Kingdom Financial Group LLC has disclosed its investment holdings in a recent filing, revealing a total asset value of approximately $398.75 million as of September 30, 2026. This report, filed under the 13F-HR form, is significant as it provides insights into the firm's investment strategies and portfolio composition.

The filing indicates that Kingdom Financial Group has made substantial investments in various sectors, including technology and healthcare. Such diversification is crucial for mitigating risks and capitalizing on growth opportunities in a dynamic market environment.

Background

Kingdom Financial Group LLC is based in Peoria, Arizona, and operates within the financial services sector. The firm primarily focuses on investment management, providing services that include portfolio management and advisory services. The company is registered under the Central Index Key (CIK) number 0001962236 and has been active in filing various reports with the SEC, including its recent 13F-HR filings.

What the Filing Says

The latest filing, accession number 0001962236-26-000006, indicates that Kingdom Financial Group reported a total of 979 entries in its information table, reflecting a diverse range of investments. The total value of these holdings amounts to $398,751,693. This filing is part of the firm's ongoing compliance with SEC regulations, ensuring transparency in its investment activities.

Impact

This filing may affect various stakeholders, including clients, investors, and competitors in the financial services industry. Clients may gain insights into Kingdom Financial Group's investment strategies, while competitors might analyze the firm's portfolio to gauge market trends and competitive positioning.

What's Next

The filing does not specify what actions will follow this report. However, it is expected that Kingdom Financial Group will continue to monitor its investments closely and may adjust its portfolio in response to market conditions.