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Kingdom Financial Group LLC. Top Holdings and 13F Report (2025)

About Kingdom Financial Group LLC.

Investment Activity

  • Kingdom Financial Group LLC. has $136.42 million in total holdings as of March 31, 2025.
  • Kingdom Financial Group LLC. owns shares of 45 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 1.01% of the portfolio was purchased this quarter.
  • About 7.72% of the portfolio was sold this quarter.
  • This quarter, Kingdom Financial Group LLC. has purchased 50 new stocks and bought additional shares in 10 stocks.
  • Kingdom Financial Group LLC. sold shares of 29 stocks and completely divested from 7 stocks this quarter.

Largest New Holdings this Quarter

46429B697 - iShares MSCI USA Min Vol Factor ETF
$233,798 Holding

Largest Purchases this Quarter

iShares MSCI USA Min Vol Factor ETF
2,496 shares (about $233.80K)
iShares MSCI EAFE Value ETF
3,634 shares (about $214.19K)
iShares Core U.S. Aggregate Bond ETF
1,633 shares (about $161.55K)

Largest Sales this Quarter

iShares National Muni Bond ETF
16,912 shares (about $1.78M)
iShares Russell Top 200 Growth ETF
5,537 shares (about $1.17M)
iShares Russell Top 200 Value ETF
9,096 shares (about $747.51K)
UnitedHealth Group
1,423 shares (about $745.66K)
Vanguard Short-Term Treasury Index ETF
12,419 shares (about $728.87K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofKingdom Financial Group LLC.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$18,322,679$1,167,975 -6.0%86,86213.4%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$14,319,135$1,783,210 -11.1%135,80310.5%ETF
iShares Russell Top 200 Value ETF stock logo
IWX
iShares Russell Top 200 Value ETF
$12,638,867$747,509 -5.6%153,7959.3%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$10,415,411$422,114 -3.9%224,9077.6%ETF
iShares Broad USD Investment Grade Corporate Bond ETF stock logo
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
$9,898,060$418,853 -4.1%193,7777.3%Manufacturing
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$8,778,111$248,733 -2.8%17,0816.4%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$7,436,330$214,189 3.0%126,1675.5%ETF
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$7,092,393$39,263 0.6%119,4015.2%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$6,422,996$229,500 -3.4%64,2304.7%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$6,278,506$728,867 -10.4%106,9784.6%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$5,825,296$266,719 -4.4%107,9364.3%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$5,468,988$240,603 -4.2%43,4154.0%ETF
Vanguard Long-Term Treasury Index ETF stock logo
VGLT
Vanguard Long-Term Treasury Index ETF
$3,167,482$156,931 5.2%54,9812.3%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$3,072,278$363,974 -10.6%26,1502.3%ETF
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$1,788,337$267,759 -13.0%22,1741.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,171,811$15,589 -1.3%7,0660.9%Medical
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$1,068,222$20,874 -1.9%15,5060.8%ETF
Apple Inc. stock logo
AAPL
Apple
$1,054,938$28,212 -2.6%4,7490.8%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$953,0290.0%8,0130.7%Energy
DECW
AllianzIM U.S. Large Cap Buffer20 Dec ETF
$918,359$30,669 -3.2%30,6630.7%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$891,836$297,564 -25.0%13,5620.7%ETF
JANW
AllianzIM U.S. Large Cap Buffer20 Jan ETF
$846,125$22,583 -2.6%25,4780.6%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$724,436$161,546 28.7%7,3230.5%Finance
TUA
Simplify Short Term Treasury Futures Strategy ETF
$672,277$331,964 97.5%30,6000.5%ETF
C.H. Robinson Worldwide, Inc. stock logo
CHRW
C.H. Robinson Worldwide
$646,7670.0%6,3160.5%Transportation
Chevron Co. stock logo
CVX
Chevron
$503,9360.0%3,0120.4%Energy
Microsoft Co. stock logo
MSFT
Microsoft
$472,801$8,262 1.8%1,2590.3%Computer and Technology
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$463,764$72,256 -13.5%10,0640.3%Manufacturing
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$442,735$7,610 -1.7%2,3270.3%Retail/Wholesale
GE Aerospace stock logo
GE
GE Aerospace
$409,180$601 0.1%2,0440.3%Industrials
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$395,1740.0%7420.3%Finance
SIXO
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
$387,076$224,155 -36.7%12,2570.3%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$379,015$7,006 1.9%2,2180.3%ETF
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$348,769$31,567 -8.3%12,7940.3%ETF
OCTW
AllianzIM U.S. Large Cap Buffer20 Oct ETF
$307,757$15,453 -4.8%8,7630.2%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$300,742$4,920 1.7%3,2400.2%ETF
The Allstate Co. stock logo
ALL
Allstate
$278,196$1,243 0.4%1,3430.2%Finance
iShares Gold Trust Micro stock logo
IAUM
iShares Gold Trust Micro
$278,192$19,762 -6.6%8,9250.2%Finance
FIRST TR EXCHNG TRADED FD VI
$234,154$7,946 -3.3%7,0720.2%FT VEST US EQT
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$233,798$233,798 New Holding2,4960.2%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$230,037$745,655 -76.4%4390.2%Medical
The Southern Company stock logo
SO
Southern
$228,496$111,076 -32.7%2,4850.2%Utilities
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$223,616$1,169 -0.5%4,3990.2%ETF
TYA
Simplify Intermediate Term Treasury Futures Strategy ETF
$216,586$216,586 New Holding16,3710.2%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$209,633$31,495 -13.1%2,3030.2%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$0$421,624 -100.0%00.0%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$0$330,745 -100.0%00.0%Auto/Tires/Trucks
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$0$286,260 -100.0%00.0%Finance
BILZ
PIMCO Ultra Short Government Active ETF
$0$275,468 -100.0%00.0%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$0$238,388 -100.0%00.0%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$0$206,963 -100.0%00.0%Computer and Technology
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$0$202,602 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data