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, SPY, MSFT, AAPL, and represent 39.39% of King Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: SPY, TSLA, AMZN, VTV, UTHR, MSFT, IVV, IJH, IJR, STLA.
- Started 5 new stock positions in OIH, BSX, DFTX, KEYS, STLA.
- Reduced shares in these 10 stocks: BXSL, CI, ORCL, APO, TEVA, FISV, HD, FTEC, ABNB, VIG.
- Sold out of its positions in ABNB, APO, BXSL, FISV, LAZ, LFMD, MNMD, JNK, SAP, VMI. VIG, ACN.
- King Wealth Management Group was a net buyer of stock by $6.0M.
- King Wealth Management Group has $800M in assets under management (AUM), dropping by -3.61%.
- Central Index Key (CIK): 0001568235
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Portfolio Holdings for King Wealth Management Group
King Wealth Management Group holds 158 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Ivv Core S&p500 Etf (IVV) | 14.0 | $112M | 172k | 653.21 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 8.7 | $69M | 120k | 577.18 |
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| State Str Spdr S&p 500 Etf Spy Tr Unit (SPY) | 6.6 | $53M | +9% | 81k | 650.34 |
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| Microsoft Corporation (MSFT) | 5.3 | $43M | +2% | 115k | 370.17 |
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| Apple (AAPL) | 4.7 | $38M | 149k | 253.79 |
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| NVIDIA Corporation (NVDA) | 4.7 | $38M | 216k | 174.40 |
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| Ishares Tr Ijh Core S&p Mcp Etf (IJH) | 3.5 | $28M | +2% | 411k | 67.53 |
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| Ishares Tr Ijr Core S&p Scp Etf (IJR) | 3.2 | $26M | +2% | 206k | 124.31 |
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| JPMorgan Chase & Co. (JPM) | 3.0 | $24M | 81k | 294.16 |
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| Alphabet Inc Googl Cap Stk Cl A (GOOGL) | 2.8 | $23M | 79k | 287.56 |
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| Visa Com Cl A (V) | 2.7 | $22M | 73k | 302.24 |
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| Amazon (AMZN) | 2.2 | $18M | +12% | 85k | 208.24 |
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| Wal-Mart Stores (WMT) | 2.1 | $17M | 136k | 124.28 |
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| Parker-Hannifin Corporation (PH) | 1.8 | $14M | 16k | 895.24 |
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| Meta Platforms Cl A (META) | 1.7 | $14M | +3% | 24k | 572.13 |
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| Costco Wholesale Corporation (COST) | 1.7 | $13M | 13k | 996.43 |
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| Ishares Tr Itot Core S&p Ttl Stk (ITOT) | 1.6 | $13M | 90k | 142.43 |
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| Fidelity Covington Tr Ftec Msci Info Tech I (FTEC) | 1.4 | $11M | -2% | 52k | 208.04 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $11M | 27k | 390.39 |
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| Lockheed Martin Corporation (LMT) | 1.3 | $10M | 17k | 604.37 |
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| Vanguard Index Fds Vtv Value Etf (VTV) | 1.2 | $9.3M | +22% | 47k | 196.19 |
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| Mastercard Incorporated Cl A (MA) | 1.0 | $8.3M | 17k | 499.67 |
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| Select Sector Spdr Tr Xle State Street Ene (XLE) | 1.0 | $8.2M | 134k | 61.26 |
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| McDonald's Corporation (MCD) | 1.0 | $7.7M | -2% | 25k | 310.81 |
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| Ishares Tr Iefa Core Msci Eafe (IEFA) | 1.0 | $7.7M | +2% | 85k | 90.53 |
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| State Str Spdr Dow Jones Dia Ut Ser 1 (DIA) | 0.9 | $7.5M | 16k | 463.22 |
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| Eli Lilly & Co. (LLY) | 0.9 | $6.8M | 7.4k | 919.85 |
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| Palantir Technologies Cl A (PLTR) | 0.8 | $6.6M | +2% | 45k | 146.28 |
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| Trane Technologies SHS (TT) | 0.8 | $6.6M | +7% | 16k | 416.78 |
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| Vanguard Index Fds Voe Mcap Vl Idxvip (VOE) | 0.7 | $5.5M | 30k | 184.27 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $5.4M | 32k | 169.65 |
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| Vanguard Index Fds Vo Mid Cap Etf (VO) | 0.6 | $5.0M | -2% | 17k | 287.19 |
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| Ishares Inc Iemg Core Msci Emkt (IEMG) | 0.6 | $4.8M | +2% | 68k | 69.75 |
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| Chevron Corporation (CVX) | 0.6 | $4.7M | +10% | 23k | 206.92 |
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| Ishares Tr Ijj S&p Mc 400vl Etf (IJJ) | 0.6 | $4.4M | 33k | 132.50 |
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| Pepsi (PEP) | 0.5 | $4.1M | +2% | 27k | 155.30 |
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| Netflix (NFLX) | 0.5 | $3.9M | +7% | 41k | 96.16 |
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| Johnson & Johnson (JNJ) | 0.5 | $3.7M | 15k | 244.42 |
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| Home Depot (HD) | 0.4 | $3.6M | -8% | 11k | 328.90 |
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| Tesla Motors (TSLA) | 0.4 | $3.4M | +323% | 9.1k | 371.80 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.4 | $3.3M | -18% | 110k | 30.12 |
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| Procter & Gamble Company (PG) | 0.4 | $3.0M | +5% | 21k | 144.43 |
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| Oracle Corporation (ORCL) | 0.4 | $2.9M | -43% | 20k | 147.10 |
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| Caterpillar (CAT) | 0.3 | $2.5M | +2% | 3.5k | 708.51 |
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| United Therapeutics Corporation (UTHR) | 0.3 | $2.5M | +176% | 4.2k | 593.01 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $2.1M | 18k | 114.99 |
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| Cigna Corp (CI) | 0.2 | $1.7M | -61% | 6.5k | 266.74 |
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| Ge Vernova (GEV) | 0.2 | $1.7M | +3% | 1.9k | 873.02 |
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| Ishares Tr Shy 1 3 Yr Treas Bd (SHY) | 0.2 | $1.6M | +7% | 20k | 82.58 |
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| Ishares Tr Ijs Sp Smcp600vl Etf (IJS) | 0.2 | $1.6M | -3% | 13k | 118.41 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.6M | 6.5k | 242.65 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.6M | 2.6k | 597.71 |
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| Ishares Tr Lqd Iboxx Inv Cp Etf (LQD) | 0.2 | $1.6M | -3% | 14k | 109.01 |
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| Vanguard Index Fds Vb Small Cp Etf (VB) | 0.2 | $1.4M | 5.4k | 261.85 |
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| Vanguard Index Fds Vti Total Stk Mkt (VTI) | 0.2 | $1.4M | 4.3k | 320.75 |
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| Ishares Tr Ive S&p 500 Val Etf (IVE) | 0.2 | $1.4M | 6.6k | 211.15 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $1.3M | 3.9k | 338.02 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.3M | 2.9k | 430.19 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.2M | +4% | 2.5k | 479.23 |
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| Abbott Laboratories (ABT) | 0.1 | $1.2M | 12k | 102.64 |
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| Ishares Tr Agg Core Us Aggbd Et (AGG) | 0.1 | $1.2M | -2% | 12k | 99.25 |
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| Enterprise Products Partners (EPD) | 0.1 | $1.1M | 30k | 37.84 |
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| Vanguard Index Fds Vbr Sm Cp Val Etf (VBR) | 0.1 | $1.1M | 5.1k | 217.16 |
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| Blackrock (BLK) | 0.1 | $1.1M | 1.1k | 961.71 |
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| Verizon Communications (VZ) | 0.1 | $1.1M | 22k | 50.19 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.1M | +4% | 3.8k | 283.77 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.1M | -7% | 3.7k | 286.84 |
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| BP Sponsored Adr (BP) | 0.1 | $1.0M | 22k | 46.99 |
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| Ishares Tr Ief 7-10 Yr Trsy Bd (IEF) | 0.1 | $982k | 10k | 95.48 |
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| Merck & Co (MRK) | 0.1 | $950k | 7.9k | 120.33 |
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| Ishares Tr Pff Pfd And Incm Sec (PFF) | 0.1 | $948k | -4% | 31k | 30.33 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $914k | 4.7k | 192.83 |
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| Goldman Sachs (GS) | 0.1 | $903k | 1.1k | 846.30 |
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| Fidelity Merrimack Str Fbnd Total Bd Etf (FBND) | 0.1 | $883k | -5% | 19k | 45.62 |
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| Invesco Exch Traded Fd Tr Vrp Var Rate Pfd (VRP) | 0.1 | $879k | 37k | 23.98 |
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| Qualcomm (QCOM) | 0.1 | $867k | +83% | 6.7k | 128.83 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $855k | 4.0k | 213.75 |
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| Tenet Healthcare Corp Com New (THC) | 0.1 | $849k | 4.5k | 188.67 |
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| Broadcom (AVGO) | 0.1 | $839k | 2.7k | 309.37 |
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| Dick's Sporting Goods (DKS) | 0.1 | $829k | 4.2k | 198.28 |
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| Waste Management (WM) | 0.1 | $824k | 3.6k | 229.78 |
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| Ishares Tr Iwf Rus 1000 Grw Etf (IWF) | 0.1 | $820k | 1.9k | 426.64 |
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| Coca-Cola Company (KO) | 0.1 | $774k | 10k | 76.07 |
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| Vanguard Index Fds Vug Growth Etf (VUG) | 0.1 | $767k | 1.8k | 436.54 |
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| Casey's General Stores (CASY) | 0.1 | $764k | 1.1k | 727.62 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $751k | 7.6k | 98.40 |
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| TJX Companies (TJX) | 0.1 | $722k | 4.5k | 159.66 |
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| Eaton Corp SHS (ETN) | 0.1 | $721k | 2.0k | 357.82 |
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| Honeywell International (HON) | 0.1 | $691k | 3.1k | 225.96 |
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| Valero Energy Corporation (VLO) | 0.1 | $628k | 2.5k | 247.05 |
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| Advanced Micro Devices (AMD) | 0.1 | $623k | 3.1k | 203.40 |
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| Vanguard Index Fds Vxf Extend Mkt Etf (VXF) | 0.1 | $611k | 3.0k | 205.72 |
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| Abbvie (ABBV) | 0.1 | $585k | 2.7k | 217.31 |
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| Corning Incorporated (GLW) | 0.1 | $584k | 4.3k | 135.97 |
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| World Gold Tr Gldm Spdr Gld Minis (GLDM) | 0.1 | $584k | 6.3k | 92.68 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $564k | -2% | 29k | 19.29 |
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| Darden Restaurants (DRI) | 0.1 | $542k | 2.8k | 196.02 |
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| Pfizer (PFE) | 0.1 | $540k | 19k | 28.09 |
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| American States Water Company (AWR) | 0.1 | $529k | 7.0k | 75.57 |
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| Invesco Exchange Traded Ppa Aerospace Defn (PPA) | 0.1 | $528k | 3.2k | 165.57 |
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| Ishares Tr Ibb Ishares Biotech (IBB) | 0.1 | $524k | 3.1k | 168.92 |
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| Ingredion Incorporated (INGR) | 0.1 | $521k | 4.6k | 112.65 |
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| Ishares Tr Oef S&p 100 Etf (OEF) | 0.1 | $499k | 1.6k | 317.83 |
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| Stellantis SHS (STLA) | 0.1 | $496k | NEW | 70k | 7.09 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $489k | 3.2k | 152.81 |
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| M&T Bank Corporation (MTB) | 0.1 | $475k | 2.3k | 206.61 |
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| General Mills (GIS) | 0.1 | $467k | 13k | 37.26 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $460k | 3.5k | 130.98 |
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| International Business Machines (IBM) | 0.1 | $459k | 1.9k | 242.47 |
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| American Electric Power Company (AEP) | 0.1 | $444k | 3.4k | 130.93 |
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| Boston Scientific Corporation (BSX) | 0.1 | $439k | NEW | 7.0k | 62.71 |
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| Ishares Tr Iwr Rus Mid Cap Etf (IWR) | 0.1 | $439k | 4.5k | 97.12 |
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| Altria (MO) | 0.1 | $438k | +6% | 6.6k | 65.94 |
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| Nextera Energy (NEE) | 0.1 | $424k | 4.6k | 92.82 |
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| Protagonist Therapeutics (PTGX) | 0.1 | $422k | 4.0k | 105.50 |
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| Spdr Series Trust Sdy State Street Spd (SDY) | 0.1 | $414k | 2.8k | 145.98 |
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| Amgen (AMGN) | 0.1 | $414k | 1.2k | 352.04 |
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| Bristol Myers Squibb (BMY) | 0.1 | $413k | -12% | 6.8k | 60.63 |
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| Vanguard Bd Index Fds Bnd Total Bnd Mrkt (BND) | 0.1 | $405k | -2% | 5.5k | 73.60 |
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| ConocoPhillips (COP) | 0.0 | $376k | 2.8k | 132.02 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $365k | +4% | 276.00 | 1322.46 |
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| Southern Company (SO) | 0.0 | $352k | 3.6k | 96.62 |
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| Select Sector Spdr Tr Xlk State Street Tec (XLK) | 0.0 | $345k | 2.6k | 132.79 |
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| Trustco Bk Corp N Y Com New (TRST) | 0.0 | $332k | 7.6k | 43.74 |
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| Micron Technology (MU) | 0.0 | $332k | +3% | 983.00 | 337.74 |
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| Ishares Tr Iwd Rus 1000 Val Etf (IWD) | 0.0 | $331k | 1.5k | 213.82 |
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| Quanta Services (PWR) | 0.0 | $327k | 596.00 | 548.66 |
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| UnitedHealth (UNH) | 0.0 | $320k | -2% | 1.2k | 270.50 |
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| Morgan Stanley Com New (MS) | 0.0 | $308k | 1.9k | 164.62 |
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| Anthem (ELV) | 0.0 | $306k | -3% | 1.0k | 292.54 |
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| Constellation Energy (CEG) | 0.0 | $298k | 1.1k | 279.03 |
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| Cisco Systems (CSCO) | 0.0 | $295k | -20% | 3.8k | 77.61 |
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| At&t (T) | 0.0 | $293k | -6% | 10k | 29.03 |
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| Ishares Tr Tip Tips Bd Etf (TIP) | 0.0 | $283k | -3% | 2.6k | 110.25 |
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| Applied Materials (AMAT) | 0.0 | $277k | 811.00 | 341.55 |
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| Walt Disney Company (DIS) | 0.0 | $275k | 2.9k | 96.29 |
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| Vaneck Etf Trust Oih Oil Services Etf (OIH) | 0.0 | $272k | NEW | 672.00 | 404.76 |
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| Boeing Company (BA) | 0.0 | $266k | 1.3k | 198.80 |
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| Key (KEY) | 0.0 | $262k | -8% | 13k | 20.04 |
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| Palo Alto Networks (PANW) | 0.0 | $261k | -47% | 1.6k | 160.52 |
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| Fidelity Covington Trust Felc Enhanced Large (FELC) | 0.0 | $248k | 6.8k | 36.31 |
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| Ishares Tr Iwb Rus 1000 Etf (IWB) | 0.0 | $245k | 686.00 | 357.14 |
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| Gilead Sciences (GILD) | 0.0 | $240k | +2% | 1.7k | 139.13 |
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| Ishares Tr Iei 3 7 Yr Treas Bd (IEI) | 0.0 | $238k | 2.0k | 118.64 |
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| Wp Carey (WPC) | 0.0 | $238k | 3.5k | 68.10 |
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| Keysight Technologies (KEYS) | 0.0 | $229k | NEW | 810.00 | 282.72 |
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| American Express Company (AXP) | 0.0 | $217k | -11% | 719.00 | 301.81 |
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| AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $214k | 21k | 10.19 |
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| General Dynamics Corporation (GD) | 0.0 | $213k | 622.00 | 342.44 |
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| Bank of America Corporation (BAC) | 0.0 | $209k | 4.3k | 48.76 |
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| Definium Therapeutics Com Shs (DFTX) | 0.0 | $189k | NEW | 10k | 18.90 |
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| Telus Ord (TU) | 0.0 | $188k | 15k | 12.82 |
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| Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.0 | $176k | 12k | 14.45 |
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| Ishares Ethereum Tr Etha SHS (ETHA) | 0.0 | $158k | 10k | 15.80 |
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| Ihs Holding Ord Shs (IHS) | 0.0 | $121k | 15k | 8.23 |
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| Grayscale Solana Staking Etf Gsol SHS (GSOL) | 0.0 | $61k | 10k | 6.10 |
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| Heron Therapeutics (HRTX) | 0.0 | $26k | +6% | 33k | 0.79 |
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| Aldeyra Therapeutics (ALDX) | 0.0 | $20k | +10% | 12k | 1.68 |
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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 2026 Q1 filed May 4, 2026
- 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