Kingdom Financial Group LLC.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 7, 2024), Kingdom Financial Group LLC. reported 52 stock positions worth $147.8 million. Its top holding was iShares Russell Top 200 Grow (IWY) at 15.1% of the portfolio, followed by iShares National Muni Bond E (MUB, 11.0%) and iShares Russell Top 200 Valu (IWX, 8.5%). Compared with Q1 2024, it opened 5 new positions, sold out of 15, added to 18 and reduced 28. The biggest buy was iShares Russell Top 200 Grow (IWY, shares +11%) and the biggest sale iShares Core MSCI Emerging (IEMG, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- PEORIA, AZ
- CIK
- 0001962236
- Portfolio Value
- $147.8M (Q2 2024)
- SEC Filing
- 0001962236-24-000004 ↗ filed Aug 7, 2024
Holdings Value
Holdings 52 stocks · $147.8M
| IWY iShares Russell Top 200 Grow | 15.09% | 103,905 | $22.3M | Add +10.6% |
| MUB iShares National Muni Bond E | 11.00% | 152,506 | $16.2M | Add +8.4% |
| IWX iShares Russell Top 200 Valu | 8.54% | 168,688 | $12.6M | Add +10.0% |
| VMBS Vanguard Mortgage-Backed Sec | 7.74% | 252,060 | $11.4M | Add +15.3% |
| USIG iShares Broad Usd Investment | 7.28% | 214,097 | $10.7M | Add +17.5% |
| VOO Vanguard S&P 500 ETF | 6.34% | 18,740 | $9.4M | Reduce -9.4% |
| VGSH Vanguard Short-Term Treasury | 4.95% | 126,099 | $7.3M | Add +20.0% |
| EFG iShares MSCI Eafe Growth ETF | 4.73% | 68,356 | $7.0M | Add +20.9% |
| VGIT Vanguard Intermediate-Term T | 4.64% | 117,820 | $6.9M | Add +17.5% |
| EFV iShares MSCI Eafe Value ETF | 4.38% | 121,939 | $6.5M | Add +17.3% |
| IWS iShares Russell Mid-Cap Valu | 3.85% | 47,102 | $5.7M | Add +5.5% |
| IEMG iShares Core MSCI Emerging | 3.55% | 97,931 | $5.2M | Reduce -25.0% |
| IWP iShares Russell Mid-Cap Grow | 2.26% | 30,224 | $3.3M | Reduce -3.3% |
| VGLT Vanguard Long-Term Treasury | 1.78% | 45,517 | $2.6M | Add +1.6% |
| VTWO Vanguard Russell 2000 ETF | 1.37% | 24,700 | $2.0M | Reduce -28.8% |
| IDEV iShares Core MSCI Dev MKTS | 0.83% | 18,684 | $1.2M | Reduce -10.9% |
| JNJ Johnson & Johnson | 0.78% | 7,841 | $1.1M | Add +0.0% |
| AAPL Apple Inc. | 0.70% | 4,943 | $1.0M | Reduce -21.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.70% | 16,069 | $1.0M | Reduce -24.9% |
| XOM Exxon Mobil Corp. | 0.70% | 8,928 | $1.0M | Reduce -4.3% |
| UNH Unitedhealth Group Inc. | 0.64% | 1,848 | $941K | Reduce -1.3% |
| BILZ PIMCO Ultra SHRT Govt Active | 0.59% | 8,575 | $867K | Add +45.5% |
| CHRW C.H. Robinson Worldwide Inc. | 0.53% | 8,907 | $785K | No change |
| MSFT Microsoft Corp. | 0.46% | 1,528 | $683K | Reduce -17.0% |
| AMZN Amazon.com Inc. | 0.40% | 3,072 | $594K | Reduce -18.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.40% | 13,111 | $593K | Reduce -6.3% |
| CVX Chevron Corp. | 0.40% | 3,755 | $587K | Reduce -9.1% |
| AGG iShares Core U.S. Aggregate | 0.39% | 5,889 | $572K | Reduce -47.7% |
| GD General Dynamics Corp. | 0.32% | 1,620 | $470K | Add +0.6% |
| JUNW Alianzim US Eq BFR20 Jun-Usd | 0.32% | 16,356 | $468K | New |
| QUAL iShares MSCI USA Quality Fac | 0.31% | 2,712 | $463K | Reduce -29.7% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.29% | 15,736 | $428K | Reduce -5.5% |
| IVW iShares S&P 500 Growth ETF | 0.28% | 4,545 | $421K | Reduce -7.3% |
| APRW Allinzim US Eq BFR20 Apr-Usd | 0.27% | 12,694 | $395K | Reduce -16.0% |
| SIXD Allian US Equ 6 Mon BU10-Usd | 0.26% | 15,237 | $388K | New |
| COST Costco Wholesale Corp. | 0.25% | 439 | $373K | Reduce -7.6% |
| IAUM iShares Gold Trust Micro | 0.24% | 15,262 | $354K | Reduce -3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 842 | $343K | Reduce -12.2% |
| GE General Electric filed as GE AEROSPACE | 0.22% | 2,035 | $323K | Reduce -3.1% |
| TLT iShares 20+ Year Treasury BD | 0.20% | 3,293 | $302K | Add +4.8% |
| SO The Southern Co. | 0.19% | 3,684 | $286K | Reduce -6.7% |
| SCHP Schwab U.S. Tips ETF | 0.18% | 5,178 | $269K | Reduce -45.6% |
| TSLA Tesla Inc. | 0.17% | 1,302 | $258K | Reduce -29.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.17% | 5,471 | $257K | Add +6.1% |
| JULW Alianzim US Eq BFR20 Jul-Usd | 0.17% | 7,533 | $251K | New |
| GJUN FT Vest US Equity Moderate B | 0.16% | 7,124 | $243K | New |
| VEA Vanguard Ftse Developed ETF | 0.16% | 4,906 | $242K | Reduce -38.0% |
| JPM JPMorgan Chase & Co. | 0.16% | 1,192 | $241K | Reduce -1.4% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.14% | 10,007 | $213K | New |
| ALL Allstate Corp. | 0.14% | 1,323 | $211K | Add +0.5% |
| DIV Global X Superdividend Use | 0.12% | 10,312 | $178K | Reduce -11.3% |
| ICCM Icecure Medical Ltd. | 0.01% | 17,000 | $13K | Add +11.5% |
Portfolio Sells Q1 2024 → Q2 2024
| IEMG iShares Core MSCI Emerging | Reduce -25.0% | 3.55% | −1.19 |
| VTWO Vanguard Russell 2000 ETF | Reduce -28.8% | 1.37% | −0.71 |
| VOO Vanguard S&P 500 ETF | Reduce -9.4% | 6.34% | −0.65 |
| AGG iShares Core U.S. Aggregate | Reduce -47.7% | 0.39% | −0.39 |
| FEBW Alianzim US Eq BFR20 Feb-Usd | Sold out | 0.00% | −0.31 |
| IWP iShares Russell Mid-Cap Grow | Reduce -3.3% | 2.26% | −0.25 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.24 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.24 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -24.9% | 0.70% | −0.23 |
| JANW Alianzim US Eq BFR20 Jan-Usd | Sold out | 0.00% | −0.23 |
| MTUM iShares MSCI USA Momentum Fa | Sold out | 0.00% | −0.20 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.19 |
| MBB iShares MBS ETF | Sold out | 0.00% | −0.18 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.17 |
| IBDP iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.17 |
| T AT&T Inc. | Sold out | 0.00% | −0.17 |
| SCHP Schwab U.S. Tips ETF | Reduce -45.6% | 0.18% | −0.17 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.16 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.16 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -10.9% | 0.83% | −0.16 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.15 |
| FGD First Trust DJ GL Sel DVD | Sold out | 0.00% | −0.14 |
| WDIV St STR SPD S&P Glo Div-US Inc. | Sold out | 0.00% | −0.14 |
| QUAL iShares MSCI USA Quality Fac | Reduce -29.7% | 0.31% | −0.13 |
| VEA Vanguard Ftse Developed ETF | Reduce -38.0% | 0.16% | −0.11 |
| MSFT Microsoft Corp. | Reduce -17.0% | 0.46% | −0.08 |
| AMZN Amazon.com Inc. | Reduce -18.6% | 0.40% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -4.3% | 0.70% | −0.07 |
| CVX Chevron Corp. | Reduce -9.1% | 0.40% | −0.06 |
| AAPL Apple Inc. | Reduce -21.8% | 0.70% | −0.06 |
| APRW Allinzim US Eq BFR20 Apr-Usd | Reduce -16.0% | 0.27% | −0.05 |
| TSLA Tesla Inc. | Reduce -29.3% | 0.17% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -12.2% | 0.23% | −0.05 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -6.3% | 0.40% | −0.05 |
| GE General Electric | Reduce -3.1% | 0.22% | −0.04 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -5.5% | 0.29% | −0.04 |
| DIV Global X Superdividend Use | Reduce -11.3% | 0.12% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -1.3% | 0.64% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 0.16% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -7.3% | 0.28% | −0.01 |
| SO The Southern Co. | Reduce -6.7% | 0.19% | −0.01 |
| IAUM iShares Gold Trust Micro | Reduce -3.0% | 0.24% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -7.6% | 0.25% | +0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| IWY iShares Russell Top 200 Grow | Add +10.6% | 15.09% | +2.20 |
| USIG iShares Broad Usd Investment | Add +17.5% | 7.28% | +0.77 |
| VMBS Vanguard Mortgage-Backed Sec | Add +15.3% | 7.74% | +0.73 |
| VGSH Vanguard Short-Term Treasury | Add +20.0% | 4.95% | +0.66 |
| EFG iShares MSCI Eafe Growth ETF | Add +20.9% | 4.73% | +0.61 |
| VGIT Vanguard Intermediate-Term T | Add +17.5% | 4.64% | +0.51 |
| EFV iShares MSCI Eafe Value ETF | Add +17.3% | 4.38% | +0.40 |
| MUB iShares National Muni Bond E | Add +8.4% | 11.00% | +0.36 |
| JUNW Alianzim US Eq BFR20 Jun-Usd | New | 0.32% | +0.32 |
| IWX iShares Russell Top 200 Valu | Add +10.0% | 8.54% | +0.31 |
| SIXD Allian US Equ 6 Mon BU10-Usd | New | 0.26% | +0.26 |
| JULW Alianzim US Eq BFR20 Jul-Usd | New | 0.17% | +0.17 |
| BILZ PIMCO Ultra SHRT Govt Active | Add +45.5% | 0.59% | +0.17 |
| GJUN FT Vest US Equity Moderate B | New | 0.16% | +0.16 |
| TUA Sim St Treas Fut Strat ETF | New | 0.14% | +0.14 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +6.1% | 0.17% | +0.01 |
| GD General Dynamics Corp. | Add +0.6% | 0.32% | −0.00 |
| TLT iShares 20+ Year Treasury BD | Add +4.8% | 0.20% | −0.00 |
| ICCM Icecure Medical Ltd. | Add +11.5% | 0.01% | −0.00 |
| ALL Allstate Corp. | Add +0.5% | 0.14% | −0.02 |
| IWS iShares Russell Mid-Cap Valu | Add +5.5% | 3.85% | −0.09 |
| VGLT Vanguard Long-Term Treasury | Add +1.6% | 1.78% | −0.09 |
| JNJ Johnson & Johnson | Add +0.0% | 0.78% | −0.10 |
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 |