Kingdom Financial Group Llc. Portfolio Holdings

Kingdom Financial Group Llc.

  • $114 Billion
  • Q2 2025

Kingdom Financial Group Llc. has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $114 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capitol Ser Tr with a value of $44B, Ishares Tr Russell 200 Growth with a value of $12.5B, Ishares Tr Russell 200 Value E with a value of $7.32B, Ishares National Muni Bond ETF with a value of $5.78B, and Msci Eafe Value ETF with a value of $4.4B.

Examining the 13F form we can see an decrease of $22B in the current position value, from $136B to 114B.

Kingdom Financial Group Llc. is based out at Peoria, AZ

Below you can find more details about Kingdom Financial Group Llc. portfolio as well as his latest detailed transactions.

Portfolio value $114 Billion
ETFs: $54.4 Billion
Technology: $4.54 Billion
Financial Services: $4.14 Billion
Communication Services: $1.33 Billion
Healthcare: $968 Million
Consumer Cyclical: $767 Million
Energy: $403 Million
Industrial Goods: $232 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Capitol Ser Tr
-
$44 Billion 38.4% of portfolio
-
Q2 2025 New
$0
$12.5 Billion 10.94% of portfolio
50,793
Q2 2025 Reduced 41.52%
$0
$7.32 Billion 6.39% of portfolio
86,942
Q2 2025 Reduced 43.47%
$0
$5.78 Billion 5.05% of portfolio
55,332
Q2 2025 Reduced 59.26%
$0
$4.4 Billion 3.85% of portfolio
69,340
Q2 2025 Reduced 45.04%
$0
$4.28 Billion 3.74% of portfolio
38,211
Q2 2025 Reduced 40.51%
$0
$4.07 Billion 3.55% of portfolio
30,768
Q2 2025 Reduced 29.13%
$551B
$3.14 Billion 2.74% of portfolio
8,845
Q2 2025 New
$0
$2.51 Billion 2.2% of portfolio
41,859
Q2 2025 Reduced 61.22%
$0
$1.88 Billion 1.64% of portfolio
13,525
Q2 2025 Reduced 48.28%
$3.69T
$1.69 Billion 1.48% of portfolio
8,237
Q2 2025 Added 73.45%
$0
$1.46 Billion 1.28% of portfolio
29,700
Q2 2025 New
$0
$1.35 Billion 1.18% of portfolio
15,533
Q2 2025 Reduced 29.95%
$456B
$1.21 Billion 1.06% of portfolio
7,682
Q2 2025 New
$3.95T
$1.01 Billion 0.88% of portfolio
2,023
Q2 2025 Added 60.68%
$2.26T
$767 Million 0.67% of portfolio
3,497
Q2 2025 Added 50.28%
$0
$743 Million 0.65% of portfolio
1,307
Q2 2025 Reduced 92.35%
Aim ETF Products Trust
-
$739 Million 0.65% of portfolio
-
Q2 2025 Reduced 23.72%
$0
$704 Million 0.61% of portfolio
19,017
Q2 2025 Added 117.01%
$0
$662 Million 0.58% of portfolio
9,101
Q2 2025 Reduced 32.89%
$859B
$624 Million 0.55% of portfolio
2,154
Q2 2025 New
$0
$606 Million 0.53% of portfolio
26,379
Q2 2025 New
$0
$602 Million 0.53% of portfolio
14,464
Q2 2025 New
$0
$587 Million 0.51% of portfolio
9,992
Q2 2025 Reduced 90.66%
-
$583 Million 0.51% of portfolio
-
Q2 2025 Reduced 13.46%
$1.78T
$574 Million 0.5% of portfolio
778
Q2 2025 New
$0
$575 Million 0.5% of portfolio
11,640
Q2 2025 New
$0
$556 Million 0.49% of portfolio
11,392
Q2 2025 New
$0
$545 Million 0.48% of portfolio
15,598
Q2 2025 Reduced 38.78%
Elevation Series Trust
-
$543 Million 0.47% of portfolio
-
Q2 2025 New
$0
$525 Million 0.46% of portfolio
15,852
Q2 2025 Added 29.33%
$0
$517 Million 0.45% of portfolio
17,693
Q2 2025 New
$1.21T
$515 Million 0.45% of portfolio
2,923
Q2 2025 New
Listed Fds Tr
-
$495 Million 0.43% of portfolio
-
Q2 2025 New
$0
$497 Million 0.43% of portfolio
9,788
Q2 2025 New
Pimco ETF Tr
-
$477 Million 0.42% of portfolio
-
Q2 2025 New
First Tr Exchng Traded Fd Vi
-
$444 Million 0.39% of portfolio
-
Q2 2025 Added 78.49%
$127B
$410 Million 0.36% of portfolio
1,485
Q2 2025 New
$0
$375 Million 0.33% of portfolio
3,732
Q2 2025 New
$0
$343 Million 0.3% of portfolio
25,439
Q2 2025 Added 55.39%
$0
$280 Million 0.25% of portfolio
454
Q2 2025 New
Elevation Series Trust
-
$249 Million 0.22% of portfolio
-
Q2 2025 New
$0
$240 Million 0.21% of portfolio
4,797
Q2 2025 New
$1.24T
$237 Million 0.21% of portfolio
1,335
Q2 2025 New
$597M
$232 Million 0.2% of portfolio
-
Q2 2025 New
Elevation Series Trust
-
$230 Million 0.2% of portfolio
-
Q2 2025 New
$0
$224 Million 0.2% of portfolio
4,597
Q2 2025 New
$442B
$213 Million 0.19% of portfolio
1,976
Q2 2025 Reduced 75.34%
$0
$214 Million 0.19% of portfolio
2,762
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $114 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 30 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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