King Wealth Management Group
CIK 0001568235 · SARATOGA SPRINGS, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source ↗
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
Top Holdings
IVV
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%
AAPL
APPLE INC
4.7%
IJH
ISHARES TR IJH
3.5%
IJR
ISHARES TR IJR
3.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.