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Kingdom Financial Group LLC.

CIK:0001962236
Investment Adviser
$341M AUM
55 holdings
Peoria, AZ, United States
Founded:2011
40 employees
Latest filing:Jun 30, 2025

Kingdom Financial Group LLC is a registered investment adviser headquartered in Peoria, Arizona, United States. The firm was founded in 2011 and provides investment advisory and financial planning services primarily to individual investors and some institutional clients. As of March 2025, the firm manages approximately $340.6 million in assets and employs 40 people. Kingdom Financial Group emphasizes client-focused financial planning and investment management, serving the needs of individuals, pensions, and select businesses.

Investment Strategy

Kingdom Financial Group LLC primarily provides discretionary investment management services with a focus on diversified portfolio construction for individual and pension plan clients. The firm invests client assets primarily in publicly traded equities and exchange-traded funds (ETFs), with top holdings including large-cap technology and financial stocks such as Visa, Apple, Nvidia, and Microsoft. Their approach is geared toward long-term growth, client-specific risk tolerance, and personalized financial planning with no use of pooled investment vehicles or hedge fund strategies. The firm's advisory model is centered on transparency, prudent asset allocation, and a consultative engagement with each client to shape their financial future.

Latest 13F Filing Activity

Kingdom Financial Group LLC. filed their most recent 13F report on Jun 30, 2025 disclosing 51 equity positions with a total 13F market value of $114M. The fund increased holdings in Capitol Ser TR, Visa Inc., Janus Detroit STR TR among other positions. Kingdom Financial Group LLC. reduced exposure to Vanguard Scottsdale FDS, Ishares TR, Ishares TR among others.

Top Buys
S
SCECCAPITOL SER TR
+$44.0M
V
VVISA INC
+$3.1M
V
VNLAJANUS DETROIT STR TR
+$1.5M
N
NVDANVIDIA CORPORATION
+$1.2M
A
AAPLAPPLE INC
+$634.8K
Top Sells
V
VMBSVANGUARD SCOTTSDALE FDS
-$10.4M
U
USIGISHARES TR
-$9.9M
M
MUBISHARES TR
-$8.5M
V
VOOVANGUARD INDEX FDS
-$8.0M
V
VGITVANGUARD SCOTTSDALE FDS
-$7.1M

Top Holdings

S
SCECCAPITOL SER TR
+38.4%$44.0M
I
IWYISHARES TR
+10.9%$12.5M
I
IWXISHARES TR
+6.4%$7.3M
M
MUBISHARES TR
+5.1%$5.8M
E
EFVISHARES TR
+3.8%$4.4M

Equity Positions (51)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
CAPITOL SER TR38.40%$44.0M1,739,013$25.27$25.27+$44.0M
ISHARES TR10.94%$12.5M50,793$174.74$246.51-$5.8M
ISHARES TR6.39%$7.3M86,942$70.91$84.19-$5.3M
ISHARES TR5.05%$5.8M55,332$106.56$104.48-$8.5M
ISHARES TR3.85%$4.4M69,340$52.66$63.48-$3.0M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+3.2%
ELECTRONIC COMPUTERS
+2.8%
SERVICES-PREPACKAGED SOFTWARE
+2.3%
SERVICES-BUSINESS SERVICES, NEC
+2.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.7%