Filer Snapshot

Kingdom Financial Group LLC.

CIK 0001962236. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

14

Latest filing

13 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Latest 13F portfolio

$349.35M

834 holdings for Q1 2026

Open portfolio

Largest parsed holding

SCEC

$57.56M reported value

Open holding

13D/G large stake

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 13 May 2026 for CIK 0001962236.

View Source Filing
Identity
Business address
14155 N 83 Rd Ave Suite 144, Peoria, AZ, 85022
SEC ownership signals
Parsed ownership coverage

13F reported value

$349.35M

Latest parsed Form 13F reported market value.

Largest 13F symbols

SCEC, IWY, SCNM, IWX

Largest symbols in the latest parsed Form 13F holdings.

SEC record
State of incorporation
AZ
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Kingdom Financial Group LLC.

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $349.35M across 834 reported holdings for Q1 2026.
  • Largest parsed 13F holding: SCEC at $57.56M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 834 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 13 May 2026

Top 5 concentration

50%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$173.23M

Compared with $349.35M total 13F value.

Top 5 net change

+$39.02M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: SCNM ยท Largest trim: MUB

SCEC IWY SCNM IWX EFV Other holdings

SCEC

16.5%

Capitol Ser Tr

$57.56M

IWY

12%

Ishares Tr

$41.87M

SCNM

9.1%

Sterling Cap Fds

$31.78M

IWX

7.7%

Ishares Tr

$27.02M

EFV

4.3%

Ishares Tr

$15M

Latest update

What changed recently for Kingdom Financial Group LLC.

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

13 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 13 May 2026.

Benchmark Context

Benchmark context for this company

Kingdom Financial Group LLC. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0001962236 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
14
First seen
31 Jul 2023
Latest filing
13 May 2026
Entity
Company

Latest Filings

Showing the latest 12 of 14 SEC filings for Kingdom Financial Group LLC..

13F-HR File 028-23315

13F-HR filing

Filing date
13 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23315

13F-HR filing

Filing date
06 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23315

13F-HR filing

Filing date
30 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
N-PX File 028-23315

N-PX filing

Filing date
12 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23315

13F-HR filing

Filing date
11 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23315

13F-HR filing

Filing date
24 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23315

13F-HR filing

Filing date
10 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23315

13F-HR filing

Filing date
12 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
N-PX File 028-23315

N-PX filing

Filing date
15 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23315

13F-HR filing

Filing date
07 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23315

13F-HR filing

Filing date
15 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-23315

13F-HR filing

Filing date
17 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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