Kingdom Financial Group Llc. Portfolio Holdings

Kingdom Financial Group Llc.

  • $164 Billion
  • Q3 2025

Kingdom Financial Group Llc. has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $164 Billion distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capitol Ser Tr with a value of $45.5B, Ishares Tr Russell 200 Growth with a value of $17.1B, Ishares Tr Russell 200 Value E with a value of $9.85B, Ishares National Muni Bond ETF with a value of $6.79B, and Msci Eafe Value ETF with a value of $5.65B.

Examining the 13F form we can see an increase of $49.1B in the current position value, from $114B to 164B.

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 $164 Billion
ETFs: $79 Billion
Technology: $14 Billion
Financial Services: $6.29 Billion
Consumer Cyclical: $3.17 Billion
Communication Services: $3.1 Billion
Healthcare: $1.84 Billion
Energy: $1.08 Billion
Industrial Goods: $707 Million
Other: $981 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Capitol Ser Tr
-
$45.5 Billion 27.82% of portfolio
-
Q3 2025 Added 2.68%
$0
$17.1 Billion 10.43% of portfolio
62,354
Q3 2025 Added 22.76%
$0
$9.85 Billion 6.02% of portfolio
112,059
Q3 2025 Added 28.89%
$0
$6.79 Billion 4.15% of portfolio
63,752
Q3 2025 Added 15.22%
$0
$5.65 Billion 3.46% of portfolio
83,355
Q3 2025 Added 20.21%
$0
$5.48 Billion 3.35% of portfolio
48,086
Q3 2025 Added 25.84%
$0
$5.36 Billion 3.28% of portfolio
38,397
Q3 2025 Added 24.8%
$4.32T
$4.59 Billion 2.81% of portfolio
18,030
Q3 2025 Added 118.89%
$0
$4.43 Billion 2.71% of portfolio
89,896
Q3 2025 Added 202.68%
$477B
$3.71 Billion 2.27% of portfolio
19,906
Q3 2025 Added 159.13%
$0
$3.6 Billion 2.2% of portfolio
54,663
Q3 2025 Added 30.59%
$569B
$3.39 Billion 2.07% of portfolio
9,921
Q3 2025 Added 12.17%
$3.96T
$3.05 Billion 1.86% of portfolio
5,881
Q3 2025 Added 190.71%
$0
$2.77 Billion 1.69% of portfolio
28,315
Q3 2025 Added 82.29%
$2.31T
$2.04 Billion 1.25% of portfolio
9,280
Q3 2025 Added 165.37%
$0
$1.8 Billion 1.1% of portfolio
77,798
Q3 2025 Added 194.92%
$0
$1.7 Billion 1.04% of portfolio
33,637
Q3 2025 Added 188.98%
$0
$1.63 Billion 1.0% of portfolio
33,049
Q3 2025 Added 190.11%
$0
$1.53 Billion 0.93% of portfolio
51,494
Q3 2025 Added 191.04%
$892B
$1.47 Billion 0.9% of portfolio
4,664
Q3 2025 Added 116.53%
$0
$1.47 Billion 0.9% of portfolio
28,918
Q3 2025 Added 195.44%
$0
$1.43 Billion 0.88% of portfolio
34,093
Q3 2025 Added 135.71%
$147B
$1.23 Billion 0.75% of portfolio
3,737
Q3 2025 Added 151.65%
$0
$1.23 Billion 0.75% of portfolio
8,603
Q3 2025 Reduced 36.39%
Aim ETF Products Trust
-
$1.15 Billion 0.71% of portfolio
-
Q3 2025 New
$1.65T
$1.1 Billion 0.67% of portfolio
1,499
Q3 2025 Added 92.67%
$0
$1.08 Billion 0.66% of portfolio
10,765
Q3 2025 Added 188.45%
$0
$967 Million 0.59% of portfolio
1,580
Q3 2025 Added 20.89%
Aim ETF Products Trust
-
$897 Million 0.55% of portfolio
-
Q3 2025 New
Elevation Series Trust
-
$742 Million 0.45% of portfolio
-
Q3 2025 Added 36.84%
$0
$722 Million 0.44% of portfolio
14,390
Q3 2025 Added 199.98%
$597M
$707 Million 0.43% of portfolio
-
Q3 2025 Added 204.62%
Pimco ETF Tr
-
$708 Million 0.43% of portfolio
-
Q3 2025 Added 48.38%
Aim ETF Products Trust
-
$683 Million 0.42% of portfolio
-
Q3 2025 Reduced 11.55%
Aim ETF Products Trust
-
$689 Million 0.42% of portfolio
-
Q3 2025 New
$1.43T
$674 Million 0.41% of portfolio
1,514
Q3 2025 New
$0
$659 Million 0.4% of portfolio
11,202
Q3 2025 Added 12.11%
$0
$654 Million 0.4% of portfolio
13,329
Q3 2025 Added 189.95%
$0
$636 Million 0.39% of portfolio
6,682
Q3 2025 New
$483B
$639 Million 0.39% of portfolio
5,665
Q3 2025 Added 186.69%
$0
$625 Million 0.38% of portfolio
7,979
Q3 2025 Reduced 12.33%
-
$586 Million 0.36% of portfolio
-
Q3 2025 New
$498B
$581 Million 0.36% of portfolio
3,133
Q3 2025 Added 132.42%
$0
$586 Million 0.36% of portfolio
7,153
Q3 2025 Added 158.98%
$342B
$558 Million 0.34% of portfolio
1,615
Q3 2025 Reduced 33.92%
-
$535 Million 0.33% of portfolio
-
Q3 2025 Reduced 7.65%
$0
$497 Million 0.3% of portfolio
12,932
Q3 2025 New
Elevation Series Trust
-
$487 Million 0.3% of portfolio
-
Q3 2025 New
$646B
$487 Million 0.3% of portfolio
968
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $164 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 33 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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