Kingdom Financial Group LLC.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Kingdom Financial Group LLC. reported 50 stock positions worth $146.3 million. Its top holding was iShares Russell Top 200 Grow (IWY) at 14.9% of the portfolio, followed by iShares National Muni Bond E (MUB, 11.1%) and iShares Russell Top 200 Valu (IWX, 8.8%). Compared with Q3 2024, it opened 7 new positions, sold out of 6, added to 11 and reduced 28. The biggest buy was a new position in iShares MSCI Eafe Value ETF (EFV) and the biggest sale Vanguard Mortgage-Backed Sec (VMBS, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- PEORIA, AZ
- CIK
- 0001962236
- Portfolio Value
- $146.3M (Q4 2024)
- SEC Filing
- 0001962236-25-000001 ↗ filed Feb 10, 2025
Holdings Value
Holdings 50 stocks · $146.3M
| IWY iShares Russell Top 200 Grow | 14.86% | 92,399 | $21.7M | Reduce -7.0% |
| MUB iShares National Muni Bond E | 11.12% | 152,715 | $16.3M | Reduce -0.7% |
| IWX iShares Russell Top 200 Valu | 8.80% | 162,891 | $12.9M | Reduce -2.9% |
| VMBS Vanguard Mortgage-Backed Sec | 7.25% | 234,022 | $10.6M | Reduce -5.9% |
| USIG iShares Broad Usd Investment | 6.94% | 201,977 | $10.2M | Reduce -4.9% |
| VOO Vanguard S&P 500 ETF | 6.47% | 17,565 | $9.5M | Reduce -5.5% |
| VGSH Vanguard Short-Term Treasury | 4.75% | 119,397 | $6.9M | Reduce -4.5% |
| VGIT Vanguard Intermediate-Term T | 4.71% | 118,740 | $6.9M | Reduce -6.2% |
| EFG iShares MSCI Eafe Growth ETF | 4.40% | 66,525 | $6.4M | Reduce -3.9% |
| EFV iShares MSCI Eafe Value ETF | 4.39% | 122,533 | $6.4M | New |
| IEMG iShares Core MSCI Emerging | 4.03% | 112,878 | $5.9M | Add +13.4% |
| IWS iShares Russell Mid-Cap Valu | 4.01% | 45,325 | $5.9M | Reduce -3.8% |
| IWP iShares Russell Mid-Cap Grow | 2.53% | 29,248 | $3.7M | Reduce -4.9% |
| VGLT Vanguard Long-Term Treasury | 1.98% | 52,257 | $2.9M | Reduce -3.7% |
| VTWO Vanguard Russell 2000 ETF | 1.56% | 25,494 | $2.3M | Reduce -9.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.85% | 18,087 | $1.2M | Reduce -6.8% |
| AAPL Apple Inc. | 0.83% | 4,876 | $1.2M | Reduce -0.1% |
| JNJ Johnson & Johnson | 0.71% | 7,160 | $1.0M | Add +0.6% |
| IDEV iShares Core MSCI Dev MKTS | 0.70% | 15,809 | $1.0M | Reduce -1.6% |
| DECW Alianzim US Eq BFR20 Dec-Usd | 0.66% | 31,687 | $964K | New |
| UNH Unitedhealth Group Inc. | 0.64% | 1,862 | $942K | Add +0.4% |
| JANW Alianzim US Eq BFR20 Jan-Usd | 0.60% | 26,158 | $880K | New |
| XOM Exxon Mobil Corp. | 0.59% | 8,013 | $862K | No change |
| CHRW C.H. Robinson Worldwide Inc. | 0.45% | 6,316 | $653K | No change |
| SIXO Allian US Equ 6 Mon BU10-Usd | 0.43% | 19,355 | $627K | New |
| AGG iShares Core U.S. Aggregate | 0.38% | 5,690 | $551K | Reduce -27.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.36% | 11,632 | $526K | Reduce -15.8% |
| MSFT Microsoft Corp. | 0.36% | 1,237 | $522K | Reduce -0.3% |
| AMZN Amazon.com Inc. | 0.35% | 2,367 | $519K | Add +0.2% |
| CVX Chevron Corp. | 0.30% | 3,012 | $436K | No change |
| SCHP Schwab U.S. Tips ETF | 0.29% | 16,323 | $422K | Add +86.8% |
| QUAL iShares MSCI USA Quality Fac | 0.26% | 2,177 | $388K | Reduce -0.4% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.25% | 13,952 | $365K | Add +1.5% |
| GE General Electric filed as GE AEROSPACE | 0.23% | 2,041 | $340K | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 742 | $336K | No change |
| TSLA Tesla Inc. | 0.23% | 819 | $331K | Reduce -1.2% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.22% | 15,490 | $329K | Add +37.5% |
| OCTW Alianzim US Eq BFR20 Oct-Usd | 0.22% | 9,203 | $327K | Reduce -28.4% |
| IVW iShares S&P 500 Growth ETF | 0.22% | 3,187 | $324K | Reduce -3.3% |
| SO The Southern Co. | 0.21% | 3,693 | $304K | Add +0.3% |
| JPM JPMorgan Chase & Co. | 0.20% | 1,194 | $286K | Add +0.5% |
| BILZ PIMCO Ultra SHRT Govt Active | 0.19% | 2,732 | $275K | Reduce -61.3% |
| ALL Allstate Corp. | 0.18% | 1,337 | $258K | Add +0.5% |
| IAUM iShares Gold Trust Micro | 0.17% | 9,559 | $250K | New |
| GDEC FT Vest US Equity Moderate B | 0.17% | 7,312 | $247K | New |
| SHV iShares 0-1 Year Treasury Bo | 0.16% | 2,165 | $238K | New |
| TLT iShares 20+ Year Treasury BD | 0.16% | 2,649 | $231K | Reduce -12.9% |
| VEA Vanguard Ftse Developed ETF | 0.14% | 4,422 | $211K | Reduce -4.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 941 | $207K | Reduce -6.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.14% | 3,953 | $203K | Reduce -4.0% |
Portfolio Sells Q3 2024 → Q4 2024
| VMBS Vanguard Mortgage-Backed Sec | Reduce -5.9% | 7.25% | −1.53 |
| USIG iShares Broad Usd Investment | Reduce -4.9% | 6.94% | −1.41 |
| IWX iShares Russell Top 200 Valu | Reduce -2.9% | 8.80% | −1.40 |
| MUB iShares National Muni Bond E | Reduce -0.7% | 11.12% | −1.37 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -3.9% | 4.40% | −1.17 |
| VGIT Vanguard Intermediate-Term T | Reduce -6.2% | 4.71% | −1.01 |
| VOO Vanguard S&P 500 ETF | Reduce -5.5% | 6.47% | −0.87 |
| VGSH Vanguard Short-Term Treasury | Reduce -4.5% | 4.75% | −0.77 |
| IWS iShares Russell Mid-Cap Valu | Reduce -3.8% | 4.01% | −0.65 |
| SEPW Alianzim US Eq BFR20 Sep-Usd | Sold out | 0.00% | −0.56 |
| VGLT Vanguard Long-Term Treasury | Reduce -3.7% | 1.98% | −0.52 |
| BILZ PIMCO Ultra SHRT Govt Active | Reduce -61.3% | 0.19% | −0.35 |
| VTWO Vanguard Russell 2000 ETF | Reduce -9.1% | 1.56% | −0.32 |
| SIXD Allian US Equ 6 Mon BU10-Usd | Sold out | 0.00% | −0.31 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.24 |
| AGG iShares Core U.S. Aggregate | Reduce -27.4% | 0.38% | −0.22 |
| OCTW Alianzim US Eq BFR20 Oct-Usd | Reduce -28.4% | 0.22% | −0.19 |
| GJUN FT Vest US Equity Moderate B | Sold out | 0.00% | −0.19 |
| JULW Alianzim US Eq BFR20 Jul-Usd | Sold out | 0.00% | −0.18 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.17 |
| IWP iShares Russell Mid-Cap Grow | Reduce -4.9% | 2.53% | −0.16 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -1.6% | 0.70% | −0.15 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -15.8% | 0.36% | −0.13 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -6.8% | 0.85% | −0.13 |
| TLT iShares 20+ Year Treasury BD | Reduce -12.9% | 0.16% | −0.07 |
| MSFT Microsoft Corp. | Reduce -0.3% | 0.36% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.8% | 0.14% | −0.04 |
| QUAL iShares MSCI USA Quality Fac | Reduce -0.4% | 0.26% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -6.9% | 0.14% | −0.03 |
| AAPL Apple Inc. | Reduce -0.1% | 0.83% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -3.3% | 0.22% | −0.01 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -4.0% | 0.14% | −0.01 |
| TSLA Tesla Inc. | Reduce -1.2% | 0.23% | +0.06 |
| IWY iShares Russell Top 200 Grow | Reduce -7.0% | 14.86% | +8.37 |
Portfolio Buys Q3 2024 → Q4 2024
| EFV iShares MSCI Eafe Value ETF | New | 4.39% | +4.39 |
| DECW Alianzim US Eq BFR20 Dec-Usd | New | 0.66% | +0.66 |
| JANW Alianzim US Eq BFR20 Jan-Usd | New | 0.60% | +0.60 |
| SIXO Allian US Equ 6 Mon BU10-Usd | New | 0.43% | +0.43 |
| IAUM iShares Gold Trust Micro | New | 0.17% | +0.17 |
| GDEC FT Vest US Equity Moderate B | New | 0.17% | +0.17 |
| SHV iShares 0-1 Year Treasury Bo | New | 0.16% | +0.16 |
| SCHP Schwab U.S. Tips ETF | Add +86.8% | 0.29% | +0.11 |
| TUA Sim St Treas Fut Strat ETF | Add +37.5% | 0.22% | +0.03 |
| AMZN Amazon.com Inc. | Add +0.2% | 0.35% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 0.20% | +0.01 |
| ALL Allstate Corp. | Add +0.5% | 0.18% | −0.01 |
| SO The Southern Co. | Add +0.3% | 0.21% | −0.04 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +1.5% | 0.25% | −0.05 |
| GE General Electric | Add +0.1% | 0.23% | −0.05 |
| JNJ Johnson & Johnson | Add +0.6% | 0.71% | −0.15 |
| UNH Unitedhealth Group Inc. | Add +0.4% | 0.64% | −0.17 |
| IEMG iShares Core MSCI Emerging | Add +13.4% | 4.03% | −0.24 |
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 |