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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
KALU icon
151
Kaiser Aluminum
KALU
$2.61B
$184K 0.06%
+1,601
New +$152K
WCMI
152
First Trust WCM International Equity ETF
WCMI
$1.69B
$178K 0.06%
+10,474
New +$175K
DECW icon
153
AllianzIM U.S. Equity Buffer20 Dec ETF
DECW
$227M
$176K 0.05%
5,194
-15,496
-75% -$519K
ALEX
154
DELISTED
Alexander & Baldwin
ALEX
$176K 0.05%
+8,521
New +$148K
UNH icon
155
UnitedHealth
UNH
$376B
$175K 0.05%
530
-1,085
-67% -$368K
VGLT icon
156
Vanguard Long-Term Treasury ETF
VGLT
$10B
$168K 0.05%
+3,015
New +$172K
EUAD
157
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.2B
$168K 0.05%
+3,984
New +$172K
BP icon
158
BP
BP
$116B
$167K 0.05%
+4,797
New +$168K
NBOS icon
159
Neuberger Option Strategy ETF
NBOS
$470M
$162K 0.05%
+5,938
New +$161K
BSV icon
160
Vanguard Short-Term Bond ETF
BSV
$44.7B
$160K 0.05%
+2,035
New +$161K
TER icon
161
Teradyne
TER
$57.6B
$160K 0.05%
+824
New +$141K
JNJ icon
162
Johnson & Johnson
JNJ
$618B
$159K 0.05%
770
-2,363
-75% -$467K
SPYG icon
163
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.7B
$159K 0.05%
+1,490
New +$158K
THRO
164
iShares U.S. Thematic Rotation Active ETF
THRO
$6.43B
$156K 0.05%
+4,039
New +$155K
DIA icon
165
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$155K 0.05%
+323
New +$153K
VNLA icon
166
Janus Henderson Short Duration Income ETF
VNLA
$3.32B
$151K 0.05%
3,081
-86,815
-97% -$4.27M
IUSG icon
167
iShares Core S&P US Growth ETF
IUSG
$31.7B
$147K 0.05%
+878
New +$146K
CLOI icon
168
VanEck CLO ETF
CLOI
$1.49B
$147K 0.05%
+2,784
New +$147K
RDDT icon
169
Reddit
RDDT
$27.1B
$146K 0.05%
+635
New +$134K
OKE icon
170
Oneok
OKE
$57.2B
$146K 0.05%
+1,985
New +$141K
EDIV icon
171
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.22B
$145K 0.04%
+3,710
New +$144K
BAI
172
iShares A.I. Innovation and Tech Active ETF
BAI
$12.6B
$145K 0.04%
+4,353
New +$151K
MTUM icon
173
iShares MSCI USA Momentum Factor ETF
MTUM
$25B
$142K 0.04%
+566
New +$142K
MMS icon
174
Maximus
MMS
$3.17B
$141K 0.04%
+1,637
New +$140K
JULU
175
AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
JULU
$86.3M
$141K 0.04%
+4,747
New +$140K
5 6
7
8 9

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
Endeavor Private Wealth Topeka, Kansas $349M AUM 16.45% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
1CP
11 Capital Partners Darien, Connecticut $348M AUM 19.84% 1-Year Est. Return
SMC
Spider Management Company Richmond, Virginia $351M AUM 18.35% 1-Year Est. Return
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.