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CIK: 0001962236
Total reported value
$391.5M
$391.5M
45 檔
16.8%
At the close of Q1 2025, Kingdom Financial Group LLC. disclosed equity holdings valued at approximately $391.5M, spread across 45 reported holdings.
During Q1 2025, 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 | 13.43% | +1.48% | -5.99% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 10.50% | +0.11% | -11.07% | |
| 3 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 9.26% | +1.00% | -5.58% | |
| 4 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 7.64% | — | -3.89% | |
| 5 | USIG | Ishares Broad Usd Investment | ETF-Other | 7.26% | — | -4.06% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.43% | -0.02% | -2.76% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 5.45% | +0.08% | +2.97% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.20% | -0.02% | +0.56% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 4.71% | +0.14% | -3.45% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.60% | -0.01% | -10.40% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.27% | +0.40% | -4.38% | |
| 12 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 4.01% | — | -4.21% | |
| 13 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.32% | -0.01% | +5.21% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.25% | +0.29% | -10.59% | |
| 15 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.31% | +0.27% | -13.02% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | -0.16% | -1.31% | |
| 17 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.78% | -0.05% | -1.92% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.77% | +0.01% | -2.60% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.44% | EXIT | |
| 20 | DECW | Alianzim US Eq Bfr20 Dec-usd | ETF-Other | 0.67% | — | -3.23% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.03% | -25.02% | |
| 22 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 0.62% | — | -2.60% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.53% | -0.06% | +28.70% | |
| 24 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.49% | -0.03% | +97.55% | |
| 25 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.47% | — | NEW | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.37% | -0.05% | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | -0.01% | +1.78% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.34% | -0.02% | -13.48% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | -0.01% | -1.69% | |
| 30 | GE | General Electric | Stock-Industrials | 0.30% | -0.04% | +0.15% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | — | — | |
| 32 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 0.28% | -0.28% | EXIT | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.28% | -0.08% | +1.88% | |
| 34 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.26% | -0.08% | -8.30% | |
| 35 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-Other | 0.23% | -0.26% | EXIT | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.22% | +0.01% | +1.66% | |
| 37 | ALL | Allstate CORP | Stock-Financials | 0.20% | — | +0.45% | |
| 38 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.20% | -0.04% | -6.63% | |
| 39 | GDEC | Ft Vest US Equity Moderate B | ETF-Other | 0.17% | — | -3.28% | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.17% | — | — | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.17% | +0.01% | -76.42% | |
| 42 | SO | Southern Co/the | Stock-Utilities | 0.17% | +0.02% | -32.71% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.16% | +0.01% | -0.52% | |
| 44 | TYA | Simplify Intermediate Term | ETF-Other | 0.16% | -0.01% | — | |
| 45 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.15% | +0.02% | -13.06% |
According to official SEC Form 13F filings, Kingdom Financial Group LLC. reported a total U.S. public equity portfolio value of $391.5M across 45 disclosed positions in Q1 2025.
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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 16.8% of total reported equity market value during Q1 2025.
During Q1 2025, Kingdom Financial Group LLC.'s top holdings by market value included IWY (13.4%)、MUB (10.5%)、IWX (9.3%). The largest single position, IWY, represented 13.4% of total portfolio value.
In Q1 2025, 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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