StockDrifts LogoStockDrifts

Kingdom Financial Group LLC.

Portfolio Manager
Kingdom Financial Group LLC.
Performance
+1.27% (2025 Q4)
AUM (13F)
$349.40M
# of Holdings
864
Performance Rank
Allocation (Top 20)
74.1%

Kingdom Financial Group LLC. Holdings Map

Top 50 Kingdom Financial Group LLC. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCEC
CAPITOL SER TR
16.47%2.29M$57.6M
+4.77%(+104.52K)
2025-Q1: 0 shares2025-Q2: 1.74M shares2025-Q3: 1.79M shares2025-Q4: 2.19M shares2026-Q1: 2.29M shares
$25.25(-1.18%)
2026-03-31
IWY
ISHARES TR
11.98%168.3K$41.9M
+8.86%(+13.69K)
2025-Q1: 86.9K shares2025-Q2: 50.8K shares2025-Q3: 62.4K shares2025-Q4: 154.6K shares2026-Q1: 168.3K shares
$239.74(+23.34%)
2026-03-31
SCNM
STERLING CAP FDS
9.1%1.28M$31.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.28M shares
$24.96(-0.10%)
2026-03-31
IWX
ISHARES TR
7.73%291.6K$27.0M
+6.51%(+17.81K)
2025-Q1: 153.8K shares2025-Q2: 86.9K shares2025-Q3: 112.1K shares2025-Q4: 273.7K shares2026-Q1: 291.6K shares
$83.52(+22.91%)
2026-03-31
EFV
ISHARES TR
4.29%201.8K$15.0M
-2.87%(-5.96K)
2025-Q1: 126.2K shares2025-Q2: 69.3K shares2025-Q3: 83.4K shares2025-Q4: 207.7K shares2026-Q1: 201.8K shares
$63.09(+24.24%)
2026-03-31
IWS
ISHARES TR
4.11%98.6K$14.4M
+3.70%(+3.52K)
2025-Q1: 43.4K shares2025-Q2: 30.8K shares2025-Q3: 38.4K shares2025-Q4: 95.1K shares2026-Q1: 98.6K shares
$131.16(+20.31%)
2026-03-31
EFG
ISHARES TR
3.75%117.7K$13.1M
-1.61%(-1.93K)
2025-Q1: 64.2K shares2025-Q2: 38.2K shares2025-Q3: 48.1K shares2025-Q4: 119.6K shares2026-Q1: 117.7K shares
$108.58(+11.18%)
2026-03-31
IEMG
ISHARES INC
3.2%160.1K$11.2M
+4.69%(+7.18K)
2025-Q1: 107.9K shares2025-Q2: 41.9K shares2025-Q3: 54.7K shares2025-Q4: 153.0K shares2026-Q1: 160.1K shares
$62.17(+32.37%)
2026-03-31
VOO
VANGUARD INDEX FDS
2.56%15.0K$8.9M
-2.60%(-400)
2025-Q1: 17.1K shares2025-Q2: 1.3K shares2025-Q3: 1.6K shares2025-Q4: 15.4K shares2026-Q1: 15.0K shares
$604.92(+13.69%)
2026-03-31
VTWO
VANGUARD SCOTTSDALE FDS
2.13%74.4K$7.5M
+6.51%(+4.55K)
2025-Q1: 22.2K shares2025-Q2: 15.5K shares2025-Q3: 28.3K shares2025-Q4: 69.8K shares2026-Q1: 74.4K shares
$93.15(+23.37%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Kingdom Financial Group LLC., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all