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KFG

Kingdom Financial Group Portfolio holdings

AUM $349M
1-Year Est. Return 12.25%
This Fund
S&P 500
This Quarter Est. Return
+1.8%
1 Year Est. Return
+12.25%
3 Year Est. Return
+32.96%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$324M
AUM Growth
+$160M
Cap. Flow
+$157M
Cap. Flow %
48.58%
Top 10 Hldgs %
65.92%
Holding
752
New
647
Increased
29
Reduced
45
Closed
4

Top Buys

Rank Stock Value
1
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$25.5M
2
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$14.5M
3
MUB icon
iShares National Muni Bond ETF
MUB
+$14.3M
4
SCEC
Sterling Capital Enhanced Core Bond ETF
SCEC
+$10.3M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$8.64M

Top Sells

Rank Stock Value
1
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$4.27M
2
AAPL icon
Apple
AAPL
+$4.03M
3
V icon
Visa
V
+$3.38M
4
MSFT icon
Microsoft
MSFT
+$2.29M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.77M

Sector Composition

Rank Sector Weight
1 Technology 4.66%
2 Industrials 3.6%
3 Financials 2.02%
4 Utilities 1.68%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLD icon
226
SPDR Gold Trust
GLD
$131B
$72.1K 0.02%
+182
New +$69.5K
CAH icon
227
Cardinal Health
CAH
$53.9B
$72.1K 0.02%
+351
New +$66.1K
IEFA icon
228
iShares Core MSCI EAFE ETF
IEFA
$191B
$72.1K 0.02%
+806
New +$71.3K
LEG icon
229
Leggett & Platt
LEG
$1.34B
$66.3K 0.02%
+6,024
New +$59.3K
BITB icon
230
Bitwise Bitcoin ETF
BITB
$2.45B
$64.6K 0.02%
+1,358
New +$73.9K
ICVT icon
231
iShares Convertible Bond ETF
ICVT
$7.32B
$64.2K 0.02%
+651
New +$65.4K
SYSB
232
iShares Systematic Bond ETF
SYSB
$1.17B
$63K 0.02%
+702
New +$63.2K
BEN icon
233
Franklin Resources
BEN
$17.6B
$62.1K 0.02%
+2,599
New +$59.7K
GJUL icon
234
FT Vest US Equity Moderate Buffer ETF July
GJUL
$397M
$61.8K 0.02%
1,495
-4,541
-75% -$185K
AVMC icon
235
Avantis US Mid Cap Equity ETF
AVMC
$474M
$61.6K 0.02%
+872
New +$60.9K
JANT icon
236
AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
$61.3M
$61.3K 0.02%
+1,486
New +$59.9K
VNQ icon
237
Vanguard Real Estate ETF
VNQ
$39.3B
$59.1K 0.02%
+668
New +$60K
ADM icon
238
Archer Daniels Midland
ADM
$38.2B
$59K 0.02%
+1,027
New +$61.4K
MDY icon
239
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.7B
$58.4K 0.02%
+97
New +$58K
VO icon
240
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$58.3K 0.02%
+804
New +$58.5K
COST icon
241
Costco
COST
$422B
$57.3K 0.02%
+67
New +$60.7K
TROW icon
242
T. Rowe Price
TROW
$23.9B
$57.2K 0.02%
+558
New +$57.6K
FRT icon
243
Federal Realty Investment Trust
FRT
$10.7B
$56.8K 0.02%
+563
New +$55.4K
FSSL
244
FS Specialty Lending Fund
FSSL
$846M
$56.1K 0.02%
+3,970
New +$54.3K
SHM icon
245
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$55.9K 0.02%
+1,165
New +$55.9K
CRDT icon
246
Simplify Opportunistic Income ETF
CRDT
$36.3M
$55.6K 0.02%
+2,387
New +$55.8K
SWX icon
247
Southwest Gas
SWX
$6.47B
$55.6K 0.02%
+694
New +$55.6K
PEG icon
248
Public Service Enterprise Group
PEG
$38.2B
$55.5K 0.02%
+691
New +$56.4K
IJH icon
249
iShares Core S&P Mid-Cap ETF
IJH
$124B
$55.4K 0.02%
+839
New +$55K
SHV icon
250
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$55K 0.02%
+499
New +$55K
8 9
10
11 12

Similar funds

LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
MC
Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
EPW
Endeavor Private Wealth Topeka, Kansas $349M AUM 16.45% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
1CP
11 Capital Partners Darien, Connecticut $348M AUM 19.84% 1-Year Est. Return
SMC
Spider Management Company Richmond, Virginia $351M AUM 18.35% 1-Year Est. Return
FFO
Fiduciary Family Office Boca Raton, Florida $351M AUM 22.19% 1-Year Est. Return

Kingdom Financial Group's Q4 2025 Portfolio in Review

As of Q4 2025, Kingdom Financial Group held 752 positions worth $324M, up 98% from $164M the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Kingdom Financial Group deployed $157M of net new capital in Q4 2025, opening 647 new positions and adding to 29 existing holdings. Its largest new stake was ProShares S&P 500 Dividend Aristocrats ETF: 75,536 shares worth $3.93M.

By sector, the portfolio is most concentrated in Technology at 4.7% of assets, down from 8.5% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was Janus Henderson Short Duration Income ETF, an estimated $4.27M trimmed.

  • Kingdom Financial Group's largest Q4 2025 buy was ProShares S&P 500 Dividend Aristocrats ETF: 75,536 shares worth $3.93M.
  • Kingdom Financial Group added most to iShares Russell Top 200 Growth ETF in Q4 2025, an estimated $25.5M increase.
  • Kingdom Financial Group's biggest Q4 2025 reduction was Janus Henderson Short Duration Income ETF, cutting an estimated $4.27M.
  • Kingdom Financial Group fully exited BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in Q4 2025, selling an estimated $586K.
  • Kingdom Financial Group's ten largest holdings make up 66% of its $324M portfolio in Q4 2025.
  • Kingdom Financial Group opened 647 new positions and closed 4 in Q4 2025.
  • Kingdom Financial Group's portfolio value rose 98% quarter-over-quarter to $324M.

Based on Kingdom Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.