What does King Wealth Management Group hold?

King Wealth Management Group's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include QQQ, SPY. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1568235.

What is King Wealth Management Group's AUM?

King Wealth Management Group reported approximately $914.3M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.1B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source King Wealth Management Group's holdings?

All King Wealth Management Group holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1568235. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is King Wealth Management Group's 13F data updated on 13F Pro?

King Wealth Management Group's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

King Wealth Management Group

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1568235

Institutional-grade research for retail investors

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.

$Conviction hold14.3% weight · held 10 quarters

$QQQConviction hold9.7% weight · held 10 quarters

$SPYConviction hold6.6% weight · held 10 quarters

$NVDAConviction hold4.7% weight · held 10 quarters

$MSFTConviction hold4.7% weight · held 10 quarters

$Accumulating+18% shares · 9 quarters running

$GOOGAccumulating+47% shares · 9 quarters running

$AMZNAccumulating+121% shares · 9 quarters running

$PHAccumulating+1030% shares · 9 quarters running

$CVXAccumulating+136% shares · 9 quarters running

$Trimming-12% shares · 9 quarters running

$Trimming-15% shares · 9 quarters running

$Trimming-19% shares · 9 quarters running

$Trimming-32% shares · 9 quarters running

$Trimming-34% shares · 9 quarters running

Largest positions — Q2 2026

ISHARES
$131.2M
QQQ
$88.8M
SPY
$60.1M
NVDA
$43.0M
MSFT
$42.8M
AAPL
$42.6M
ISHARES
$32.1M
ISHARES
$30.9M
GOOGL
$28.3M
JPM
$26.5M
V
$24.9M
CRWD
$20.4M
AMZN
$20.4M
PH
$15.5M
WMT
$15.4M
ISHARES
$14.8M
FIDELITY
$14.8M
META
$13.7M
COST
$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 Q-end—Held
AIQuality—Est. buy—
2
INVESCO QQQ TRUST, SERIES 1
$QQQ
$88.8M
9.7% of stocks
+0.3%This quarter—Since Q-end—Held
AIQuality—Est. buy—
3
SPDR S&P 500 ETF TRUST
$SPY
$60.1M
6.6% of stocks
-1.0%This quarter—Since Q-end—Held
AIQuality—Est. buy—
4
NVIDIA CORP
$NVDA
$43.0M
4.7% of stocks
-0.6%This quarter—Since Q-end—Held
AIQuality86.0#3Est. buy—
5
MICROSOFT CORP
$MSFT
$42.8M
4.7% of stocks
-0.7%This quarter—Since Q-end—Held
AIQuality79.8#30Est. buy—
6
Apple Inc.
$AAPL
$42.6M
4.7% of stocks
-1%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
7
ISHARES TR IJH - ETF
$32.1M
3.5% of stocks
+1%This quarter—Since Q-end—Held
AIQuality—Est. buy—
8
ISHARES TR IJR - ETF
$30.9M
3.4% of stocks
+1%This quarter—Since Q-end—Held
AIQuality—Est. buy—
9
Alphabet Inc.
$GOOGL
$28.3M
3.1% of stocks
+0.3%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
10
JPMORGAN CHASE & CO
$JPM
$26.5M
2.9% of stocks
+0.1%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—

#	Company	Value	Weight	This quarter	Since Q-end	Held	AI quality	Est. buy
1	ISHARES TR IVV - ETF	$131.2M	14.3%	+2%	—	—	—	—
2	INVESCO QQQ TRUST, SERIES 1$QQQ	$88.8M	9.7%	+0.3%	—	—	—	—
3	SPDR S&P 500 ETF TRUST$SPY	$60.1M	6.6%	-1.0%	—	—	—	—
4	NVIDIA CORP$NVDA	$43.0M	4.7%	-0.6%	—	—	86.0#3	—
5	MICROSOFT CORP$MSFT	$42.8M	4.7%	-0.7%	—	—	79.8#30	—
6	Apple Inc.$AAPL	$42.6M	4.7%	-1%	—	—	AI quality score is Pro: unlock with a free trial	—
7	ISHARES TR IJH - ETF	$32.1M	3.5%	+1%	—	—	—	—
8	ISHARES TR IJR - ETF	$30.9M	3.4%	+1%	—	—	—	—
9	Alphabet Inc.$GOOGL	$28.3M	3.1%	+0.3%	—	—	AI quality score is Pro: unlock with a free trial	—
10	JPMORGAN CHASE & CO$JPM	$26.5M	2.9%	+0.1%	—	—	AI quality score is Pro: unlock with a free trial	—

All holdings — King Wealth Management Group (Q2 2026)

Sort

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	$V	VISA INC.	Financials	$24.9M	2.7%	72K	-0.3%	—	AI quality score is Pro: unlock with a free trial	13F
12	$CRWD	CrowdStrike Holdings, Inc.	Technology	$20.4M	2.2%	27K	-1%	—	AI quality score is Pro: unlock with a free trial	13F
13	$AMZN	AMAZON COM INC	Consumer Discretionary	$20.4M	2.2%	86K	+0.1%	—	AI quality score is Pro: unlock with a free trial	13F
14	$PH	Parker-Hannifin Corp	Industrials	$15.5M	1.7%	16K	+0.7%	—	AI quality score is Pro: unlock with a free trial	13F
15	$WMT	Walmart Inc.	Consumer Staples	$15.4M	1.7%	136K	-0.0%	—	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	Meta Platforms, Inc.	Technology	$13.7M	1.5%	24K	+1%	—	AI quality score is Pro: unlock with a free trial	13F
19	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$12.8M	1.4%	14K	+2%	—	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	$LLY	ELI LILLY & Co	Healthcare	$9.5M	1.0%	7,913	+6%	—	AI quality score is Pro: unlock with a free trial	13F
22	$LMT	LOCKHEED MARTIN CORP	Industrials	$8.6M	0.9%	17K	+0.2%	—	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	$MA	Mastercard Inc	Financials	$8.3M	0.9%	16K	-2%	—	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
$CICigna Group+74%
now $3.1M
$BSXBOSTON SCIENTIFIC CORP+422%
now $1.6M
$TSLATesla, Inc.+22%
now $4.7M

+77 more in the Excel export

Trimmed (47)

$ORCLORACLE CORP-34%
now $1.9M
$QCOMQUALCOMM INC/DE-59%
now $515K
$SPYSPDR S&P 500 ETF TRUST-1.0%
now $60.1M
$AAPLApple Inc.-1%
now $42.6M
$MCDMCDONALDS CORP-5%
now $6.3M
$HONHONEYWELL INTERNATIONAL INC-50%
now $344K

+41 more in the Excel export

Sold out (1)

$LRCXLAM RESEARCH CORPwas $855K
held 4 qtrs

Firm AUM (Form ADV): $1.1B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F King Wealth Management Group has filed, 41 earlier quarters. Pick one to see what it held then.

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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.