King Wealth Management Group, LLC
13F Reported Value
ⓘ$799,722
Holdings
158
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
King Wealth Management Group, LLC disclosed 158 positions worth $799,722 in its Form 13F-HR for Q1 2026, followed by $QQQ and $SPY. During the quarter the fund opened 5 new positions and exited 12 — including a new stake in $STLA and a full exit from $BXSL. The portfolio is most concentrated in Other (48.3% of disclosed assets). All figures are sourced directly from King Wealth Management Group, LLC’s Form 13F-HR filing with the SEC under CIK 1568235.
AI Fund Analysis
Diversifying
$QQQ
$SPY
$MSFT
$AAPL
$GOOG
$AMZN
$PH
$CVXSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR IVV
—Quality
$112.3K171,969 sh- —
Quality
$69.4K120,210 sh - —
Quality
$52.8K81,213 sh - 83.7
Quality
$42.7K115,377 sh - 76.1
Quality
$37.8K148,829 sh - 90.2
Quality
$37.7K216,333 sh ISHARES TR IJH
—Quality
$27.7K410,619 shISHARES TR IJR
—Quality
$25.6K206,133 sh- 35.6
Quality
$23.8K80,885 sh - 80.2
Quality
$22.7K78,871 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR IVV | — | $112.3K | 171,969 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $69.4K | 120,210 |
| SPDR S&P 500 ETF TRUST$SPY | — | $52.8K | 81,213 |
| MICROSOFT CORP$MSFT | 83.7 | $42.7K | 115,377 |
| Apple Inc.$AAPL | 76.1 | $37.8K | 148,829 |
 NVIDIA CORP$NVDA | 90.2 | $37.7K | 216,333 |
| ISHARES TR IJH | — | $27.7K | 410,619 |
| ISHARES TR IJR | — | $25.6K | 206,133 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $23.8K | 80,885 |
| Alphabet Inc.$GOOG | 80.2 | $22.7K | 78,871 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of King Wealth Management Group, LLC's 158 positions.
Showing top 10 of 158 holdings.
Sector Allocation
Other
$386,347
Technology
$190,030
Financials
$64,622
Consumer Discretionary
$62,211
Industrials
$37,849
Healthcare
$25,476
Energy
$13,866
Consumer Staples
$9,283
Full Holdings — King Wealth Management Group, LLC (Q1 2026)
All 158 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR IVV | $112,332 | 14.1% | +1% | — |
| 2 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $69,383 | 8.7% | -0% | — |
| 3 | $SPY | SPDR S&P 500 ETF TRUST | $52,816 | 6.6% | +10% | — |
| 4 | $MSFT | MICROSOFT CORP | $42,709 | 5.3% | +2% | 83.7 |
| 5 | $AAPL | Apple Inc. | $37,771 | 4.7% | +0% | 76.1 |
| 6 | $NVDA | NVIDIA CORP | $37,728 | 4.7% | +0% | 90.2 |
| 7 | — | ISHARES TR IJH | $27,729 | 3.5% | +3% | — |
| 8 | — | ISHARES TR IJR | $25,624 | 3.2% | +3% | — |
| 9 | $JPM | JPMORGAN CHASE & CO | $23,793 | 3.0% | +1% | 35.6 |
| 10 | $GOOG | Alphabet Inc. | $22,680 | 2.8% | +1% | 80.2 |
| 11 |  $V | VISA INC. | $21,959 | 2.8% | -0% | 83.5 |
| 12 | $AMZN | AMAZON COM INC | $17,793 | 2.2% | +12% | 74.6 |
| 13 |  $WMT | Walmart Inc. | $16,908 | 2.1% | -0% | 63.2 |
| 14 | $PH | Parker-Hannifin Corp | $14,092 | 1.8% | +1% | 73.8 |
| 15 |  $META | Meta Platforms, Inc. | $13,694 | 1.7% | +3% | 80.9 |
| 16 |  $COST | COSTCO WHOLESALE CORP /NEW | $13,396 | 1.7% | +1% | 67 |
| 17 | — | ISHARES TR ITOT | $12,858 | 1.6% | -2% | — |
| 18 | — | FIDELITY COVINGTON TR FTEC | $10,884 | 1.4% | -2% | — |
| 19 |  $CRWD | CrowdStrike Holdings, Inc. | $10,553 | 1.3% | -2% | 55 |
| 20 |  $LMT | LOCKHEED MARTIN CORP | $10,226 | 1.3% | +1% | 65 |
| 21 | — | VANGUARD INDEX FDS VTV | $9,276 | 1.2% | +22% | — |
| 22 |  $MA | Mastercard Inc | $8,291 | 1.0% | -1% | 81.7 |
| 23 | — | SELECT SECTOR SPDR TR XLE | $8,179 | 1.0% | +1% | — |
| 24 |  $MCD | MCDONALDS CORP | $7,696 | 1.0% | -2% | 73.9 |
| 25 | — | ISHARES TR IEFA | $7,665 | 1.0% | +2% | — |
| 26 | — | STATE STR SPDR DOW JONES DIA | $7,456 | 0.9% | +0% | — |
| 27 |  $LLY | ELI LILLY & Co | $6,840 | 0.9% | -1% | 89.3 |
| 28 |  $PLTR | Palantir Technologies Inc. | $6,626 | 0.8% | +2% | 85.8 |
| 29 |  $TT | Trane Technologies plc | $6,563 | 0.8% | +8% | — |
| 30 | — | VANGUARD INDEX FDS VOE | $5,493 | 0.7% | -2% | — |
| 31 |  $XOM | EXXON MOBIL CORP | $5,424 | 0.7% | +1% | 61.8 |
| 32 | — | VANGUARD INDEX FDS VO | $5,006 | 0.6% | -3% | — |
| 33 | — | ISHARES INC IEMG | $4,765 | 0.6% | +3% | — |
| 34 | $CVX | CHEVRON CORP | $4,718 | 0.6% | +10% | 54.7 |
| 35 | — | ISHARES TR IJJ | $4,429 | 0.6% | -1% | — |
| 36 |  $PEP | PEPSICO INC | $4,116 | 0.5% | +3% | 62.7 |
| 37 |  $NFLX | NETFLIX INC | $3,904 | 0.5% | +7% | 86.7 |
| 38 |  $JNJ | JOHNSON & JOHNSON | $3,744 | 0.5% | +1% | 72.8 |
| 39 |  $HD | HOME DEPOT, INC. | $3,561 | 0.5% | -8% | 69.2 |
| 40 |  $TSLA | Tesla, Inc. | $3,399 | 0.4% | +323% | 50.1 |
| 41 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $3,313 | 0.4% | -19% | — |
| 42 |  $PG | PROCTER & GAMBLE Co | $2,967 | 0.4% | +5% | 72.9 |
| 43 |  $ORCL | ORACLE CORP | $2,882 | 0.4% | -44% | 67.2 |
| 44 |  $CAT | CATERPILLAR INC | $2,506 | 0.3% | +2% | 67.8 |
| 45 |  $UTHR | UNITED THERAPEUTICS Corp | $2,461 | 0.3% | +177% | 80.1 |
| 46 |  $BX | Blackstone Inc. | $2,107 | 0.3% | +0% | 68 |
| 47 |  $CI | Cigna Group | $1,725 | 0.2% | -62% | 66.8 |
| 48 |  $GEV | GE Vernova Inc. | $1,657 | 0.2% | +3% | 70.1 |
| 49 | — | ISHARES TR SHY | $1,634 | 0.2% | +8% | — |
| 50 | — | ISHARES TR IJS | $1,591 | 0.2% | -3% | — |
| 51 |  $UNP | UNION PACIFIC CORP | $1,568 | 0.2% | +0% | 74 |
| 52 | — | VANGUARD INDEX FDS | $1,563 | 0.2% | +1% | — |
| 53 | — | ISHARES TR LQD | $1,560 | 0.2% | -4% | — |
| 54 | — | VANGUARD INDEX FDS VB | $1,409 | 0.2% | +0% | — |
| 55 | — | VANGUARD INDEX FDS VTI | $1,393 | 0.2% | +0% | — |
| 56 | — | ISHARES TR IVE | $1,383 | 0.2% | +0% | — |
| 57 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1,322 | 0.2% | +0% | — |
| 58 |  $GLD | SPDR GOLD TRUST | $1,251 | 0.2% | +0% | — |
| 59 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1,200 | 0.1% | +5% | 64.5 |
| 60 |  $ABT | ABBOTT LABORATORIES | $1,191 | 0.1% | +0% | 67 |
| 61 | — | ISHARES TR AGG | $1,169 | 0.1% | -2% | — |
| 62 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1,141 | 0.1% | +1% | 66.4 |
| 63 | — | VANGUARD INDEX FDS VBR | $1,106 | 0.1% | -1% | — |
| 64 |  $BLK | BlackRock, Inc. | $1,105 | 0.1% | +0% | 70.3 |
| 65 |  $VZ | VERIZON COMMUNICATIONS INC | $1,104 | 0.1% | -0% | 71.6 |
| 66 |  $GE | GENERAL ELECTRIC CO | $1,065 | 0.1% | +4% | 74.8 |
| 67 |  $GOOGL | Alphabet Inc. | $1,057 | 0.1% | -7% | 80.2 |
| 68 |  $BP | BP PLC | $1,015 | 0.1% | +0% | — |
| 69 | — | ISHARES TR IEF | $982 | 0.1% | +1% | — |
| 70 |  $MRK | Merck & Co., Inc. | $950 | 0.1% | +0% | 70.9 |
| 71 | — | ISHARES TR PFF | $948 | 0.1% | -5% | — |
| 72 |  $RTX | RTX Corp | $914 | 0.1% | +0% | 70 |
| 73 |  $GS | GOLDMAN SACHS GROUP INC | $903 | 0.1% | +0% | — |
| 74 | — | FIDELITY MERRIMACK STR FBND | $883 | 0.1% | -6% | — |
| 75 |  $IVZ | Invesco Ltd. | $879 | 0.1% | +2% | — |
| 76 |  $QCOM | QUALCOMM INC/DE | $867 | 0.1% | +84% | 81.9 |
| 77 |  $LRCX | LAM RESEARCH CORP | $855 | 0.1% | +0% | 82.4 |
| 78 |  $THC | TENET HEALTHCARE CORP | $849 | 0.1% | +0% | 66.6 |
| 79 |  $AVGO | Broadcom Inc. | $839 | 0.1% | +0% | 86.4 |
| 80 |  $DKS | DICK'S SPORTING GOODS, INC. | $829 | 0.1% | -0% | 67.9 |
| 81 |  $WM | WASTE MANAGEMENT INC | $824 | 0.1% | -0% | 70.7 |
| 82 | — | ISHARES TR IWF | $820 | 0.1% | +0% | — |
| 83 |  $KO | COCA COLA CO | $774 | 0.1% | +0% | 74 |
| 84 | — | VANGUARD INDEX FDS VUG | $767 | 0.1% | -0% | — |
| 85 |  $CASY | CASEYS GENERAL STORES INC | $764 | 0.1% | +0% | 59.9 |
| 86 |  $UPS | UNITED PARCEL SERVICE INC | $751 | 0.1% | +0% | 58.2 |
| 87 |  $TJX | TJX COMPANIES INC /DE/ | $722 | 0.1% | -1% | 70.7 |
| 88 |  $ETN | Eaton Corp plc | $721 | 0.1% | +0% | — |
| 89 |  $HON | HONEYWELL INTERNATIONAL INC | $691 | 0.1% | +0% | 65.7 |
| 90 |  $VLO | VALERO ENERGY CORP/TX | $628 | 0.1% | +0% | 51.4 |
| 91 |  $AMD | ADVANCED MICRO DEVICES INC | $623 | 0.1% | +0% | 78.8 |
| 92 | — | VANGUARD INDEX FDS VXF | $611 | 0.1% | +0% | — |
| 93 |  $ABBV | AbbVie Inc. | $585 | 0.1% | +1% | 59.3 |
| 94 |  $GLDM | World Gold Trust | $584 | 0.1% | +0% | — |
| 95 |  $GLW | CORNING INC /NY | $584 | 0.1% | +0% | 72.7 |
| 96 |  $ET | Energy Transfer LP | $564 | 0.1% | -3% | 64.5 |
| 97 |  $DRI | DARDEN RESTAURANTS INC | $542 | 0.1% | +0% | 68.6 |
| 98 |  $PFE | PFIZER INC | $540 | 0.1% | -2% | 69 |
| 99 |  $AWR | AMERICAN STATES WATER CO | $529 | 0.1% | +0% | 60.3 |
| 100 | $IVZ | Invesco Ltd. | $528 | 0.1% | +0% | — |
| 101 | — | ISHARES TR IBB | $524 | 0.1% | +0% | — |
| 102 |  $INGR | Ingredion Inc | $521 | 0.1% | +0% | 58.3 |
| 103 | — | ISHARES TR OEF | $499 | 0.1% | -2% | — |
| 104 |  $STLA | Stellantis N.V. | $496 | 0.1% | NEW | — |
| 105 |  $NVS | NOVARTIS AG | $489 | 0.1% | +0% | — |
| 106 |  $MTB | M&T BANK CORP | $475 | 0.1% | +0% | 64.1 |
| 107 |  $GIS | GENERAL MILLS INC | $467 | 0.1% | +0% | 64.1 |
| 108 |  $DUK | Duke Energy CORP | $460 | 0.1% | +0% | 64 |
| 109 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $459 | 0.1% | +1% | 66.7 |
| 110 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $444 | 0.1% | +0% | 75.4 |
| 111 | — | ISHARES TR IWR | $439 | 0.1% | +0% | — |
| 112 |  $BSX | BOSTON SCIENTIFIC CORP | $439 | 0.1% | NEW | 79.9 |
| 113 |  $MO | ALTRIA GROUP, INC. | $438 | 0.1% | +6% | 72.1 |
| 114 |  $NEE | NEXTERA ENERGY INC | $424 | 0.1% | +0% | 71.7 |
| 115 |  $PTGX | Protagonist Therapeutics, Inc | $422 | 0.1% | +0% | 24.8 |
| 116 |  $AMGN | AMGEN INC | $414 | 0.1% | -2% | 79.5 |
| 117 | — | SPDR SERIES TRUST SDY | $414 | 0.1% | +0% | — |
| 118 |  $BMY | BRISTOL MYERS SQUIBB CO | $413 | 0.1% | -13% | 70.1 |
| 119 | — | VANGUARD BD INDEX FDS BND | $405 | 0.1% | -3% | — |
| 120 |  $COP | CONOCOPHILLIPS | $376 | 0.1% | +0% | 74.8 |
| 121 |  $ASML | ASML HOLDING NV | $365 | 0.1% | +5% | — |
| 122 |  $SO | SOUTHERN CO | $352 | 0.0% | +0% | 65.1 |
| 123 | — | SELECT SECTOR SPDR TR XLK | $345 | 0.0% | -1% | — |
| 124 |  $TRST | TRUSTCO BANK CORP N Y | $332 | 0.0% | +0% | — |
| 125 |  $MU | MICRON TECHNOLOGY INC | $332 | 0.0% | +4% | 88.4 |
| 126 | — | ISHARES TR IWD | $331 | 0.0% | +0% | — |
| 127 |  $PWR | QUANTA SERVICES, INC. | $327 | 0.0% | +0% | 62.6 |
| 128 |  $UNH | UNITEDHEALTH GROUP INC | $320 | 0.0% | -2% | 66.8 |
| 129 |  $MS | MORGAN STANLEY | $308 | 0.0% | +0% | — |
| 130 |  $ELV | Elevance Health, Inc. | $306 | 0.0% | -4% | 59.4 |
| 131 |  $CEG | Constellation Energy Corp | $298 | 0.0% | +0% | 62.5 |
| 132 |  $CSCO | CISCO SYSTEMS, INC. | $295 | 0.0% | -21% | 72.3 |
| 133 |  $T | AT&T INC. | $293 | 0.0% | -7% | 71.9 |
| 134 | — | ISHARES TR TIP | $283 | 0.0% | -4% | — |
| 135 |  $AMAT | APPLIED MATERIALS INC /DE | $277 | 0.0% | +0% | 74.8 |
| 136 |  $DIS | Walt Disney Co | $275 | 0.0% | +1% | 68.9 |
| 137 | — | VANECK ETF TRUST OIH | $272 | 0.0% | NEW | — |
| 138 |  $BA | BOEING CO | $266 | 0.0% | +0% | 51.8 |
| 139 |  $KEY | KEYCORP /NEW/ | $262 | 0.0% | -9% | 70.4 |
| 140 |  $PANW | Palo Alto Networks Inc | $261 | 0.0% | -48% | 66.5 |
| 141 | — | FIDELITY COVINGTON TRUST FELC | $248 | 0.0% | +0% | — |
| 142 | — | ISHARES TR IWB | $245 | 0.0% | +0% | — |
| 143 |  $GILD | GILEAD SCIENCES, INC. | $240 | 0.0% | +2% | 77.8 |
| 144 |  $WPC | W. P. Carey Inc. | $238 | 0.0% | +0% | 62.1 |
| 145 | — | ISHARES TR IEI | $238 | 0.0% | -2% | — |
| 146 |  $KEYS | Keysight Technologies, Inc. | $229 | 0.0% | NEW | 72.3 |
| 147 |  $AXP | AMERICAN EXPRESS CO | $217 | 0.0% | -11% | 73.2 |
| 148 | — | ALLIANCEBERNSTEIN GLOBAL HIG | $214 | 0.0% | +0% | — |
| 149 |  $GD | GENERAL DYNAMICS CORP | $213 | 0.0% | -1% | 73 |
| 150 |  $BAC | BANK OF AMERICA CORP /DE/ | $209 | 0.0% | +0% | 68.4 |
| 151 |  $DFTX | Definium Therapeutics, Inc. | $189 | 0.0% | NEW | — |
| 152 |  $TU | TELUS CORP | $188 | 0.0% | +0% | — |
| 153 |  $ETB | Eaton Vance Tax-Managed Buy-Write Income Fund | $176 | 0.0% | +0% | — |
| 154 |  $ETHA | iShares Ethereum Trust ETF | $158 | 0.0% | +0% | — |
| 155 |  $IHS | IHS Holding Ltd | $121 | 0.0% | +0% | — |
| 156 |  $GSOL | Grayscale Solana Staking ETF | $61 | 0.0% | +0% | — |
| 157 |  $HRTX | HERON THERAPEUTICS, INC. /DE/ | $26 | 0.0% | +6% | 30.6 |
| 158 |  $ALDX | Aldeyra Therapeutics, Inc. | $20 | 0.0% | +10% | — |
New Positions (5)
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