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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
ZROZ icon
251
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.27B
$54.9K 0.02%
+855
New +$57.9K
JULT icon
252
AllianzIM U.S. Equity Buffer10 Jul ETF
JULT
$60.4M
$54.8K 0.02%
+1,220
New +$54K
PEP icon
253
PepsiCo
PEP
$191B
$53.6K 0.02%
+373
New +$54.8K
GSLC icon
254
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$53.1K 0.02%
+401
New +$52.6K
TGT icon
255
Target
TGT
$67.8B
$51.4K 0.02%
+526
New +$48.5K
ARKQ icon
256
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.95B
$51K 0.02%
+445
New +$51.3K
SHLD icon
257
Global X Defense Tech ETF
SHLD
$7.15B
$50.1K 0.02%
+773
New +$50.9K
FSK icon
258
FS KKR Capital
FSK
$3.11B
$49.7K 0.02%
+3,358
New +$50.9K
SCHG icon
259
Schwab US Large-Cap Growth ETF
SCHG
$61.2B
$49.1K 0.02%
+1,506
New +$49K
AMD icon
260
Advanced Micro Devices
AMD
$790B
$49K 0.02%
+229
New +$51.4K
APD icon
261
Air Products & Chemicals
APD
$65.2B
$47.7K 0.01%
+193
New +$48.9K
IJR icon
262
iShares Core S&P Small-Cap ETF
IJR
$111B
$47.2K 0.01%
+393
New +$47K
NOC icon
263
Northrop Grumman
NOC
$77.9B
$46.7K 0.01%
+82
New +$47.6K
ICSH icon
264
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.12B
$46K 0.01%
+910
New +$46.1K
CTSH icon
265
Cognizant
CTSH
$24.9B
$45.3K 0.01%
+546
New +$40.8K
SPLV icon
266
Invesco S&P 500 Low Volatility ETF
SPLV
$7.21B
$44.9K 0.01%
+629
New +$45.2K
STX icon
267
Seagate
STX
$189B
$44.6K 0.01%
+162
New +$42K
NAD icon
268
Nuveen Quality Municipal Income Fund
NAD
$2.73B
$44K 0.01%
+3,657
New +$43.7K
SIXP icon
269
AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF
SIXP
$44.4M
$43.9K 0.01%
1,391
-36,066
-96% -$1.12M
SPEM icon
270
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.3B
$43.6K 0.01%
+931
New +$43.8K
INCY icon
271
Incyte
INCY
$24B
$43.5K 0.01%
+440
New +$42.6K
BND icon
272
Vanguard Total Bond Market
BND
$157B
$43.3K 0.01%
+584
New +$43.5K
SIXJ icon
273
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
SIXJ
$148M
$43.2K 0.01%
+1,260
New +$42.5K
SHOC icon
274
Strive US Semiconductor ETF
SHOC
$227M
$43K 0.01%
+627
New +$42.1K
IMCG icon
275
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.98B
$42.3K 0.01%
+530
New +$43.1K
9 10
11
12 13

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.