group$762,438$625,486 ▲456.7%2,4440.7%MedicalVOOVanguard S&P 500 ETF$742,546$8,961,684 ▼-92.3%1,3070.6%ETFDECWAllianzIM U.S. Large Cap Buffer20 Dec ETF$739,039$229,759 ▼-23.7%23,3910.6%ETFOCTWAllianzIM U.S. Large Cap Buffer20 Oct ETF$703,820$379,501 ▲117.0%19,0170.6%ETFSPLGSPDR Portfolio S&P 500 ETF$661,596$324,292 ▼-32.9%9,1010.6%ETFJPMJPMorgan Chase & Co.$624,392$624,392 ▲New Holding2,1540.5%FinanceGOVTiShares U.S. Treasury Bond ETF$606,183$606,183 ▲New Holding26,3790.5%ETFAVIGAvantis Core Fixed Income ETF$601,996$601,996 ▲New Holding14,4640.5%ETFVGSHVanguard Short-Term Treasury ETF$587,301$5,700,558 ▼-90.7%9,9920.5%ETFTUASimplify Short Term Treasury Futures Strategy ETF$583,395$90,744 ▼-13.5%26,4810.5%ETFILTBiShares Core 10+ Year USD Bond ETF$575,263$575,263 ▲New Holding11,6400.5%ETFMETAMeta Platforms$574,300$574,300 ▲New Holding7780.5%Computer and TechnologySKORFlexShares Credit-Scored US Corporate Bond Index Fund$555,676$555,676 ▲New Holding11,3920.5%ETFJANWAllianzIM U.S. Large Cap Buffer20 Jan ETF$544,901$345,148 ▼-38.8%15,5980.5%ETFELEVATION SERIES TRUST$542,706$542,706 ▲New Holding22,0000.5%TRUESHARES QUARTSIXOAllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF$524,860$119,031 ▲29.3%15,8520.5%ETFSPBOSPDR Portfolio Corporate Bond ETF$516,976$516,976 ▲New Holding17,6930.5%ETFGOOGLAlphabet$515,413$515,413 ▲New Holding2,9230.5%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$496,716$496,716 ▲New Holding9,7880.4%ETFSEPZTrueShares Structured Outcome (September) ETF$495,347$495,347 ▲New Holding12,4320.4%ManufacturingBILZPIMCO Ultra Short Government Active ETF$477,425$477,425 ▲New Holding4,7170.4%ETFFIRST TR EXCHNG TRADED FD VI$443,773$195,150 ▲78.5%12,6230.4%FT VEST US EQTAVGOBroadcom$409,632$409,632 ▲New Holding1,4850.4%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$375,173$375,173 ▲New Holding3,7320.3%ETFTYASimplify Intermediate Term Treasury Futures Strategy ETF$343,182$122,331 ▲55.4%25,4390.3%ETFSPYSPDR S&P 500 ETF Trust$280,446$280,446 ▲New Holding4540.2%FinanceELEVATION SERIES TRUST$248,891$248,891 ▲New Holding9,8500.2%TRUESHARES SEASOFLDRFidelity Low Duration Bond Factor ETF$240,226$240,226 ▲New Holding4,7970.2%ETFGOOGAlphabet$236,730$236,730 ▲New Holding1,3350.2%Computer and TechnologyXONEBondBloxx Bloomberg One Year Target Duration US Treasury ETF$231,837$231,837 ▲New Holding4,6710.2%ETFELEVATION SERIES TRUST$230,241$230,241 ▲New Holding9,0500.2%TRUSHARES BULLCMBSiShares CMBS ETF$223,936$223,936 ▲New Holding4,5970.2%ETFORCLOracle$222,622$222,622 ▲New Holding1,0180.2%Computer and TechnologyFIDUFidelity MSCI Industrials Index ETF$214,224$214,224 ▲New Holding2,7620.2%ETFXOMExxon Mobil$212,897$650,435 ▼-75.3%1,9760.2%EnergyJNJJohnson & Johnson$205,806$872,996 ▼-80.9%1,3480.2%MedicalWFCWells Fargo & Company$204,283$204,283 ▲New Holding2,5500.2%FinanceETEnergy Transfer$190,401$190,401 ▲New Holding10,5020.2%EnergyBTZBlackRock Credit Allocation Income Trust$171,931$171,931 ▲New Holding15,7450.2%Financial ServicesVMBSVanguard Mortgage-Backed Securities ETF$0$10,415,411 ▼-100.0%00.0%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$0$9,898,060 ▼-100.0%00.0%ManufacturingVGITVanguard Intermediate-Term Treasury ETF$0$7,092,393 ▼-100.0%00.0%ETFVGLTVanguard Long-Term Treasury ETF$0$3,167,482 ▼-100.0%00.0%ETFIDEViShares Core MSCI International Developed Markets ETF$0$1,068,222 ▼-100.0%00.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$724,436 ▼-100.0%00.0%FinanceCHRWC.H. Robinson Worldwide$0$646,767 ▼-100.0%00.0%TransportationCVXChevron$0$503,936 ▼-100.0%00.0%EnergyIUSBiShares Core Total USD Bond Market ETF$0$463,764 ▼-100.0%00.0%ManufacturingGEGE Aerospace$0$409,180 ▼-100.0%00.0%AerospaceBRK.BBerkshire Hathaway$0$395,174 ▼-100.0%00.0%FinanceQUALiShares MSCI USA Quality Factor ETF$0$379,015 ▼-100.0%00.0%ETFSPTLSPDR Portfolio Long Term Treasury ETF$0$348,769 ▼-100.0%00.0%ETFIVWiShares S&P 500 Growth ETF$0$300,742 ▼-100.0%00.0%ETFALLAllstate$0$278,196 ▼-100.0%00.0%FinanceIAUMiShares Gold Trust Micro$0$278,192 ▼-100.0%00.0%FinanceUSMViShares MSCI USA Min Vol Factor ETF$0$233,798 ▼-100.0%00.0%ETFSOSouthern$0$228,496 ▼-100.0%00.0%UtilitiesVEAVanguard FTSE Developed Markets ETF$0$223,616 ▼-100.0%00.0%ETFTLTiShares 20+ Year Treasury Bond ETF$0$209,633 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. 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