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Funds / Kingdom Financial Group LLC.
Institutional Fund

Kingdom Financial Group LLC.

Peoria, AZCIK 19622365 filings on record

Portfolio Value
$349.40M
Q1 2026
Holdings
833
Reported positions
New Buys
192
Opened this quarter
QoQ Change
+8.0%
from $323.63M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Capitol Ser Tr16.5%
  • Ishares Tr12.0%
  • Sterling Cap Fds9.1%
  • Ishares Tr7.7%
  • Ishares Tr4.3%
  • Ishares Tr4.1%
  • Other46.3%

Portfolio Holdings

833 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Capitol Ser Tr2.29M$57.56M16.5%+104.5KAdded
2Ishares Tr168.3K$41.87M12.0%+13.7KAdded
3Sterling Cap Fds1.28M$31.78M9.1%+1.28MNew
4Ishares Tr291.6K$27.02M7.7%+17.8KAdded
5Ishares Tr201.8K$15.00M4.3%6.0KReduced
6Ishares Tr98.6K$14.37M4.1%+3.5KAdded
7Ishares Tr117.7K$13.11M3.8%1.9KReduced
8Ishares Inc160.1K$11.17M3.2%+7.2KAdded
9Vanguard Index Fds15.0K$8.95M2.6%400Reduced
10Vanguard Scottsdale Fds74.4K$7.45M2.1%+4.5KAdded

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