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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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