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King Wealth Management Group — 13F Holdings & Portfolio

CIK 1568235 · latest 13F-HR filed 2026-08-05

Backtest portfolio

King Wealth Management Group manages $914.3M 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 and exited 2; 92 existing positions rose in reported value and 25 fell.

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.

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AUM
$914.3M

Long-equity book

Holdings
176

Distinct positions

Period
2026-06-30

Filed 2026-08-05

Q/Q Activity
+20 / −2 / ↑92 / ↓25

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
IVV14.4% · +2%QQQ9.7% · +0%SPY6.6% · -1%NVDA4.7% · -1%MSFT4.7% · -1%AAPL4.7% · -1%IJH3.5% · +2%IJR3.4% · +1%GOOGL3.1% · +0%JPM2.9% · +0%V2.7% · -0%CRWD2.2% · -1%AMZN2.2% · +0%PH1.7% · +1%WMT1.7% · -0%ITOT1.6% · -0%FTEC1.6% · -1%META1.5% · +2%COST1.4% · +2%VTV1.2% · +3%LLY1.0% · +6%LMT0.9% · +0%IEFA0.9% · +4%MA0.9% · -2%DIA0.9% · -2%TT0.9% · +5%XLE0.8% · -2%MCD0.7% · -5%IEMG0.6% · +3%VOE0.6% · -2%VO0.6% · +300%PLTR0.6% · +1%IJJ0.5% · -2%TSLA0.5% · +22%XOM0.5% · +1%CVX0.4% · +6%JNJ0.4% · -1%CAT0.4% · +2%HD0.4% · -5%PEP0.4% · -2%NFLX0.4% · +17%TEVA0.4% · -9%CI0.3% · +74%PG0.3% · -0%GLD0.3% · +131%GEV0.2% · +2%UTHR0.2% · 0%BX0.2% · +0%ORCL0.2% · -34%IJS0.2% · -1%AMD0.2% · +1%VOO0.2% · -1%UNP0.2% · +1%TSM0.2% · -12%VB0.2% · 0%SHY0.2% · -1%VTI0.2% · -0%BSX0.2% · +422%LQD0.2% · -5%IVE0.2% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 57.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jan 27, 2026.

Assets Under Management
$1.08B
Discretionary
$1.08B
Employees
8
Accounts
1,894
Address
270 WEST CIRCULAR STREET
SUITE 1
SARATOGA SPRINGS, NY 12866
Phone
(518) 306-5640
Website
Name Title / Status Ownership Type
GALE, DANIEL, PAUL ControlVICE PRESIDENT
since Feb 2012
Less than 5%Individual
KING, LAWRENCE, EDGAR ControlPRESIDENT/CCO
since Feb 2012
75% or moreIndividual
King, Sally, A ControlTREASURER
since Jan 2015
Less than 5%Individual
QUINN, JANE, MARIE ControlSECRETARY
since Jan 2015
Less than 5%Individual
Ownership & leadership changes · 3 filings with changes since Jan 4, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Oct 5, 2021 filing
  • ChangedGALE, DANIEL, PAUL · ownership 10–25% → Less than 5%
Feb 24, 2016 filing
  • AddedKing, Sally, A · TREASURER · Less than 5% · control person
  • AddedQUINN, JANE, MARIE · SECRETARY · Less than 5% · control person
  • ChangedGALE, DANIEL, PAUL · title MANAGING MEMBER → VICE PRESIDENT
  • ChangedKING, LAWRENCE, EDGAR · title MANAGING MEMBER / CHIEF COMPLIANCE OFFICER → PRESIDENT/CCO
Feb 3, 2012 filing
  • No longer listedBROWN, SCOTT, MICHAEL · MANAGER/CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Nov 2011
  • No longer listedINTERIM HOLDINGS, LLC · MANAGING MEMBER · 75% or more · control person · listed since Nov 2011
  • AddedGALE, DANIEL, PAUL · MANAGING MEMBER · 10–25% · control person
  • AddedKING, LAWRENCE, EDGAR · MANAGING MEMBER / CHIEF COMPLIANCE OFFICER · 75% or more · control person
Jan 4, 2012 filing (earliest on record)
  • ListedBROWN, SCOTT, MICHAEL · MANAGER/CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedINTERIM HOLDINGS, LLC · MANAGING MEMBER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

King Wealth Management Group Holdings (2026-06-30)

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 $131.2M 14.35% 175,250 SH
2 INVESCO QQQ TR QQQ 46090E103 $88.8M 9.71% 120,537 SH
3 STATE STR SPDR S&P 500 ETF SPY SPY 78462F103 $60.1M 6.57% 80,417 SH
4 NVIDIA CORPORATION NVDA 67066G104 $43.0M 4.71% 215,020 SH
5 MICROSOFT CORP MSFT 594918104 $42.8M 4.68% 114,619 SH
6 APPLE INC AAPL 037833100 $42.6M 4.66% 147,101 SH
7 ISHARES TR IJH IJH 464287507 $32.1M 3.51% 416,594 SH
8 ISHARES TR IJR IJR 464287804 $30.9M 3.38% 208,614 SH
9 ALPHABET INC GOOGL GOOGL 02079K305 $28.3M 3.09% 79,070 SH
10 JPMORGAN CHASE & CO JPM 46625H100 $26.5M 2.90% 80,935 SH
11 VISA INC V 92826C839 $24.9M 2.72% 72,465 SH
12 CROWDSTRIKE HLDGS INC CRWD 22788C105 $20.4M 2.23% 26,760 SH
13 AMAZON COM INC AMZN 023135106 $20.4M 2.23% 85,521 SH
14 PARKER-HANNIFIN CORP PH 701094104 $15.5M 1.70% 15,845 SH
15 WALMART INC WMT 931142103 $15.4M 1.68% 136,003 SH
16 ISHARES TR ITOT ITOT 464287150 $14.8M 1.62% 90,142 SH
17 FIDELITY COVINGTON TRUST FTEC FTEC 316092808 $14.8M 1.62% 51,730 SH
18 META PLATFORMS INC META 30303M102 $13.7M 1.50% 24,284 SH
19 COSTCO WHOLESALE CORPORATION COST 22160K105 $12.8M 1.40% 13,668 SH
20 VANGUARD INDEX FDS VTV VTV 922908744 $10.6M 1.16% 48,725 SH
21 ELI LILLY & CO LLY 532457108 $9.5M 1.04% 7,913 SH
22 LOCKHEED MARTIN CORP LMT 539830109 $8.6M 0.94% 16,954 SH
23 ISHARES TR IEFA IEFA 46432F842 $8.5M 0.93% 87,962 SH
24 MASTERCARD INCORPORATED MA 57636Q104 $8.3M 0.91% 16,207 SH
25 STATE STR SPDR DOW JONES IND DIA DIA 78467X109 $8.3M 0.90% 15,804 SH
26 TRANE TECHNOLOGIES PLC TT G8994E103 $8.1M 0.89% 16,508 SH
27 SELECT SECTOR SPDR TR XLE XLE 81369Y506 $7.0M 0.76% 131,503 SH
28 MCDONALDS CORP MCD 580135101 $6.3M 0.69% 23,436 SH
29 ISHARES INC IEMG IEMG 46434G103 $5.8M 0.64% 70,623 SH
30 VANGUARD INDEX FDS VOE VOE 922908512 $5.8M 0.63% 29,209 SH
31 VANGUARD INDEX FDS VO VO 922908629 $5.6M 0.61% 69,724 SH
32 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $5.3M 0.58% 45,563 SH
33 ISHARES TR IJJ IJJ 464287705 $4.9M 0.53% 32,843 SH
34 TESLA INC TSLA 88160R101 $4.7M 0.51% 11,126 SH
35 EXXON MOBIL CORP XOM 30231G102 $4.4M 0.48% 32,346 SH
36 CHEVRON CORPORATION CVX 166764100 $4.0M 0.44% 24,055 SH
37 JOHNSON & JOHNSON JNJ 478160104 $3.9M 0.42% 15,202 SH
38 CATERPILLAR INC CAT 149123101 $3.8M 0.42% 3,593 SH
39 HOME DEPOT INC HD 437076102 $3.6M 0.40% 10,248 SH
40 PEPSICO INC PEP 713448108 $3.5M 0.38% 25,917 SH
41 NETFLIX INC. NFLX 64110L106 $3.4M 0.37% 47,560 SH
42 TEVA PHARMACEUTICAL INDS LTD TEVA 881624209 $3.4M 0.37% 100,000 SH
43 THE CIGNA GROUP CI 125523100 $3.1M 0.34% 11,272 SH
44 PROCTER & GAMBLE CO PG 742718109 $3.0M 0.33% 20,453 SH
45 SPDR GOLD TR GLD 78463V107 $2.5M 0.27% 6,728 SH
46 GE VERNOVA INC GEV 36828A101 $2.3M 0.25% 1,934 SH
47 UNITED THERAPEUTICS CORP DEL UTHR 91307C102 $2.2M 0.25% 4,150 SH
48 BLACKSTONE INC BX 09260D107 $2.2M 0.24% 18,365 SH
49 ORACLE CORP ORCL 68389X105 $1.9M 0.21% 12,957 SH
50 ISHARES TR IJS IJS 464287879 $1.8M 0.20% 13,254 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $914.3M 176 0001568235-26-000008
2026-03-31 2026-05-04 $799.7M 158 0001568235-26-000005
2025-12-31 2026-02-09 $829.7M 165 0001568235-26-000003
Filer Information
Address
270 WEST CIRCULAR STREET
SUITE 1
SARATOGA SPRINGS, NY 12866
Phone
(518) 306-5640
Filing Manager
King Wealth Management Group
SARATOGA SPRINGS, NY
Signatory
Jane Quinn
Executive Administrator