13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001962236
Total reported value
$391.5M
$391.5M
50 檔
18.3%
During the Q4 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 50 reported positions.
During Q4 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 | 14.86% | +1.48% | -7.04% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 11.12% | +0.11% | -0.73% | |
| 3 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 8.80% | +1.00% | -2.93% | |
| 4 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 7.25% | — | -5.90% | |
| 5 | USIG | Ishares Broad Usd Investment | ETF-Other | 6.94% | — | -4.93% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.47% | -0.02% | -5.54% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.75% | -0.01% | -4.51% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.71% | -0.02% | -6.21% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 4.40% | +0.14% | -3.92% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.39% | +0.08% | — | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.03% | +0.40% | +13.39% | |
| 12 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 4.01% | — | -3.81% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.53% | +0.29% | -4.89% | |
| 14 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.98% | -0.01% | -3.68% | |
| 15 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.56% | +0.27% | -9.14% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.03% | -6.78% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.83% | +0.01% | -0.06% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | -0.16% | +0.59% | |
| 19 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.70% | -0.05% | -1.57% | |
| 20 | DECW | Alianzim US Eq Bfr20 Dec-usd | ETF-Other | 0.66% | — | — | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.64% | +0.01% | +0.43% | |
| 22 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 0.60% | — | — | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.44% | EXIT | |
| 24 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.45% | — | NEW | |
| 25 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 0.43% | -0.28% | EXIT | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.38% | -0.06% | -27.44% | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.36% | -0.02% | -15.83% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | -0.01% | -0.32% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | -0.01% | +0.17% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.30% | -0.05% | — | |
| 31 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.29% | -0.29% | +273.61% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.26% | -0.08% | -0.41% | |
| 33 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.25% | -0.08% | +1.48% | |
| 34 | GE | General Electric | Stock-Industrials | 0.23% | -0.04% | +0.15% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | — | — | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.23% | — | -1.21% | |
| 37 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.22% | -0.03% | +37.54% | |
| 38 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-Other | 0.22% | -0.26% | EXIT | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.22% | +0.01% | -3.28% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.21% | +0.02% | +0.27% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | -0.02% | +0.51% | |
| 42 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 0.19% | +0.08% | -61.29% | |
| 43 | ALL | Allstate CORP | Stock-Financials | 0.18% | — | +0.45% | |
| 44 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.17% | -0.04% | — | |
| 45 | GDEC | Ft Vest US Equity Moderate B | ETF-Other | 0.17% | — | — | |
| 46 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.16% | -0.03% | — | |
| 47 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.16% | +0.02% | -12.95% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.14% | +0.01% | -4.80% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.14% | — | -6.92% | |
| 50 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.14% | -0.01% | -4.05% |
According to official SEC Form 13F filings, Kingdom Financial Group LLC. reported a total U.S. public equity portfolio value of $391.5M across 50 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWY, MUB, IWX) accounted for 18.3% of total reported equity market value during Q4 2024.
During Q4 2024, Kingdom Financial Group LLC.'s top holdings by market value included IWY (14.9%)、MUB (11.1%)、IWX (8.8%). The largest single position, IWY, represented 14.9% of total portfolio value.
In Q4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.