King Wealth Management Group — 13F Holdings & Portfolio
CIK 1568235 · latest 13F-HR filed 2026-08-05
King Wealth Management Group manages $914.3K in 13F-reported U.S. long-equity assets across 176 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (14.35%), QQQ (9.71%), SPY (6.57%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 20 new positions, exited 2, added to 92, and trimmed 25.
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.
SUITE 1
SARATOGA SPRINGS, NY 12866
$914.3K
Long-equity book
176
Distinct positions
2026-06-30
Filed 2026-08-05
+20 / −2 / ↑92 / ↓25
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- INVESCO QQQ TR$19.4K +27.9%
- ISHARES TR IVV$18.9K +16.8%
- CROWDSTRIKE HLDGS INC$9.9K +93.5%
- STATE STR SPDR S&P 500 ETF SPY$7.2K +13.7%
- ALPHABET INC GOOGL$5.6K +24.6%
Top Trims
- LOCKHEED MARTIN CORP-$1.6K -15.5%
- WALMART INC-$1.5K -8.9%
- MCDONALDS CORP-$1.4K -17.7%
- PALANTIR TECHNOLOGIES INC-$1.3K -19.8%
- SELECT SECTOR SPDR TR XLE-$1.2K -14.6%
New Positions
- PARK NATL CORP$1.4K
- J P MORGAN EXCHANGE TRADED JMUB$1.0K
- INTEL CORP$546
- SPDR SERIES TRUST SPYG$422
- HONEYWELL INTL INC$344
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 | $131.2K | 14.35% | 175,250 | SH |
| 2 | INVESCO QQQ TR | QQQ | 46090E103 | $88.8K | 9.71% | 120,537 | SH |
| 3 | STATE STR SPDR S&P 500 ETF SPY | SPY | 78462F103 | $60.1K | 6.57% | 80,417 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $43.0K | 4.71% | 215,020 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $42.8K | 4.68% | 114,619 | SH |
| 6 | APPLE INC | AAPL | 037833100 | $42.6K | 4.66% | 147,101 | SH |
| 7 | ISHARES TR IJH | IJH | 464287507 | $32.1K | 3.51% | 416,594 | SH |
| 8 | ISHARES TR IJR | IJR | 464287804 | $30.9K | 3.38% | 208,614 | SH |
| 9 | ALPHABET INC GOOGL | GOOGL | 02079K305 | $28.3K | 3.09% | 79,070 | SH |
| 10 | JPMORGAN CHASE & CO | JPM | 46625H100 | $26.5K | 2.90% | 80,935 | SH |
| 11 | VISA INC | V | 92826C839 | $24.9K | 2.72% | 72,465 | SH |
| 12 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $20.4K | 2.23% | 26,760 | SH |
| 13 | AMAZON COM INC | AMZN | 023135106 | $20.4K | 2.23% | 85,521 | SH |
| 14 | PARKER-HANNIFIN CORP | PH | 701094104 | $15.5K | 1.70% | 15,845 | SH |
| 15 | WALMART INC | WMT | 931142103 | $15.4K | 1.68% | 136,003 | SH |
| 16 | ISHARES TR ITOT | ITOT | 464287150 | $14.8K | 1.62% | 90,142 | SH |
| 17 | FIDELITY COVINGTON TRUST FTEC | FTEC | 316092808 | $14.8K | 1.62% | 51,730 | SH |
| 18 | META PLATFORMS INC | META | 30303M102 | $13.7K | 1.50% | 24,284 | SH |
| 19 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $12.8K | 1.40% | 13,668 | SH |
| 20 | VANGUARD INDEX FDS VTV | VTV | 922908744 | $10.6K | 1.16% | 48,725 | SH |
| 21 | ELI LILLY & CO | LLY | 532457108 | $9.5K | 1.04% | 7,913 | SH |
| 22 | LOCKHEED MARTIN CORP | LMT | 539830109 | $8.6K | 0.94% | 16,954 | SH |
| 23 | ISHARES TR IEFA | IEFA | 46432F842 | $8.5K | 0.93% | 87,962 | SH |
| 24 | MASTERCARD INCORPORATED | MA | 57636Q104 | $8.3K | 0.91% | 16,207 | SH |
| 25 | STATE STR SPDR DOW JONES IND DIA | DIA | 78467X109 | $8.3K | 0.90% | 15,804 | SH |
| 26 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $8.1K | 0.89% | 16,508 | SH |
| 27 | SELECT SECTOR SPDR TR XLE | XLE | 81369Y506 | $7.0K | 0.76% | 131,503 | SH |
| 28 | MCDONALDS CORP | MCD | 580135101 | $6.3K | 0.69% | 23,436 | SH |
| 29 | ISHARES INC IEMG | IEMG | 46434G103 | $5.8K | 0.64% | 70,623 | SH |
| 30 | VANGUARD INDEX FDS VOE | VOE | 922908512 | $5.8K | 0.63% | 29,209 | SH |
| 31 | VANGUARD INDEX FDS VO | VO | 922908629 | $5.6K | 0.61% | 69,724 | SH |
| 32 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $5.3K | 0.58% | 45,563 | SH |
| 33 | ISHARES TR IJJ | IJJ | 464287705 | $4.9K | 0.53% | 32,843 | SH |
| 34 | TESLA INC | TSLA | 88160R101 | $4.7K | 0.51% | 11,126 | SH |
| 35 | EXXON MOBIL CORP | XOM | 30231G102 | $4.4K | 0.48% | 32,346 | SH |
| 36 | CHEVRON CORPORATION | CVX | 166764100 | $4.0K | 0.44% | 24,055 | SH |
| 37 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.9K | 0.42% | 15,202 | SH |
| 38 | CATERPILLAR INC | CAT | 149123101 | $3.8K | 0.42% | 3,593 | SH |
| 39 | HOME DEPOT INC | HD | 437076102 | $3.6K | 0.40% | 10,248 | SH |
| 40 | PEPSICO INC | PEP | 713448108 | $3.5K | 0.38% | 25,917 | SH |
| 41 | NETFLIX INC. | NFLX | 64110L106 | $3.4K | 0.37% | 47,560 | SH |
| 42 | TEVA PHARMACEUTICAL INDS LTD | TEVA | 881624209 | $3.4K | 0.37% | 100,000 | SH |
| 43 | THE CIGNA GROUP | CI | 125523100 | $3.1K | 0.34% | 11,272 | SH |
| 44 | PROCTER & GAMBLE CO | PG | 742718109 | $3.0K | 0.33% | 20,453 | SH |
| 45 | SPDR GOLD TR | GLD | 78463V107 | $2.5K | 0.27% | 6,728 | SH |
| 46 | GE VERNOVA INC | GEV | 36828A101 | $2.3K | 0.25% | 1,934 | SH |
| 47 | UNITED THERAPEUTICS CORP DEL | UTHR | 91307C102 | $2.2K | 0.25% | 4,150 | SH |
| 48 | BLACKSTONE INC | BX | 09260D107 | $2.2K | 0.24% | 18,365 | SH |
| 49 | ORACLE CORP | ORCL | 68389X105 | $1.9K | 0.21% | 12,957 | SH |
| 50 | ISHARES TR IJS | IJS | 464287879 | $1.8K | 0.20% | 13,254 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-05 | $914.3K | 176 | 0001568235-26-000008 |
| 2026-03-31 | 2026-05-04 | $799.7K | 158 | 0001568235-26-000005 |
| 2025-12-31 | 2026-02-09 | $829.7K | 165 | 0001568235-26-000003 |