Kingdom Financial Group LLC.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), Kingdom Financial Group LLC. reported 78 stock positions worth $163.5 million. Its top holding was Capitol Ser TR at 27.8% of the portfolio, followed by iShares Russell Top 200 Grow (IWY, 10.4%) and iShares Russell Top 200 Valu (IWX, 6.0%). Compared with Q2 2025, it opened 32 new positions, sold out of 9, added to 40 and reduced 6. The biggest buy was Janus Henderson Short Durati (VNLA, shares +203%) and the biggest sale iShares Russell Mid-Cap Grow (IWP, shares −36%).
- Most Recent 13F
- Q2 2026
- Location
- PEORIA, AZ
- CIK
- 0001962236
- Portfolio Value
- $163.5M (Q3 2025)
- SEC Filing
- 0001962236-25-000005 ↗ filed Oct 30, 2025
Holdings Value
Holdings 78 stocks · $163.5M
| CAPITOL SER TR | 27.82% | 1,785,535 | $45.5M | Add +2.7% |
| IWY iShares Russell Top 200 Grow | 10.43% | 62,354 | $17.1M | Add +22.8% |
| IWX iShares Russell Top 200 Valu | 6.02% | 112,059 | $9.8M | Add +28.9% |
| MUB iShares National Muni Bond E | 4.15% | 63,752 | $6.8M | Add +15.2% |
| EFV iShares MSCI Eafe Value ETF | 3.46% | 83,355 | $5.7M | Add +20.2% |
| EFG iShares MSCI Eafe Growth ETF | 3.35% | 48,086 | $5.5M | Add +25.8% |
| IWS iShares Russell Mid-Cap Valu | 3.28% | 38,397 | $5.4M | Add +24.8% |
| AAPL Apple Inc. | 2.81% | 18,030 | $4.6M | Add +118.9% |
| VNLA Janus Henderson Short Durati | 2.71% | 89,896 | $4.4M | Add +202.7% |
| NVDA Nvidia Corp. | 2.27% | 19,906 | $3.7M | Add +159.1% |
| IEMG iShares Core MSCI Emerging | 2.20% | 54,663 | $3.6M | Add +30.6% |
| V Visa Inc. Class A | 2.07% | 9,921 | $3.4M | Add +12.2% |
| MSFT Microsoft Corp. | 1.86% | 5,881 | $3.0M | Add +190.7% |
| VTWO Vanguard Russell 2000 ETF | 1.69% | 28,315 | $2.8M | Add +82.3% |
| AMZN Amazon.com Inc. | 1.25% | 9,280 | $2.0M | Add +165.4% |
| GOVT iShares US Treasury Bond ETF | 1.10% | 77,798 | $1.8M | Add +194.9% |
| GOOGL Alphabet Inc. Class A | 1.06% | 7,144 | $1.7M | Add +144.4% |
| ILTB iShares Core 10+ Year Usd Bo | 1.04% | 33,637 | $1.7M | Add +189.0% |
| SKOR NT Crdscr US Corp. BD ETF | 1.00% | 33,049 | $1.6M | Add +190.1% |
| SPBO SS SPDR P Corp. Bond ETF | 0.93% | 51,494 | $1.5M | Add +191.0% |
| JPM JPMorgan Chase & Co. | 0.90% | 4,664 | $1.5M | Add +116.5% |
| JAAA Janus Henderson Aaa Clo ETF | 0.90% | 28,918 | $1.5M | Add +195.4% |
| AVIG Avantis Core Fixed Income | 0.88% | 34,093 | $1.4M | Add +135.7% |
| AVGO Broadcom Inc. | 0.75% | 3,737 | $1.2M | Add +151.7% |
| IWP iShares Russell Mid-Cap Grow | 0.75% | 8,603 | $1.2M | Reduce -36.4% |
| SIXP Allian US Equ 6 Mon BU10-Usd | 0.71% | 37,457 | $1.2M | New |
| META Meta Platforms Inc. Class A | 0.67% | 1,499 | $1.1M | Add +92.7% |
| MINT PIMCO Enhanced Short Maturit | 0.66% | 10,765 | $1.1M | Add +188.4% |
| VOO Vanguard S&P 500 ETF | 0.59% | 1,580 | $967K | Add +20.9% |
| SEPW Alianzim US Eq BFR20 Sep-Usd | 0.55% | 28,560 | $897K | New |
| QBER Trueshares Quartly B HDG ETF | 0.45% | 30,105 | $742K | Add +36.8% |
| FLDR Fidelity Low Durat Fact ETF | 0.44% | 14,390 | $722K | Add +200.0% |
| BILZ PIMCO Ultra SHRT Govt Active | 0.43% | 6,999 | $708K | Add +48.4% |
| XONE Bondbloxx BBG 1 Dur US Treas | 0.43% | 14,229 | $707K | Add +204.6% |
| DECU Allianzim US BF15 Uncap Dec | 0.42% | 25,644 | $689K | New |
| DECW Alianzim US Eq BFR20 Dec-Usd | 0.42% | 20,690 | $683K | Reduce -11.6% |
| TSLA Tesla Inc. | 0.41% | 1,514 | $674K | New |
| VGSH Vanguard Short-Term Treasury | 0.40% | 11,202 | $659K | Add +12.1% |
| CMBS iShares CMBS ETF | 0.40% | 13,329 | $654K | Add +189.9% |
| XOM Exxon Mobil Corp. | 0.39% | 5,665 | $639K | Add +186.7% |
| MBB iShares MBS ETF | 0.39% | 6,682 | $636K | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.38% | 7,979 | $625K | Reduce -12.3% |
| FIDU Fidelity MSCI Indust Indx | 0.36% | 7,153 | $586K | Add +159.0% |
| XFIV Bondbloxx BBG 5 YR US Treas | 0.36% | 11,829 | $586K | New |
| JNJ Johnson & Johnson | 0.35% | 3,133 | $581K | Add +132.4% |
| UNH Unitedhealth Group Inc. | 0.34% | 1,615 | $558K | Reduce -33.9% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.33% | 24,455 | $535K | Reduce -7.7% |
| JULW Alianzim US Eq BFR20 Jul-Usd | 0.30% | 12,932 | $497K | New |
| LLY Eli Lilly & Co. | 0.30% | 646 | $492K | New |
| SEPZ Trueshares Struc Out Sep ETF | 0.30% | 11,502 | $487K | Add +1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 968 | $487K | New |
| ONEZ Trueshr Seasonality La B ETF | 0.28% | 17,037 | $452K | Add +73.0% |
| CVX Chevron Corp. | 0.27% | 2,810 | $437K | New |
| CSCO Cisco Systems Inc. | 0.26% | 6,213 | $425K | New |
| SGOV iShares 0-3 Month Treasury B | 0.26% | 4,196 | $423K | New |
| ICE Intercontinental Exchange Inc. | 0.24% | 2,286 | $385K | New |
| GS Goldman Sachs Group Inc. | 0.20% | 421 | $335K | New |
| ORCL Oracle Corp. | 0.18% | 1,023 | $288K | Add +0.5% |
| PG The Procter & Gamble Co. | 0.18% | 1,867 | $287K | New |
| FMAT Fidelity MSCI Materials Indx | 0.17% | 5,215 | $273K | New |
| NFLX Netflix Inc. | 0.16% | 217 | $260K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.16% | 909 | $254K | New |
| WM Waste Management Inc. | 0.15% | 1,145 | $253K | New |
| MCD McDonald's Corp. | 0.15% | 826 | $251K | New |
| GJUL FT Vest US Equity Moderate B | 0.15% | 6,036 | $245K | New |
| ICLO Invesco Aaa Clo F/R Note ETF | 0.15% | 9,445 | $242K | New |
| WFC Wells Fargo & Co. | 0.14% | 2,658 | $223K | Add +4.2% |
| PLTR Palantir Technologies Inc. Class A | 0.13% | 1,161 | $212K | New |
| HD Home Depot Inc. | 0.13% | 523 | $211K | New |
| EXC Exelon Corp. | 0.13% | 4,667 | $210K | New |
| ABBV Abbvie Inc. | 0.13% | 902 | $209K | New |
| MNST Monster Beverage Corp. | 0.13% | 3,075 | $207K | New |
| CRM Salesforce Inc. | 0.13% | 866 | $206K | New |
| VEA Vanguard Ftse Developed ETF | 0.12% | 3,385 | $203K | New |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.12% | 3,487 | $201K | New |
| TYA Simplify Intermediate Term | 0.10% | 12,273 | $167K | Reduce -51.8% |
| ZONE Zone Frontier Inc. filed as CLEANCORE SOLUTIONS INC | 0.02% | 15,000 | $30K | New |
| CHGG Chegg Inc. | 0.01% | 16,000 | $24K | New |
Portfolio Sells Q2 2025 → Q3 2025
| IWP iShares Russell Mid-Cap Grow | Reduce -36.4% | 0.75% | −0.89 |
| OCTW Alianzim US Eq BFR20 Oct-Usd | Sold out | 0.00% | −0.61 |
| JANW Alianzim US Eq BFR20 Jan-Usd | Sold out | 0.00% | −0.48 |
| SIXO Allian US Equ 6 Mon BU10-Usd | Sold out | 0.00% | −0.46 |
| LISTED FDS TR | Sold out | 0.00% | −0.43 |
| GDEC FT Vest US Equity Moderate B | Sold out | 0.00% | −0.39 |
| UNH Unitedhealth Group Inc. | Reduce -33.9% | 0.34% | −0.33 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.24 |
| DECW Alianzim US Eq BFR20 Dec-Usd | Reduce -11.6% | 0.42% | −0.23 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.21 |
| TYA Simplify Intermediate Term | Reduce -51.8% | 0.10% | −0.20 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -12.3% | 0.38% | −0.20 |
| TUA Sim St Treas Fut Strat ETF | Reduce -7.7% | 0.33% | −0.18 |
| ET Energy Transfer LP | Sold out | 0.00% | −0.17 |
| BTZ BlackRock Credit Allocation | Sold out | 0.00% | −0.15 |
Portfolio Buys Q2 2025 → Q3 2025
| VNLA Janus Henderson Short Durati | Add +202.7% | 2.71% | +1.43 |
| AAPL Apple Inc. | Add +118.9% | 2.81% | +1.33 |
| NVDA Nvidia Corp. | Add +159.1% | 2.27% | +1.21 |
| MSFT Microsoft Corp. | Add +190.7% | 1.86% | +0.98 |
| SIXP Allian US Equ 6 Mon BU10-Usd | New | 0.71% | +0.71 |
| GOOGL Alphabet Inc. Class A | Add +144.4% | 1.06% | +0.61 |
| AMZN Amazon.com Inc. | Add +165.4% | 1.25% | +0.58 |
| GOVT iShares US Treasury Bond ETF | Add +194.9% | 1.10% | +0.57 |
| SEPW Alianzim US Eq BFR20 Sep-Usd | New | 0.55% | +0.55 |
| ILTB iShares Core 10+ Year Usd Bo | Add +189.0% | 1.04% | +0.54 |
| VTWO Vanguard Russell 2000 ETF | Add +82.3% | 1.69% | +0.51 |
| SKOR NT Crdscr US Corp. BD ETF | Add +190.1% | 1.00% | +0.51 |
| SPBO SS SPDR P Corp. Bond ETF | Add +191.0% | 0.93% | +0.48 |
| JAAA Janus Henderson Aaa Clo ETF | Add +195.4% | 0.90% | +0.46 |
| DECU Allianzim US BF15 Uncap Dec | New | 0.42% | +0.42 |
| TSLA Tesla Inc. | New | 0.41% | +0.41 |
| AVGO Broadcom Inc. | Add +151.7% | 0.75% | +0.40 |
| MBB iShares MBS ETF | New | 0.39% | +0.39 |
| XFIV Bondbloxx BBG 5 YR US Treas | New | 0.36% | +0.36 |
| JPM JPMorgan Chase & Co. | Add +116.5% | 0.90% | +0.35 |
| AVIG Avantis Core Fixed Income | Add +135.7% | 0.88% | +0.35 |
| MINT PIMCO Enhanced Short Maturit | Add +188.4% | 0.66% | +0.34 |
| JULW Alianzim US Eq BFR20 Jul-Usd | New | 0.30% | +0.30 |
| LLY Eli Lilly & Co. | New | 0.30% | +0.30 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.30% | +0.30 |
| CVX Chevron Corp. | New | 0.27% | +0.27 |
| CSCO Cisco Systems Inc. | New | 0.26% | +0.26 |
| SGOV iShares 0-3 Month Treasury B | New | 0.26% | +0.26 |
| ICE Intercontinental Exchange Inc. | New | 0.24% | +0.24 |
| FLDR Fidelity Low Durat Fact ETF | Add +200.0% | 0.44% | +0.23 |
| XONE Bondbloxx BBG 1 Dur US Treas | Add +204.6% | 0.43% | +0.23 |
| XOM Exxon Mobil Corp. | Add +186.7% | 0.39% | +0.20 |
| GS Goldman Sachs Group Inc. | New | 0.20% | +0.20 |
| CMBS iShares CMBS ETF | Add +189.9% | 0.40% | +0.20 |
| PG The Procter & Gamble Co. | New | 0.18% | +0.18 |
| JNJ Johnson & Johnson | Add +132.4% | 0.35% | +0.18 |
| META Meta Platforms Inc. Class A | Add +92.7% | 0.67% | +0.17 |
| FIDU Fidelity MSCI Indust Indx | Add +159.0% | 0.36% | +0.17 |
| FMAT Fidelity MSCI Materials Indx | New | 0.17% | +0.17 |
| NFLX Netflix Inc. | New | 0.16% | +0.16 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.16% | +0.16 |
| WM Waste Management Inc. | New | 0.15% | +0.15 |
| MCD McDonald's Corp. | New | 0.15% | +0.15 |
| GJUL FT Vest US Equity Moderate B | New | 0.15% | +0.15 |
| ICLO Invesco Aaa Clo F/R Note ETF | New | 0.15% | +0.15 |
| PLTR Palantir Technologies Inc. Class A | New | 0.13% | +0.13 |
| HD Home Depot Inc. | New | 0.13% | +0.13 |
| EXC Exelon Corp. | New | 0.13% | +0.13 |
| ABBV Abbvie Inc. | New | 0.13% | +0.13 |
| MNST Monster Beverage Corp. | New | 0.13% | +0.13 |
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 |