King Wealth Management
Latest statistics and disclosures from King Wealth Management Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, QQQ, MSFT, SPY, AAPL, and represent 40.53% of King Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: AAPL, NFLX, XLE, CI, GOOGL, IVV, VTV, SPY, AMZN, MSFT.
- Started 14 new stock positions in MU, ETHA, AEP, CEG, PPA, ASML, IHS, PWR, GSOL, AMAT. ACN, SAP, GLDM, VMI.
- Reduced shares in these 10 stocks: LLY (-$6.6M), BXSL, HOLX, TEVA, ZBH, HD, MCD, V, AVDL, .
- Sold out of its positions in DXCM, HOLX, TLT, MSTR, PNC, PAYX, SPDW, ZBH, AVDL.
- King Wealth Management Group was a net buyer of stock by $12M.
- King Wealth Management Group has $830M in assets under management (AUM), dropping by 4.25%.
- Central Index Key (CIK): 0001568235
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Portfolio Holdings for King Wealth Management Group
King Wealth Management Group holds 165 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Ivv Etf (IVV) | 14.1 | $117M | 171k | 684.94 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 8.9 | $74M | 120k | 614.31 |
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| Microsoft Corporation (MSFT) | 6.6 | $55M | 113k | 483.62 |
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| Spdr S&p 500 Etf Tr Spy Etf (SPY) | 6.1 | $51M | 74k | 681.92 |
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| Apple (AAPL) | 4.9 | $40M | +10% | 148k | 271.86 |
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| NVIDIA Corporation (NVDA) | 4.8 | $40M | 216k | 186.50 |
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| Ishares Tr Ijh Etf (IJH) | 3.2 | $26M | 401k | 66.00 |
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| JPMorgan Chase & Co. (JPM) | 3.1 | $26M | 80k | 322.22 |
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| Visa Com Cl A (V) | 3.1 | $26M | 73k | 350.71 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $25M | +7% | 78k | 313.00 |
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| Ishares Tr Ijr Etf (IJR) | 2.9 | $24M | 201k | 120.18 |
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| Amazon (AMZN) | 2.1 | $18M | +4% | 76k | 230.81 |
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| Meta Platforms Cl A (META) | 1.8 | $15M | 23k | 660.10 |
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| Wal-Mart Stores (WMT) | 1.8 | $15M | +2% | 136k | 111.41 |
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| Ishares Tr Itot Etf (ITOT) | 1.6 | $14M | 92k | 148.68 |
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| Parker-Hannifin Corporation (PH) | 1.6 | $14M | 16k | 878.98 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.6 | $13M | 28k | 468.76 |
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| Fidelity Covington Tr Ftec Etf (FTEC) | 1.5 | $12M | 54k | 224.66 |
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| Costco Wholesale Corporation (COST) | 1.4 | $12M | 13k | 862.34 |
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| Mastercard Incorporated Cl A (MA) | 1.2 | $9.5M | -2% | 17k | 570.88 |
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| Lockheed Martin Corporation (LMT) | 1.0 | $8.1M | -2% | 17k | 483.68 |
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| Eli Lilly & Co. (LLY) | 1.0 | $8.1M | -45% | 7.5k | 1074.71 |
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| Palantir Technologies Cl A (PLTR) | 1.0 | $7.9M | +3% | 44k | 177.75 |
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| McDonald's Corporation (MCD) | 0.9 | $7.8M | -4% | 25k | 305.64 |
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| Spdr Dow Jones Indl Av Dia Etf (DIA) | 0.9 | $7.7M | 16k | 480.56 |
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| Ishares Tr Iefa Etf (IEFA) | 0.9 | $7.4M | 83k | 89.46 |
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| Vanguard Index Fds Vtv Etf (VTV) | 0.9 | $7.4M | +21% | 39k | 191.08 |
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| Oracle Corporation (ORCL) | 0.8 | $6.6M | -3% | 35k | 190.87 |
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| Select Sector Spdr Tr Xle Etf (XLE) | 0.7 | $5.9M | +93% | 133k | 44.71 |
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| Trane Technologies SHS (TT) | 0.7 | $5.7M | +4% | 15k | 389.17 |
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| Vanguard Index Fds Voe Etf (VOE) | 0.6 | $5.4M | -4% | 30k | 177.37 |
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| Vanguard Index Fds Vo Etf (VO) | 0.6 | $5.2M | -3% | 18k | 290.24 |
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| Cigna Corp (CI) | 0.6 | $4.7M | +75% | 17k | 275.24 |
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| Ishares Inc Iemg Etf (IEMG) | 0.5 | $4.5M | 67k | 67.21 |
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| Ishares Tr Ijj Etf (IJJ) | 0.5 | $4.5M | -2% | 34k | 131.58 |
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| Teva Pharmaceutical Inds Ads (TEVA) | 0.5 | $4.2M | -15% | 135k | 31.21 |
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| Home Depot (HD) | 0.5 | $4.1M | -8% | 12k | 344.06 |
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| Blackstone Secd Lending (BXSL) | 0.5 | $3.9M | -34% | 148k | 26.33 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $3.8M | +3% | 32k | 120.33 |
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| Pepsi (PEP) | 0.4 | $3.7M | -4% | 26k | 143.53 |
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| Netflix (NFLX) | 0.4 | $3.6M | +8778% | 38k | 93.77 |
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| Chevron Corporation (CVX) | 0.4 | $3.2M | +12% | 21k | 152.43 |
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| Johnson & Johnson (JNJ) | 0.4 | $3.1M | +3% | 15k | 206.95 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $2.8M | 18k | 154.16 |
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| Procter & Gamble Company (PG) | 0.3 | $2.8M | 20k | 143.31 |
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| Caterpillar (CAT) | 0.2 | $2.0M | 3.5k | 572.79 |
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| Ishares Tr Lqd Etf (LQD) | 0.2 | $1.6M | -4% | 15k | 110.16 |
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| Vanguard Index Fds Voo Etf (VOO) | 0.2 | $1.6M | 2.6k | 627.02 |
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| Ishares Tr Ijs Etf (IJS) | 0.2 | $1.6M | -4% | 14k | 113.69 |
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| Ishares Tr Shy Etf (SHY) | 0.2 | $1.5M | 18k | 82.83 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.5M | 6.5k | 231.35 |
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| Vanguard Index Fds Vti Etf (VTI) | 0.2 | $1.5M | 4.3k | 335.18 |
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| Abbott Laboratories (ABT) | 0.2 | $1.4M | +6% | 12k | 125.26 |
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| Ishares Tr Ive Etf (IVE) | 0.2 | $1.4M | 6.6k | 212.06 |
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| Vanguard Index Fds Vb Etf (VB) | 0.2 | $1.4M | 5.4k | 257.94 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.2M | -9% | 4.0k | 313.93 |
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| Blackrock (BLK) | 0.1 | $1.2M | 1.1k | 1070.50 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.2M | +36% | 2.4k | 502.50 |
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| Ishares Tr Agg Etf (AGG) | 0.1 | $1.2M | 12k | 99.87 |
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| Ge Vernova (GEV) | 0.1 | $1.2M | +34% | 1.8k | 653.80 |
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| Taiwan Semiconductor Mfg Ads (TSM) | 0.1 | $1.2M | +2% | 3.9k | 304.01 |
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| Spdr Gold Tr Gld Etf (GLD) | 0.1 | $1.1M | +92% | 2.9k | 396.41 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.1M | +9% | 3.6k | 308.08 |
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| Vanguard Index Fds Vbr Etf (VBR) | 0.1 | $1.1M | -2% | 5.1k | 211.89 |
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| Ishares Tr Pff Etf (PFF) | 0.1 | $1.0M | -4% | 33k | 30.95 |
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| Ishares Tr Iefa Etf (IEF) | 0.1 | $977k | 10k | 96.16 |
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| Tesla Motors (TSLA) | 0.1 | $971k | +5% | 2.2k | 449.75 |
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| Enterprise Products Partners (EPD) | 0.1 | $956k | +36% | 30k | 32.05 |
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| Fidelity Merrimack Str Tr Fbnd Etf (FBND) | 0.1 | $945k | 21k | 46.03 |
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| Goldman Sachs (GS) | 0.1 | $938k | 1.1k | 879.10 |
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| Broadcom (AVGO) | 0.1 | $936k | -2% | 2.7k | 346.28 |
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| Ishares Tr Iwf Etf (IWF) | 0.1 | $910k | 1.9k | 473.47 |
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| Verizon Communications (VZ) | 0.1 | $897k | -4% | 22k | 40.72 |
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| Tenet Healthcare Corp Com New (THC) | 0.1 | $894k | 4.5k | 198.67 |
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| Apollo Global Mgmt (APO) | 0.1 | $883k | 6.1k | 144.75 |
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| Invesco Exch Traded Fd Tr Ii Etf (VRP) | 0.1 | $875k | -9% | 36k | 24.32 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $866k | 4.7k | 183.47 |
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| Vanguard Index Fds Vug Etf (VUG) | 0.1 | $859k | 1.8k | 487.79 |
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| Merck & Co (MRK) | 0.1 | $831k | 7.9k | 105.26 |
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| Dick's Sporting Goods (DKS) | 0.1 | $830k | 4.2k | 197.90 |
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| Waste Management (WM) | 0.1 | $789k | 3.6k | 219.59 |
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| United Parcel Service CL B (UPS) | 0.1 | $757k | 7.6k | 99.19 |
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| BP Adr (BP) | 0.1 | $750k | 22k | 34.72 |
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| United Therapeutics Corporation (UTHR) | 0.1 | $731k | 1.5k | 487.33 |
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| Coca-Cola Company (KO) | 0.1 | $711k | -2% | 10k | 69.88 |
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| TJX Companies (TJX) | 0.1 | $699k | 4.5k | 153.69 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $685k | 4.0k | 171.25 |
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| Advanced Micro Devices (AMD) | 0.1 | $654k | 3.1k | 214.22 |
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| Eaton Corp SHS (ETN) | 0.1 | $642k | 2.0k | 318.61 |
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| Qualcomm (QCOM) | 0.1 | $627k | +40% | 3.7k | 171.12 |
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| Vanguard Index Fds Vxf Etf (VXF) | 0.1 | $620k | 3.0k | 209.18 |
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| Abbvie (ABBV) | 0.1 | $610k | -2% | 2.7k | 228.55 |
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| Honeywell International (HON) | 0.1 | $597k | 3.1k | 195.23 |
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| General Mills (GIS) | 0.1 | $582k | 13k | 46.43 |
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| Casey's General Stores (CASY) | 0.1 | $580k | 1.1k | 552.38 |
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| Palo Alto Networks (PANW) | 0.1 | $576k | 3.1k | 184.26 |
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| International Business Machines (IBM) | 0.1 | $554k | 1.9k | 296.26 |
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| Ishares Tr Oef Etf (OEF) | 0.1 | $547k | 1.6k | 342.73 |
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| World Gold Tr Etf (GLDM) | 0.1 | $538k | NEW | 6.3k | 85.38 |
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| Ishares Tr Ibb Etf (IBB) | 0.1 | $523k | 3.1k | 168.66 |
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| Ingredion Incorporated (INGR) | 0.1 | $510k | 4.6k | 110.27 |
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| Darden Restaurants (DRI) | 0.1 | $509k | 2.8k | 184.09 |
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| American States Water Company (AWR) | 0.1 | $507k | 7.0k | 72.43 |
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| Invesco Exchange Traded Ppa Etf (PPA) | 0.1 | $499k | NEW | 3.2k | 156.48 |
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| Energy Transfer LP (ET) | 0.1 | $496k | 30k | 16.49 |
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| Pfizer (PFE) | 0.1 | $487k | +77% | 20k | 24.88 |
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| Fiserv (FI) | 0.1 | $486k | +257% | 7.2k | 67.20 |
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| M&T Bank Corporation (MTB) | 0.1 | $463k | 2.3k | 201.39 |
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| Novartis Adr (NVS) | 0.1 | $441k | 3.2k | 137.81 |
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| Ishares Tr Iwr Etf (IWR) | 0.1 | $435k | 4.5k | 96.24 |
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| Bristol Myers Squibb (BMY) | 0.1 | $422k | +6% | 7.8k | 53.94 |
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| Vanguard Bd Index Fds Bnd Etf (BND) | 0.1 | $420k | 5.7k | 74.06 |
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| Valero Energy Corporation (VLO) | 0.0 | $414k | 2.5k | 162.86 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $412k | -6% | 3.5k | 117.31 |
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| UnitedHealth (UNH) | 0.0 | $400k | -3% | 1.2k | 329.76 |
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| Spdr Series Trust Sdy Etf (SDY) | 0.0 | $395k | 2.8k | 139.28 |
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| Amgen (AMGN) | 0.0 | $392k | -4% | 1.2k | 327.49 |
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| American Electric Power Company (AEP) | 0.0 | $391k | NEW | 3.4k | 115.31 |
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| Anthem (ELV) | 0.0 | $381k | 1.1k | 350.51 |
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| Constellation Energy (CEG) | 0.0 | $377k | NEW | 1.1k | 353.00 |
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| Corning Incorporated (GLW) | 0.0 | $376k | +2% | 4.3k | 87.54 |
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| Select Sector Spdr Tr Xlk Etf (XLK) | 0.0 | $376k | +100% | 2.6k | 143.84 |
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| Cisco Systems (CSCO) | 0.0 | $370k | -5% | 4.8k | 77.08 |
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| Nextera Energy (NEE) | 0.0 | $367k | -2% | 4.6k | 80.34 |
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| Altria (MO) | 0.0 | $360k | 6.2k | 57.69 |
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| Protagonist Therapeutics (PTGX) | 0.0 | $349k | -33% | 4.0k | 87.25 |
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| Morgan Stanley Com New (MS) | 0.0 | $332k | -5% | 1.9k | 177.45 |
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| Ishares Tr Iwd Etf (IWD) | 0.0 | $326k | -3% | 1.5k | 210.59 |
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| Walt Disney Company (DIS) | 0.0 | $322k | 2.8k | 113.78 |
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| Southern Company (SO) | 0.0 | $318k | -3% | 3.6k | 87.29 |
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| Trustco Bk Corp N Y Com New (TRST) | 0.0 | $314k | 7.6k | 41.40 |
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| American Express Company (AXP) | 0.0 | $299k | 808.00 | 370.05 |
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| Key (KEY) | 0.0 | $296k | +7% | 14k | 20.64 |
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| Ishares Tr Tip Etf (TIP) | 0.0 | $293k | -13% | 2.7k | 109.82 |
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| Boeing Company (BA) | 0.0 | $291k | 1.3k | 217.49 |
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| Asml Holding N V Registry Shs (ASML) | 0.0 | $281k | NEW | 263.00 | 1068.44 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $271k | -11% | 2.0k | 135.50 |
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| Micron Technology (MU) | 0.0 | $270k | NEW | 948.00 | 284.81 |
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| At&t (T) | 0.0 | $269k | -8% | 11k | 24.82 |
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| ConocoPhillips (COP) | 0.0 | $267k | 2.8k | 93.75 |
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| Fidelity Covington Tr Felc Etf (FELC) | 0.0 | $260k | 6.8k | 38.15 |
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| Vanguard Specialized Funds Vig Etf (VIG) | 0.0 | $257k | 1.2k | 220.03 |
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| Ishares Tr Iwb Etf (IWB) | 0.0 | $256k | -2% | 686.00 | 373.18 |
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| Quanta Services (PWR) | 0.0 | $252k | NEW | 596.00 | 422.82 |
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| Ishares Tr Iei Etf (IEI) | 0.0 | $243k | -3% | 2.0k | 119.12 |
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| Bank of America Corporation (BAC) | 0.0 | $236k | -4% | 4.3k | 55.10 |
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| Wp Carey (WPC) | 0.0 | $225k | 3.5k | 64.38 |
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| AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $224k | 21k | 10.67 |
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| Ishares Ethereum Tr Etha Etf (ETHA) | 0.0 | $224k | NEW | 10k | 22.40 |
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| Lazard Ltd Shs -a - (LAZ) | 0.0 | $219k | 4.5k | 48.67 |
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| Sap Se Adr (SAP) | 0.0 | $215k | NEW | 886.00 | 242.66 |
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| Spdr Series Trust Jnk Etf (JNK) | 0.0 | $214k | -12% | 2.2k | 97.32 |
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| General Dynamics Corporation (GD) | 0.0 | $212k | 631.00 | 335.97 |
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| Applied Materials (AMAT) | 0.0 | $208k | NEW | 810.00 | 256.79 |
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| Gilead Sciences (GILD) | 0.0 | $207k | -20% | 1.7k | 122.92 |
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| Accenture Plc Ireland Class A (ACN) | 0.0 | $205k | NEW | 765.00 | 267.97 |
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| Valmont Industries (VMI) | 0.0 | $201k | NEW | 500.00 | 402.00 |
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| Telus Ord (TU) | 0.0 | $193k | 15k | 13.16 |
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| Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.0 | $185k | 12k | 15.23 |
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| Mind Medicine Mindmed Com New (MNMD) | 0.0 | $134k | 10k | 13.40 |
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| Ihs Holding Ord Shs (IHS) | 0.0 | $110k | NEW | 15k | 7.48 |
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| Grayscale Solana Tr Etf Etf (GSOL) | 0.0 | $91k | NEW | 10k | 9.10 |
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| Aldeyra Therapeutics (ALDX) | 0.0 | $56k | -2% | 11k | 5.19 |
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| Heron Therapeutics (HRTX) | 0.0 | $40k | +3% | 31k | 1.30 |
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| Lifemd (LFMD) | 0.0 | $34k | 10k | 3.40 |
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Past Filings by King Wealth Management Group
SEC 13F filings are viewable for King Wealth Management Group going back to 2012
- King Wealth Management Group 2025 Q4 filed Feb. 9, 2026
- King Wealth Management Group 2025 Q3 filed Nov. 7, 2025
- King Wealth Management Group 2025 Q2 filed Aug. 8, 2025
- King Wealth Management Group 2025 Q1 filed May 8, 2025
- King Wealth Management Group 2024 Q4 filed Feb. 10, 2025
- King Wealth Management Group 2024 Q3 filed Nov. 6, 2024
- King Wealth Management Group 2024 Q2 filed Aug. 8, 2024
- King Wealth Management Group 2024 Q1 filed May 9, 2024
- King Wealth Management Group 2023 Q4 filed Feb. 8, 2024
- King Wealth 2023 Q3 filed Nov. 9, 2023
- King Wealth 2023 Q2 filed Aug. 10, 2023
- King Wealth 2023 Q1 filed May 10, 2023
- King Wealth 2022 Q4 filed Feb. 9, 2023
- King Wealth 2022 Q3 filed Nov. 10, 2022
- King Wealth 2022 Q2 filed Aug. 11, 2022
- King Wealth 2022 Q1 filed May 12, 2022