King Wealth Management Group 13F holdings
King Wealth Management Group reported 174 positions with a total reported value of $914.3K as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-05. Top holdings by reported value: ISHARES TR IVV (14.4%), QQQ INVESCO QQQ TR (9.7%), SPY STATE STR SPDR S&P 500 ETF SPY (6.6%), NVDA NVIDIA CORPORATION (4.7%), MSFT MICROSOFT CORP (4.7%). Against 2026-03-31 it opened 49 new positions and exited 31. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 174 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ISHARES TR IVV | 175,250 | $131.2K | 14.4% |
| QQQ INVESCO QQQ TR | 120,537 | $88.8K | 9.7% |
| SPY STATE STR SPDR S&P 500 ETF SPY | 80,417 | $60.1K | 6.6% |
| NVDA NVIDIA CORPORATION | 215,020 | $43.0K | 4.7% |
| MSFT MICROSOFT CORP | 114,619 | $42.8K | 4.7% |
| AAPL APPLE INC | 147,101 | $42.6K | 4.7% |
| ISHARES TR IJH | 416,594 | $32.1K | 3.5% |
| ISHARES TR IJR | 208,614 | $30.9K | 3.4% |
| GOOGL ALPHABET INC GOOGL | 82,772 | $29.6K | 3.2% |
| JPM JPMORGAN CHASE & CO | 80,935 | $26.5K | 2.9% |
| V VISA INC | 72,465 | $24.9K | 2.7% |
| CRWD CROWDSTRIKE HLDGS INC | 26,760 | $20.4K | 2.2% |
| AMZN AMAZON COM INC | 85,521 | $20.4K | 2.2% |
| PH PARKER-HANNIFIN CORP | 15,845 | $15.5K | 1.7% |
| WMT WALMART INC | 136,003 | $15.4K | 1.7% |
| ISHARES TR ITOT | 90,142 | $14.8K | 1.6% |
| FIDELITY COVINGTON TRUST FTEC | 51,730 | $14.8K | 1.6% |
| META META PLATFORMS INC | 24,284 | $13.7K | 1.5% |
| COST COSTCO WHOLESALE CORPORATION | 13,668 | $12.8K | 1.4% |
| VANGUARD INDEX FDS VTV | 48,725 | $10.6K | 1.2% |
| LLY ELI LILLY & CO | 7,913 | $9.5K | 1.0% |
| LMT LOCKHEED MARTIN CORP | 16,954 | $8.6K | 0.9% |
| ISHARES TR IEFA | 87,962 | $8.5K | 0.9% |
| MA MASTERCARD INCORPORATED | 16,207 | $8.3K | 0.9% |
| STATE STR SPDR DOW JONES IND DIA | 15,804 | $8.3K | 0.9% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 49 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| FIDELITY COVINGTON TRUST FTEC | 51,730 | $14.8K | 1.6% |
| STATE STR SPDR DOW JONES IND DIA | 15,804 | $8.3K | 0.9% |
| VANGUARD INDEX FDS VO | 69,724 | $5.6K | 0.6% |
| VANGUARD INDEX FDS VOO | 2,580 | $1.8K | 0.2% |
| VANGUARD INDEX FDS VB | 5,381 | $1.6K | 0.2% |
| ISHARES TR SHY | 19,569 | $1.6K | 0.2% |
| VANGUARD INDEX FDS VTI | 4,326 | $1.6K | 0.2% |
| ISHARES TR LQD | 13,656 | $1.5K | 0.2% |
| ISHARES TR IVE | 6,550 | $1.5K | 0.2% |
| PARK NATL CORP | 7,588 | $1.4K | 0.2% |
| VANGUARD INDEX FDS VBR | 5,032 | $1.2K | 0.1% |
| ISHARES TR AGG | 11,843 | $1.2K | 0.1% |
| J P MORGAN EXCHANGE TRADED JMUB | 20,528 | $1.0K | 0.1% |
| ISHARES TR IWF | 7,628 | $947 | 0.1% |
| ISHARES TR PFF | 30,906 | $942 | 0.1% |
| VANGUARD INDEX FDS VUG | 10,492 | $904 | <0.1% |
| FIDELITY MERRIMACK STR FBND | 17,686 | $805 | <0.1% |
| VANGUARD INDEX FDS VXF | 2,975 | $733 | <0.1% |
| ISHARES TR IBB | 3,102 | $590 | <0.1% |
| INTC INTEL CORP | 3,911 | $546 | <0.1% |
| ISHARES TR OEF | 1,482 | $542 | <0.1% |
| ISHARES TR IWR | 4,802 | $530 | <0.1% |
| WORLD GOLD TR | 6,258 | $497 | <0.1% |
| SPDR SERIES TRUST SDY | 2,836 | $432 | <0.1% |
| QUANTA SVCS INC PWR | 596 | $429 | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 31 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| FIDELITY COVINGTON TR FTEC | 52,316 | $10.9K | 1.4% |
| STATE STR SPDR DOW JONES DIA | 16,096 | $7.5K | 0.9% |
| VANGUARD INDEX FDS VO | 17,431 | $5.0K | 0.6% |
| ISHARES TR SHY | 19,788 | $1.6K | 0.2% |
| VANGUARD INDEX FDS | 2,615 | $1.6K | 0.2% |
| ISHARES TR LQD | 14,311 | $1.6K | 0.2% |
| VANGUARD INDEX FDS VB | 5,381 | $1.4K | 0.2% |
| VANGUARD INDEX FDS VTI | 4,343 | $1.4K | 0.2% |
| ISHARES TR IVE | 6,550 | $1.4K | 0.2% |
| ISHARES TR AGG | 11,778 | $1.2K | 0.1% |
| VANGUARD INDEX FDS VBR | 5,093 | $1.1K | 0.1% |
| ISHARES TR PFF | 31,254 | $948 | 0.1% |
| FIDELITY MERRIMACK STR FBND | 19,357 | $883 | 0.1% |
| LRCX LAM RESEARCH CORP | 4,000 | $855 | 0.1% |
| ISHARES TR IWF | 1,922 | $820 | 0.1% |
| VANGUARD INDEX FDS VUG | 1,757 | $767 | <0.1% |
| VANGUARD INDEX FDS VXF | 2,970 | $611 | <0.1% |
| WORLD GOLD TR GLDM | 6,301 | $584 | <0.1% |
| ISHARES TR IBB | 3,102 | $524 | <0.1% |
| ISHARES TR OEF | 1,570 | $499 | <0.1% |
| ISHARES TR IWR | 4,520 | $439 | <0.1% |
| SPDR SERIES TRUST SDY | 2,836 | $414 | <0.1% |
| VANGUARD BD INDEX FDS BND | 5,503 | $405 | <0.1% |
| ISHARES TR IWD | 1,548 | $331 | <0.1% |
| QUANTA SVCS INC | 596 | $327 | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ISHARES TR IVV | 171,969 | 175,250 | +1.9% | $131.2K |
| GLD SPDR GOLD TR | 2,908 | 6,728 | +131.4% | $2.5K |
| CI THE CIGNA GROUP | 6,467 | 11,272 | +74.3% | $3.1K |
| BSX BOSTON SCIENTIFIC CORP | 7,000 | 36,514 | +421.6% | $1.6K |
| TSLA TESLA INC | 9,142 | 11,126 | +21.7% | $4.7K |
| LLY ELI LILLY & CO | 7,436 | 7,913 | +6.4% | $9.5K |
| NFLX NETFLIX INC. | 40,599 | 47,560 | +17.1% | $3.4K |
| ISHARES TR IJH | 410,619 | 416,594 | +1.5% | $32.1K |
| TT TRANE TECHNOLOGIES PLC | 15,747 | 16,508 | +4.8% | $8.1K |
| ISHARES TR IJR | 206,133 | 208,614 | +1.2% | $30.9K |
| ISHARES TR IEFA | 84,670 | 87,962 | +3.9% | $8.5K |
| VANGUARD INDEX FDS VTV | 47,280 | 48,725 | +3.1% | $10.6K |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ORCL ORACLE CORP | 19,592 | 12,957 | -33.9% | $1.9K |
| QCOM QUALCOMM INC | 6,730 | 2,785 | -58.6% | $515 |
| SPY STATE STR SPDR S&P 500 ETF SPY | 81,213 | 80,417 | -1.0% | $60.1K |
| AAPL APPLE INC | 148,829 | 147,101 | -1.2% | $42.6K |
| MCD MCDONALDS CORP | 24,761 | 23,436 | -5.4% | $6.3K |
| HONEYWELL INTL INC | 3,058 | 1,537 | -49.7% | $344 |
| TEVA TEVA PHARMACEUTICAL INDS LTD | 110,000 | 100,000 | -9.1% | $3.4K |
| MSFT MICROSOFT CORP | 115,377 | 114,619 | -0.7% | $42.8K |
| NVDA NVIDIA CORPORATION | 216,333 | 215,020 | -0.6% | $43.0K |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 3,911 | 3,437 | -12.1% | $1.6K |
| CRWD CROWDSTRIKE HLDGS INC | 27,032 | 26,760 | -1.0% | $20.4K |
| HD HOME DEPOT INC | 10,827 | 10,248 | -5.3% | $3.6K |
CIK 1568235 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
