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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
MRSH
426
Marsh
MRSH
$90.6B
$8.97K ﹤0.01%
+48
New +$8.97K
FNDE icon
427
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.78B
$8.95K ﹤0.01%
+248
New +$9.05K
SKYY icon
428
First Trust Cloud Computing ETF
SKYY
$3.02B
$8.92K ﹤0.01%
+69
New +$9.22K
ES icon
429
Eversource Energy
ES
$26.7B
$8.85K ﹤0.01%
+131
New +$9.2K
BBDC icon
430
Barings BDC
BBDC
$882M
$8.81K ﹤0.01%
+960
New +$8.5K
JEPI icon
431
JPMorgan Equity Premium Income ETF
JEPI
$45.6B
$8.53K ﹤0.01%
+149
New +$8.51K
NNN icon
432
NNN REIT
NNN
$8.88B
$8.52K ﹤0.01%
+215
New +$8.81K
DHI icon
433
D.R. Horton
DHI
$41.2B
$8.5K ﹤0.01%
+59
New +$8.98K
PAAA icon
434
PGIM AAA CLO ETF
PAAA
$11.2B
$8.5K ﹤0.01%
+166
New +$8.52K
NOCT icon
435
Innovator Growth-100 Power Buffer ETF October
NOCT
$227M
$8.4K ﹤0.01%
+145
New +$8.32K
ACN icon
436
Accenture
ACN
$99.8B
$8.38K ﹤0.01%
+31
New +$7.88K
BJ icon
437
BJs Wholesale Club
BJ
$12.2B
$8.37K ﹤0.01%
+93
New +$8.54K
EQIX icon
438
Equinix
EQIX
$102B
$8.36K ﹤0.01%
+11
New +$8.62K
IBHF icon
439
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$807M
$8.36K ﹤0.01%
+362
New +$8.4K
PGX icon
440
Invesco Preferred ETF
PGX
$3.81B
$8.33K ﹤0.01%
+741
New +$8.45K
PAAS icon
441
Pan American Silver
PAAS
$19.1B
$8.26K ﹤0.01%
+159
New +$6.66K
TMSL icon
442
T. Rowe Price Small-Mid Cap ETF
TMSL
$2.8B
$8.22K ﹤0.01%
+229
New +$8.12K
EXE
443
Expand Energy Corp
EXE
$21.3B
$8.17K ﹤0.01%
+74
New +$8.21K
CRDO icon
444
Credo Technology Group
CRDO
$43.8B
$8.06K ﹤0.01%
+56
New +$8.61K
COWZ icon
445
Pacer US Cash Cows 100 ETF
COWZ
$18.7B
$8K ﹤0.01%
+133
New +$7.82K
IGV icon
446
iShares Expanded Tech-Software Sector ETF
IGV
$14.2B
$7.98K ﹤0.01%
+75
New +$8.24K
CCI icon
447
Crown Castle
CCI
$33.4B
$7.75K ﹤0.01%
+87
New +$8K
RBRK icon
448
Rubrik
RBRK
$16.1B
$7.65K ﹤0.01%
+100
New +$7.67K
NVBU
449
AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF
NVBU
$35M
$7.61K ﹤0.01%
+263
New +$7.56K
CVNA icon
450
Carvana
CVNA
$74.7B
$7.6K ﹤0.01%
+90
New +$6.69K
16 17
18
19 20

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MC
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BC
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EPW
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NC
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1CP
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SMC
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FFO
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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.