Kingdom Financial Group LLC.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Kingdom Financial Group LLC. reported 49 stock positions worth $133.8 million. Its top holding was iShares National Muni Bond E (MUB) at 12.5% of the portfolio, followed by iShares Russell Top 200 Valu (IWX, 10.2%) and Vanguard Mortgage-Backed Sec (VMBS, 8.8%). Compared with Q2 2024, it opened 3 new positions, sold out of 6, added to 17 and reduced 29. The biggest buy was iShares National Muni Bond E (MUB, shares +1%) and the biggest sale iShares Russell Top 200 Grow (IWY, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- PEORIA, AZ
- CIK
- 0001962236
- Portfolio Value
- $133.8M (Q3 2024)
- SEC Filing
- 0001962236-24-000006 ↗ filed Nov 12, 2024
Holdings Value
Holdings 49 stocks · $133.8M
| MUB iShares National Muni Bond E | 12.49% | 153,832 | $16.7M | Add +0.9% |
| IWX iShares Russell Top 200 Valu | 10.19% | 167,816 | $13.6M | Reduce -0.5% |
| VMBS Vanguard Mortgage-Backed Sec | 8.78% | 248,706 | $11.7M | Reduce -1.3% |
| USIG iShares Broad Usd Investment | 8.35% | 212,458 | $11.2M | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 7.33% | 18,596 | $9.8M | Reduce -0.8% |
| IWY iShares Russell Top 200 Grow | 6.49% | 99,399 | $8.7M | Reduce -4.3% |
| VGIT Vanguard Intermediate-Term T | 5.72% | 126,596 | $7.6M | Add +7.5% |
| EFG iShares MSCI Eafe Growth ETF | 5.57% | 69,240 | $7.5M | Add +1.3% |
| VGSH Vanguard Short-Term Treasury | 5.52% | 125,038 | $7.4M | Reduce -0.8% |
| IWS iShares Russell Mid-Cap Valu | 4.66% | 47,122 | $6.2M | Add +0.0% |
| IEMG iShares Core MSCI Emerging | 4.27% | 99,547 | $5.7M | Add +1.6% |
| IWP iShares Russell Mid-Cap Grow | 2.70% | 30,752 | $3.6M | Add +1.8% |
| VGLT Vanguard Long-Term Treasury | 2.50% | 54,253 | $3.3M | Add +19.2% |
| VTWO Vanguard Russell 2000 ETF | 1.87% | 28,060 | $2.5M | Add +13.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.98% | 19,403 | $1.3M | Add +20.8% |
| JNJ Johnson & Johnson | 0.86% | 7,118 | $1.2M | Reduce -9.2% |
| IDEV iShares Core MSCI Dev MKTS | 0.85% | 16,061 | $1.1M | Reduce -14.0% |
| AAPL Apple Inc. | 0.85% | 4,879 | $1.1M | Reduce -1.3% |
| UNH Unitedhealth Group Inc. | 0.81% | 1,854 | $1.1M | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.70% | 8,013 | $939K | Reduce -10.3% |
| AGG iShares Core U.S. Aggregate | 0.59% | 7,842 | $794K | Add +33.2% |
| SEPW Alianzim US Eq BFR20 Sep-Usd | 0.56% | 26,165 | $746K | New |
| BILZ PIMCO Ultra SHRT Govt Active | 0.53% | 7,057 | $714K | Reduce -17.7% |
| CHRW C.H. Robinson Worldwide Inc. | 0.52% | 6,316 | $697K | Reduce -29.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.49% | 13,820 | $651K | Add +5.4% |
| AUGW Alianzim US Eq BFR20 Aug-Usd | 0.42% | 19,279 | $556K | New |
| MSFT Microsoft Corp. | 0.40% | 1,241 | $534K | Reduce -18.8% |
| CVX Chevron Corp. | 0.33% | 3,012 | $444K | Reduce -19.8% |
| AMZN Amazon.com Inc. | 0.33% | 2,363 | $440K | Reduce -23.1% |
| SIXD Allian US Equ 6 Mon BU10-Usd | 0.31% | 15,600 | $410K | Add +2.4% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.30% | 13,749 | $400K | Reduce -12.6% |
| QUAL iShares MSCI USA Quality Fac | 0.29% | 2,186 | $392K | Reduce -19.4% |
| GE General Electric filed as GE AEROSPACE | 0.29% | 2,038 | $384K | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 742 | $342K | Reduce -11.9% |
| SO The Southern Co. | 0.25% | 3,683 | $332K | Reduce -0.0% |
| COST Costco Wholesale Corp. | 0.24% | 367 | $325K | Reduce -16.4% |
| IVW iShares S&P 500 Growth ETF | 0.24% | 3,295 | $315K | Reduce -27.5% |
| TLT iShares 20+ Year Treasury BD | 0.22% | 3,043 | $299K | Reduce -7.6% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.19% | 11,262 | $259K | Add +12.5% |
| GJUN FT Vest US Equity Moderate B | 0.19% | 7,226 | $256K | Add +1.4% |
| ALL Allstate Corp. | 0.19% | 1,331 | $252K | Add +0.6% |
| JPM JPMorgan Chase & Co. | 0.19% | 1,188 | $250K | Reduce -0.3% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 4,645 | $245K | Reduce -5.3% |
| JULW Alianzim US Eq BFR20 Jul-Usd | 0.18% | 7,076 | $244K | Reduce -6.1% |
| SCHP Schwab U.S. Tips ETF | 0.18% | 4,369 | $234K | Reduce -15.6% |
| GD General Dynamics Corp. | 0.17% | 746 | $225K | Reduce -54.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.17% | 1,011 | $223K | New |
| TSLA Tesla Inc. | 0.16% | 829 | $217K | Reduce -36.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.15% | 4,120 | $204K | Reduce -24.7% |
Portfolio Sells Q2 2024 → Q3 2024
| IWY iShares Russell Top 200 Grow | Reduce -4.3% | 6.49% | −8.60 |
| EFV iShares MSCI Eafe Value ETF | Sold out | 0.00% | −4.38 |
| JUNW Alianzim US Eq BFR20 Jun-Usd | Sold out | 0.00% | −0.32 |
| APRW Allinzim US Eq BFR20 Apr-Usd | Sold out | 0.00% | −0.27 |
| IAUM iShares Gold Trust Micro | Sold out | 0.00% | −0.24 |
| GD General Dynamics Corp. | Reduce -54.0% | 0.17% | −0.15 |
| DIV Global X Superdividend Use | Sold out | 0.00% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -23.1% | 0.33% | −0.07 |
| CVX Chevron Corp. | Reduce -19.8% | 0.33% | −0.07 |
| MSFT Microsoft Corp. | Reduce -18.8% | 0.40% | −0.06 |
| BILZ PIMCO Ultra SHRT Govt Active | Reduce -17.7% | 0.53% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Reduce -27.5% | 0.24% | −0.05 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -24.7% | 0.15% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Reduce -19.4% | 0.29% | −0.02 |
| TSLA Tesla Inc. | Reduce -36.3% | 0.16% | −0.01 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -29.1% | 0.52% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -16.4% | 0.24% | −0.01 |
| ICCM Icecure Medical Ltd. | Sold out | 0.00% | −0.01 |
| SCHP Schwab U.S. Tips ETF | Reduce -15.6% | 0.18% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -10.3% | 0.70% | +0.01 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -12.6% | 0.30% | +0.01 |
| JULW Alianzim US Eq BFR20 Jul-Usd | Reduce -6.1% | 0.18% | +0.01 |
| TLT iShares 20+ Year Treasury BD | Reduce -7.6% | 0.22% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -5.3% | 0.18% | +0.02 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -14.0% | 0.85% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -11.9% | 0.26% | +0.02 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 0.19% | +0.02 |
| SO The Southern Co. | Reduce -0.0% | 0.25% | +0.05 |
| JNJ Johnson & Johnson | Reduce -9.2% | 0.86% | +0.09 |
| AAPL Apple Inc. | Reduce -1.3% | 0.85% | +0.15 |
| VGSH Vanguard Short-Term Treasury | Reduce -0.8% | 5.52% | +0.57 |
| VOO Vanguard S&P 500 ETF | Reduce -0.8% | 7.33% | +0.99 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -1.3% | 8.78% | +1.03 |
| USIG iShares Broad Usd Investment | Reduce -0.8% | 8.35% | +1.07 |
| IWX iShares Russell Top 200 Valu | Reduce -0.5% | 10.19% | +1.65 |
Portfolio Buys Q2 2024 → Q3 2024
| MUB iShares National Muni Bond E | Add +0.9% | 12.49% | +1.49 |
| VGIT Vanguard Intermediate-Term T | Add +7.5% | 5.72% | +1.07 |
| EFG iShares MSCI Eafe Growth ETF | Add +1.3% | 5.57% | +0.84 |
| IWS iShares Russell Mid-Cap Valu | Add +0.0% | 4.66% | +0.81 |
| IEMG iShares Core MSCI Emerging | Add +1.6% | 4.27% | +0.72 |
| VGLT Vanguard Long-Term Treasury | Add +19.2% | 2.50% | +0.72 |
| SEPW Alianzim US Eq BFR20 Sep-Usd | New | 0.56% | +0.56 |
| VTWO Vanguard Russell 2000 ETF | Add +13.6% | 1.87% | +0.50 |
| IWP iShares Russell Mid-Cap Grow | Add +1.8% | 2.70% | +0.44 |
| AUGW Alianzim US Eq BFR20 Aug-Usd | New | 0.42% | +0.42 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +20.8% | 0.98% | +0.28 |
| AGG iShares Core U.S. Aggregate | Add +33.2% | 0.59% | +0.21 |
| UNH Unitedhealth Group Inc. | Add +0.3% | 0.81% | +0.17 |
| IBM Intl Business Machines Corp. | New | 0.17% | +0.17 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +5.4% | 0.49% | +0.09 |
| GE General Electric | Add +0.1% | 0.29% | +0.07 |
| TUA Sim St Treas Fut Strat ETF | Add +12.5% | 0.19% | +0.05 |
| ALL Allstate Corp. | Add +0.6% | 0.19% | +0.05 |
| SIXD Allian US Equ 6 Mon BU10-Usd | Add +2.4% | 0.31% | +0.04 |
| GJUN FT Vest US Equity Moderate B | Add +1.4% | 0.19% | +0.03 |
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 |