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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
VYM icon
126
Vanguard High Dividend Yield ETF
VYM
$80.9B
$272K 0.08%
+1,897
New +$270K
VRT icon
127
Vertiv
VRT
$93B
$272K 0.08%
+1,677
New +$291K
HOOD icon
128
Robinhood
HOOD
$77.8B
$271K 0.08%
+2,396
New +$312K
ITRI icon
129
Itron
ITRI
$4.36B
$267K 0.08%
+2,879
New +$314K
SAH icon
130
Sonic Automotive
SAH
$2.9B
$264K 0.08%
+4,267
New +$282K
APP icon
131
Applovin
APP
$133B
$260K 0.08%
+386
New +$243K
IQDG icon
132
WisdomTree International Quality Dividend Growth Fund
IQDG
$714M
$255K 0.08%
+6,159
New +$249K
AVAV icon
133
AeroVironment
AVAV
$7.56B
$255K 0.08%
+1,056
New +$332K
MBB icon
134
iShares MBS ETF
MBB
$38.9B
$250K 0.08%
2,627
-4,055
-61% -$387K
IAUM icon
135
iShares Gold Trust Micro
IAUM
$6.35B
$250K 0.08%
+5,810
New +$240K
WMT icon
136
Walmart Inc
WMT
$885B
$243K 0.08%
+2,182
New +$234K
GLDM icon
137
SPDR Gold MiniShares Trust
GLDM
$27.5B
$233K 0.07%
+2,733
New +$225K
TLT icon
138
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$229K 0.07%
+2,622
New +$234K
GSEP icon
139
FT Vest US Equity Moderate Buffer ETF September
GSEP
$353M
$227K 0.07%
+5,857
New +$225K
USMV icon
140
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$227K 0.07%
+2,408
New +$227K
USFR icon
141
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$222K 0.07%
+4,415
New +$222K
HUSV icon
142
First Trust Horizon Managed Volatility Domestic ETF
HUSV
$75.9M
$220K 0.07%
+5,687
New +$221K
DIV icon
143
Global X SuperDividend US ETF
DIV
$780M
$218K 0.07%
+12,589
New +$219K
GOOG icon
144
Alphabet (Google) Class C
GOOG
$4.36T
$215K 0.07%
+687
New +$197K
FOLD
145
DELISTED
Amicus Therapeutics
FOLD
$214K 0.07%
+15,045
New +$148K
JANZ icon
146
TrueShares Structured Outcome January ETF
JANZ
$40.9M
$212K 0.07%
+5,551
New +$213K
WMB icon
147
Williams Companies
WMB
$87.5B
$204K 0.06%
+3,386
New +$205K
DECZ icon
148
TrueShares Structured Outcome December ETF
DECZ
$36.3M
$200K 0.06%
+4,962
New +$204K
SCHF icon
149
Schwab International Equity ETF
SCHF
$66.6B
$200K 0.06%
+8,304
New +$197K
BINC icon
150
BlackRock Flexible Income ETF
BINC
$16.1B
$197K 0.06%
+3,729
New +$198K
4 5
6
7 8

Similar funds

LAS
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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.