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, NVDA, MSFT, and represent 40.01% of King Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: VO, IVV, GLD, PRK, CI, BSX, JMUB, TSLA, VUG, IWF.
- Started 20 new stock positions in IJK, HON, TRV, PRK, VMI, AROW, HONA, LQMT, NUE, JMUB. VRT, TTE, CGCP, Scotties Resources Corp, SPYG, RHHBY, EMR, INTC, STLD, INSM.
- Reduced shares in these 10 stocks: ORCL, LRCX, QCOM, Honeywell International, SPY, AAPL, MCD, TEVA, MSFT, NVDA.
- Sold out of its positions in Honeywell International, LRCX.
- King Wealth Management Group was a net buyer of stock by $17M.
- King Wealth Management Group has $914M in assets under management (AUM), dropping by 14.33%.
- Central Index Key (CIK): 0001568235
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Portfolio Holdings for King Wealth Management Group
King Wealth Management Group holds 176 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Ivv Etf (IVV) | 14.4 | $131M | 175k | 748.89 |
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| Invesco Qqq Tr Etf (QQQ) | 9.7 | $89M | 121k | 736.40 |
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| State Str Spdr S&p 500 Etf Spy Etf (SPY) | 6.6 | $60M | 80k | 746.77 |
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| NVIDIA Corporation (NVDA) | 4.7 | $43M | 215k | 200.09 |
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| Microsoft Corporation (MSFT) | 4.7 | $43M | 115k | 373.02 |
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| Apple (AAPL) | 4.7 | $43M | 147k | 289.36 |
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| Ishares Tr Ijh Etf (IJH) | 3.5 | $32M | 417k | 77.11 |
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| Ishares Tr Ijr Etf (IJR) | 3.4 | $31M | 209k | 148.31 |
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| Alphabet Inc Googl Cap Stk Cl A (GOOGL) | 3.1 | $28M | 79k | 357.37 |
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| JPMorgan Chase & Co. (JPM) | 2.9 | $27M | 81k | 327.32 |
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| Visa Com Cl A (V) | 2.7 | $25M | 73k | 343.09 |
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| Crowdstrike Hldgs Cl A (CRWD) | 2.2 | $20M | 27k | 763.15 |
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| Amazon (AMZN) | 2.2 | $20M | 86k | 238.34 |
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| Parker-Hannifin Corporation (PH) | 1.7 | $16M | 16k | 978.16 |
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| Wal-Mart Stores (WMT) | 1.7 | $15M | 136k | 113.26 |
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| Ishares Tr Itot Etf (ITOT) | 1.6 | $15M | 90k | 164.27 |
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| Fidelity Covington Trust Ftec Etf (FTEC) | 1.6 | $15M | 52k | 285.58 |
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| Meta Platforms Cl A (META) | 1.5 | $14M | 24k | 563.29 |
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| Costco Wholesale Corporation (COST) | 1.4 | $13M | 14k | 935.47 |
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| Vanguard Index Fds Vtv Etf (VTV) | 1.2 | $11M | +3% | 49k | 217.94 |
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| Eli Lilly & Co. (LLY) | 1.0 | $9.5M | +6% | 7.9k | 1199.42 |
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| Lockheed Martin Corporation (LMT) | 0.9 | $8.6M | 17k | 509.44 |
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| Ishares Tr Iefa Etf (IEFA) | 0.9 | $8.5M | +3% | 88k | 96.58 |
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| Mastercard Incorporated Cl A (MA) | 0.9 | $8.3M | -2% | 16k | 513.61 |
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| State Str Spdr Dow Jones Ind Dia Etf (DIA) | 0.9 | $8.3M | 16k | 522.40 |
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| Trane Technologies SHS (TT) | 0.9 | $8.1M | +4% | 17k | 491.16 |
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| Select Sector Spdr Tr Xle Etf (XLE) | 0.8 | $7.0M | 132k | 53.11 |
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| McDonald's Corporation (MCD) | 0.7 | $6.3M | -5% | 23k | 270.31 |
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| Ishares Inc Iemg Etf (IEMG) | 0.6 | $5.8M | +3% | 71k | 82.83 |
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| Vanguard Index Fds Voe Etf (VOE) | 0.6 | $5.8M | -2% | 29k | 197.61 |
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| Vanguard Index Fds Vo Etf (VO) | 0.6 | $5.6M | +300% | 70k | 80.57 |
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| Palantir Technologies Cl A (PLTR) | 0.6 | $5.3M | 46k | 116.67 |
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| Ishares Tr Ijj Etf (IJJ) | 0.5 | $4.9M | 33k | 147.73 |
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| Tesla Motors (TSLA) | 0.5 | $4.7M | +21% | 11k | 420.64 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $4.4M | 32k | 136.71 |
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| Chevron Corporation (CVX) | 0.4 | $4.0M | +5% | 24k | 165.75 |
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| Johnson & Johnson (JNJ) | 0.4 | $3.9M | 15k | 253.98 |
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| Caterpillar (CAT) | 0.4 | $3.8M | 3.6k | 1065.13 |
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| Home Depot (HD) | 0.4 | $3.6M | -5% | 10k | 352.65 |
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| Pepsi (PEP) | 0.4 | $3.5M | -2% | 26k | 135.39 |
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| Netflix (NFLX) | 0.4 | $3.4M | +17% | 48k | 71.40 |
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| Teva Pharmaceutical Inds Ads (TEVA) | 0.4 | $3.4M | -9% | 100k | 33.88 |
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| Cigna Corp (CI) | 0.3 | $3.1M | +74% | 11k | 275.64 |
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| Procter & Gamble Company (PG) | 0.3 | $3.0M | 21k | 146.63 |
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| Spdr Gold Tr Etf (GLD) | 0.3 | $2.5M | +131% | 6.7k | 368.31 |
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| Ge Vernova (GEV) | 0.2 | $2.3M | 1.9k | 1174.77 |
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| United Therapeutics Corporation (UTHR) | 0.2 | $2.2M | 4.2k | 541.93 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $2.2M | 18k | 117.67 |
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| Oracle Corporation (ORCL) | 0.2 | $1.9M | -33% | 13k | 146.56 |
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| Ishares Tr Ijs Etf (IJS) | 0.2 | $1.8M | 13k | 136.71 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.8M | 3.1k | 580.93 |
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| Vanguard Index Fds Voo Etf (VOO) | 0.2 | $1.8M | 2.6k | 686.82 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.8M | 6.5k | 271.96 |
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| Taiwan Semiconductor Manufac Ads (TSM) | 0.2 | $1.6M | -12% | 3.4k | 477.74 |
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| Vanguard Index Fds Vb Etf (VB) | 0.2 | $1.6M | 5.4k | 303.10 |
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| Ishares Tr Shy Etf (SHY) | 0.2 | $1.6M | 20k | 82.12 |
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| Vanguard Index Fds Vti Etf (VTI) | 0.2 | $1.6M | 4.3k | 370.09 |
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| Boston Scientific Corporation (BSX) | 0.2 | $1.6M | +421% | 37k | 42.67 |
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| Ishares Tr Lqd Etf (LQD) | 0.2 | $1.5M | -4% | 14k | 109.04 |
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| Ishares Tr Ive Etf (IVE) | 0.2 | $1.5M | 6.6k | 227.02 |
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| Ge Aerospace Com New (GE) | 0.2 | $1.4M | 3.8k | 373.66 |
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| Park National Corporation (PRK) | 0.2 | $1.4M | NEW | 7.6k | 183.05 |
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| Alphabet Inc Googl Cap Stk Cl C (GOOG) | 0.1 | $1.3M | 3.7k | 353.32 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.3M | 2.5k | 500.40 |
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| Vanguard Index Fds Vbr Etf (VBR) | 0.1 | $1.2M | 5.0k | 243.04 |
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| Ishares Tr Agg Etf (AGG) | 0.1 | $1.2M | 12k | 98.96 |
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| Enterprise Products Partners (EPD) | 0.1 | $1.1M | 30k | 36.75 |
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| Micron Technology (MU) | 0.1 | $1.1M | -2% | 961.00 | 1154.01 |
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| Blackrock (BLK) | 0.1 | $1.1M | 1.1k | 961.71 |
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| Corning Incorporated (GLW) | 0.1 | $1.1M | 4.3k | 255.33 |
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| Goldman Sachs (GS) | 0.1 | $1.1M | 1.1k | 1011.07 |
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| Broadcom (AVGO) | 0.1 | $1.1M | +2% | 2.8k | 377.96 |
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| J P Morgan Exchange Traded Jmub Etf (JMUB) | 0.1 | $1.0M | NEW | 21k | 50.66 |
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| Abbott Laboratories (ABT) | 0.1 | $1.0M | 11k | 90.71 |
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| Merck & Co (MRK) | 0.1 | $1.0M | 7.9k | 128.46 |
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| Ishares Tr Iwf Etf (IWF) | 0.1 | $947k | +296% | 7.6k | 124.15 |
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| Ishares Tr Ief Etf (IEF) | 0.1 | $944k | -2% | 10k | 94.59 |
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| Ishares Tr Pff Etf (PFF) | 0.1 | $942k | 31k | 30.48 |
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| Dick's Sporting Goods (DKS) | 0.1 | $930k | 4.1k | 226.88 |
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| Verizon Communications (VZ) | 0.1 | $930k | 22k | 42.32 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $913k | 4.8k | 189.81 |
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| Vanguard Index Fds Vug Etf (VUG) | 0.1 | $904k | +497% | 11k | 86.16 |
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| Eaton Corp SHS (ETN) | 0.1 | $901k | +4% | 2.1k | 426.00 |
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| Invesco Exch Traded Fd Tr Vrp Etf (VRP) | 0.1 | $876k | 36k | 24.30 |
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| Tenet Healthcare Corp Com New (THC) | 0.1 | $842k | 4.5k | 187.11 |
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| Casey's General Stores (CASY) | 0.1 | $835k | 1.1k | 795.24 |
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| Coca-Cola Company (KO) | 0.1 | $830k | 10k | 81.26 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $820k | 7.6k | 107.44 |
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| Fidelity Merrimack Str Fbnd Etf (FBND) | 0.1 | $805k | -8% | 18k | 45.52 |
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| BP Adr (BP) | 0.1 | $804k | 22k | 36.95 |
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| Waste Management (WM) | 0.1 | $800k | 3.6k | 222.97 |
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| Vanguard Index Fds Vxf Etf (VXF) | 0.1 | $733k | 3.0k | 246.39 |
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| Valero Energy Corporation (VLO) | 0.1 | $714k | +7% | 2.7k | 260.39 |
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| TJX Companies (TJX) | 0.1 | $687k | 4.5k | 151.42 |
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| Abbvie (ABBV) | 0.1 | $682k | 2.7k | 251.75 |
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| Ishares Tr Ibb Etf (IBB) | 0.1 | $590k | 3.1k | 190.20 |
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| Applied Materials (AMAT) | 0.1 | $590k | 817.00 | 722.15 |
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| American States Water Company (AWR) | 0.1 | $578k | 7.0k | 82.57 |
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| Asml Hldg Nv SHS (ASML) | 0.1 | $575k | +4% | 289.00 | 1989.62 |
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| Energy Transfer Com Ut Ltd (ET) | 0.1 | $569k | 30k | 19.14 |
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| Invesco Exchange Traded Fd Ppa Etf (PPA) | 0.1 | $563k | 3.2k | 176.54 |
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| Darden Restaurants (DRI) | 0.1 | $563k | 2.7k | 206.15 |
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| Select Sector Spdr Tr Xlk Etf (XLK) | 0.1 | $551k | +11% | 2.9k | 190.53 |
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| M&T Bank Corporation (MTB) | 0.1 | $547k | 2.3k | 237.93 |
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| Intel Corporation (INTC) | 0.1 | $546k | NEW | 3.9k | 139.61 |
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| Ishares Tr Oef Etf (OEF) | 0.1 | $542k | -5% | 1.5k | 365.72 |
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| International Business Machines (IBM) | 0.1 | $536k | 1.9k | 281.07 |
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| Ishares Tr Iwr Etf (IWR) | 0.1 | $530k | +6% | 4.8k | 110.37 |
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| Qualcomm (QCOM) | 0.1 | $515k | -58% | 2.8k | 184.92 |
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| Novartis Adr (NVS) | 0.1 | $509k | 3.3k | 156.57 |
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| UnitedHealth (UNH) | 0.1 | $503k | 1.2k | 418.47 |
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| World Gold Tr Etf (GLDM) | 0.1 | $497k | 6.3k | 79.42 |
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| Protagonist Therapeutics (PTGX) | 0.1 | $490k | 4.0k | 122.50 |
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| Altria (MO) | 0.1 | $488k | +2% | 6.8k | 71.96 |
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| Definium Therapeutics Com Shs (DFTX) | 0.1 | $470k | 10k | 47.00 |
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| American Electric Power Company (AEP) | 0.1 | $469k | 3.4k | 136.89 |
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| Pfizer (PFE) | 0.1 | $468k | 19k | 24.09 |
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| Stellantis SHS (STLA) | 0.1 | $459k | +14% | 80k | 5.74 |
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| Cisco Systems (CSCO) | 0.1 | $458k | +2% | 3.9k | 117.47 |
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| General Mills (GIS) | 0.0 | $454k | +3% | 13k | 34.83 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $445k | 3.5k | 126.71 |
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| Ingredion Incorporated (INGR) | 0.0 | $438k | 4.6k | 94.70 |
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| Spdr Series Trust Sdy Etf (SDY) | 0.0 | $432k | 2.8k | 152.33 |
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| Quanta Services (PWR) | 0.0 | $429k | 596.00 | 719.80 |
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| Amgen (AMGN) | 0.0 | $427k | 1.2k | 362.17 |
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| Spdr Series Trust Spyg Etf (SPYG) | 0.0 | $422k | NEW | 3.5k | 119.04 |
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| Trustco Bk Corp N Y Com New (TRST) | 0.0 | $417k | 7.6k | 54.91 |
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| Morgan Stanley Com New (MS) | 0.0 | $408k | +4% | 2.0k | 209.23 |
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| Nextera Energy (NEE) | 0.0 | $404k | 4.6k | 87.86 |
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| Anthem (ELV) | 0.0 | $401k | 1.0k | 386.69 |
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| Bristol Myers Squibb (BMY) | 0.0 | $394k | 6.8k | 57.58 |
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| Vanguard Bd Index Fds Bnd Etf (BND) | 0.0 | $388k | -4% | 5.3k | 73.48 |
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| Palo Alto Networks (PANW) | 0.0 | $385k | -30% | 1.1k | 340.71 |
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| Ishares Tr Iwd Etf (IWD) | 0.0 | $375k | 1.5k | 242.25 |
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| Southern Company (SO) | 0.0 | $356k | +2% | 3.7k | 95.75 |
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| ConocoPhillips (COP) | 0.0 | $352k | +18% | 3.4k | 103.87 |
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| Honeywell International (HON) | 0.0 | $344k | NEW | 1.5k | 223.81 |
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| Honeywell Aerospace (HONA) | 0.0 | $340k | NEW | 1.5k | 221.21 |
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| Key (KEY) | 0.0 | $319k | +5% | 14k | 23.03 |
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| Constellation Energy (CEG) | 0.0 | $313k | +18% | 1.3k | 248.02 |
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| Boeing Company (BA) | 0.0 | $294k | 1.4k | 216.81 |
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| Valmont Industries (VMI) | 0.0 | $289k | NEW | 500.00 | 578.00 |
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| Fidelity Covington Trust Felc Etf (FELC) | 0.0 | $287k | 6.8k | 41.95 |
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| Keysight Technologies (KEYS) | 0.0 | $284k | 810.00 | 350.62 |
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| Ishares Tr Iwb Etf (IWB) | 0.0 | $281k | 686.00 | 409.62 |
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| Bank of America Corporation (BAC) | 0.0 | $275k | +12% | 4.8k | 56.91 |
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| Walt Disney Company (DIS) | 0.0 | $275k | 2.9k | 96.22 |
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| Ishares Tr Tip Etf (TIP) | 0.0 | $271k | -3% | 2.5k | 109.49 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $257k | NEW | 769.00 | 334.20 |
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| Capital Grp Fixed Incm Etf T Etf (CGCP) | 0.0 | $257k | NEW | 12k | 22.25 |
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| American Express Company (AXP) | 0.0 | $255k | +4% | 754.00 | 338.20 |
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| Nucor Corporation (NUE) | 0.0 | $252k | NEW | 1.1k | 223.01 |
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| Wp Carey (WPC) | 0.0 | $250k | 3.5k | 71.53 |
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| Vaneck Etf Trust Oih Etf (OIH) | 0.0 | $250k | 672.00 | 372.02 |
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| Gilead Sciences (GILD) | 0.0 | $238k | +9% | 1.9k | 126.26 |
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| Roche Holding (RHHBY) | 0.0 | $237k | NEW | 4.6k | 51.31 |
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| Arrow Financial Corporation (AROW) | 0.0 | $234k | NEW | 5.7k | 40.92 |
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| Ishares Tr Iei Etf (IEI) | 0.0 | $232k | 2.0k | 117.29 |
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| Steel Dynamics (STLD) | 0.0 | $229k | NEW | 1.0k | 229.00 |
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| Travelers Companies (TRV) | 0.0 | $228k | NEW | 690.00 | 330.43 |
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| General Dynamics Corporation (GD) | 0.0 | $222k | 626.00 | 354.63 |
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| AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $216k | 21k | 10.29 |
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| Totalenergies Se Act (TTE) | 0.0 | $215k | NEW | 2.8k | 77.62 |
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| Insmed (INSM) | 0.0 | $213k | NEW | 2.0k | 106.50 |
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| At&t (T) | 0.0 | $209k | 10k | 20.71 |
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| Emerson Electric (EMR) | 0.0 | $208k | NEW | 1.5k | 143.15 |
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| Ishares Tr Ijk Etf (IJK) | 0.0 | $202k | NEW | 1.7k | 117.24 |
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| Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.0 | $186k | 12k | 15.52 |
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| Ishares Ethereum Tr Etha SHS (ETHA) | 0.0 | $178k | +50% | 15k | 11.87 |
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| Scotties Resources Corp Adr | 0.0 | $162k | NEW | 116k | 1.40 |
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| Telus Ord (TU) | 0.0 | $155k | 15k | 10.57 |
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| Ihs Holding Ord Shs (IHS) | 0.0 | $121k | 15k | 8.23 |
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| Grayscale Solana Staking Etf SHS (GSOL) | 0.0 | $111k | +100% | 20k | 5.55 |
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| Liquidmetal Technologies (LQMT) | 0.0 | $50k | NEW | 250k | 0.20 |
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| Aldeyra Therapeutics (ALDX) | 0.0 | $27k | +6% | 13k | 2.13 |
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| Heron Therapeutics (HRTX) | 0.0 | $14k | 33k | 0.43 |
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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 Q2 filed Aug. 5, 2026
- 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