King Wealth Management Group — 13F Holdings & Portfolio
CIK 1568235 · latest 13F-HR filed 2026-05-04
King Wealth Management Group manages $799.7K in 13F-reported U.S. long-equity assets across 158 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVV (14.05%), QQQ (8.68%), SPY (6.60%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 12, added to 57, and trimmed 47.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$799.7K
Long-equity book
158
Distinct positions
2026-03-31
Filed 2026-05-04
+5 / −12 / ↑57 / ↓47
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TESLA INC$2.4K +250.1%
- SELECT SECTOR SPDR TR XLE$2.3K +38.0%
- LOCKHEED MARTIN CORP$2.1K +26.4%
- COSTCO WHOLESALE CORPORATION$1.9K +16.7%
- VANGUARD INDEX FDS VTV$1.9K +25.5%
Top Trims
- MICROSOFT CORP-$11.9K -21.8%
- INVESCO QQQ TR-$4.5K -6.1%
- ORACLE CORP-$3.8K -56.6%
- VISA INC-$3.5K -13.9%
- THE CIGNA GROUP-$2.9K -63.1%
New Positions
- STELLANTIS N.V$496
- BOSTON SCIENTIFIC CORP$439
- VANECK ETF TRUST OIH$272
- KEYSIGHT TECHNOLOGIES INC$229
- DEFINIUM THERAPEUTICS INC$189
Exited Positions
- BLACKSTONE SECD LENDING FD$3.9K
- APOLLO GLOBAL MGMT INC$883
- FISERV INC$486
- AIRBNB INC$271
- VANGUARD SPECIALIZED FUNDS VIG$257
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR IVV | IVV | 464287200 | $112.3K | 14.05% | 171,969 | SH |
| 2 | INVESCO QQQ TR | QQQ | 46090E103 | $69.4K | 8.68% | 120,210 | SH |
| 3 | STATE STR SPDR S&P 500 ETF SPY | SPY | 78462F103 | $52.8K | 6.60% | 81,213 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $42.7K | 5.34% | 115,377 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $37.8K | 4.72% | 148,829 | SH |
| 6 | NVIDIA CORPORATION | NVDA | 67066G104 | $37.7K | 4.72% | 216,333 | SH |
| 7 | ISHARES TR IJH | IJH | 464287507 | $27.7K | 3.47% | 410,619 | SH |
| 8 | ISHARES TR IJR | IJR | 464287804 | $25.6K | 3.20% | 206,133 | SH |
| 9 | JPMORGAN CHASE & CO | JPM | 46625H100 | $23.8K | 2.98% | 80,885 | SH |
| 10 | ALPHABET INC GOOGL | GOOGL | 02079K305 | $22.7K | 2.84% | 78,871 | SH |
| 11 | VISA INC | V | 92826C839 | $22.0K | 2.75% | 72,654 | SH |
| 12 | AMAZON COM INC | AMZN | 023135106 | $17.8K | 2.22% | 85,443 | SH |
| 13 | WALMART INC | WMT | 931142103 | $16.9K | 2.11% | 136,044 | SH |
| 14 | PARKER-HANNIFIN CORP | PH | 701094104 | $14.1K | 1.76% | 15,741 | SH |
| 15 | META PLATFORMS INC | META | 30303M102 | $13.7K | 1.71% | 23,935 | SH |
| 16 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $13.4K | 1.68% | 13,444 | SH |
| 17 | ISHARES TR ITOT | ITOT | 464287150 | $12.9K | 1.61% | 90,275 | SH |
| 18 | FIDELITY COVINGTON TR FTEC | FTEC | 316092808 | $10.9K | 1.36% | 52,316 | SH |
| 19 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $10.6K | 1.32% | 27,032 | SH |
| 20 | LOCKHEED MARTIN CORP | LMT | 539830109 | $10.2K | 1.28% | 16,920 | SH |
| 21 | VANGUARD INDEX FDS VTV | VTV | 922908744 | $9.3K | 1.16% | 47,280 | SH |
| 22 | MASTERCARD INCORPORATED | MA | 57636Q104 | $8.3K | 1.04% | 16,593 | SH |
| 23 | SELECT SECTOR SPDR TR XLE | XLE | 81369Y506 | $8.2K | 1.02% | 133,509 | SH |
| 24 | MCDONALDS CORP | MCD | 580135101 | $7.7K | 0.96% | 24,761 | SH |
| 25 | ISHARES TR IEFA | IEFA | 46432F842 | $7.7K | 0.96% | 84,670 | SH |
| 26 | STATE STR SPDR DOW JONES DIA | DIA | 78467X109 | $7.5K | 0.93% | 16,096 | SH |
| 27 | ELI LILLY & CO | LLY | 532457108 | $6.8K | 0.86% | 7,436 | SH |
| 28 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $6.6K | 0.83% | 45,298 | SH |
| 29 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $6.6K | 0.82% | 15,747 | SH |
| 30 | VANGUARD INDEX FDS VOE | VOE | 922908512 | $5.5K | 0.69% | 29,809 | SH |
| 31 | EXXON MOBIL CORP | XOM | 30231G102 | $5.4K | 0.68% | 31,972 | SH |
| 32 | VANGUARD INDEX FDS VO | VO | 922908629 | $5.0K | 0.63% | 17,431 | SH |
| 33 | ISHARES INC IEMG | IEMG | 46434G103 | $4.8K | 0.60% | 68,320 | SH |
| 34 | CHEVRON CORPORATION | CVX | 166764100 | $4.7K | 0.59% | 22,801 | SH |
| 35 | ISHARES TR IJJ | IJJ | 464287705 | $4.4K | 0.55% | 33,426 | SH |
| 36 | PEPSICO INC | PEP | 713448108 | $4.1K | 0.51% | 26,504 | SH |
| 37 | NETFLIX INC. | NFLX | 64110L106 | $3.9K | 0.49% | 40,599 | SH |
| 38 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.7K | 0.47% | 15,318 | SH |
| 39 | HOME DEPOT INC | HD | 437076102 | $3.6K | 0.45% | 10,827 | SH |
| 40 | TESLA INC | TSLA | 88160R101 | $3.4K | 0.43% | 9,142 | SH |
| 41 | TEVA PHARMACEUTICAL INDS LTD | TEVA | 881624209 | $3.3K | 0.41% | 110,000 | SH |
| 42 | PROCTER & GAMBLE CO | PG | 742718109 | $3.0K | 0.37% | 20,543 | SH |
| 43 | ORACLE CORP | ORCL | 68389X105 | $2.9K | 0.36% | 19,592 | SH |
| 44 | CATERPILLAR INC | CAT | 149123101 | $2.5K | 0.31% | 3,537 | SH |
| 45 | UNITED THERAPEUTICS CORP DEL | UTHR | 91307C102 | $2.5K | 0.31% | 4,150 | SH |
| 46 | BLACKSTONE INC | BX | 09260D107 | $2.1K | 0.26% | 18,324 | SH |
| 47 | THE CIGNA GROUP | CI | 125523100 | $1.7K | 0.22% | 6,467 | SH |
| 48 | GE VERNOVA INC | GEV | 36828A101 | $1.7K | 0.21% | 1,898 | SH |
| 49 | ISHARES TR SHY | SHY | 464287457 | $1.6K | 0.20% | 19,788 | SH |
| 50 | ISHARES TR IJS | IJS | 464287879 | $1.6K | 0.20% | 13,436 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-04 | $799.7K | 158 | 0001568235-26-000005 |
| 2025-12-31 | 2026-02-09 | $829.7K | 165 | 0001568235-26-000003 |