King Wealth Management Group, LLC
13F Reported Value
ⓘ$914.3M
Holdings
176
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
King Wealth Management Group, LLC 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, LLC’s Form 13F-HR filing with the SEC under CIK 1568235.
AI Fund Analysis
Stable
$QQQ
$SPY
$NVDA
$MSFT
$GOOG
$AMZN
$PH
$CVXSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES TR IVV - ETF
—Quality
$131.2M175,250 sh- —
Quality
$88.8M120,537 sh - —
Quality
$60.1M80,417 sh - 85.9
Quality
$43.0M215,020 sh - 79.8
Quality
$42.8M114,619 sh - 76.4
Quality
$42.6M147,101 sh ISHARES TR IJH - ETF
—Quality
$32.1M416,594 shISHARES TR IJR - ETF
—Quality
$30.9M208,614 sh- 78.2
Quality
$28.3M79,070 sh - 70.7
Quality
$26.5M80,935 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR IVV - ETF | — | $131.2M | 175,250 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $88.8M | 120,537 |
| SPDR S&P 500 ETF TRUST$SPY | — | $60.1M | 80,417 |
| NVIDIA CORP$NVDA | 85.9 | $43.0M | 215,020 |
| MICROSOFT CORP$MSFT | 79.8 | $42.8M | 114,619 |
 Apple Inc.$AAPL | 76.4 | $42.6M | 147,101 |
| ISHARES TR IJH - ETF | — | $32.1M | 416,594 |
| ISHARES TR IJR - ETF | — | $30.9M | 208,614 |
| Alphabet Inc.$GOOG | 78.2 | $28.3M | 79,070 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $26.5M | 80,935 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of King Wealth Management Group, LLC's 176 positions.
Showing top 10 of 176 holdings.
Sector Allocation
Other
$455.7M
Technology
$219.9M
Financials
$74.1M
Consumer Discretionary
$61.5M
Industrials
$40.5M
Healthcare
$31.4M
Energy
$12.2M
Consumer Staples
$8.7M
Top Holdings — King Wealth Management Group, LLC (Q2 2026)
Top 150 of 176 disclosed positions (by reported value) 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 - ETF | $131.2M | 14.3% | +2% | — |
| 2 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $88.8M | 9.7% | +0% | — |
| 3 | $SPY | SPDR S&P 500 ETF TRUST | $60.1M | 6.6% | -1% | — |
| 4 | $NVDA | NVIDIA CORP | $43.0M | 4.7% | -1% | 85.9 |
| 5 | $MSFT | MICROSOFT CORP | $42.8M | 4.7% | -1% | 79.8 |
| 6 | $AAPL | Apple Inc. | $42.6M | 4.7% | -1% | 76.4 |
| 7 | — | ISHARES TR IJH - ETF | $32.1M | 3.5% | +1% | — |
| 8 | — | ISHARES TR IJR - ETF | $30.9M | 3.4% | +1% | — |
| 9 | $GOOG | Alphabet Inc. | $28.3M | 3.1% | +0% | 78.2 |
| 10 | $JPM | JPMORGAN CHASE & CO | $26.5M | 2.9% | +0% | 70.7 |
| 11 |  $V | VISA INC. | $24.9M | 2.7% | -0% | 82.9 |
| 12 |  $CRWD | CrowdStrike Holdings, Inc. | $20.4M | 2.2% | -1% | 67.7 |
| 13 | $AMZN | AMAZON COM INC | $20.4M | 2.2% | +0% | 68.7 |
| 14 | $PH | Parker-Hannifin Corp | $15.5M | 1.7% | +1% | 65.8 |
| 15 |  $WMT | Walmart Inc. | $15.4M | 1.7% | -0% | 60.2 |
| 16 | — | ISHARES TR ITOT - ETF | $14.8M | 1.6% | -0% | — |
| 17 | — | FIDELITY COVINGTON TRUST FTEC - ETF | $14.8M | 1.6% | -1% | — |
| 18 |  $META | Meta Platforms, Inc. | $13.7M | 1.5% | +1% | 79.6 |
| 19 |  $COST | COSTCO WHOLESALE CORP /NEW | $12.8M | 1.4% | +2% | 66.2 |
| 20 | — | VANGUARD INDEX FDS VTV - ETF | $10.6M | 1.2% | +3% | — |
| 21 |  $LLY | ELI LILLY & Co | $9.5M | 1.0% | +6% | 87.5 |
| 22 |  $LMT | LOCKHEED MARTIN CORP | $8.6M | 0.9% | +0% | 65.6 |
| 23 | — | ISHARES TR IEFA - ETF | $8.5M | 0.9% | +4% | — |
| 24 |  $MA | Mastercard Inc | $8.3M | 0.9% | -2% | 85.1 |
| 25 | — | STATE STR SPDR DOW JONES IND DIA - ETF | $8.3M | 0.9% | -2% | — |
| 26 |  $TT | Trane Technologies plc | $8.1M | 0.9% | +5% | — |
| 27 | — | SELECT SECTOR SPDR TR XLE - ETF | $7.0M | 0.8% | -2% | — |
| 28 |  $MCD | MCDONALDS CORP | $6.3M | 0.7% | -5% | 69 |
| 29 | — | ISHARES INC IEMG - ETF | $5.8M | 0.6% | +3% | — |
| 30 | — | VANGUARD INDEX FDS VOE - ETF | $5.8M | 0.6% | -2% | — |
| 31 | — | VANGUARD INDEX FDS VO - ETF | $5.6M | 0.6% | +300% | — |
| 32 |  $PLTR | Palantir Technologies Inc. | $5.3M | 0.6% | +1% | 84.6 |
| 33 | — | ISHARES TR IJJ - ETF | $4.9M | 0.5% | -2% | — |
| 34 |  $TSLA | Tesla, Inc. | $4.7M | 0.5% | +22% | 53.9 |
| 35 |  $XOM.R34088 | EXXON MOBIL CORP | $4.4M | 0.5% | +1% | 57.9 |
| 36 | $CVX | CHEVRON CORP | $4.0M | 0.4% | +5% | 62.8 |
| 37 |  $JNJ | JOHNSON & JOHNSON | $3.9M | 0.4% | -1% | 69 |
| 38 |  $CAT | CATERPILLAR INC | $3.8M | 0.4% | +2% | 66.5 |
| 39 |  $HD | HOME DEPOT, INC. | $3.6M | 0.4% | -5% | 60.3 |
| 40 |  $PEP | PEPSICO INC | $3.5M | 0.4% | -2% | 63.4 |
| 41 |  $NFLX | NETFLIX INC | $3.4M | 0.4% | +17% | 78.8 |
| 42 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $3.4M | 0.4% | -9% | — |
| 43 |  $CI | Cigna Group | $3.1M | 0.3% | +74% | 66.2 |
| 44 |  $PG | PROCTER & GAMBLE Co | $3.0M | 0.3% | -0% | 64.6 |
| 45 |  $GLD | SPDR GOLD TRUST | $2.5M | 0.3% | +131% | — |
| 46 |  $GEV | GE Vernova Inc. | $2.3M | 0.3% | +2% | 81.1 |
| 47 |  $UTHR | UNITED THERAPEUTICS Corp | $2.2M | 0.3% | +0% | 71.3 |
| 48 |  $BX | Blackstone Inc. | $2.2M | 0.2% | +0% | 74.4 |
| 49 |  $ORCL | ORACLE CORP | $1.9M | 0.2% | -34% | 66.2 |
| 50 | — | ISHARES TR IJS - ETF | $1.8M | 0.2% | -1% | — |
| 51 |  $AMD | ADVANCED MICRO DEVICES INC | $1.8M | 0.2% | +1% | 79.8 |
| 52 | — | VANGUARD INDEX FDS VOO - ETF | $1.8M | 0.2% | -1% | — |
| 53 |  $UNP | UNION PACIFIC CORP | $1.8M | 0.2% | +1% | 69.7 |
| 54 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.6M | 0.2% | -12% | — |
| 55 | — | VANGUARD INDEX FDS VB - ETF | $1.6M | 0.2% | +0% | — |
| 56 | — | ISHARES TR SHY - ETF | $1.6M | 0.2% | -1% | — |
| 57 | — | VANGUARD INDEX FDS VTI - ETF | $1.6M | 0.2% | -0% | — |
| 58 |  $BSX | BOSTON SCIENTIFIC CORP | $1.6M | 0.2% | +422% | 77.5 |
| 59 | — | ISHARES TR LQD - ETF | $1.5M | 0.2% | -5% | — |
| 60 | — | ISHARES TR IVE - ETF | $1.5M | 0.2% | +0% | — |
| 61 |  $GE | GENERAL ELECTRIC CO | $1.4M | 0.2% | +2% | 73.8 |
| 62 |  $PRK | PARK NATIONAL CORP /OH/ | $1.4M | 0.1% | NEW | 63.7 |
| 63 |  $GOOGL | Alphabet Inc. | $1.3M | 0.1% | +0% | 78.2 |
| 64 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.3M | 0.1% | +1% | 73.8 |
| 65 | — | VANGUARD INDEX FDS VBR - ETF | $1.2M | 0.1% | -1% | — |
| 66 | — | ISHARES TR AGG - ETF | $1.2M | 0.1% | +1% | — |
| 67 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1.1M | 0.1% | +0% | 61.4 |
| 68 |  $MU | MICRON TECHNOLOGY INC | $1.1M | 0.1% | -2% | 86.2 |
| 69 |  $BLK | BlackRock, Inc. | $1.1M | 0.1% | +0% | 70 |
| 70 |  $GLW | CORNING INC /NY | $1.1M | 0.1% | +0% | 73.7 |
| 71 |  $GS | GOLDMAN SACHS GROUP INC | $1.1M | 0.1% | +2% | 73.5 |
| 72 |  $AVGO | Broadcom Inc. | $1.1M | 0.1% | +3% | 84.5 |
| 73 | — | J P MORGAN EXCHANGE TRADED JMUB - ETF | $1.0M | 0.1% | NEW | — |
| 74 |  $ABT | ABBOTT LABORATORIES | $1.0M | 0.1% | -1% | 65.5 |
| 75 |  $MRK | Merck & Co., Inc. | $1.0M | 0.1% | +1% | 59.9 |
| 76 | — | ISHARES TR IWF - ETF | $947,000 | 0.1% | +297% | — |
| 77 | — | ISHARES TR IEF - ETF | $944,000 | 0.1% | -3% | — |
| 78 | — | ISHARES TR PFF - ETF | $942,000 | 0.1% | -1% | — |
| 79 |  $VZ | VERIZON COMMUNICATIONS INC | $930,000 | 0.1% | -0% | 65.8 |
| 80 |  $DKS | DICK'S SPORTING GOODS, INC. | $930,000 | 0.1% | -2% | 63 |
| 81 |  $RTX | RTX Corp | $913,000 | 0.1% | +1% | 73.2 |
| 82 | — | VANGUARD INDEX FDS VUG - ETF | $904,000 | 0.1% | +497% | — |
| 83 |  $ETN | Eaton Corp plc | $901,000 | 0.1% | +5% | — |
| 84 |  $IVZ | Invesco Ltd. | $876,000 | 0.1% | -2% | — |
| 85 |  $THC | TENET HEALTHCARE CORP | $842,000 | 0.1% | +0% | 66.2 |
| 86 |  $CASY | CASEYS GENERAL STORES INC | $835,000 | 0.1% | +0% | 65.1 |
| 87 |  $KO | COCA COLA CO | $830,000 | 0.1% | +0% | 69.5 |
| 88 |  $UPS | UNITED PARCEL SERVICE INC | $820,000 | 0.1% | +0% | 58.6 |
| 89 | — | FIDELITY MERRIMACK STR FBND - ETF | $805,000 | 0.1% | -9% | — |
| 90 |  $BP | BP PLC | $804,000 | 0.1% | +1% | — |
| 91 |  $WM | WASTE MANAGEMENT INC | $800,000 | 0.1% | +0% | 67.6 |
| 92 | — | VANGUARD INDEX FDS VXF - ETF | $733,000 | 0.1% | +0% | — |
| 93 |  $VLO | VALERO ENERGY CORP/TX | $714,000 | 0.1% | +8% | 57.8 |
| 94 |  $TJX | TJX COMPANIES INC /DE/ | $687,000 | 0.1% | +0% | 68.7 |
| 95 |  $ABBV | AbbVie Inc. | $682,000 | 0.1% | +1% | 72.6 |
| 96 |  $AMAT | APPLIED MATERIALS INC /DE | $590,000 | 0.1% | +1% | 72.3 |
| 97 | — | ISHARES TR IBB - ETF | $590,000 | 0.1% | +0% | — |
| 98 |  $AWR | AMERICAN STATES WATER CO | $578,000 | 0.1% | +0% | 52.4 |
| 99 |  $ASML | ASML HOLDING NV | $575,000 | 0.1% | +5% | — |
| 100 |  $ET | Energy Transfer LP | $569,000 | 0.1% | +2% | 64.4 |
| 101 | $IVZ | Invesco Ltd. | $563,000 | 0.1% | +0% | — |
| 102 |  $DRI | DARDEN RESTAURANTS INC | $563,000 | 0.1% | -1% | 64.1 |
| 103 | — | SELECT SECTOR SPDR TR XLK - ETF | $551,000 | 0.1% | +11% | — |
| 104 |  $MTB | M&T BANK CORP | $547,000 | 0.1% | +0% | 58.6 |
| 105 |  $INTC | INTEL CORP | $546,000 | 0.1% | NEW | 45.6 |
| 106 | — | ISHARES TR OEF - ETF | $542,000 | 0.1% | -6% | — |
| 107 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $536,000 | 0.1% | +1% | 70 |
| 108 | — | ISHARES TR IWR - ETF | $530,000 | 0.1% | +6% | — |
| 109 |  $QCOM | QUALCOMM INC/DE | $515,000 | 0.1% | -59% | 70.5 |
| 110 |  $NVS | NOVARTIS AG | $509,000 | 0.1% | +2% | — |
| 111 |  $UNH | UNITEDHEALTH GROUP INC | $503,000 | 0.1% | +2% | 62.7 |
| 112 |  $GLDM | World Gold Trust | $497,000 | 0.1% | -1% | — |
| 113 |  $PTGX | Protagonist Therapeutics, Inc | $490,000 | 0.1% | +0% | 59.4 |
| 114 |  $MO | ALTRIA GROUP, INC. | $488,000 | 0.1% | +2% | 67.4 |
| 115 |  $DFTX | Definium Therapeutics, Inc. | $470,000 | 0.1% | +0% | — |
| 116 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $469,000 | 0.1% | +1% | 66.8 |
| 117 |  $PFE | PFIZER INC | $468,000 | 0.1% | +1% | 62 |
| 118 |  $STLA | Stellantis N.V. | $459,000 | 0.1% | +14% | — |
| 119 |  $CSCO | CISCO SYSTEMS, INC. | $458,000 | 0.1% | +3% | 70.3 |
| 120 |  $GIS | GENERAL MILLS INC | $454,000 | 0.1% | +4% | 50.7 |
| 121 |  $DUK | Duke Energy CORP | $445,000 | 0.1% | +0% | 56.4 |
| 122 |  $INGR | Ingredion Inc | $438,000 | 0.1% | +0% | 50.4 |
| 123 | — | SPDR SERIES TRUST SDY - ETF | $432,000 | 0.1% | +0% | — |
| 124 |  $PWR | QUANTA SERVICES, INC. | $429,000 | 0.1% | +0% | 72.1 |
| 125 |  $AMGN | AMGEN INC | $427,000 | 0.1% | +0% | 79.2 |
| 126 | — | SPDR SERIES TRUST SPYG - ETF | $422,000 | 0.1% | NEW | — |
| 127 |  $TRST | TRUSTCO BANK CORP N Y | $417,000 | 0.1% | +0% | 50.6 |
| 128 |  $MS | MORGAN STANLEY | $408,000 | 0.0% | +4% | 75.8 |
| 129 |  $NEE | NEXTERA ENERGY INC | $404,000 | 0.0% | +1% | 64.6 |
| 130 |  $ELV | Elevance Health, Inc. | $401,000 | 0.0% | -1% | 59 |
| 131 |  $BMY | BRISTOL MYERS SQUIBB CO | $394,000 | 0.0% | +0% | 70.4 |
| 132 | — | VANGUARD BD INDEX FDS BND - ETF | $388,000 | 0.0% | -4% | — |
| 133 |  $PANW | Palo Alto Networks Inc | $385,000 | 0.0% | -31% | 65.5 |
| 134 | — | ISHARES TR IWD - ETF | $375,000 | 0.0% | +0% | — |
| 135 |  $SO | SOUTHERN CO | $356,000 | 0.0% | +2% | 62 |
| 136 |  $COP | CONOCOPHILLIPS | $352,000 | 0.0% | +19% | 70.2 |
| 137 |  $HON | HONEYWELL INTERNATIONAL INC | $344,000 | 0.0% | -50% | 65 |
| 138 |  $HONA | Honeywell Aerospace Inc. | $340,000 | 0.0% | NEW | — |
| 139 |  $KEY | KEYCORP /NEW/ | $319,000 | 0.0% | +6% | 70.8 |
| 140 |  $CEG | Constellation Energy Corp | $313,000 | 0.0% | +18% | 59.4 |
| 141 |  $BA | BOEING CO | $294,000 | 0.0% | +1% | 61.6 |
| 142 |  $VMI | VALMONT INDUSTRIES INC | $289,000 | 0.0% | NEW | 60.7 |
| 143 | — | FIDELITY COVINGTON TRUST FELC - ETF | $287,000 | 0.0% | +0% | — |
| 144 |  $KEYS | Keysight Technologies, Inc. | $284,000 | 0.0% | +0% | 71.4 |
| 145 | — | ISHARES TR IWB - ETF | $281,000 | 0.0% | +0% | — |
| 146 |  $DIS | Walt Disney Co | $275,000 | 0.0% | +0% | 60.1 |
| 147 |  $BAC | BANK OF AMERICA CORP /DE/ | $275,000 | 0.0% | +13% | 67.6 |
| 148 | — | ISHARES TR TIP - ETF | $271,000 | 0.0% | -4% | — |
| 149 | — | CAPITAL GRP FIXED INCM ETF T - ETF | $257,000 | 0.0% | NEW | — |
| 150 |  $VRT | Vertiv Holdings Co | $257,000 | 0.0% | NEW | 81 |
New Positions (19)
$PRK PARK NATIONAL CORP /OH/$1.4M$INTC INTEL CORP$546,000$HONA Honeywell Aerospace Inc.$340,000$VMI VALMONT INDUSTRIES INC$289,000$VRT Vertiv Holdings Co$257,000
$NUE NUCOR CORP$252,000
$AROW ARROW FINANCIAL CORP$234,000
$STLD STEEL DYNAMICS INC$229,000
$TRV TRAVELERS COMPANIES, INC.$228,000
$TTE TotalEnergies SE$215,000
$INSM INSMED Inc$213,000Exited Positions (1)
$LRCX LAM RESEARCH CORPBrowse Top Institutional Investors
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