Kingdom Financial Group LLC.

RIA/Wealth

Kingdom Financial Group LLC. is a RIA/Wealth based in Peoria, AZ led by Steven David Fullerton, reporting $340.6M in AUM as of Q3 2025 with 71% ETF concentration and 57% concentrated in top 10 holdings.

PresidentSteven David Fullerton

Portfolio Value: $116.9M
Positions: 75
Top Holding: IWY at 14.59%
Last Reported: Q3 2025

Address14155 N. 83 Ave #144, Peoria, AZ, 85381, United States

Top Holdings

Largest long holdings in Kingdom Financial Group LLC.'s portfolio (56.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Russell Top 200 Growth IWY	ETF ETF	$17.1M	14.59%	+$3.2M Bought	— 62.4K shares	Q2 2023 Held for 2y 5m
2 IWX iShares Russell Top 200 Value IWX	ETF ETF	$9.8M	8.42%	+$2.2M Bought	— 112.1K shares	Q2 2023 Held for 2y 5m
3 iShares National Muni Bond MUB	ETF ETF	$6.8M	5.81%	+$896.6K Bought	— 63.8K shares	Q2 2023 Held for 2y 5m
4 EFV iShares MSCI EAFE Value EFV	ETF ETF	$5.7M	4.84%	+$950.6K Bought	— 83.4K shares	Q2 2023 Held for 2y 5m
5 iShares MSCI EAFE Growth EFG	ETF ETF	$5.5M	4.68%	+$1.1M Bought	— 48.1K shares	Q2 2023 Held for 2y 5m
6 iShares Russell Mid-Cap Value IWS	ETF ETF	$5.4M	4.59%	+$1.1M Bought	— 38.4K shares	Q2 2023 Held for 2y 5m
7 Apple AAPL	Consumer Electronics Technology	$4.6M	3.93%	+$2.5M Bought	0.00% 18.0K shares	Q2 2023 Held for 2y 5m
8 Janus Henderson Short Duration Income VNLA	ETF ETF	$4.4M	3.79%	+$3.0M Bought	— 89.9K shares	Q2 2025 Held for 5 months
9 Nvidia NVDA	Semiconductors Technology	$3.7M	3.18%	+$2.3M Bought	0.00% 19.9K shares	Q2 2025 Held for 5 months
10 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$3.6M	3.08%	+$844.0K Bought	— 54.7K shares	Q2 2023 Held for 2y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Kingdom Financial Group LLC.'s latest filing

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Market Value

$116.9M

Prior: $70.3M

Q/Q Change

+66.4%

+$46.7M

Net Flows % of MV

+30.71%

Turnover Ratio

22.23%

New Purchases

15 stocks

$4.6M

Added To

37 stocks

+$36.0M

Sold Out Of

9 stocks

$3.3M

Reduced Holdings

7 stocks

-$1.4M

Increased Positions

Position	Shares Δ	Change
1 SIXP AllianzIM U.S. Large Cap 6 Month Buffer10 Mar/Sep SIXP	New	0 → 37.5K +$1.2M
2 XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury XFIV	New	0 → 11.8K +$585.9K
3 Cisco Systems, Inc. CSCO	New	0 → 6.2K +$425.0K
4 Goldman Sachs Group GS	New	0 → 421.0 +$334.6K
5 Netflix NFLX	New	0 → 217.0 +$260.2K

Decreased Positions

Position	Shares Δ	Change
1 OCTW AllianzIM U.S. Large Cap Buffer20 Oct OCTW	Sold	19.0K → 0 −$703.8K
2 JANW AllianzIM U.S. Large Cap Buffer20 Jan JANW	Sold	15.6K → 0 −$544.9K
3 SIXO AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct SIXO	Sold	15.9K → 0 −$524.9K
4 GDEC FT Vest U.S. Equity Moderate Buffer ETF GDEC	Sold	12.6K → 0 −$443.8K
5 SPDR S&P 500 ETF Trust SPY	Sold	454.0 → 0 −$280.4K

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Analytics

Portfolio insights and performance metrics for Kingdom Financial Group LLC.

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Sector Allocation

ETF

71.40%

Technology

11.90%

Financial Services

5.40%

Consumer Cyclical

2.70%

Communication Services

2.60%

Healthcare

1.60%

Energy

0.90%

Consumer Defensive

0.40%

Industrials

0.20%

Utilities

0.20%

Market Cap Distribution

Mega Cap (> $200B)

24.88%

Large Cap ($10B - $200B)

0.90%

Micro Cap ($50M - $300M)

0.02%

Nano Cap (< $50M)

0.03%

N/A (ETF or Unknown)

74.17%

Portfolio Concentration

Top 10 Holdings %

56.91%

Top 20 Holdings %

74.96%

Top 50 Holdings %

94.85%

Top 100 Holdings %

100.0%