King Wealth Management Group
CIK 1568235 · View on SEC EDGAR ↗
- Portfolio value
- $914K
- Positions
- 176
- As of
- June 30, 2026
#9,177 of 9,443 by 13F value · top 97.2%
Portfolio value QoQ: +14.3% 13F does not disclose cash
- Top 10 holdings weight
- 57.55%
- Top 25 holdings weight
- 80.13%
- Positions above 1%
- 21
- Effective number of positions
- 20.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.92% Est. buys $25,283 · sells $7,864
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 83.4% still held
- New positions
- 20
- Increased
- 83
- Decreased
- 46
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
18.0%
Retail
6.0%
Industrials
5.2%
Communication Services
5.1%
Financial Services
4.2%
Healthcare
3.4%
Financials
3.1%
Consumer Discretionary
1.3%
Energy
1.3%
Consumer Staples
0.6%
Consumer products
0.3%
Utilities
0.3%
Telecommunication
0.2%
Logistics & Transportation
0.1%
Communications
0.1%
Materials
0.1%
Real Estate
0.0%
Other/Unmapped
50.8%
Full portfolio 176 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $131,243 | 14.35% | 175,250 | $18,911 | Up ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $88,764 | 9.71% | 120,537 | $19,381 | Up ×1 | ||
| SPY SPY | $60,053 | 6.57% | 80,417 | $7,237 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $43,023 | 4.71% | 215,020 | $5,295 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $42,755 | 4.68% | 114,619 | $46 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $42,565 | 4.66% | 147,101 | $4,794 | Down ×1 | ||
| IJH | $32,124 | 3.51% | 416,594 | $4,395 | Up ×6 | ||
| IJR | $30,940 | 3.38% | 208,614 | $5,316 | Up ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $28,257 | 3.09% | 79,070 | $5,577 | Up ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $26,492 | 2.90% | 80,935 | $2,699 | Up ×3 | ||
| V Visa Inc. | $24,862 | 2.72% | 72,465 | $2,903 | Down ×6 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $20,422 | 2.23% | 26,760 | $9,869 | Down ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $20,383 | 2.23% | 85,521 | $2,590 | Up ×6 | ||
| PH Parker-Hannifin Corporation Common Stock | $15,499 | 1.70% | 15,845 | $1,407 | Up ×6 | ||
| WMT Walmart Inc. - Common Stock | $15,404 | 1.68% | 136,003 | $-1,504 | Down ×2 | ||
| ITOT | $14,808 | 1.62% | 90,142 | $1,950 | Down ×6 | ||
| FTEC | $14,773 | 1.62% | 51,730 | $3,889 | Down ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $13,679 | 1.50% | 24,284 | $-15 | Up ×5 | ||
| COST Costco Wholesale Corporation - Common Stock | $12,786 | 1.40% | 13,668 | $-610 | Up ×6 | ||
| VTV | $10,619 | 1.16% | 48,725 | $1,343 | Up ×6 | ||
| LLY Eli Lilly and Company Common Stock | $9,491 | 1.04% | 7,913 | $2,651 | Up ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $8,637 | 0.94% | 16,954 | $-1,589 | Up ×2 | ||
| IEFA | $8,495 | 0.93% | 87,962 | $830 | Up ×5 | ||
| MA Mastercard Incorporated Common Stock | $8,324 | 0.91% | 16,207 | $33 | Down ×3 | ||
| DIA | $8,256 | 0.90% | 15,804 | $800 | Down ×1 | ||
| TT Trane Technologies plc | $8,108 | 0.89% | 16,508 | $1,545 | Up ×6 | ||
| XLE XLE | $6,984 | 0.76% | 131,503 | $-1,195 | Down ×1 | ||
| MCD McDonald's Corporation Common Stock | $6,335 | 0.69% | 23,436 | $-1,361 | Down ×5 | ||
| IEMG | $5,850 | 0.64% | 70,623 | $1,085 | Up ×5 | ||
| VOE | $5,772 | 0.63% | 29,209 | $279 | Down ×6 | ||
| VO | $5,618 | 0.61% | 69,724 | $612 | Up ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $5,316 | 0.58% | 45,563 | $-1,310 | Up ×5 | ||
| IJJ | $4,852 | 0.53% | 32,843 | $423 | Down ×6 | ||
| TSLA Tesla, Inc. - Common Stock | $4,680 | 0.51% | 11,126 | $1,281 | Up ×3 | ||
| XOM Exxon Mobil Corporation Common Stock | $4,422 | 0.48% | 32,346 | $-1,002 | Up ×5 | ||
| CVX Chevron Corporation Common Stock | $3,987 | 0.44% | 24,055 | $-731 | Up ×6 | ||
| JNJ Johnson & Johnson Common Stock | $3,861 | 0.42% | 15,202 | $117 | Down ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $3,827 | 0.42% | 3,593 | $1,321 | Up ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $3,614 | 0.40% | 10,248 | $53 | Down ×6 | ||
| PEP PepsiCo, Inc. - Common Stock | $3,509 | 0.38% | 25,917 | $-607 | Down ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $3,396 | 0.37% | 47,560 | $-508 | Up ×3 | ||
| TEVA Teva Pharmaceutical Industries Limited American Depositary Shares | $3,388 | 0.37% | 100,000 | $75 | Down ×4 | ||
| CI The Cigna Group Common Stock | $3,107 | 0.34% | 11,272 | $1,382 | Up ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $2,999 | 0.33% | 20,453 | $32 | Down ×1 | ||
| GLD | $2,478 | 0.27% | 6,728 | $1,227 | Up ×4 | ||
| GEV GE Vernova Inc. Common Stock | $2,272 | 0.25% | 1,934 | $615 | Up ×4 | ||
| UTHR United Therapeutics Corporation - Common Stock | $2,249 | 0.25% | 4,150 | $-212 | |||
| BX Blackstone Inc. Common Stock | $2,161 | 0.24% | 18,365 | $54 | Up ×4 | ||
| ORCL Oracle Corporation Common Stock | $1,899 | 0.21% | 12,957 | $-983 | Down ×3 | ||
| IJS | $1,812 | 0.20% | 13,254 | $221 | Down ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1,791 | 0.20% | 3,083 | $1,168 | Up ×3 | ||
| VOO | $1,772 | 0.19% | 2,580 | $209 | Down ×1 | ||
| UNP Union Pacific Corporation Common Stock | $1,771 | 0.19% | 6,512 | $203 | Up ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1,642 | 0.18% | 3,437 | $320 | Down ×1 | ||
| VB | $1,631 | 0.18% | 5,381 | $222 | |||
| SHY iShares 1-3 Year Treasury Bond ETF | $1,607 | 0.18% | 19,569 | $-27 | Down ×1 | ||
| VTI | $1,601 | 0.18% | 4,326 | $208 | Down ×1 | ||
| BSX Boston Scientific Corporation Common Stock | $1,558 | 0.17% | 36,514 | $1,119 | Up ×1 | ||
| LQD | $1,489 | 0.16% | 13,656 | $-71 | Down ×6 | ||
| IVE | $1,487 | 0.16% | 6,550 | $104 | |||
| GE GE Aerospace Common Stock | $1,427 | 0.16% | 3,819 | $362 | Up ×5 | ||
| PRK | $1,389 | 0.15% | 7,588 | Up ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,308 | 0.14% | 3,702 | $251 | Up ×1 | ||
| BRKB | $1,264 | 0.14% | 2,526 | $64 | Up ×6 | ||
| VBR | $1,223 | 0.13% | 5,032 | $117 | Down ×6 | ||
| AGG | $1,172 | 0.13% | 11,843 | $3 | Up ×1 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $1,110 | 0.12% | 30,203 | $-31 | Up ×3 | ||
| MU Micron Technology, Inc. - Common Stock | $1,109 | 0.12% | 961 | $777 | Down ×1 | ||
| BLK BlackRock, Inc. Common Stock | $1,105 | 0.12% | 1,149 | $0 | |||
| GLW Corning Incorporated Common Stock | $1,102 | 0.12% | 4,316 | $518 | Up ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1,096 | 0.12% | 1,084 | $193 | Up ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $1,053 | 0.12% | 2,786 | $214 | Up ×2 | ||
| JMUB | $1,040 | 0.11% | 20,528 | Up ×1 | |||
| ABT Abbott Laboratories Common Stock | $1,037 | 0.11% | 11,432 | $-154 | Down ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1,021 | 0.11% | 7,948 | $71 | Up ×1 | ||
| IWF | $947 | 0.10% | 7,628 | $127 | Up ×1 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $944 | 0.10% | 9,980 | $-38 | Down ×1 | ||
| PFF iShares Preferred and Income Securities ETF | $942 | 0.10% | 30,906 | $-6 | Down ×4 | ||
| VZ Verizon Communications Inc. Common Stock | $930 | 0.10% | 21,975 | $-174 | Down ×5 | ||
| DKS Dick's Sporting Goods Inc Common Stock | $930 | 0.10% | 4,099 | $101 | Down ×2 | ||
| RTX RTX Corporation Common Stock | $913 | 0.10% | 4,810 | $-1 | Up ×2 | ||
| VUG | $904 | 0.10% | 10,492 | $137 | Up ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $901 | 0.10% | 2,115 | $180 | Up ×1 | ||
| VRP | $876 | 0.10% | 36,043 | $-3 | Down ×1 | ||
| THC Tenet Healthcare Corporation Common Stock | $842 | 0.09% | 4,500 | $-7 | |||
| CASY Caseys General Stores, Inc. - Common Stock | $835 | 0.09% | 1,050 | $71 | |||
| KO Coca-Cola Company (The) Common Stock | $830 | 0.09% | 10,214 | $56 | Up ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $820 | 0.09% | 7,632 | $69 | |||
| FBND | $805 | 0.09% | 17,686 | $-78 | Down ×6 | ||
| BP BP p.l.c. Common Stock | $804 | 0.09% | 21,759 | $-211 | Up ×1 | ||
| WM Waste Management, Inc. Common Stock | $800 | 0.09% | 3,588 | $-24 | Up ×1 | ||
| VXF | $733 | 0.08% | 2,975 | $122 | Up ×5 | ||
| VLO Valero Energy Corporation Common Stock | $714 | 0.08% | 2,742 | $86 | Up ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $687 | 0.08% | 4,537 | $-35 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $682 | 0.07% | 2,709 | $97 | Up ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $590 | 0.06% | 817 | $313 | Up ×2 | ||
| IBB IBB | $590 | 0.06% | 3,102 | $66 | |||
| AWR American States Water Company Common Stock | $578 | 0.06% | 7,000 | $49 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $575 | 0.06% | 289 | $210 | Up ×2 | ||
| ET Energy Transfer LP Common Units | $569 | 0.06% | 29,736 | $5 | Up ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| IVV | $131,243 | 14.35% | up ×6 |
| IJH | $32,124 | 3.51% | up ×6 |
| IJR | $30,940 | 3.38% | up ×6 |
| GOOGL | $28,257 | 3.09% | up ×6 |
| JPM | $26,492 | 2.90% | up ×3 |
| AMZN | $20,383 | 2.23% | up ×6 |
| PH | $15,499 | 1.70% | up ×6 |
| META | $13,679 | 1.50% | up ×5 |
| COST | $12,786 | 1.40% | up ×6 |
| VTV | $10,619 | 1.16% | up ×6 |
| IEFA | $8,495 | 0.93% | up ×5 |
| TT | $8,108 | 0.89% | up ×6 |
| IEMG | $5,850 | 0.64% | up ×5 |
| PLTR | $5,316 | 0.58% | up ×5 |
| TSLA | $4,680 | 0.51% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| PRK | $1,389 | 7,588 | 0.15% |
| JMUB | $1,040 | 20,528 | 0.11% |
| INTC | $546 | 3,911 | 0.06% |
| SPYG | $422 | 3,545 | 0.05% |
| Unknown issuer (CUSIP: 438516205) | $344 | 1,537 | 0.04% |
| Unknown issuer (CUSIP: 43849R105) | $340 | 1,537 | 0.04% |
| VMI | $289 | 500 | 0.03% |
| VRT | $257 | 769 | 0.03% |
| CGCP | $257 | 11,548 | 0.03% |
| NUE | $252 | 1,130 | 0.03% |
| RHHBY | $237 | 4,619 | 0.03% |
| AROW | $234 | 5,718 | 0.03% |
| STLD | $229 | 1,000 | 0.03% |
| TRV | $228 | 690 | 0.02% |
| TTE | $215 | 2,770 | 0.02% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| BXSL | March 31, 2026 | 148,078 | $3,899 | 4.2% |
| IHF | March 31, 2025 | 20,000 | $960 | No longer tracked |
| APO | March 31, 2026 | 6,100 | $883 | 19.2% |
| LRCX | June 30, 2026 | 4,000 | $855 | -29.1% |
| HOLX | Dec. 31, 2025 | 12,000 | $810 | No longer tracked |
| STVN | March 31, 2025 | 35,000 | $763 | 7.1% |
| ZBH | June 30, 2025 | 6,412 | $726 | 10.8% |
| HON | June 30, 2026 | 3,058 | $691 | -1.2% |
| CRM | Sept. 30, 2025 | 2,455 | $669 | -13.2% |
| ADBE | Sept. 30, 2025 | 1,314 | $508 | -22.4% |
| FISV | March 31, 2026 | 7,232 | $486 | -8.0% |
| ZBH | Dec. 31, 2025 | 4,434 | $437 | 12.4% |
| JD | June 30, 2025 | 10,203 | $420 | -10.7% |
| HCA | June 30, 2025 | 1,000 | $346 | 7.1% |
| ACN | June 30, 2025 | 1,032 | $322 | -38.1% |
| AVDL | Dec. 31, 2025 | 20,000 | $305 | No longer tracked |
| SPDW | Dec. 31, 2025 | 6,657 | $285 | No longer tracked |
| ABNB | March 31, 2026 | 2,000 | $271 | 47.5% |
| DXCM | Dec. 31, 2025 | 4,000 | $269 | 37.2% |
| TLT | Dec. 31, 2025 | 2,994 | $268 | |
| STRK | Sept. 30, 2025 | 2,160 | $261 | -23.9% |
| VIG | March 31, 2026 | 1,168 | $257 | No longer tracked |
| FISV | June 30, 2025 | 1,154 | $255 | -70.2% |
| AME | March 31, 2025 | 1,365 | $246 | 39.4% |
| GBAB | June 30, 2025 | 15,201 | $236 | -6.6% |
| LAZ | March 31, 2025 | 4,500 | $232 | 2.9% |
| LAZ | March 31, 2026 | 4,500 | $219 | 4.9% |
| SAP | March 31, 2026 | 886 | $215 | 26.3% |
| JNK | March 31, 2026 | 2,199 | $214 | No longer tracked |
| MDLZ | Sept. 30, 2025 | 3,127 | $211 | 3.3% |
| MSTR | Dec. 31, 2025 | 654 | $211 | -26.2% |
| BAC | March 31, 2025 | 4,706 | $207 | 50.7% |
| PAYX | Dec. 31, 2025 | 1,634 | $207 | 10.1% |
| ACN | March 31, 2026 | 765 | $205 | -6.7% |
| NVO | March 31, 2025 | 2,379 | $205 | -33.0% |
| WDFC | June 30, 2025 | 831 | $203 | -2.9% |
| VMI | March 31, 2026 | 500 | $201 | 20.7% |
| PNC | Dec. 31, 2025 | 996 | $200 | 17.2% |
| MNMD | March 31, 2026 | 10,000 | $134 | No longer tracked |
| VTRS | Sept. 30, 2025 | 12,946 | $116 | 63.4% |
| ALDX | March 31, 2025 | 13,500 | $67 | -72.7% |
| LFMD | March 31, 2026 | 10,000 | $34 | -6.8% |