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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
CDE icon
301
Coeur Mining
CDE
$16B
$32.3K 0.01%
+1,809
New +$31.5K
IYW icon
302
iShares US Technology ETF
IYW
$24.1B
$31.9K 0.01%
+160
New +$32K
SCHM icon
303
Schwab US Mid-Cap ETF
SCHM
$14.7B
$30.7K 0.01%
+1,020
New +$30.4K
GOVT icon
304
iShares US Treasury Bond ETF
GOVT
$43.5B
$30.6K 0.01%
1,330
-76,468
-98% -$1.77M
BPRE
305
Bluerock Private Real Estate Fund
BPRE
$30.3K 0.01%
+2,020
New +$31.2K
XLRE icon
306
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.63B
$29.9K 0.01%
+740
New +$30.5K
SIXZ
307
AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF
SIXZ
$63M
$29.8K 0.01%
+1,007
New +$29.5K
CEFZ
308
RiverNorth Active Income ETF
CEFZ
$40M
$29.7K 0.01%
+3,627
New +$29.7K
COMT icon
309
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.18B
$29.5K 0.01%
+1,185
New +$31.3K
STIP icon
310
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$29.3K 0.01%
+286
New +$29.4K
VMBS icon
311
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$29.2K 0.01%
+619
New +$29.2K
SPMB icon
312
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.96B
$28.3K 0.01%
+1,263
New +$28.4K
ITOT icon
313
iShares Core S&P Total US Stock Market ETF
ITOT
$95.7B
$27.8K 0.01%
+187
New +$27.6K
LDUR icon
314
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.37B
$27.5K 0.01%
+287
New +$27.6K
NULV icon
315
Nuveen ESG Large-Cap Value ETF
NULV
$2.23B
$27.4K 0.01%
+608
New +$27.2K
USIG icon
316
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$27.4K 0.01%
+529
New +$27.6K
SPAB icon
317
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.74B
$27.2K 0.01%
+1,057
New +$27.4K
BRK.B icon
318
Berkshire Hathaway Class B
BRK.B
$1.11T
$27.1K 0.01%
54
-914
-94% -$455K
VUSB icon
319
Vanguard Ultra-Short Bond ETF
VUSB
$8.91B
$27.1K 0.01%
+544
New +$27.1K
VGT icon
320
Vanguard Information Technology ETF
VGT
$141B
$27.1K 0.01%
+288
New +$27.4K
WTAI icon
321
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$641M
$26.6K 0.01%
+913
New +$27.3K
SIXD
322
AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF
SIXD
$394M
$26.4K 0.01%
+915
New +$26.2K
ATO icon
323
Atmos Energy
ATO
$28.9B
$26.4K 0.01%
+157
New +$27.1K
TMFG icon
324
Motley Fool Global Opportunities ETF
TMFG
$359M
$26.4K 0.01%
+874
New +$26.3K
IGIB icon
325
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$26K 0.01%
+483
New +$26.1K
11 12
13
14 15

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
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NC
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1CP
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SMC
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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.