Kingdom Financial Group LLC.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Kingdom Financial Group LLC. reported 721 stock positions worth $323.6 million. Its top holding was Capitol Ser TR at 17.2% of the portfolio, followed by iShares Russell Top 200 Grow (IWY, 13.2%) and iShares Russell Top 200 Valu (IWX, 7.8%). Compared with Q3 2025, it opened 647 new positions, sold out of 4, added to 29 and reduced 45. The biggest buy was iShares Russell Top 200 Grow (IWY, shares +148%) and the biggest sale Janus Henderson Short Durati (VNLA, shares −97%).

Most Recent 13F
Q2 2026
Location
PEORIA, AZ
CIK
0001962236
Portfolio Value
$323.6M (Q4 2025)
SEC Filing
0001962236-26-000001 ↗ filed Feb 6, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $142.2M Q1 2024 Q2 2024: $147.8M Q2 2024 Q3 2024: $133.8M Q3 2024 Q4 2024: $146.3M Q4 2024 Q1 2025: $136.4M Q1 2025 Q2 2025: $114.5M Q2 2025 Q3 2025: $163.5M Q3 2025 Q4 2025: $323.6M $323.6M Q4 2025 Q1 2026: $349.4M Q1 2026 Q2 2026: $391.5M Q2 2026

Holdings 721 stocks · $323.6M
CAPITOL SER TR 17.16% 2,189,997 $55.5M Add +22.6%
IWY iShares Russell Top 200 Grow 13.23% 154,568 $42.8M Add +147.9%
IWX iShares Russell Top 200 Valu 7.77% 273,745 $25.1M Add +144.3%
MUB iShares National Muni Bond E 6.52% 196,934 $21.1M Add +208.9%
EFV iShares MSCI Eafe Value ETF 4.58% 207,729 $14.8M Add +149.2%
EFG iShares MSCI Eafe Growth ETF 4.21% 119,632 $13.6M Add +148.8%
IWS iShares Russell Mid-Cap Valu 4.14% 95,096 $13.4M Add +147.7%
IEMG iShares Core MSCI Emerging 3.18% 152,966 $10.3M Add +179.8%
VOO Vanguard S&P 500 ETF 2.98% 15,371 $9.6M Add +872.9%
VTWO Vanguard Russell 2000 ETF 2.15% 69,827 $6.9M Add +146.6%
NVDA Nvidia Corp. 1.33% 23,082 $4.3M Add +15.9%
NOBL Proshares S&P 500 Dividend A 1.21% 37,768 $3.9M New
VIG Vanguard Dividend Apprec ETF 1.11% 16,360 $3.6M New
IWP iShares Russell Mid-Cap Grow 0.94% 22,307 $3.1M Add +159.3%
STEW SRH Total Return Fund Inc. 0.89% 154,509 $2.9M New
AVGO Broadcom Inc. 0.80% 7,490 $2.6M Add +100.4%
JPM JPMorgan Chase & Co. 0.73% 7,324 $2.4M Add +57.0%
VGSH Vanguard Short-Term Treasury 0.67% 36,974 $2.2M Add +230.1%
TSM Taiwan Semiconductor-SP ADR 0.59% 6,279 $1.9M Add +590.8%
RTX RTX Corp. 0.55% 9,739 $1.8M New
IDEV iShares Core MSCI Dev MKTS 0.47% 18,540 $1.5M New
GOOGL Alphabet Inc. Class A 0.44% 4,542 $1.4M Reduce -36.4%
QQQ Invesco QQQ Trust Series 1 0.41% 2,147 $1.3M New
AGG iShares Core U.S. Aggregate 0.37% 11,919 $1.2M New
AGEM Abrdn Emerg MRKT DVD Act 0.37% 30,926 $1.2M New
SPYM Ste STR SPDR PT S&P 500 ETF 0.35% 14,084 $1.1M Add +76.5%
GE General Electric filed as GE AEROSPACE 0.34% 3,617 $1.1M New
XOM Exxon Mobil Corp. 0.34% 9,060 $1.1M Add +59.9%
KO The Coca-Cola Co. 0.34% 15,514 $1.1M New
SIXO Allian US Equ 6 Mon BU10-Usd 0.34% 31,227 $1.1M New
LRCX Lam Research Corp. 0.32% 6,001 $1.0M New
SMH Vaneck Semiconductor ETF 0.31% 2,801 $1.0M New
OCTW Alianzim US Eq BFR20 Oct-Usd 0.30% 24,603 $960K New
CME Cme Group Inc. 0.28% 3,348 $914K New
WTRG Essential Utilities Inc. 0.28% 23,269 $893K New
TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN 0.28% 40,648 $890K Add +66.2%
ITW Illinois Tool Works 0.27% 3,584 $883K New
SEPW Alianzim US Eq BFR20 Sep-Usd 0.26% 26,615 $850K Reduce -6.8%
R Ryder System Inc. 0.26% 4,394 $841K New
ATRO Astronics Corp. 0.26% 15,408 $836K New
AAPL Apple Inc. 0.26% 3,036 $826K Reduce -83.2%
VEA Vanguard Ftse Developed ETF 0.23% 11,683 $730K Add +245.1%
JULW Alianzim US Eq BFR20 Jul-Usd 0.22% 17,801 $696K Add +37.6%
CSCO Cisco Systems Inc. 0.21% 9,022 $695K Add +45.2%
PLD Prologis Inc. 0.21% 5,410 $691K New
ABBV Abbvie Inc. 0.21% 2,994 $684K Add +231.9%
CINF Cincinnati Financial Corp. 0.21% 4,157 $679K New
ED Consolidated Edison Inc. 0.20% 6,629 $658K New
DECU Allianzim US BF15 Uncap Dec 0.20% 23,740 $650K Reduce -7.4%
ITA iShares U.S. Aerospace & Def 0.20% 3,013 $647K New
ALLE Allegion PLC 0.20% 4,010 $638K New
DGRW Wisdomtree U.S. Quality Divi 0.20% 7,134 $638K New
GPC Genuine Parts Co. 0.20% 5,174 $636K New
MSFT Microsoft Corp. 0.20% 1,313 $635K Reduce -77.7%
WINN Harbor Long-Term Growers ETF 0.19% 20,086 $625K New
AMZN Amazon.com Inc. 0.19% 2,687 $620K Reduce -71.0%
IDA Idacorp Inc. 0.19% 4,895 $620K New
NI Nisource Inc. 0.19% 14,632 $611K New
CNA Cna Financial Corp. 0.19% 12,712 $607K New
EXC Exelon Corp. 0.19% 13,797 $601K Add +195.6%
EMR Emerson Electric Co. 0.19% 4,531 $601K New
LMT Lockheed Martin Corp. 0.18% 1,205 $583K New
MU Micron Technology Inc. 0.18% 2,029 $579K New
AFL Aflac Inc. 0.18% 5,239 $578K New
WEC WEC Energy Group Inc. 0.17% 5,341 $563K New
WM Waste Management Inc. 0.17% 2,556 $562K Add +123.2%
REG Regency Centers Corp. 0.17% 8,118 $560K New
DLR Digital Realty Trust Inc. 0.17% 3,571 $552K New
STRL Sterling Infrastructure Inc. 0.17% 1,798 $551K New
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.17% 5,574 $545K New
ARTY iShares Future AI & Tech ETF 0.16% 11,024 $531K New
CVX Chevron Corp. 0.16% 3,410 $520K Add +21.4%
QBER Trueshares Quartly B HDG ETF 0.16% 21,379 $512K Reduce -29.0%
IVW iShares S&P 500 Growth ETF 0.15% 4,058 $500K New
XLK SS Technology Select Sector 0.15% 3,431 $494K New
HTRB Hartford TTL RTRN BND ETF 0.15% 14,323 $489K New
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.15% 10,391 $484K New
DYNF Ishrs US E F R A ETF-Usd Inc. 0.15% 7,880 $479K New
GS Goldman Sachs Group Inc. 0.15% 544 $478K Add +29.2%
CRS Carpenter Technology 0.15% 1,499 $472K New
IVE iShares S&P 500 Value ETF 0.14% 2,183 $463K New
SEPZ Trueshares Struc Out Sep ETF 0.14% 10,655 $450K Reduce -7.4%
QUAL iShares MSCI USA Quality Fac 0.14% 2,256 $448K New
ONEZ Trueshr Seasonality La B ETF 0.13% 16,481 $428K Reduce -3.3%
ADP Automatic Data Processing 0.13% 1,609 $414K New
TSLA Tesla Inc. 0.12% 869 $391K Reduce -42.6%
PLTR Palantir Technologies Inc. Class A 0.12% 2,171 $386K Add +87.0%
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.11% 14,030 $371K New
VTV Vanguard Mrngstr Val ETF-Aui 0.11% 1,929 $368K New
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.11% 860 $355K New
FIXD First Trust Smith Opportunis 0.11% 7,749 $343K New
MAGS Roundhill Magnificent Seven 0.10% 5,118 $338K New
APPS Digital Turbine Inc. 0.10% 67,066 $335K New
GD General Dynamics Corp. 0.10% 990 $333K New
SOXX iShares Semiconductor ETF 0.10% 1,101 $332K New
BILZ PIMCO Ultra SHRT Govt Active 0.10% 3,274 $330K Reduce -53.2%
CELH Celsius Holdings Inc. 0.10% 7,160 $327K New
SDVY First Trust Smid Cap Rising 0.10% 8,464 $324K New
GEV GE Vernova Inc. 0.10% 485 $317K New
EIX Edison International 0.10% 5,240 $315K New

Show all 721 holdings

Lines left out (27) · $423 — a value with no share or principal amount
SecurityClassSharesValue
STLD Steel Dynamics Inc. COM0$75
IBM Intl Business Machines Corp. COM0$65
AZN Astrazeneca PLC-Spons ADR COM0$40
IAK iShares U.S. Insurance ETF U.S. INSRNCE ETF0$31
BNTX Biontech SE-ADR SPONSORED ADS0$30
RIO Rio Tinto PLC-Spon ADR SPONSORED ADR0$25
ESEA Euroseas Ltd. SHS0$25
SAP Sap SE-Sponsored ADR SPON ADR0$16
UFOX Defiance Space and Connectiv DEFIANCE SPACE A0$14
FDIS Fidelity MSCI Cons Discr Ind MSCI CONSM DIS0$13
DINO HF Sinclair Corp. COM0$13
ZEUS Olympic Steel Inc. COM0$11
FRD Friedman Industries COM0$10
BKLN Invesco Senior Loan ETF SR LN ETF0$9
SMFG Sumitomo Mitsui-Spons ADR SPONSORED ADR0$9
EPD Enterprise Products Partners COM0$8
GILT Gilat Satellite Networks Ltd. SHS NEW0$6
SGA Saga Communications Inc. Class A CL A NEW0$5
CWH Camping World Holdings Inc. Class A CL A0$3
MAYZ TS STR Outcome May ETF TRUE STR MAY ETF0$3
LAKE Lakeland Industries Inc. COM0$3
OIS Oil States International Inc. COM0$3
FDRV Fidelity Electr Veh & Fut TR ELEC VEHS & FUTR0$2
AMPY Amplify Energy Corp. COM0$1
NTLA Intellia Therapeutics Inc. COM0$1
PBR Petroleo Brasileiro-Spon ADR SPONSORED ADR0$1
XME SS SPDR S&P Metals Mining ST STR SP METAL0$1

Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.

Total filed on the 13F, all lines: $323.6M.

Portfolio Sells Q3 2025 → Q4 2025
VNLA Janus Henderson Short Durati Reduce -96.6% 0.05% −2.66
AAPL Apple Inc. Reduce -83.2% 0.26% −2.55
V Visa Inc. Class A Reduce -99.9% 0.00% −2.07
MSFT Microsoft Corp. Reduce -77.7% 0.20% −1.67
GOVT iShares US Treasury Bond ETF Reduce -98.3% 0.01% −1.09
AMZN Amazon.com Inc. Reduce -71.0% 0.19% −1.05
ILTB iShares Core 10+ Year Usd Bo Reduce -99.9% 0.00% −1.04
SKOR NT Crdscr US Corp. BD ETF Reduce -99.9% 0.00% −0.99
SPBO SS SPDR P Corp. Bond ETF Reduce -99.9% 0.00% −0.93
JAAA Janus Henderson Aaa Clo ETF Reduce -97.4% 0.01% −0.89
AVIG Avantis Core Fixed Income Reduce -98.6% 0.01% −0.87
SIXP Allian US Equ 6 Mon BU10-Usd Reduce -96.3% 0.01% −0.69
META Meta Platforms Inc. Class A Reduce -90.8% 0.03% −0.65
MINT PIMCO Enhanced Short Maturit Reduce -92.5% 0.03% −0.64
GOOGL Alphabet Inc. Class A Reduce -36.4% 0.44% −0.62
FLDR Fidelity Low Durat Fact ETF Reduce -99.9% 0.00% −0.44
XONE Bondbloxx BBG 1 Dur US Treas Reduce -96.6% 0.01% −0.42
CMBS iShares CMBS ETF Reduce -99.3% 0.00% −0.40
DECW Alianzim US Eq BFR20 Dec-Usd Reduce -74.9% 0.05% −0.36
XFIV Bondbloxx BBG 5 YR US Treas Sold out 0.00% −0.36
FIDU Fidelity MSCI Indust Indx Reduce -99.9% 0.00% −0.36
BILZ PIMCO Ultra SHRT Govt Active Reduce -53.2% 0.10% −0.33
MBB iShares MBS ETF Reduce -60.7% 0.08% −0.31
JNJ Johnson & Johnson Reduce -75.4% 0.05% −0.31
QBER Trueshares Quartly B HDG ETF Reduce -29.0% 0.16% −0.30
TSLA Tesla Inc. Reduce -42.6% 0.12% −0.29
BRK.B Berkshire Hathaway Inc. Class B Reduce -94.4% 0.01% −0.29
UNH Unitedhealth Group Inc. Reduce -67.2% 0.05% −0.29
SEPW Alianzim US Eq BFR20 Sep-Usd Reduce -6.8% 0.26% −0.29
SGOV iShares 0-3 Month Treasury B Reduce -99.5% 0.00% −0.26
ICE Intercontinental Exchange Inc. Reduce -99.3% 0.00% −0.23
DECU Allianzim US BF15 Uncap Dec Reduce -7.4% 0.20% −0.22
LLY Eli Lilly & Co. Reduce -55.7% 0.10% −0.21
ORCL Oracle Corp. Reduce -99.9% 0.00% −0.18
FMAT Fidelity MSCI Materials Indx Reduce -99.8% 0.00% −0.17
SEPZ Trueshares Struc Out Sep ETF Reduce -7.4% 0.14% −0.16
MCD McDonald's Corp. Reduce -99.3% 0.00% −0.15
PG The Procter & Gamble Co. Reduce -71.3% 0.02% −0.15
ONEZ Trueshr Seasonality La B ETF Reduce -3.3% 0.13% −0.14
NFLX Netflix Inc. Reduce -64.2% 0.02% −0.14
GJUL FT Vest US Equity Moderate B Reduce -75.2% 0.02% −0.13
MNST Monster Beverage Corp. Reduce -99.9% 0.00% −0.13
HD Home Depot Inc. Reduce -93.3% 0.00% −0.13
CRM Salesforce Inc. Reduce -98.7% 0.00% −0.12
JEPQ JPM Nasdaq Equity Premium Sold out 0.00% −0.12
WFC Wells Fargo & Co. Reduce -64.7% 0.03% −0.11
TYA Simplify Intermediate Term Reduce -28.3% 0.04% −0.07
ZONE Zone Frontier Inc. Sold out 0.00% −0.02
CHGG Chegg Inc. Sold out 0.00% −0.01

Portfolio Buys Q3 2025 → Q4 2025
IWY iShares Russell Top 200 Grow Add +147.9% 13.23% +2.79
VOO Vanguard S&P 500 ETF Add +872.9% 2.98% +2.39
MUB iShares National Muni Bond E Add +208.9% 6.52% +2.37
IWX iShares Russell Top 200 Valu Add +144.3% 7.77% +1.75
NOBL Proshares S&P 500 Dividend A New 1.21% +1.21
EFV iShares MSCI Eafe Value ETF Add +149.2% 4.58% +1.13
VIG Vanguard Dividend Apprec ETF New 1.11% +1.11
IEMG iShares Core MSCI Emerging Add +179.8% 3.18% +0.97
STEW SRH Total Return Fund Inc. New 0.89% +0.89
IWS iShares Russell Mid-Cap Valu Add +147.7% 4.14% +0.87
EFG iShares MSCI Eafe Growth ETF Add +148.8% 4.21% +0.86
RTX RTX Corp. New 0.55% +0.55
IDEV iShares Core MSCI Dev MKTS New 0.47% +0.47
VTWO Vanguard Russell 2000 ETF Add +146.6% 2.15% +0.45
TSM Taiwan Semiconductor-SP ADR Add +590.8% 0.59% +0.43
QQQ Invesco QQQ Trust Series 1 New 0.41% +0.41
AGG iShares Core U.S. Aggregate New 0.37% +0.37
AGEM Abrdn Emerg MRKT DVD Act New 0.37% +0.37
GE General Electric New 0.34% +0.34
SIXO Allian US Equ 6 Mon BU10-Usd New 0.34% +0.34
KO The Coca-Cola Co. New 0.34% +0.34
LRCX Lam Research Corp. New 0.32% +0.32
SMH Vaneck Semiconductor ETF New 0.31% +0.31
OCTW Alianzim US Eq BFR20 Oct-Usd New 0.30% +0.30
CME Cme Group Inc. New 0.28% +0.28
WTRG Essential Utilities Inc. New 0.28% +0.28
ITW Illinois Tool Works New 0.27% +0.27
VGSH Vanguard Short-Term Treasury Add +230.1% 0.67% +0.27
R Ryder System Inc. New 0.26% +0.26
ATRO Astronics Corp. New 0.26% +0.26
PLD Prologis Inc. New 0.21% +0.21
CINF Cincinnati Financial Corp. New 0.21% +0.21
ED Consolidated Edison Inc. New 0.20% +0.20
ITA iShares U.S. Aerospace & Def New 0.20% +0.20
ALLE Allegion PLC New 0.20% +0.20
DGRW Wisdomtree U.S. Quality Divi New 0.20% +0.20
GPC Genuine Parts Co. New 0.20% +0.20
IWP iShares Russell Mid-Cap Grow Add +159.3% 0.94% +0.19
WINN Harbor Long-Term Growers ETF New 0.19% +0.19
IDA Idacorp Inc. New 0.19% +0.19
NI Nisource Inc. New 0.19% +0.19
CNA Cna Financial Corp. New 0.19% +0.19
EMR Emerson Electric Co. New 0.19% +0.19
LMT Lockheed Martin Corp. New 0.18% +0.18
MU Micron Technology Inc. New 0.18% +0.18
AFL Aflac Inc. New 0.18% +0.18
WEC WEC Energy Group Inc. New 0.17% +0.17
REG Regency Centers Corp. New 0.17% +0.17
DLR Digital Realty Trust Inc. New 0.17% +0.17
STRL Sterling Infrastructure Inc. New 0.17% +0.17

Notes & Other Activity Q3 2025 → Q4 2025
STLD Steel Dynamics Inc. COM New 0 $75
IBM Intl Business Machines Corp. COM New 0 $65
AZN Astrazeneca PLC-Spons ADR COM New 0 $40
IAK iShares U.S. Insurance ETF U.S. INSRNCE ETF New 0 $31
BNTX Biontech SE-ADR SPONSORED ADS New 0 $30
RIO Rio Tinto PLC-Spon ADR SPONSORED ADR New 0 $25
ESEA Euroseas Ltd. SHS New 0 $25
SAP Sap SE-Sponsored ADR SPON ADR New 0 $16
UFOX Defiance Space and Connectiv DEFIANCE SPACE A New 0 $14
FDIS Fidelity MSCI Cons Discr Ind MSCI CONSM DIS New 0 $13
DINO HF Sinclair Corp. COM New 0 $13
ZEUS Olympic Steel Inc. COM New 0 $11
FRD Friedman Industries COM New 0 $10
BKLN Invesco Senior Loan ETF SR LN ETF New 0 $9
SMFG Sumitomo Mitsui-Spons ADR SPONSORED ADR New 0 $9
EPD Enterprise Products Partners COM New 0 $8
GILT Gilat Satellite Networks Ltd. SHS NEW New 0 $6
SGA Saga Communications Inc. Class A CL A NEW New 0 $5
CWH Camping World Holdings Inc. Class A CL A New 0 $3
MAYZ TS STR Outcome May ETF TRUE STR MAY ETF New 0 $3
LAKE Lakeland Industries Inc. COM New 0 $3
OIS Oil States International Inc. COM New 0 $3
FDRV Fidelity Electr Veh & Fut TR ELEC VEHS & FUTR New 0 $2
AMPY Amplify Energy Corp. COM New 0 $1
NTLA Intellia Therapeutics Inc. COM New 0 $1
PBR Petroleo Brasileiro-Spon ADR SPONSORED ADR New 0 $1
XME SS SPDR S&P Metals Mining ST STR SP METAL New 0 $1
KHC The Kraft Heinz Co. COM New 0 $0
SRPT Sarepta Therapeutics Inc. COM New 0 $0
PANL Pangaea Logistics Solutions SHS New 0 $0

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 820$391.5MCAPITOL SER TR, IWY, IWX, SCNM, EFV
Q1 2026 832$349.4MCAPITOL SER TR, IWY, SCNM, IWX, EFV
Q4 2025 721$323.6MCAPITOL SER TR, IWY, IWX, MUB, EFV
Q3 2025 78$163.5MCAPITOL SER TR, IWY, IWX, MUB, EFV
Q2 2025 55$114.5MCAPITOL SER TR, IWY, IWX, MUB, EFV
Q1 2025 45$136.4MIWY, MUB, IWX, VMBS, USIG
Q4 2024 50$146.3MIWY, MUB, IWX, VMBS, USIG
Q3 2024 49$133.8MMUB, IWX, VMBS, USIG, VOO
Q2 2024 52$147.8MIWY, MUB, IWX, VMBS, USIG
Q1 2024 62$142.2MIWY, MUB, IWX, VMBS, VOO