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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
(+98%)
Cap. Flow
+$157M
Cap. Flow
% of AUM
48.58%
Top 10 Holdings %
Top 10 Hldgs %
65.92%
Holding
752
New
647
Increased
29
Reduced
45
Closed
4
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell Top 200 Growth ETF
IWY
|
+$25.5M |
| 2 |
iShares Russell Top 200 Value ETF
IWX
|
+$14.5M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$14.3M |
| 4 |
SCEC
Sterling Capital Enhanced Core Bond ETF
SCEC
|
+$10.3M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
+$8.64M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$4.27M |
| 2 |
Apple
AAPL
|
+$4.03M |
| 3 |
Visa
V
|
+$3.38M |
| 4 |
Microsoft
MSFT
|
+$2.29M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
451
Broadridge
BR
$19.1B
| $7.59K | ﹤0.01% |
+34
| New | +$7.75K |
|
452
MongoDB
MDB
$30.6B
| $7.55K | ﹤0.01% |
+18
| New | +$6.55K |
|
|
OCTU
453
AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF
OCTU
$61.2M
| $7.51K | ﹤0.01% |
+264
| New | +$7.47K |
|
454
Abbott
ABT
$182B
| $7.47K | ﹤0.01% |
+60
| New | +$7.64K |
|
455
Ally Financial
ALLY
$13.7B
| $7.46K | ﹤0.01% |
+165
| New | +$6.8K |
|
456
LiveRamp
RAMP
$2.3B
| $7.25K | ﹤0.01% |
+247
| New | +$7.09K |
|
457
Erie Indemnity
ERIE
$12.9B
| $7.19K | ﹤0.01% |
+25
| New | +$7.46K |
|
458
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.11B
| $7.01K | ﹤0.01% |
+250
| New | +$7.13K |
|
459
Valero Energy
VLO
$88.5B
| $6.84K | ﹤0.01% |
+42
| New | +$7.12K |
|
460
TE Connectivity
TEL
$63.3B
| $6.83K | ﹤0.01% |
+30
| New | +$6.94K |
|
461
Citigroup
C
$233B
| $6.76K | ﹤0.01% |
+58
| New | +$6.02K |
|
462
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$763M
| $6.75K | ﹤0.01% |
+117
| New | +$6.64K |
|
463
American Century Diversified Corporate Bond ETF
KORP
$888M
| $6.72K | ﹤0.01% |
+142
| New | +$6.75K |
|
464
American Financial Group
AFG
$12B
| $6.67K | ﹤0.01% |
+49
| New | +$6.72K |
|
465
Allstate
ALL
$68.4B
| $6.66K | ﹤0.01% |
+32
| New | +$6.55K |
|
466
State Street SPDR S&P International Small Cap ETF
GWX
$907M
| $6.6K | ﹤0.01% |
+162
| New | +$6.51K |
|
467
Boeing
BA
$188B
| $6.51K | ﹤0.01% |
+30
| New | +$6.17K |
|
468
S&P Global
SPGI
$122B
| $6.47K | ﹤0.01% |
+12
| New | +$5.94K |
|
469
Stryker
SYK
$130B
| $6.33K | ﹤0.01% |
+18
| New | +$6.56K |
|
470
Agnico Eagle Mines
AEM
$82.5B
| $6.29K | ﹤0.01% |
+37
| New | +$6.22K |
|
471
Analog Devices
ADI
$186B
| $6.26K | ﹤0.01% |
+23
| New | +$5.78K |
|
472
International Paper
IP
$22.5B
| $6.25K | ﹤0.01% |
+159
| New | +$6.54K |
|
473
Carnival Corporation Ltd
CCL
$41.1B
| $6.23K | ﹤0.01% |
+204
| New | +$5.69K |
|
474
JPMorgan BetaBuilders Canada ETF
BBCA
$11.2B
| $5.99K | ﹤0.01% |
+64
| New | +$5.7K |
|
475
Chubb
CB
$135B
| $5.93K | ﹤0.01% |
+19
| New | +$5.56K |
|
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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.