King Wealth Management

King Wealth Management Group as of March 31, 2026

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