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CIK: 0001962236
Total reported value
$391.5M
$391.5M
62 檔
16.6%
During the Q1 2024 filing period, Kingdom Financial Group LLC. (CIK: 0001962236) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $391.5M across 62 reported positions.
During Q1 2024, Kingdom Financial Group LLC.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 12.89% | +1.48% | +47.67% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 10.64% | +0.11% | +22.46% | |
| 3 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 8.23% | +1.00% | +55.90% | |
| 4 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 7.01% | — | +48.67% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.99% | -0.02% | +51.69% | |
| 6 | USIG | Ishares Broad Usd Investment | ETF-Other | 6.51% | — | +52.78% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.74% | +0.40% | +51.20% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.29% | -0.01% | +72.81% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.13% | -0.02% | +53.19% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 4.13% | +0.14% | +51.52% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.98% | +0.08% | +49.04% | |
| 12 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 3.93% | — | +38.74% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.51% | +0.29% | +49.18% | |
| 14 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 2.08% | +0.27% | +41.39% | |
| 15 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.87% | -0.01% | +64.45% | |
| 16 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.99% | -0.05% | +35.07% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.03% | +32.88% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | -0.16% | -15.21% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.78% | -0.06% | +150.11% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -0.44% | EXIT | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.76% | +0.01% | -44.62% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.65% | +0.01% | -15.60% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.01% | -51.08% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | -0.01% | -41.39% | |
| 25 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.48% | — | NEW | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.05% | -27.56% | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.45% | -0.02% | +111.58% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.45% | -0.08% | +47.25% | |
| 29 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 0.42% | +0.08% | — | |
| 30 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.35% | -0.29% | — | |
| 31 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.33% | -0.08% | -4.42% | |
| 32 | APRW | Allinzim US Eq Bfr20 Apr-usd | ETF-Other | 0.32% | — | — | |
| 33 | GD | General Dynamics CORP | Stock-Industrials | 0.32% | +0.05% | -9.49% | |
| 34 | FEBW | Alianzim US Eq Bfr20 Feb-usd | ETF-Other | 0.31% | — | — | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.29% | +0.01% | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | — | -44.69% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.28% | +0.01% | +65.48% | |
| 38 | GE | General Electric | Stock-Industrials | 0.26% | -0.04% | +3.50% | |
| 39 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.25% | -0.04% | -36.05% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.24% | +0.02% | — | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.24% | -0.17% | EXIT | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | -0.01% | -20.29% | |
| 43 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 0.23% | — | -12.84% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.23% | — | -18.47% | |
| 45 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.21% | +0.02% | — | |
| 46 | SO | Southern Co/the | Stock-Utilities | 0.20% | +0.02% | -19.24% | |
| 47 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.20% | +0.05% | — | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.19% | -0.02% | -27.34% | |
| 49 | MBB | Ishares Mbs ETF | ETF-Other | 0.18% | — | — | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.17% | — | +4.47% |
According to official SEC Form 13F filings, Kingdom Financial Group LLC. reported a total U.S. public equity portfolio value of $391.5M across 62 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWY, MUB, IWX) accounted for 16.6% of total reported equity market value during Q1 2024.
During Q1 2024, Kingdom Financial Group LLC.'s top holdings by market value included IWY (12.9%)、MUB (10.6%)、IWX (8.2%). The largest single position, IWY, represented 12.9% of total portfolio value.
In Q1 2024, Kingdom Financial Group LLC. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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