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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
ANIP icon
176
ANI Pharmaceuticals
ANIP
$1.8B
$141K 0.04%
+1,784
New +$154K
INTC icon
177
Intel
INTC
$455B
$139K 0.04%
+3,758
New +$142K
GEM icon
178
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.67B
$138K 0.04%
+3,314
New +$138K
NBIX icon
179
Neurocrine Biosciences
NBIX
$16.8B
$138K 0.04%
+971
New +$141K
IVV icon
180
iShares Core S&P 500 ETF
IVV
$878B
$133K 0.04%
+194
New +$132K
JANW icon
181
AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
$348M
$132K 0.04%
+3,577
New +$131K
CIBR icon
182
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.4B
$131K 0.04%
+1,827
New +$137K
ANGL icon
183
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.05B
$125K 0.04%
+4,273
New +$126K
BNDX icon
184
Vanguard Total International Bond ETF
BNDX
$81.9B
$125K 0.04%
+2,588
New +$128K
XLV icon
185
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$124K 0.04%
+800
New +$120K
VGIT icon
186
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$124K 0.04%
+2,066
New +$124K
IETC icon
187
iShares US Tech Independence Focused ETF
IETC
$674M
$123K 0.04%
+1,212
New +$124K
SPY icon
188
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$121K 0.04%
+178
New +$120K
TYA icon
189
Simplify Intermediate Term Treasury Futures Strategy ETF
TYA
$64.5M
$119K 0.04%
8,798
-3,475
-28% -$47.8K
VMI icon
190
Valmont Industries
VMI
$9.3B
$117K 0.04%
+292
New +$119K
ENVX icon
191
Enovix
ENVX
$892M
$116K 0.04%
+15,830
New +$153K
SLV icon
192
iShares Silver Trust
SLV
$28B
$111K 0.03%
+1,717
New +$86K
LTPZ icon
193
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$690M
$109K 0.03%
+2,112
New +$112K
CEG icon
194
Constellation Energy
CEG
$93.8B
$108K 0.03%
+307
New +$112K
XTEN icon
195
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.04B
$108K 0.03%
+2,332
New +$109K
VUG icon
196
Vanguard Morningstar Growth ETF
VUG
$220B
$107K 0.03%
+1,320
New +$107K
ETR icon
197
Entergy
ETR
$50.2B
$106K 0.03%
+1,148
New +$109K
HIMU
198
iShares High Yield Muni Active ETF
HIMU
$2.38B
$104K 0.03%
+2,136
New +$105K
OMFL icon
199
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.75B
$102K 0.03%
+1,676
New +$101K
PZA icon
200
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.22B
$101K 0.03%
+4,375
New +$102K
6 7
8
9 10

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.