Kingdom Financial Group LLC.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), Kingdom Financial Group LLC. reported 45 stock positions worth $136.4 million. Its top holding was iShares Russell Top 200 Grow (IWY) at 13.4% of the portfolio, followed by iShares National Muni Bond E (MUB, 10.5%) and iShares Russell Top 200 Valu (IWX, 9.3%). Compared with Q4 2024, it opened 2 new positions, sold out of 7, added to 10 and reduced 29. The biggest buy was iShares MSCI Eafe Value ETF (EFV, shares +3%) and the biggest sale iShares Russell Top 200 Grow (IWY, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- PEORIA, AZ
- CIK
- 0001962236
- Portfolio Value
- $136.4M (Q1 2025)
- SEC Filing
- 0001962236-25-000002 ↗ filed Apr 24, 2025
Holdings Value
Holdings 45 stocks · $136.4M
| IWY iShares Russell Top 200 Grow | 13.43% | 86,862 | $18.3M | Reduce -6.0% |
| MUB iShares National Muni Bond E | 10.50% | 135,803 | $14.3M | Reduce -11.1% |
| IWX iShares Russell Top 200 Valu | 9.26% | 153,795 | $12.6M | Reduce -5.6% |
| VMBS Vanguard Mortgage-Backed Sec | 7.63% | 224,907 | $10.4M | Reduce -3.9% |
| USIG iShares Broad Usd Investment | 7.26% | 193,777 | $9.9M | Reduce -4.1% |
| VOO Vanguard S&P 500 ETF | 6.43% | 17,081 | $8.8M | Reduce -2.8% |
| EFV iShares MSCI Eafe Value ETF | 5.45% | 126,167 | $7.4M | Add +3.0% |
| VGIT Vanguard Intermediate-Term T | 5.20% | 119,401 | $7.1M | Add +0.6% |
| EFG iShares MSCI Eafe Growth ETF | 4.71% | 64,230 | $6.4M | Reduce -3.5% |
| VGSH Vanguard Short-Term Treasury | 4.60% | 106,978 | $6.3M | Reduce -10.4% |
| IEMG iShares Core MSCI Emerging | 4.27% | 107,936 | $5.8M | Reduce -4.4% |
| IWS iShares Russell Mid-Cap Valu | 4.01% | 43,415 | $5.5M | Reduce -4.2% |
| VGLT Vanguard Long-Term Treasury | 2.32% | 54,981 | $3.2M | Add +5.2% |
| IWP iShares Russell Mid-Cap Grow | 2.25% | 26,150 | $3.1M | Reduce -10.6% |
| VTWO Vanguard Russell 2000 ETF | 1.31% | 22,174 | $1.8M | Reduce -13.0% |
| JNJ Johnson & Johnson | 0.86% | 7,066 | $1.2M | Reduce -1.3% |
| IDEV iShares Core MSCI Dev MKTS | 0.78% | 15,506 | $1.1M | Reduce -1.9% |
| AAPL Apple Inc. | 0.77% | 4,749 | $1.1M | Reduce -2.6% |
| XOM Exxon Mobil Corp. | 0.70% | 8,013 | $953K | No change |
| DECW Alianzim US Eq BFR20 Dec-Usd | 0.67% | 30,663 | $918K | Reduce -3.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.65% | 13,562 | $892K | Reduce -25.0% |
| JANW Alianzim US Eq BFR20 Jan-Usd | 0.62% | 25,478 | $846K | Reduce -2.6% |
| AGG iShares Core U.S. Aggregate | 0.53% | 7,323 | $724K | Add +28.7% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.49% | 30,600 | $672K | Add +97.5% |
| CHRW C.H. Robinson Worldwide Inc. | 0.47% | 6,316 | $647K | No change |
| CVX Chevron Corp. | 0.37% | 3,012 | $504K | No change |
| MSFT Microsoft Corp. | 0.35% | 1,259 | $473K | Add +1.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.34% | 10,064 | $464K | Reduce -13.5% |
| AMZN Amazon.com Inc. | 0.32% | 2,327 | $443K | Reduce -1.7% |
| GE General Electric filed as GE AEROSPACE | 0.30% | 2,044 | $409K | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 742 | $395K | No change |
| SIXO Allian US Equ 6 Mon BU10-Usd | 0.28% | 12,257 | $387K | Reduce -36.7% |
| QUAL iShares MSCI USA Quality Fac | 0.28% | 2,218 | $379K | Add +1.9% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.26% | 12,794 | $349K | Reduce -8.3% |
| OCTW Alianzim US Eq BFR20 Oct-Usd | 0.23% | 8,763 | $308K | Reduce -4.8% |
| IVW iShares S&P 500 Growth ETF | 0.22% | 3,240 | $301K | Add +1.7% |
| ALL Allstate Corp. | 0.20% | 1,343 | $278K | Add +0.5% |
| IAUM iShares Gold Trust Micro | 0.20% | 8,925 | $278K | Reduce -6.6% |
| GDEC FT Vest US Equity Moderate B | 0.17% | 7,072 | $234K | Reduce -3.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.17% | 2,496 | $234K | New |
| UNH Unitedhealth Group Inc. | 0.17% | 439 | $230K | Reduce -76.4% |
| SO The Southern Co. | 0.17% | 2,485 | $228K | Reduce -32.7% |
| VEA Vanguard Ftse Developed ETF | 0.16% | 4,399 | $224K | Reduce -0.5% |
| TYA Simplify Intermediate Term | 0.16% | 16,371 | $217K | New |
| TLT iShares 20+ Year Treasury BD | 0.15% | 2,303 | $210K | Reduce -13.1% |
Portfolio Sells Q4 2024 → Q1 2025
| IWY iShares Russell Top 200 Grow | Reduce -6.0% | 13.43% | −1.42 |
| MUB iShares National Muni Bond E | Reduce -11.1% | 10.50% | −0.62 |
| UNH Unitedhealth Group Inc. | Reduce -76.4% | 0.17% | −0.48 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −0.29 |
| IWP iShares Russell Mid-Cap Grow | Reduce -10.6% | 2.25% | −0.28 |
| VTWO Vanguard Russell 2000 ETF | Reduce -13.0% | 1.31% | −0.25 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.23 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -25.0% | 0.65% | −0.20 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.20 |
| BILZ PIMCO Ultra SHRT Govt Active | Sold out | 0.00% | −0.19 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.16 |
| SIXO Allian US Equ 6 Mon BU10-Usd | Reduce -36.7% | 0.28% | −0.14 |
| VGSH Vanguard Short-Term Treasury | Reduce -10.4% | 4.60% | −0.14 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.14 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Sold out | 0.00% | −0.14 |
| AAPL Apple Inc. | Reduce -2.6% | 0.77% | −0.06 |
| SO The Southern Co. | Reduce -32.7% | 0.17% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -2.8% | 6.43% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -1.7% | 0.32% | −0.03 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -13.5% | 0.34% | −0.02 |
| TLT iShares 20+ Year Treasury BD | Reduce -13.1% | 0.15% | −0.00 |
| OCTW Alianzim US Eq BFR20 Oct-Usd | Reduce -4.8% | 0.23% | +0.00 |
| IWS iShares Russell Mid-Cap Valu | Reduce -4.2% | 4.01% | +0.00 |
| GDEC FT Vest US Equity Moderate B | Reduce -3.3% | 0.17% | +0.00 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -8.3% | 0.26% | +0.01 |
| DECW Alianzim US Eq BFR20 Dec-Usd | Reduce -3.2% | 0.67% | +0.01 |
| JANW Alianzim US Eq BFR20 Jan-Usd | Reduce -2.6% | 0.62% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.5% | 0.16% | +0.02 |
| IAUM iShares Gold Trust Micro | Reduce -6.6% | 0.20% | +0.03 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -1.9% | 0.78% | +0.09 |
| JNJ Johnson & Johnson | Reduce -1.3% | 0.86% | +0.15 |
| IEMG iShares Core MSCI Emerging | Reduce -4.4% | 4.27% | +0.24 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -3.5% | 4.71% | +0.31 |
| USIG iShares Broad Usd Investment | Reduce -4.1% | 7.26% | +0.32 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -3.9% | 7.63% | +0.38 |
| IWX iShares Russell Top 200 Valu | Reduce -5.6% | 9.26% | +0.47 |
Portfolio Buys Q4 2024 → Q1 2025
| EFV iShares MSCI Eafe Value ETF | Add +3.0% | 5.45% | +1.06 |
| VGIT Vanguard Intermediate-Term T | Add +0.6% | 5.20% | +0.49 |
| VGLT Vanguard Long-Term Treasury | Add +5.2% | 2.32% | +0.35 |
| TUA Sim St Treas Fut Strat ETF | Add +97.5% | 0.49% | +0.27 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.17% | +0.17 |
| TYA Simplify Intermediate Term | New | 0.16% | +0.16 |
| AGG iShares Core U.S. Aggregate | Add +28.7% | 0.53% | +0.15 |
| GE General Electric | Add +0.1% | 0.30% | +0.07 |
| ALL Allstate Corp. | Add +0.5% | 0.20% | +0.03 |
| QUAL iShares MSCI USA Quality Fac | Add +1.9% | 0.28% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +1.7% | 0.22% | −0.00 |
| MSFT Microsoft Corp. | Add +1.8% | 0.35% | −0.01 |
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 |