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CIK: 0001962236
Total reported value
$391.5M
$391.5M
78 檔
21.7%
In Q3 2025, Kingdom Financial Group LLC.'s U.S. equity holdings reached a combined market value of $391.5M, distributed across 78 disclosed stock positions.
In Q3 2025, Kingdom Financial Group LLC. displayed an active expansion posture, initiating 28 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCEC | Sterling Capital Enh Cb ETF | ETF-Other | 27.82% | -1.28% | +2.68% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 10.43% | +1.48% | +22.76% | |
| 3 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 6.02% | +1.00% | +28.89% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-Other | 4.15% | +0.11% | +15.22% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.46% | +0.08% | +20.21% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.35% | +0.14% | +25.84% | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 3.28% | — | +24.80% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.81% | +0.01% | +118.89% | |
| 9 | VNLA | Janus Henderson Short Durati | ETF-Other | 2.71% | — | +202.68% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.27% | -0.32% | +159.13% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.20% | +0.40% | +30.59% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.07% | — | +12.17% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.86% | -0.01% | +190.71% | |
| 14 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.69% | +0.27% | +82.29% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | -0.01% | +165.37% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.10% | — | +194.92% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | -0.03% | +144.41% | |
| 18 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 1.04% | — | +188.98% | |
| 19 | SKOR | Flexshares Credit-scored US | ETF-Other | 1.00% | — | NEW | |
| 20 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.93% | — | NEW | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | -0.02% | +116.53% | |
| 22 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.90% | — | +195.44% | |
| 23 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.88% | -0.01% | +135.71% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | — | +151.65% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.75% | +0.29% | -36.39% | |
| 26 | SIXP | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 0.71% | — | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.02% | +92.67% | |
| 28 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.66% | — | +188.45% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | -0.02% | +20.89% | |
| 30 | SEPW | Alianzim US Eq Bfr20 Sep-usd | ETF-Other | 0.55% | -0.22% | EXIT | |
| 31 | QBER | Trueshares Quartly B Hdg ETF | ETF-Other | 0.45% | — | +36.84% | |
| 32 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 0.44% | — | +199.98% | |
| 33 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 0.43% | +0.08% | +48.38% | |
| 34 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 0.43% | — | +204.62% | |
| 35 | DECU | Allianzim US Bf15 Uncap Dec | ETF-Other | 0.42% | -0.16% | EXIT | |
| 36 | DECW | Alianzim US Eq Bfr20 Dec-usd | ETF-Other | 0.42% | — | -11.55% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | — | — | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.40% | -0.01% | +12.11% | |
| 39 | CMBS | Ishares Cmbs ETF | ETF-Other | 0.40% | — | NEW | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.44% | EXIT | |
| 41 | MBB | Ishares Mbs ETF | ETF-Other | 0.39% | — | — | |
| 42 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.03% | -12.33% | |
| 43 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.36% | +0.01% | NEW | |
| 44 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 0.36% | — | — | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | -0.16% | +132.42% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.34% | +0.01% | -33.92% | |
| 47 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.33% | -0.03% | -7.65% | |
| 48 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-Other | 0.30% | -0.18% | EXIT | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | -0.07% | — | |
| 50 | SEPZ | Trueshares Struc Out Sep ETF | ETF-Other | 0.30% | -0.01% | — |
According to official SEC Form 13F filings, Kingdom Financial Group LLC. reported a total U.S. public equity portfolio value of $391.5M across 78 disclosed positions in Q3 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 21.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
SCEC
市值: $45.5M
Top Position Liquidated / Trimmed
VMBS
前期市值: $10.4M
During Q3 2025, Kingdom Financial Group LLC.'s top holdings by market value included SCEC (27.8%)、IWY (10.4%)、IWX (6.0%). The largest single position, SCEC, represented 27.8% of total portfolio value.
In Q3 2025, Kingdom Financial Group LLC. made 50 total portfolio adjustments, initiating 28 new buys, adding to 4 positions, trimming 10 holdings, and fully liquidating 8 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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