Kingdom Financial Group LLC. Top Holdings and 13F Report (2025) About Kingdom Financial Group LLC.Investment ActivityKingdom 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 Holdings iShares Russell Top 200 Growth ETF $18,322,679iShares National Muni Bond ETF $14,319,135iShares Russell Top 200 Value ETF $12,638,867Vanguard Mortgage-Backed Securities ETF $10,415,411iShares Broad USD Investment Grade Corporate Bond ETF $9,898,060 Largest New Holdings this Quarter 46429B697 - iShares MSCI USA Min Vol Factor ETF $233,798 Holding82889N798 - Simplify Intermediate Term Treasury Futures Strategy ETF $216,586 Holding Largest Purchases this Quarter Simplify Short Term Treasury Futures Strategy ETF 15,110 shares (about $331.96K)iShares MSCI USA Min Vol Factor ETF 2,496 shares (about $233.80K)Simplify Intermediate Term Treasury Futures Strategy ETF 16,371 shares (about $216.59K)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 ETF 12,419 shares (about $728.87K) 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 PortfolioSectorIWYiShares Russell Top 200 Growth ETF$18,322,679$1,167,975 ▼-6.0%86,86213.4%ETFMUBiShares National Muni Bond ETF$14,319,135$1,783,210 ▼-11.1%135,80310.5%ETFIWXiShares Russell Top 200 Value ETF$12,638,867$747,509 ▼-5.6%153,7959.3%ETFVMBSVanguard Mortgage-Backed Securities ETF$10,415,411$422,114 ▼-3.9%224,9077.6%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$9,898,060$418,853 ▼-4.1%193,7777.3%ManufacturingVOOVanguard S&P 500 ETF$8,778,111$248,733 ▼-2.8%17,0816.4%ETFEFViShares MSCI EAFE Value ETF$7,436,330$214,189 ▲3.0%126,1675.5%ETFVGITVanguard Intermediate-Term Treasury ETF$7,092,393$39,263 ▲0.6%119,4015.2%ETFEFGiShares MSCI EAFE Growth ETF$6,422,996$229,500 ▼-3.4%64,2304.7%ETFVGSHVanguard Short-Term Treasury ETF$6,278,506$728,867 ▼-10.4%106,9784.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$5,825,296$266,719 ▼-4.4%107,9364.3%ETFIWSiShares Russell Mid-Cap Value ETF$5,468,988$240,603 ▼-4.2%43,4154.0%ETFVGLTVanguard Long-Term Treasury ETF$3,167,482$156,931 ▲5.2%54,9812.3%ETFIWPiShares Russell Mid-Cap Growth ETF$3,072,278$363,974 ▼-10.6%26,1502.3%ETFVTWOVanguard Russell 2000 ETF$1,788,337$267,759 ▼-13.0%22,1741.3%ETFJNJJohnson & Johnson$1,171,811$15,589 ▼-1.3%7,0660.9%MedicalIDEViShares Core MSCI International Developed Markets ETF$1,068,222$20,874 ▼-1.9%15,5060.8%ETFAAPLApple$1,054,938$28,212 ▼-2.6%4,7490.8%Computer and TechnologyXOMExxon Mobil$953,0290.0%8,0130.7%EnergyDECWAllianzIM U.S. Large Cap Buffer20 Dec ETF$918,359$30,669 ▼-3.2%30,6630.7%ETFSPLGSPDR Portfolio S&P 500 ETF$891,836$297,564 ▼-25.0%13,5620.7%ETFJANWAllianzIM U.S. Large Cap Buffer20 Jan ETF$846,125$22,583 ▼-2.6%25,4780.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$724,436$161,546 ▲28.7%7,3230.5%FinanceTUASimplify Short Term Treasury Futures Strategy ETF$672,277$331,964 ▲97.5%30,6000.5%ETFCHRWC.H. Robinson Worldwide$646,7670.0%6,3160.5%TransportationCVXChevron$503,9360.0%3,0120.4%EnergyMSFTMicrosoft$472,801$8,262 ▲1.8%1,2590.3%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$463,764$72,256 ▼-13.5%10,0640.3%ManufacturingAMZNAmazon.com$442,735$7,610 ▼-1.7%2,3270.3%Retail/WholesaleGEGE Aerospace$409,180$601 ▲0.1%2,0440.3%IndustrialsBRK.BBerkshire Hathaway$395,1740.0%7420.3%FinanceSIXOAllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF$387,076$224,155 ▼-36.7%12,2570.3%ETFQUALiShares MSCI USA Quality Factor ETF$379,015$7,006 ▲1.9%2,2180.3%ETFSPTLSPDR Portfolio Long Term Treasury ETF$348,769$31,567 ▼-8.3%12,7940.3%ETFOCTWAllianzIM U.S. Large Cap Buffer20 Oct ETF$307,757$15,453 ▼-4.8%8,7630.2%ETFIVWiShares S&P 500 Growth ETF$300,742$4,920 ▲1.7%3,2400.2%ETFALLAllstate$278,196$1,243 ▲0.4%1,3430.2%FinanceIAUMiShares Gold Trust Micro$278,192$19,762 ▼-6.6%8,9250.2%FinanceFIRST TR EXCHNG TRADED FD VI$234,154$7,946 ▼-3.3%7,0720.2%FT VEST US EQTUSMViShares MSCI USA Min Vol Factor ETF$233,798$233,798 ▲New Holding2,4960.2%ETFUNHUnitedHealth Group$230,037$745,655 ▼-76.4%4390.2%MedicalSOSouthern$228,496$111,076 ▼-32.7%2,4850.2%UtilitiesVEAVanguard FTSE Developed Markets ETF$223,616$1,169 ▼-0.5%4,3990.2%ETFTYASimplify Intermediate Term Treasury Futures Strategy ETF$216,586$216,586 ▲New Holding16,3710.2%ETFTLTiShares 20+ Year Treasury Bond ETF$209,633$31,495 ▼-13.1%2,3030.2%ETFSCHPSchwab U.S. TIPS ETF$0$421,624 ▼-100.0%00.0%ETFTSLATesla$0$330,745 ▼-100.0%00.0%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$0$286,260 ▼-100.0%00.0%FinanceBILZPIMCO Ultra Short Government Active ETF$0$275,468 ▼-100.0%00.0%ETFSHViShares Short Treasury Bond ETF$0$238,388 ▼-100.0%00.0%ETFIBMInternational Business Machines$0$206,963 ▼-100.0%00.0%Computer and TechnologyDYNFiShares U.S. Equity Factor Rotation Active ETF$0$202,602 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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