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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
KMB icon
276
Kimberly-Clark
KMB
$36.3B
$42.3K 0.01%
+419
New +$45.8K
QCOM icon
277
Qualcomm
QCOM
$155B
$42.1K 0.01%
+246
New +$42.2K
ZTS icon
278
Zoetis
ZTS
$32.4B
$41.3K 0.01%
+328
New +$42.8K
NVO
279
Novo Nordisk
NVO
$208B
$40.8K 0.01%
+801
New +$41K
FLV icon
280
American Century Focused Large Cap Value ETF
FLV
$371M
$40.1K 0.01%
+529
New +$39.4K
QGRO icon
281
American Century US Quality Growth ETF
QGRO
$1.98B
$40K 0.01%
+350
New +$40K
BOTZ icon
282
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.35B
$39.5K 0.01%
+1,091
New +$39.6K
AVLV icon
283
Avantis US Large Cap Value ETF
AVLV
$18B
$39K 0.01%
+515
New +$37.9K
NUBD icon
284
Nuveen ESG US Aggregate Bond ETF
NUBD
$463M
$39K 0.01%
+1,744
New +$39.2K
IWM icon
285
iShares Russell 2000 ETF
IWM
$81.5B
$38.4K 0.01%
+156
New +$38.4K
PDP icon
286
Invesco Dorsey Wright Momentum ETF
PDP
$1.47B
$38.2K 0.01%
+328
New +$38.6K
JAAA icon
287
Janus Henderson AAA CLO ETF
JAAA
$29.2B
$37.6K 0.01%
743
-28,175
-97% -$1.43M
PPC icon
288
Pilgrim's Pride
PPC
$6.51B
$37.4K 0.01%
+959
New +$36.9K
NULG icon
289
Nuveen ESG Large-Cap Growth ETF
NULG
$2.7B
$37K 0.01%
+378
New +$37.3K
DGRO icon
290
iShares Core Dividend Growth ETF
DGRO
$42.9B
$36.8K 0.01%
+531
New +$36.5K
RNR icon
291
RenaissanceRe
RNR
$13.3B
$36.3K 0.01%
+129
New +$33.9K
PGR icon
292
Progressive
PGR
$123B
$34.3K 0.01%
+151
New +$34.1K
RCL icon
293
Royal Caribbean
RCL
$85.1B
$34.3K 0.01%
+123
New +$34.7K
SPSM icon
294
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.3B
$34.2K 0.01%
+731
New +$34.1K
SO icon
295
Southern Company
SO
$109B
$33.4K 0.01%
+383
New +$35K
PAYX icon
296
Paychex
PAYX
$41.6B
$33.4K 0.01%
+297
New +$34.8K
DUK icon
297
Duke Energy
DUK
$97.8B
$33.2K 0.01%
+283
New +$34.6K
MCK icon
298
McKesson
MCK
$100B
$33.2K 0.01%
+40
New +$32.6K
SPTM icon
299
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.8B
$32.6K 0.01%
+395
New +$32.3K
PULS icon
300
PGIM Ultra Short Bond ETF
PULS
$18.2B
$32.4K 0.01%
+654
New +$32.5K
10 11
12
13 14

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.