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Kingdom Financial Group LLC.
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 Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCEC | CAPITOL SER TR | 38.40% | $44.0M | 1,739,013 | $25.27 | $25.27 | +$44.0M |
I IWY | ISHARES TR | 10.94% | $12.5M | 50,793 | $174.74 | $246.51 | -$5.8M |
I IWX | ISHARES TR | 6.39% | $7.3M | 86,942 | $70.91 | $84.19 | -$5.3M |
M MUB | ISHARES TR | 5.05% | $5.8M | 55,332 | $106.56 | $104.48 | -$8.5M |
E EFV | ISHARES TR | 3.85% | $4.4M | 69,340 | $52.66 | $63.48 | -$3.0M |
Industry Allocation
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