King Wealth Management Group
Sector Allocation
- Other49.8%$455.7M
- Technology23.7%$217.1M
- Financials8.1%$74.1M
- Consumer Discretionary4.2%$38.5M
- Industrials4.2%$38.2M
- Consumer Staples4.0%$36.9M
- Healthcare3.4%$31.4M
- Energy1.3%$12.2M
- Communication Services0.6%$5.1M
- Utilities0.4%$3.4M
AUM History
13fpro.ai/research/fund/king-wealth-management-group-1568235
Conviction and streaks
Stable · top 10 = 57.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$131.2M
QQQ
$88.8MSPY
$60.1MNVDA
$43.0MMSFT
$42.8MAAPL
$42.6M- ISHARES$32.1M
- ISHARES$30.9M
GOOGL
$28.3MJPM
$26.5MV
$24.9MCRWD
$20.4MAMZN
$20.4MPH
$15.5MWMT
$15.4M- ISHARES$14.8M
- FIDELITY$14.8M
META
$13.7MCOST
$12.8M- VANGUARD$10.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/king-wealth-management-group-1568235
King Wealth Management Group 13F holdings — Q2 2026
$914.3M portfolio (+14.3% QoQ) · 176 holdings · Q2 2026 13F · top 10 are 58% of the stock portfolio
- 1
ISHARES TR IVV - ETF
$131.2M
14.3% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $88.8M
9.7% of stocks
+0.3%This quarter-0.7%Since filed10+ qtrsHeld$60.1M
6.6% of stocks
-1.0%This quarter-0.6%Since filed10+ qtrsHeld$43.0M
4.7% of stocks
-0.6%This quarter-1.5%Since filed10+ qtrsHeld$42.8M
4.7% of stocks
-0.7%This quarter+9.3%Since filed10+ qtrsHeld$42.6M
4.7% of stocks
-1%This quarter+10.6%Since filed10+ qtrsHeld- 7
ISHARES TR IJH - ETF
$32.1M
3.5% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR IJR - ETF
$30.9M
3.4% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $28.3M
3.1% of stocks
+0.3%This quarter-12.8%Since filed10+ qtrsHeld$26.5M
2.9% of stocks
+0.1%This quarter-7.0%Since filed10+ qtrsHeld
All holdings — King Wealth Management Group (Q2 2026)
176 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | VISA INC. | Financials | $24.9M | 2.7% | 72K | -0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | CrowdStrike Holdings, Inc. | Technology | $20.4M | 2.2% | 27K | -1% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AMAZON COM INC | Consumer Discretionary | $20.4M | 2.2% | 86K | +0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Parker-Hannifin Corp | Industrials | $15.5M | 1.7% | 16K | +0.7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Walmart Inc. | Consumer Staples | $15.4M | 1.7% | 136K | -0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | ISHARES TR ITOT - ETFetf/fund | — | $14.8M | 1.6% | 90K | -0.1% | — | — | 13F |
| 17 | — | FIDELITY COVINGTON TRUST FTEC - ETFetf/fund | — | $14.8M | 1.6% | 52K | -1% | — | — | 13F |
| 18 | Meta Platforms, Inc. | Technology | $13.7M | 1.5% | 24K | +1% | 10+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $12.8M | 1.4% | 14K | +2% | 10+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | VANGUARD INDEX FDS VTV - ETFetf/fund | — | $10.6M | 1.2% | 49K | +3% | — | — | 13F |
| 21 | ELI LILLY & Co | Healthcare | $9.5M | 1.0% | 7,913 | +6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | LOCKHEED MARTIN CORP | Industrials | $8.6M | 0.9% | 17K | +0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | ISHARES TR IEFA - ETFetf/fund | — | $8.5M | 0.9% | 88K | +4% | — | — | 13F |
| 24 | Mastercard Inc | Financials | $8.3M | 0.9% | 16K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | STATE STR SPDR DOW JONES IND DIA - ETFetf/fund | — | $8.3M | 0.9% | 16K | -2% | — | — | 13F |
| 26 | $TT | Trane Technologies plc | Technology | $8.1M | 0.9% | 17K | +5% | |||
| 27 | — | SELECT SECTOR SPDR TR XLE - ETF | — | $7.0M | 0.8% | 132K | -2% | |||
| 28 | $MCD | MCDONALDS CORP | Consumer Discretionary | $6.3M | 0.7% | 23K | -5% | |||
| 29 | — | ISHARES INC IEMG - ETF | — | $5.8M | 0.6% | 71K | +3% | |||
| 30 | — | VANGUARD INDEX FDS VOE - ETF | — | $5.8M | 0.6% | 29K | -2% | |||
| 31 | — | VANGUARD INDEX FDS VO - ETF | — | $5.6M | 0.6% | 70K | +300% | |||
| 32 | $PLTR | Palantir Technologies Inc. | Technology | $5.3M | 0.6% | 46K | +0.6% | |||
| 33 | — | ISHARES TR IJJ - ETF | — | $4.9M | 0.5% | 33K | -2% | |||
| 34 | $TSLA | Tesla, Inc. | Consumer Discretionary | $4.7M | 0.5% | 11K | +22% | |||
| 35 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $4.4M | 0.5% | 32K | +1% | |||
| 36 | $CVX | CHEVRON CORP | Energy | $4.0M | 0.4% | 24K | +5% | |||
| 37 | $JNJ | JOHNSON & JOHNSON | Healthcare | $3.9M | 0.4% | 15K | -0.8% | |||
| 38 | $CAT | CATERPILLAR INC | Industrials | $3.8M | 0.4% | 3,593 | +2% | |||
| 39 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $3.6M | 0.4% | 10K | -5% | |||
| 40 | $PEP | PEPSICO INC | Consumer Staples | $3.5M | 0.4% | 26K | -2% | |||
| 41 | $NFLX | NETFLIX INC | Communication Services | $3.4M | 0.4% | 48K | +17% | |||
| 42 | $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | Healthcare | $3.4M | 0.4% | 100K | -9% | |||
| 43 | $CI | Cigna Group | Healthcare | $3.1M | 0.3% | 11K | +74% | |||
| 44 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $3.0M | 0.3% | 20K | -0.4% | |||
| 45 | $GLD | SPDR GOLD TRUST | Financials | $2.5M | 0.3% | 6,728 | +131% | |||
| 46 | $GEV | GE Vernova Inc. | Industrials | $2.3M | 0.3% | 1,934 | +2% | |||
| 47 | $UTHR | UNITED THERAPEUTICS Corp | Healthcare | $2.2M | 0.3% | 4,150 | — | |||
| 48 | $BX | Blackstone Inc. | Financials | $2.2M | 0.2% | 18K | +0.2% | |||
| 49 | $ORCL | ORACLE CORP | Technology | $1.9M | 0.2% | 13K | -34% | |||
| 50 | — | ISHARES TR IJS - ETF | — | $1.8M | 0.2% | 13K | -1% | |||
| 51 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.8M | 0.2% | 3,083 | +0.7% | |||
| 52 | — | VANGUARD INDEX FDS VOO - ETF | — | $1.8M | 0.2% | 2,580 | -1% | |||
| 53 | $UNP | UNION PACIFIC CORP | Industrials | $1.8M | 0.2% | 6,512 | +0.8% | |||
| 54 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.6M | 0.2% | 3,437 | -12% | |||
| 55 | — | VANGUARD INDEX FDS VB - ETF | — | $1.6M | 0.2% | 5,381 | — | |||
| 56 | — | ISHARES TR SHY - ETF | — | $1.6M | 0.2% | 20K | -1% | |||
| 57 | — | VANGUARD INDEX FDS VTI - ETF | — | $1.6M | 0.2% | 4,326 | -0.4% | |||
| 58 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $1.6M | 0.2% | 37K | +422% | |||
| 59 | — | ISHARES TR LQD - ETF | — | $1.5M | 0.2% | 14K | -5% | |||
| 60 | — | ISHARES TR IVE - ETF | — | $1.5M | 0.2% | 6,550 | — | |||
| 61 | $GE | GENERAL ELECTRIC CO | Industrials | $1.4M | 0.2% | 3,819 | +2% | |||
| 62 | $PRK | PARK NATIONAL CORP /OH/ | Financials | $1.4M | 0.1% | 7,588 | New | |||
| 63 | $GOOG | Alphabet Inc. | Technology | $1.3M | 0.1% | 3,702 | +0.5% | |||
| 64 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.3M | 0.1% | 2,526 | +0.9% | |||
| 65 | — | VANGUARD INDEX FDS VBR - ETF | — | $1.2M | 0.1% | 5,032 | -1% | |||
| 66 | — | ISHARES TR AGG - ETF | — | $1.2M | 0.1% | 12K | +0.6% | |||
| 67 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $1.1M | 0.1% | 30K | +0.2% | |||
| 68 | $MU | MICRON TECHNOLOGY INC | Technology | $1.1M | 0.1% | 961 | -2% | |||
| 69 | $BLK | BlackRock, Inc. | Financials | $1.1M | 0.1% | 1,149 | — | |||
| 70 | $GLW | CORNING INC /NY | Materials | $1.1M | 0.1% | 4,316 | +0.5% | |||
| 71 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.1M | 0.1% | 1,084 | +2% | |||
| 72 | $AVGO | Broadcom Inc. | Technology | $1.1M | 0.1% | 2,786 | +3% | |||
| 73 | — | J P MORGAN EXCHANGE TRADED JMUB - ETF | — | $1.0M | 0.1% | 21K | New | |||
| 74 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.0M | 0.1% | 11K | -1% | |||
| 75 | $MRK | Merck & Co., Inc. | Healthcare | $1.0M | 0.1% | 7,948 | +0.7% | |||
| 76 | — | ISHARES TR IWF - ETF | — | $947K | 0.1% | 7,628 | +297% | |||
| 77 | — | ISHARES TR IEF - ETF | — | $944K | 0.1% | 9,980 | -3% | |||
| 78 | — | ISHARES TR PFF - ETF | — | $942K | 0.1% | 31K | -1% | |||
| 79 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $930K | 0.1% | 22K | -0.1% | |||
| 80 | $DKS | DICK'S SPORTING GOODS, INC. | Consumer Discretionary | $930K | 0.1% | 4,099 | -2% | |||
| 81 | $RTX | RTX Corp | Industrials | $913K | 0.1% | 4,810 | +1% | |||
| 82 | — | VANGUARD INDEX FDS VUG - ETF | — | $904K | 0.1% | 10K | +497% | |||
| 83 | $ETN | Eaton Corp plc | Industrials | $901K | 0.1% | 2,115 | +5% | |||
| 84 | $IVZ | Invesco Ltd. | Financials | $876K | 0.1% | 36K | -2% | |||
| 85 | $THC | TENET HEALTHCARE CORP | Healthcare | $842K | 0.1% | 4,500 | — | |||
| 86 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $835K | 0.1% | 1,050 | — | |||
| 87 | $KO | COCA COLA CO | Consumer Staples | $830K | 0.1% | 10K | +0.4% | |||
| 88 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $820K | 0.1% | 7,632 | — | |||
| 89 | — | FIDELITY MERRIMACK STR FBND - ETF | — | $805K | 0.1% | 18K | -9% | |||
| 90 | $BP | BP PLC | Energy | $804K | 0.1% | 22K | +0.7% | |||
| 91 | $WM | WASTE MANAGEMENT INC | Utilities | $800K | 0.1% | 3,588 | +0.1% | |||
| 92 | — | VANGUARD INDEX FDS VXF - ETF | — | $733K | 0.1% | 2,975 | +0.2% | |||
| 93 | $VLO | VALERO ENERGY CORP/TX | Energy | $714K | 0.1% | 2,742 | +8% | |||
| 94 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $687K | 0.1% | 4,537 | +0.3% | |||
| 95 | $ABBV | AbbVie Inc. | Healthcare | $682K | 0.1% | 2,709 | +0.6% | |||
| 96 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $590K | 0.1% | 817 | +0.7% | |||
| 97 | — | ISHARES TR IBB - ETF | — | $590K | 0.1% | 3,102 | — | |||
| 98 | $AWR | AMERICAN STATES WATER CO | Utilities | $578K | 0.1% | 7,000 | — | |||
| 99 | $ASML | ASML HOLDING NV | Technology | $575K | 0.1% | 289 | +5% | |||
| 100 | $ET | Energy Transfer LP | Energy | $569K | 0.1% | 30K | +2% | |||
| 101 | $IVZ | Invesco Ltd. | Financials | $563K | 0.1% | 3,189 | — | |||
| 102 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $563K | 0.1% | 2,731 | -1% | |||
| 103 | — | SELECT SECTOR SPDR TR XLK - ETF | — | $551K | 0.1% | 2,892 | +11% | |||
| 104 | $MTB | M&T BANK CORP | Financials | $547K | 0.1% | 2,299 | — | |||
| 105 | $INTC | INTEL CORP | Technology | $546K | 0.1% | 3,911 | New | |||
| 106 | — | ISHARES TR OEF - ETF | — | $542K | 0.1% | 1,482 | -6% | |||
| 107 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $536K | 0.1% | 1,907 | +0.7% | |||
| 108 | — | ISHARES TR IWR - ETF | — | $530K | 0.1% | 4,802 | +6% | |||
| 109 | $QCOM | QUALCOMM INC/DE | Technology | $515K | 0.1% | 2,785 | -59% | |||
| 110 | $NVS | NOVARTIS AG | Healthcare | $509K | 0.1% | 3,251 | +2% | |||
| 111 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $503K | 0.1% | 1,202 | +2% | |||
| 112 | $GLDM | World Gold Trust | Financials | $497K | 0.1% | 6,258 | -0.7% | |||
| 113 | $PTGX | Protagonist Therapeutics, Inc | Healthcare | $490K | 0.1% | 4,000 | — | |||
| 114 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $488K | 0.1% | 6,782 | +2% | |||
| 115 | $DFTX | Definium Therapeutics, Inc. | Healthcare | $470K | 0.1% | 10K | — | |||
| 116 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $469K | 0.1% | 3,426 | +1% | |||
| 117 | $PFE | PFIZER INC | Healthcare | $468K | 0.1% | 19K | +1% | |||
| 118 | $STLA | Stellantis N.V. | Consumer Discretionary | $459K | 0.1% | 80K | +14% | |||
| 119 | $CSCO | CISCO SYSTEMS, INC. | Technology | $458K | 0.1% | 3,899 | +3% | |||
| 120 | $GIS | GENERAL MILLS INC | Consumer Staples | $454K | 0.1% | 13K | +4% | |||
| 121 | $DUK | Duke Energy CORP | Utilities | $445K | 0.1% | 3,512 | — | |||
| 122 | $INGR | Ingredion Inc | Consumer Staples | $438K | 0.1% | 4,625 | — | |||
| 123 | — | SPDR SERIES TRUST SDY - ETF | — | $432K | 0.1% | 2,836 | — | |||
| 124 | $PWR | QUANTA SERVICES, INC. | Industrials | $429K | 0.1% | 596 | — | |||
| 125 | $AMGN | AMGEN INC | Healthcare | $427K | 0.1% | 1,179 | +0.3% | |||
| 126 | — | SPDR SERIES TRUST SPYG - ETF | — | $422K | 0.1% | 3,545 | New | |||
| 127 | $TRST | TRUSTCO BANK CORP N Y | Financials | $417K | 0.1% | 7,594 | +0.1% | |||
| 128 | $MS | MORGAN STANLEY | Financials | $408K | 0.0% | 1,950 | +4% | |||
| 129 | $NEE | NEXTERA ENERGY INC | Utilities | $404K | 0.0% | 4,598 | +0.7% | |||
| 130 | $ELV | Elevance Health, Inc. | Healthcare | $401K | 0.0% | 1,037 | -0.9% | |||
| 131 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $394K | 0.0% | 6,843 | +0.5% | |||
| 132 | — | VANGUARD BD INDEX FDS BND - ETF | — | $388K | 0.0% | 5,280 | -4% | |||
| 133 | $PANW | Palo Alto Networks Inc | Technology | $385K | 0.0% | 1,130 | -31% | |||
| 134 | — | ISHARES TR IWD - ETF | — | $375K | 0.0% | 1,548 | — | |||
| 135 | $SO | SOUTHERN CO | Utilities | $356K | 0.0% | 3,718 | +2% | |||
| 136 | $COP | CONOCOPHILLIPS | Energy | $352K | 0.0% | 3,389 | +19% | |||
| 137 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $344K | 0.0% | 1,537 | -50% | |||
| 138 | $HONA | Honeywell Aerospace Inc. | Industrials | $340K | 0.0% | 1,537 | New | |||
| 139 | $KEY | KEYCORP /NEW/ | Financials | $319K | 0.0% | 14K | +6% | |||
| 140 | $CEG | Constellation Energy Corp | Utilities | $313K | 0.0% | 1,262 | +18% | |||
| 141 | $BA | BOEING CO | Industrials | $294K | 0.0% | 1,356 | +1% | |||
| 142 | $VMI | VALMONT INDUSTRIES INC | Industrials | $289K | 0.0% | 500 | New | |||
| 143 | — | FIDELITY COVINGTON TRUST FELC - ETF | — | $287K | 0.0% | 6,842 | +0.2% | |||
| 144 | $KEYS | Keysight Technologies, Inc. | Technology | $284K | 0.0% | 810 | — | |||
| 145 | — | ISHARES TR IWB - ETF | — | $281K | 0.0% | 686 | — | |||
| 146 | $DIS | Walt Disney Co | Communication Services | $275K | 0.0% | 2,858 | +0.1% | |||
| 147 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $275K | 0.0% | 4,832 | +13% | |||
| 148 | — | ISHARES TR TIP - ETF | — | $271K | 0.0% | 2,475 | -4% | |||
| 149 | — | CAPITAL GRP FIXED INCM ETF T - ETF | — | $257K | 0.0% | 12K | New | |||
| 150 | $VRT | Vertiv Holdings Co | Technology | $257K | 0.0% | 769 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 19 new, 83 added to, 47 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (19)
$PRKPARK NATIONAL CORP /OH/$1.4M
first bought this quarter
- J P MORGAN EXCHANGE TRADED JMUB - ETF$1.0M
first bought this quarter
$INTCINTEL CORP$546K
first bought this quarter
- SPDR SERIES TRUST SPYG - ETF$422K
first bought this quarter
$HONAHoneywell Aerospace Inc.$340K
first bought this quarter
$VMIVALMONT INDUSTRIES INC$289K
first bought this quarter
+13 more in the Excel export
Added to (83)
- VANGUARD INDEX FDS VO - ETF+300%
now $5.6M
- ISHARES TR IVV - ETF+2%
now $131.2M
$GLDSPDR GOLD TRUST+131%
now $2.5M · held 10+ qtrs
$CICigna Group+74%
now $3.1M · held 10+ qtrs
$BSXBOSTON SCIENTIFIC CORP+422%
now $1.6M · held 2 qtrs, 2 adds in a row
$TSLATesla, Inc.+22%
now $4.7M · held 10+ qtrs, 3 adds in a row
+77 more in the Excel export
Trimmed (47)
$ORCLORACLE CORP-34%
now $1.9M · held 10+ qtrs, 3 trims in a row
$QCOMQUALCOMM INC/DE-59%
now $515K · held 10+ qtrs
now $60.1M · held 10+ qtrs
now $42.6M · held 10+ qtrs
$MCDMCDONALDS CORP-5%
now $6.3M · held 10+ qtrs, 5 trims in a row
$HONHONEYWELL INTERNATIONAL INC-50%
now $344K · held 10+ qtrs
+41 more in the Excel export
Sold out (1)
$LRCXLAM RESEARCH CORPwas $855K
held 4 qtrs
Holdings by quarter
Every 13F King Wealth Management Group has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow King Wealth Management Group?
Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of King Wealth Management Group's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+1.8%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 6% over the last 4
Top 10 weight
58%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
King Wealth Management Group disclosed 176 positions worth $914.3M in its Form 13F-HR for Q2 2026, followed by $QQQ and $SPY. During the quarter the fund opened 19 new positions and exited 1 — including a new stake in $PRK and a full exit from $LRCX. The portfolio is most concentrated in Other (49.8% of disclosed assets). All figures are sourced directly from King Wealth Management Group’s Form 13F-HR filing with the SEC under CIK 1568235.
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AI-Powered Hedge Fund Analysis: King Wealth Management Group
13F Pro is an AI hedge fund tracker and stock research platform. For King Wealth Management Group (SEC CIK: 1568235), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in King Wealth Management Group's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.