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CIK: 0001962236
Total reported value
$391.5M
$391.5M
55 檔
18.9%
According to the latest 13F quarterly dataset, Kingdom Financial Group LLC. managed an equity portfolio of $391.5M at the end of Q2 2025, spanning 55 distinct U.S. exchange-listed positions.
During Q2 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 | SCEC | Sterling Capital Enh Cb ETF | ETF-Other | 38.40% | -1.28% | — | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 10.94% | +1.48% | -41.52% | |
| 3 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 6.39% | +1.00% | -43.47% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-Other | 5.05% | +0.11% | -59.26% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.85% | +0.08% | -45.04% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.74% | +0.14% | -40.51% | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 3.55% | — | -29.13% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.74% | — | — | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.20% | +0.40% | -61.22% | |
| 10 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.64% | +0.29% | -48.28% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.48% | +0.01% | +73.45% | |
| 12 | VNLA | Janus Henderson Short Durati | ETF-Other | 1.28% | — | — | |
| 13 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.18% | +0.27% | -29.95% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.06% | -0.32% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | -0.01% | +60.68% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | -0.01% | +50.28% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.67% | +0.01% | +456.72% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | -0.02% | -92.35% | |
| 19 | DECW | Alianzim US Eq Bfr20 Dec-usd | ETF-Other | 0.65% | — | -23.72% | |
| 20 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-Other | 0.61% | -0.26% | EXIT | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.03% | -32.89% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.02% | — | |
| 23 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.53% | — | — | |
| 24 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.53% | -0.01% | — | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.51% | -0.01% | -90.66% | |
| 26 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.51% | -0.03% | -13.46% | |
| 27 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 0.50% | — | — | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.02% | — | |
| 29 | SKOR | Flexshares Credit-scored US | ETF-Other | 0.49% | — | NEW | |
| 30 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 0.48% | — | -38.78% | |
| 31 | QBER | Trueshares Quartly B Hdg ETF | ETF-Other | 0.47% | — | — | |
| 32 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 0.46% | -0.28% | EXIT | |
| 33 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.45% | — | NEW | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | -0.03% | — | |
| 35 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.43% | — | — | |
| 36 | ✓ | Stock-Other | 0.43% | — | — | ||
| 37 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 0.42% | +0.08% | — | |
| 38 | GDEC | Ft Vest US Equity Moderate B | ETF-Other | 0.39% | — | +78.49% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | — | — | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.33% | — | — | |
| 41 | TYA | Simplify Intermediate Term | ETF-Other | 0.30% | -0.01% | +55.39% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | -0.02% | — | |
| 43 | ONEZ | Trueshr Seasonality La B ETF | ETF-Other | 0.22% | +0.14% | — | |
| 44 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 0.21% | — | — | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | -0.04% | — | |
| 46 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 0.20% | — | — | |
| 47 | QBUL | Trueshare Qrt Bull Hdge ETF | ETF-Other | 0.20% | — | — | |
| 48 | CMBS | Ishares Cmbs ETF | ETF-Other | 0.20% | — | NEW | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.19% | -0.01% | — | |
| 50 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.19% | +0.01% | NEW |
According to official SEC Form 13F filings, Kingdom Financial Group LLC. reported a total U.S. public equity portfolio value of $391.5M across 55 disclosed positions in Q2 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 SCEC, IWY, IWX) accounted for 18.9% of total reported equity market value during Q2 2025.
During Q2 2025, Kingdom Financial Group LLC.'s top holdings by market value included SCEC (38.4%)、IWY (10.9%)、IWX (6.4%). The largest single position, SCEC, represented 38.4% of total portfolio value.
In Q2 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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