Kingdom Financial Group LLC.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Kingdom Financial Group LLC. reported 62 stock positions worth $142.2 million. Its top holding was iShares Russell Top 200 Grow (IWY) at 12.9% of the portfolio, followed by iShares National Muni Bond E (MUB, 10.6%) and iShares Russell Top 200 Valu (IWX, 8.2%). Compared with Q4 2023, it opened 18 new positions, sold out of 30, added to 24 and reduced 20. The biggest buy was iShares Russell Top 200 Grow (IWY, shares +48%) and the biggest sale an exit from Janus Henderson Short Durati (VNLA).
- Most Recent 13F
- Q2 2026
- Location
- PEORIA, AZ
- CIK
- 0001962236
- Portfolio Value
- $142.2M (Q1 2024)
- SEC Filing
- 0001962236-24-000003 ↗ filed May 15, 2024
Holdings Value
Holdings 62 stocks · $142.2M
| IWY iShares Russell Top 200 Grow | 12.89% | 93,945 | $18.3M | Add +47.7% |
| MUB iShares National Muni Bond E | 10.64% | 140,645 | $15.1M | Add +22.5% |
| IWX iShares Russell Top 200 Valu | 8.23% | 153,384 | $11.7M | Add +55.9% |
| VMBS Vanguard Mortgage-Backed Sec | 7.01% | 218,640 | $10.0M | Add +48.7% |
| VOO Vanguard S&P 500 ETF | 6.99% | 20,694 | $9.9M | Add +51.7% |
| USIG iShares Broad Usd Investment | 6.50% | 182,213 | $9.3M | Add +52.8% |
| IEMG iShares Core MSCI Emerging | 4.74% | 130,555 | $6.7M | Add +51.2% |
| VGSH Vanguard Short-Term Treasury | 4.29% | 105,119 | $6.1M | Add +72.8% |
| VGIT Vanguard Intermediate-Term T | 4.13% | 100,281 | $5.9M | Add +53.2% |
| EFG iShares MSCI Eafe Growth ETF | 4.13% | 56,545 | $5.9M | Add +51.5% |
| EFV iShares MSCI Eafe Value ETF | 3.98% | 104,002 | $5.7M | Add +49.0% |
| IWS iShares Russell Mid-Cap Valu | 3.93% | 44,638 | $5.6M | Add +38.7% |
| IWP iShares Russell Mid-Cap Grow | 2.51% | 31,250 | $3.6M | Add +49.2% |
| VTWO Vanguard Russell 2000 ETF | 2.08% | 34,703 | $3.0M | Add +41.4% |
| VGLT Vanguard Long-Term Treasury | 1.87% | 44,799 | $2.7M | Add +64.5% |
| IDEV iShares Core MSCI Dev MKTS | 0.99% | 20,982 | $1.4M | Add +35.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.93% | 21,409 | $1.3M | Add +32.9% |
| JNJ Johnson & Johnson | 0.87% | 7,838 | $1.2M | Reduce -15.2% |
| AGG iShares Core U.S. Aggregate | 0.78% | 11,260 | $1.1M | Add +150.1% |
| XOM Exxon Mobil Corp. | 0.76% | 9,332 | $1.1M | Reduce -19.1% |
| AAPL Apple Inc. | 0.76% | 6,319 | $1.1M | Reduce -44.6% |
| UNH Unitedhealth Group Inc. | 0.65% | 1,872 | $926K | Reduce -15.6% |
| MSFT Microsoft Corp. | 0.55% | 1,841 | $775K | Reduce -51.1% |
| AMZN Amazon.com Inc. | 0.48% | 3,776 | $681K | Reduce -41.4% |
| CHRW C.H. Robinson Worldwide Inc. | 0.48% | 8,907 | $678K | Reduce -5.7% |
| CVX Chevron Corp. | 0.46% | 4,130 | $651K | Reduce -27.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.45% | 13,990 | $638K | Add +111.6% |
| QUAL iShares MSCI USA Quality Fac | 0.45% | 3,858 | $634K | Add +47.3% |
| BILZ PIMCO Ultra SHRT Govt Active | 0.42% | 5,892 | $596K | New |
| SCHP Schwab U.S. Tips ETF | 0.35% | 9,511 | $496K | New |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.33% | 16,653 | $465K | Reduce -4.4% |
| APRW Allinzim US Eq BFR20 Apr-Usd | 0.32% | 15,117 | $457K | New |
| GD General Dynamics Corp. | 0.32% | 1,611 | $455K | Reduce -9.5% |
| FEBW Alianzim US Eq BFR20 Feb-Usd | 0.31% | 15,176 | $439K | New |
| IVW iShares S&P 500 Growth ETF | 0.29% | 4,903 | $414K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 959 | $403K | Reduce -44.7% |
| VEA Vanguard Ftse Developed ETF | 0.28% | 7,910 | $397K | Add +65.5% |
| GE General Electric | 0.26% | 2,101 | $369K | Add +3.5% |
| IAUM iShares Gold Trust Micro | 0.25% | 15,742 | $349K | Reduce -36.0% |
| COST Costco Wholesale Corp. | 0.24% | 475 | $348K | New |
| HON Honeywell International Inc. | 0.24% | 1,694 | $348K | Reduce -32.6% |
| IVV iShares Core S&P 500 ETF | 0.24% | 660 | $347K | Reduce -20.3% |
| JANW Alianzim US Eq BFR20 Jan-Usd | 0.23% | 10,382 | $326K | Reduce -12.8% |
| TSLA Tesla Inc. | 0.23% | 1,841 | $324K | Reduce -18.5% |
| TLT iShares 20+ Year Treasury BD | 0.21% | 3,141 | $297K | New |
| SO The Southern Co. | 0.20% | 3,950 | $283K | Reduce -19.2% |
| MTUM iShares MSCI USA Momentum Fa | 0.20% | 1,490 | $279K | New |
| PG The Procter & Gamble Co. | 0.19% | 1,690 | $274K | Reduce -27.3% |
| MBB iShares MBS ETF | 0.18% | 2,719 | $251K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.17% | 2,901 | $242K | Add +4.5% |
| JPM JPMorgan Chase & Co. | 0.17% | 1,209 | $242K | Reduce -67.2% |
| IBDP iShares Ibonds Dec 2024 Term | 0.17% | 9,613 | $241K | New |
| T AT&T Inc. | 0.17% | 13,617 | $240K | New |
| BSV Vanguard Short-Term Bond ETF | 0.16% | 2,987 | $229K | New |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.16% | 5,158 | $229K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 1,198 | $229K | Reduce -6.3% |
| ALL Allstate Corp. | 0.16% | 1,316 | $228K | New |
| KO The Coca-Cola Co. | 0.15% | 3,583 | $219K | New |
| FGD First Trust DJ GL Sel DVD | 0.14% | 9,003 | $205K | New |
| DIV Global X Superdividend Use | 0.14% | 11,628 | $202K | Add +13.4% |
| WDIV St STR SPD S&P Glo Div-US Inc. | 0.14% | 3,358 | $201K | New |
| ICCM Icecure Medical Ltd. | 0.01% | 15,250 | $18K | New |
Portfolio Sells Q4 2023 → Q1 2024
| VNLA Janus Henderson Short Durati | Sold out | 0.00% | −2.74 |
| AAPL Apple Inc. | Reduce -44.6% | 0.76% | −1.15 |
| ILTB iShares Core 10+ Year Usd Bo | Sold out | 0.00% | −0.98 |
| SPBO SS SPDR P Corp. Bond ETF | Sold out | 0.00% | −0.97 |
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −0.96 |
| AGGY Wisdomtree Yield Enhanced US | Sold out | 0.00% | −0.76 |
| MSFT Microsoft Corp. | Reduce -51.1% | 0.55% | −0.69 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.66 |
| XONE Bondbloxx BBG 1 Dur US Treas | Sold out | 0.00% | −0.65 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.63 |
| MINT PIMCO Enhanced Short Maturit | Sold out | 0.00% | −0.54 |
| IGSB iShares 1-5Y Inv Grade Corp. | Sold out | 0.00% | −0.53 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.53 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.47 |
| SKOR NT Crdscr US Corp. BD ETF | Sold out | 0.00% | −0.45 |
| JNJ Johnson & Johnson | Reduce -15.2% | 0.87% | −0.39 |
| JPM JPMorgan Chase & Co. | Reduce -67.2% | 0.17% | −0.38 |
| AMZN Amazon.com Inc. | Reduce -41.4% | 0.48% | −0.37 |
| UNH Unitedhealth Group Inc. | Reduce -15.6% | 0.65% | −0.37 |
| CMBS iShares CMBS ETF | Sold out | 0.00% | −0.33 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.32 |
| FLDR Fidelity Low Durat Fact ETF | Sold out | 0.00% | −0.29 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.29 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.29 |
| CVX Chevron Corp. | Reduce -27.6% | 0.46% | −0.28 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.28 |
| TSLA Tesla Inc. | Reduce -18.5% | 0.23% | −0.26 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -44.7% | 0.28% | −0.26 |
| FIDU Fidelity MSCI Indust Indx | Sold out | 0.00% | −0.25 |
| XOM Exxon Mobil Corp. | Reduce -19.1% | 0.76% | −0.24 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.24 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −0.24 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -5.7% | 0.48% | −0.23 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.23 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.22 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.22 |
| HON Honeywell International Inc. | Reduce -32.6% | 0.24% | −0.22 |
| FMAT Fidelity MSCI Materials Indx | Sold out | 0.00% | −0.21 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.21 |
| IAUM iShares Gold Trust Micro | Reduce -36.0% | 0.25% | −0.20 |
| SPHY SS SPDR P High Yield ETF | Sold out | 0.00% | −0.19 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.19 |
| HYGV NT HY Val-SCRD BD ETF | Sold out | 0.00% | −0.19 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -4.4% | 0.33% | −0.11 |
| PG The Procter & Gamble Co. | Reduce -27.3% | 0.19% | −0.10 |
| IVV iShares Core S&P 500 ETF | Reduce -20.3% | 0.24% | −0.10 |
| SO The Southern Co. | Reduce -19.2% | 0.20% | −0.10 |
| JANW Alianzim US Eq BFR20 Jan-Usd | Reduce -12.8% | 0.23% | −0.09 |
| GD General Dynamics Corp. | Reduce -9.5% | 0.32% | −0.08 |
| IBM Intl Business Machines Corp. | Reduce -6.3% | 0.16% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| IWY iShares Russell Top 200 Grow | Add +47.7% | 12.89% | +3.17 |
| IWX iShares Russell Top 200 Valu | Add +55.9% | 8.23% | +2.21 |
| VOO Vanguard S&P 500 ETF | Add +51.7% | 6.99% | +1.80 |
| VGSH Vanguard Short-Term Treasury | Add +72.8% | 4.29% | +1.20 |
| USIG iShares Broad Usd Investment | Add +52.8% | 6.50% | +1.18 |
| VMBS Vanguard Mortgage-Backed Sec | Add +48.7% | 7.01% | +1.07 |
| EFG iShares MSCI Eafe Growth ETF | Add +51.5% | 4.13% | +0.98 |
| IEMG iShares Core MSCI Emerging | Add +51.2% | 4.74% | +0.93 |
| EFV iShares MSCI Eafe Value ETF | Add +49.0% | 3.98% | +0.81 |
| VGIT Vanguard Intermediate-Term T | Add +53.2% | 4.13% | +0.74 |
| IWS iShares Russell Mid-Cap Valu | Add +38.7% | 3.93% | +0.67 |
| IWP iShares Russell Mid-Cap Grow | Add +49.2% | 2.51% | +0.60 |
| BILZ PIMCO Ultra SHRT Govt Active | New | 0.42% | +0.42 |
| VGLT Vanguard Long-Term Treasury | Add +64.5% | 1.87% | +0.40 |
| AGG iShares Core U.S. Aggregate | Add +150.1% | 0.78% | +0.39 |
| SCHP Schwab U.S. Tips ETF | New | 0.35% | +0.35 |
| VTWO Vanguard Russell 2000 ETF | Add +41.4% | 2.08% | +0.34 |
| APRW Allinzim US Eq BFR20 Apr-Usd | New | 0.32% | +0.32 |
| FEBW Alianzim US Eq BFR20 Feb-Usd | New | 0.31% | +0.31 |
| IVW iShares S&P 500 Growth ETF | New | 0.29% | +0.29 |
| COST Costco Wholesale Corp. | New | 0.24% | +0.24 |
| TLT iShares 20+ Year Treasury BD | New | 0.21% | +0.21 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.20% | +0.20 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +111.6% | 0.45% | +0.18 |
| MBB iShares MBS ETF | New | 0.18% | +0.18 |
| IBDP iShares Ibonds Dec 2024 Term | New | 0.17% | +0.17 |
| T AT&T Inc. | New | 0.17% | +0.17 |
| BSV Vanguard Short-Term Bond ETF | New | 0.16% | +0.16 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.16% | +0.16 |
| ALL Allstate Corp. | New | 0.16% | +0.16 |
| KO The Coca-Cola Co. | New | 0.15% | +0.15 |
| FGD First Trust DJ GL Sel DVD | New | 0.14% | +0.14 |
| WDIV St STR SPD S&P Glo Div-US Inc. | New | 0.14% | +0.14 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +32.9% | 0.93% | +0.14 |
| IDEV iShares Core MSCI Dev MKTS | Add +35.1% | 0.99% | +0.13 |
| QUAL iShares MSCI USA Quality Fac | Add +47.3% | 0.45% | +0.11 |
| VEA Vanguard Ftse Developed ETF | Add +65.5% | 0.28% | +0.08 |
| GE General Electric | Add +3.5% | 0.26% | +0.03 |
| ICCM Icecure Medical Ltd. | New | 0.01% | +0.01 |
| DIV Global X Superdividend Use | Add +13.4% | 0.14% | −0.01 |
| USMV iShares MSCI USA Min Vol Fac | Add +4.5% | 0.17% | −0.02 |
| MUB iShares National Muni Bond E | Add +22.5% | 10.64% | −0.21 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 820 | $391.5M | CAPITOL SER TR, IWY, IWX, SCNM, EFV |
| Q1 2026 | 832 | $349.4M | CAPITOL SER TR, IWY, SCNM, IWX, EFV |
| Q4 2025 | 721 | $323.6M | CAPITOL SER TR, IWY, IWX, MUB, EFV |
| Q3 2025 | 78 | $163.5M | CAPITOL SER TR, IWY, IWX, MUB, EFV |
| Q2 2025 | 55 | $114.5M | CAPITOL SER TR, IWY, IWX, MUB, EFV |
| Q1 2025 | 45 | $136.4M | IWY, MUB, IWX, VMBS, USIG |
| Q4 2024 | 50 | $146.3M | IWY, MUB, IWX, VMBS, USIG |
| Q3 2024 | 49 | $133.8M | MUB, IWX, VMBS, USIG, VOO |
| Q2 2024 | 52 | $147.8M | IWY, MUB, IWX, VMBS, USIG |
| Q1 2024 | 62 | $142.2M | IWY, MUB, IWX, VMBS, VOO |