King Wealth Management Group

CIK 0001568235 · SARATOGA SPRINGS, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

King Wealth Management Group reported 176 positions worth $914.3K as of June 30, 2026 (13F filed August 5, 2026). Largest holding: IVV (14.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$914.3K
2026 Q2
Positions
176
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
57.6%
Est. Net Flow (Q)
2026 Q2
10 / 176 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TR IVVSH$131.2K14.35%175,250
2QQQINVESCO QQQ TRSH$88.8K9.71%120,537
3SPYSTATE STR SPDR S&P 500 ETF SPYSH$60.1K6.57%80,417
4NVDANVIDIA CORPORATIONSH$43.0K4.71%215,020
5MSFTMICROSOFT CORPSH$42.8K4.68%114,619
6AAPLAPPLE INCSH$42.6K4.66%147,101
7IJHISHARES TR IJHSH$32.1K3.51%416,594
8IJRISHARES TR IJRSH$30.9K3.38%208,614
9GOOGLALPHABET INC GOOGLSH$28.3K3.09%79,070
10JPMJPMORGAN CHASE & COSH$26.5K2.90%80,935

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does King Wealth Management Group hold as of Q2 2026?

King Wealth Management Group reported 176 positions worth $914.3K in its Q2 2026 13F filing. Largest positions: IVV (14.4%), QQQ (9.7%), SPY (6.6%), NVDA (4.7%) and MSFT (4.7%).

What did King Wealth Management Group buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did King Wealth Management Group sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.