Kingdom Financial Group LLC.
- SEC CIK
- 0001962236
- Latest filing
- Aug 7, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Jul 31, 2023. Long positions only.
- Positions
- 63
- No filing for Q1 2023
- Portfolio value
- $102.0M
- No filing for Q1 2023
Kingdom Financial Group LLC. did not file a 13F for Q1 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464288414 | NATIONAL MUN ETF | 115,291 | $12.3M | 12.1% | – | – | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 62,736 | $9.95M | 9.8% | – | – | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 102,860 | $6.94M | 6.8% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 139,476 | $6.41M | 6.3% | – | – | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 117,234 | $5.87M | 5.8% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 13,535 | $5.51M | 5.4% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 84,712 | $4.18M | 4.1% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 64,685 | $3.79M | 3.7% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 65,628 | $3.79M | 3.7% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 32,784 | $3.60M | 3.5% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 37,262 | $3.56M | 3.5% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 69,752 | $3.41M | 3.3% | – | – | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 33,074 | $2.50M | 2.5% | – | – | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 66,519 | $2.22M | 2.2% | – | – | – |
| AAPLApple Inc. | Stock | 10,866 | $2.11M | 2.1% | – | – | History |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 26,346 | $1.67M | 1.6% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 15,599 | $1.51M | 1.5% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 2,695 | $1.30M | 1.3% | – | – | History |
| MSFTMicrosoft Corp | Stock | 3,771 | $1.28M | 1.3% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 11,276 | $1.21M | 1.2% | – | – | History |
| iShares Tr46435G326 | CORE MSCI INTL | 15,635 | $955.6K | 0.9% | – | – | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 9,502 | $896.6K | 0.9% | – | – | History |
| CVXChevron Corp | Stock | 5,462 | $859.5K | 0.8% | – | – | History |
| AMZNAmazon Com Inc | Stock | 5,740 | $748.3K | 0.7% | – | – | History |
| iShares Tr464289479 | CORE LT USDB ETF | 13,688 | $720.0K | 0.7% | – | – | – |
| SPDR Series Trust78464A144 | ST STR CORPO ETF | 23,708 | $684.6K | 0.7% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 7,057 | $648.0K | 0.6% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 11,574 | $580.7K | 0.6% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 24,697 | $565.6K | 0.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,639 | $558.9K | 0.5% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,488 | $537.6K | 0.5% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,267 | $536.1K | 0.5% | – | – | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 10,235 | $533.4K | 0.5% | – | – | – |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 12,285 | $529.4K | 0.5% | – | – | – |
| HONHoneywell International Inc | COM | 2,436 | $505.6K | 0.5% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 4,175 | $499.7K | 0.5% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 3,417 | $497.0K | 0.5% | – | – | History |
| JNJJohnson & Johnson | Stock | 2,589 | $428.5K | 0.4% | – | – | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 9,010 | $409.7K | 0.4% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,958 | $399.0K | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 1,522 | $398.4K | 0.4% | – | – | History |
| Flexshares Tr33939L761 | CR SCD US BD | 8,053 | $377.4K | 0.4% | – | – | – |
| PEPPepsiCo Inc | Stock | 2,013 | $372.9K | 0.4% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 1,680 | $361.4K | 0.4% | – | – | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 4,173 | $361.1K | 0.4% | – | – | – |
| SOSouthern Co | Stock | 5,136 | $360.8K | 0.4% | – | – | History |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 11,336 | $338.9K | 0.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 2,231 | $338.5K | 0.3% | – | – | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,287 | $338.4K | 0.3% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,179 | $310.6K | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,066 | $305.9K | 0.3% | – | – | History |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 15,793 | $302.9K | 0.3% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 644 | $287.0K | 0.3% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 5,072 | $254.3K | 0.2% | – | – | – |
| ABBVAbbVie Inc. | Stock | 1,788 | $240.9K | 0.2% | – | – | History |
| LLYEli Lilly & Co | Stock | 493 | $231.4K | 0.2% | – | – | History |
| MCDMcDonalds Corp | Stock | 771 | $229.9K | 0.2% | – | – | History |
| GEGeneral Electric Co | Stock | 2,081 | $228.6K | 0.2% | – | – | History |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 3,957 | $225.1K | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 723 | $224.6K | 0.2% | – | – | History |
| AVGOBroadcom Inc. | Stock | 253 | $219.1K | 0.2% | – | – | History |
| GPCGenuine Parts Co | Stock | 1,293 | $218.8K | 0.2% | – | – | History |
| Fidelity MSCI Materials Index ETF316092881 | ETF | 4,656 | $217.2K | 0.2% | – | – | – |