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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 | |
|---|---|---|---|---|---|---|
576
Chipotle Mexican Grill
CMG
$47.5B
| $2.22K | ﹤0.01% |
+60
| New | +$2.17K |
|
577
Bristol-Myers Squibb
BMY
$131B
| $2.16K | ﹤0.01% |
+40
| New | +$1.92K |
|
578
First Trust Horizon Managed Volatility Developed International ETF
HDMV
$17.5M
| $2.16K | ﹤0.01% |
+61
| New | +$2.13K |
|
579
Amkor Technology
AMKR
$13.9B
| $2.09K | ﹤0.01% |
+53
| New | +$1.89K |
|
580
Comcast
CMCSA
$87.3B
| $2.09K | ﹤0.01% |
+70
| New | +$2K |
|
581
Okta
OKTA
$25.5B
| $2.08K | ﹤0.01% |
+24
| New | +$2.09K |
|
582
Lear
LEA
$6.09B
| $2.06K | ﹤0.01% |
+18
| New | +$1.92K |
|
583
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.8B
| $1.99K | ﹤0.01% |
+77
| New | +$1.97K |
|
584
SoundHound AI
SOUN
$2.8B
| $1.99K | ﹤0.01% |
+200
| New | +$2.88K |
|
585
Energy Transfer Partners
ET
$70.6B
| $1.97K | ﹤0.01% |
+119
| New | +$1.98K |
|
586
Invesco PHLX Semiconductor ETF
SOXQ
$2.71B
| $1.95K | ﹤0.01% |
+35
| New | +$1.92K |
|
587
State Street Global Allocation ETF
GAL
$311M
| $1.95K | ﹤0.01% |
+39
| New | +$1.94K |
|
588
McDonald's
MCD
$191B
| $1.95K | ﹤0.01% |
6
-820
| -99% | -$251K |
|
589
iShares 0-3 Month Treasury Bond ETF
SGOV
$100B
| $1.92K | ﹤0.01% |
19
-4,177
| -100% | -$420K |
|
590
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.41B
| $1.91K | ﹤0.01% |
+15
| New | +$1.88K |
|
591
Doximity
DOCS
$3.95B
| $1.9K | ﹤0.01% |
+43
| New | +$2.41K |
|
592
Ingredion
INGR
$6.45B
| $1.87K | ﹤0.01% |
+17
| New | +$1.92K |
|
593
WIX.com
WIX
$2.66B
| $1.87K | ﹤0.01% |
+18
| New | +$2.18K |
|
594
IDEX
IEX
$17.4B
| $1.84K | ﹤0.01% |
+10
| New | +$1.71K |
|
595
Box
BOX
$4.43B
| $1.79K | ﹤0.01% |
+60
| New | +$1.88K |
|
596
TotalEnergies
TTE
$189B
| $1.77K | ﹤0.01% |
+27
| New | +$1.71K |
|
597
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.6B
| $1.75K | ﹤0.01% |
+47
| New | +$1.76K |
|
598
AAR Corp
AIR
$5.89B
| $1.74K | ﹤0.01% |
+21
| New | +$1.74K |
|
599
CSX Corp
CSX
$93.4B
| $1.73K | ﹤0.01% |
+48
| New | +$1.72K |
|
600
Pinterest
PINS
$14.3B
| $1.68K | ﹤0.01% |
+65
| New | +$1.87K |
|
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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.