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CIK: 0001962236
Total reported value
$391.5M
$391.5M
751 檔
40.7%
According to the latest 13F quarterly dataset, Kingdom Financial Group LLC. managed an equity portfolio of $391.5M at the end of Q4 2025, spanning 751 distinct U.S. exchange-listed positions.
In Q4 2025, Kingdom Financial Group LLC. displayed an active expansion posture, initiating 20 new positions and adding to 15 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 751 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCEC | Sterling Capital Enh Cb ETF | ETF-Other | 17.16% | -1.28% | +22.65% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 13.23% | +1.48% | +147.89% | |
| 3 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 7.77% | +1.00% | +144.29% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-Other | 6.52% | +0.11% | +208.91% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.58% | +0.08% | +149.21% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 4.21% | +0.14% | +148.79% | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 4.14% | — | +147.67% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.18% | +0.40% | +179.83% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.98% | -0.02% | +872.85% | |
| 10 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 2.15% | +0.27% | +146.61% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | -0.32% | +15.96% | |
| 12 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.21% | -0.08% | — | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.11% | -0.04% | — | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.94% | +0.29% | +159.29% | |
| 15 | STEW | Srh Total Return Fund Inc | Stock-Other | 0.89% | -0.01% | — | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | — | +100.43% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | -0.02% | +57.03% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.67% | -0.01% | +230.07% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.59% | +0.28% | +590.76% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 0.55% | -0.05% | — | |
| 21 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.47% | -0.05% | — | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | -0.03% | -36.42% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.01% | — | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.37% | -0.06% | — | |
| 25 | AGEM | Abrdn Emerging Mar Div A ETF | ETF-Emerging Markets | 0.37% | +0.02% | — | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.03% | +76.51% | |
| 27 | GE | General Electric | Stock-Industrials | 0.34% | -0.04% | — | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.44% | EXIT | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.34% | -0.04% | — | |
| 30 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 0.34% | -0.28% | EXIT | |
| 31 | LRCX | Lam Research CORP | Stock-Tech | 0.32% | +0.16% | — | |
| 32 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.31% | +0.05% | — | |
| 33 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-Other | 0.30% | -0.26% | EXIT | |
| 34 | CME | Cme Group Inc | Stock-Financials | 0.28% | -0.07% | — | |
| 35 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.28% | -0.03% | — | |
| 36 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.28% | -0.03% | +66.22% | |
| 37 | ITW | Illinois Tool Works | Stock-Industrials | 0.27% | -0.03% | — | |
| 38 | SEPW | Alianzim US Eq Bfr20 Sep-usd | ETF-Other | 0.26% | -0.22% | EXIT | |
| 39 | R | Ryder System Inc | Stock-Industrials | 0.26% | -0.04% | — | |
| 40 | ATRO | Astronics CORP | Stock-Other | 0.26% | -0.08% | — | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.26% | +0.01% | -83.16% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.23% | +0.01% | +245.14% | |
| 43 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-Other | 0.22% | -0.18% | EXIT | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.21% | -0.04% | +45.21% | |
| 45 | PLD | Prologis Inc | Stock-Real Estate | 0.21% | -0.03% | — | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.21% | -0.07% | +231.93% | |
| 47 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.21% | -0.01% | — | |
| 48 | ED | Consolidated Edison Inc | Stock-Utilities | 0.20% | -0.04% | — | |
| 49 | DECU | Allianzim US Bf15 Uncap Dec | ETF-Other | 0.20% | -0.16% | EXIT | |
| 50 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.20% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | +2.8% | +147.89% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +2.4% | +872.85% | Add |
| 3 | MUB | Ishares National Muni Bond E | +2.4% | +208.91% | Add |
| 4 | IWX | Ishares Russell Top 200 Valu | +1.8% | +144.29% | Add |
| 5 | EFV | Ishares Msci Eafe Value ETF | +1.1% | +149.21% | Add |
| 6 | IEMG | Ishares Core Msci Emerging | +1% | +179.83% | Add |
| 7 | EFG | Ishares Msci Eafe Growth ETF | +0.9% | +148.79% | Add |
| 8 | IWS | Ishares Russell Mid-cap Valu | +0.9% | +147.67% | Add |
| 9 | VTWO | Vanguard Russell 2000 ETF | +0.5% | +146.61% | Add |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +590.76% | Add |
| 11 | VGSH | Vanguard Short-term Treasury | +0.3% | +230.07% | Add |
| 12 | IWP | Ishares Russell Mid-cap Grow | +0.2% | +159.29% | Add |
| 13 | AVGO | Broadcom Inc | +0.1% | +100.43% | Add |
| 14 | JPM | Jpmorgan Chase & Co | -0.2% | +57.03% | Add |
| 15 | FLDR | Fidelity Low Durat Fact ETF | -0.4% | -99.93% | Trim |
| 16 | MINT | Pimco Enhanced Short Maturit | -0.6% | -92.48% | Trim |
| 17 | META | Meta Platforms Inc-class A | -0.6% | -90.79% | Trim |
| 18 | SIXP | Allian US Equ 6 Mon Bu10-usd | -0.7% | -96.29% | Trim |
| 19 | AVIG | Avantis Core Fixed Income | -0.9% | -98.59% | Trim |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | -0.9% | -97.43% | Trim |
| 21 | SPBO | Ss Spdr P CORP Bond ETF | -0.9% | -99.90% | Trim |
| 22 | SKOR | Flexshares Credit-scored US | -1% | -99.91% | Trim |
| 23 | ILTB | Ishares Core 10+ Year Usd Bo | -1% | -99.92% | Trim |
| 24 | AMZN | Amazon.com Inc | -1.1% | -71.05% | Trim |
| 25 | GOVT | Ishares US Treasury Bond ETF | -1.1% | -98.29% | Trim |
| 26 | MSFT | Microsoft CORP | -1.7% | -77.67% | Trim |
| 27 | V | Visa Inc-class A Shares | -2.1% | -99.94% | Trim |
| 28 | AAPL | Apple Inc | -2.6% | -83.16% | Trim |
| 29 | VNLA | Janus Henderson Short Durati | -2.7% | -96.57% | Trim |
| 30 | SCEC | Sterling Capital Enh Cb ETF | -10.7% | +22.65% | Add |
| 31 | NOBL | Proshares S&p 500 Dividend A | — | NEW | New buy |
| 32 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 33 | STEW | Srh Total Return Fund Inc | — | NEW | New buy |
| 34 | RTX | Rtx CORP | — | NEW | New buy |
| 35 | IDEV | Ishares Core Msci Dev Mkts | — | NEW | New buy |
| 36 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 37 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 38 | AGEM | Abrdn Emerging Mar Div A ETF | — | NEW | New buy |
| 39 | GE | General Electric | — | NEW | New buy |
| 40 | KO | Coca-cola Co/the | — | NEW | New buy |
| 41 | SIXO | Allian US Equ 6 Mon Bu10-usd | — | NEW | New buy |
| 42 | LRCX | Lam Research CORP | — | NEW | New buy |
| 43 | SMH | Vaneck Semiconductor ETF | — | NEW | New buy |
| 44 | OCTW | Alianzim US Eq Bfr20 Oct-usd | — | NEW | New buy |
| 45 | CME | Cme Group Inc | — | NEW | New buy |
| 46 | WTRG | Essential Utilities Inc | — | NEW | New buy |
| 47 | ITW | Illinois Tool Works | — | NEW | New buy |
| 48 | R | Ryder System Inc | — | NEW | New buy |
| 49 | ATRO | Astronics CORP | — | NEW | New buy |
| 50 | PLD | Prologis Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Kingdom Financial Group LLC. reported a total U.S. public equity portfolio value of $391.5M across 751 disclosed positions in Q4 2025.
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 SCEC, IWY, IWX) accounted for 40.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
NOBL
市值: $3.9M
Top Position Liquidated / Trimmed
AAPL
前期市值: $4.6M
During Q4 2025, Kingdom Financial Group LLC.'s top holdings by market value included SCEC (17.2%)、IWY (13.2%)、IWX (7.8%). The largest single position, SCEC, represented 17.2% of total portfolio value.
In Q4 2025, Kingdom Financial Group LLC. made 50 total portfolio adjustments, initiating 20 new buys, adding to 15 positions, trimming 15 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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