Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TR IvvETF | ETF | $131K | 14.4% |
| Invesco Qqq TRETF | ETF | $88.8K | 9.7% |
| State Str SPDR S&P 500 ETF SpyETF | ETF | $60.1K | 6.6% |
| Nvidia CorporationCOM | COM | $43K | 4.7% |
| Microsoft Corp.COM | COM | $42.8K | 4.7% |
| Apple Inc.COM | COM | $42.6K | 4.7% |
| iShares TR IjhETF | ETF | $32.1K | 3.5% |
| iShares TR IjrETF | ETF | $30.9K | 3.4% |
| Alphabet Inc. GooglCAP STK CL A | CAP STK CL A | $28.3K | 3.1% |
| JPMORGAN Chase & COCOM | COM | $26.5K | 2.9% |
| Visa Inc.COM CL A | COM CL A | $24.9K | 2.7% |
| Crowdstrike Hldgs Inc.CL A | CL A | $20.4K | 2.2% |
| Amazon Com Inc.COM | COM | $20.4K | 2.2% |
| Parker-hannifin Corp.COM | COM | $15.5K | 1.7% |
| Walmart Inc.COM | COM | $15.4K | 1.7% |
| iShares TR ItotETF | ETF | $14.8K | 1.6% |
| Fidelity Covington Trust FtecETF | ETF | $14.8K | 1.6% |
| Meta Platforms Inc.CL A | CL A | $13.7K | 1.5% |
| Costco Wholesale CorporationCOM | COM | $12.8K | 1.4% |
| Vanguard Index Fds VtvETF | ETF | $10.6K | 1.2% |
| Eli Lilly & COCOM | COM | $9.49K | 1.0% |
| Lockheed Martin Corp.COM | COM | $8.64K | 0.9% |
| iShares TR IefaETF | ETF | $8.5K | 0.9% |
| Mastercard IncorporatedCL A | CL A | $8.32K | 0.9% |
| State Str SPDR Dow Jones Ind DiaETF | ETF | $8.26K | 0.9% |
| Trane Technologies PLCSHS | SHS | $8.11K | 0.9% |
| Select Sector SPDR TR XleETF | ETF | $6.98K | 0.8% |
| Mcdonalds Corp.COM | COM | $6.34K | 0.7% |
| iShares Inc. IemgETF | ETF | $5.85K | 0.6% |
| Vanguard Index Fds VoeETF | ETF | $5.77K | 0.6% |
| Vanguard Index Fds VOETF | ETF | $5.62K | 0.6% |
| Palantir Technologies Inc.CL A | CL A | $5.32K | 0.6% |
| iShares TR IjjETF | ETF | $4.85K | 0.5% |
| Tesla Inc.COM | COM | $4.68K | 0.5% |
| Exxon Mobil Corp.COM | COM | $4.42K | 0.5% |
| Chevron CorporationCOM | COM | $3.99K | 0.4% |
| Johnson & JohnsonCOM | COM | $3.86K | 0.4% |
| Caterpillar Inc.COM | COM | $3.83K | 0.4% |
| Home Depot Inc.COM | COM | $3.61K | 0.4% |
| Pepsico Inc.COM | COM | $3.51K | 0.4% |
| Netflix Inc..COM | COM | $3.4K | 0.4% |
| Teva Pharmaceutical Inds LtdADS | ADS | $3.39K | 0.4% |
| The Cigna GroupCOM | COM | $3.11K | 0.3% |
| Procter & Gamble COCOM | COM | $3K | 0.3% |
| SPDR Gold TRETF | ETF | $2.48K | 0.3% |
| GE Vernova Inc.COM | COM | $2.27K | 0.2% |
| United Therapeutics Corp. DelCOM | COM | $2.25K | 0.2% |
| Blackstone Inc.COM | COM | $2.16K | 0.2% |
| Oracle Corp.COM | COM | $1.9K | 0.2% |
| iShares TR IjsETF | ETF | $1.81K | 0.2% |
- Class
- ETF
- Share
- 14.4%
- Class
- ETF
- Share
- 9.7%
- Class
- ETF
- Share
- 6.6%
- Class
- COM
- Share
- 4.7%
- Class
- COM
- Share
- 4.7%
- Class
- COM
- Share
- 4.7%
- Class
- ETF
- Share
- 3.5%
- Class
- ETF
- Share
- 3.4%
- Class
- CAP STK CL A
- Share
- 3.1%
- Class
- COM
- Share
- 2.9%
- Class
- COM CL A
- Share
- 2.7%
- Class
- CL A
- Share
- 2.2%
- Class
- COM
- Share
- 2.2%
- Class
- COM
- Share
- 1.7%
- Class
- COM
- Share
- 1.7%
- Class
- ETF
- Share
- 1.6%
- Class
- ETF
- Share
- 1.6%
- Class
- CL A
- Share
- 1.5%
- Class
- COM
- Share
- 1.4%
- Class
- ETF
- Share
- 1.2%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 0.9%
- Class
- ETF
- Share
- 0.9%
- Class
- CL A
- Share
- 0.9%
- Class
- ETF
- Share
- 0.9%
- Class
- SHS
- Share
- 0.9%
- Class
- ETF
- Share
- 0.8%
- Class
- COM
- Share
- 0.7%
- Class
- ETF
- Share
- 0.6%
- Class
- ETF
- Share
- 0.6%
- Class
- ETF
- Share
- 0.6%
- Class
- CL A
- Share
- 0.6%
- Class
- ETF
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- ADS
- Share
- 0.4%
- Class
- COM
- Share
- 0.3%
- Class
- COM
- Share
- 0.3%
- Class
- ETF
- Share
- 0.3%
- Class
- COM
- Share
- 0.2%
- Class
- COM
- Share
- 0.2%
- Class
- COM
- Share
- 0.2%
- Class
- COM
- Share
- 0.2%
- Class
- ETF
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 176 positions by value, with holdings of the same security combined. The 176 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1568235
- File number
- 028-15129
- Options
- 0 call, 0 put
- In the 25 largest
- 80.1%
- Prior quarter
- $800K at 31 March 2026
- Positions opened
- 20
- Positions closed
- 2
Common questions
What are King Wealth Management Group’s 13F holdings worth?
$914 thousand across 176 positions for the quarter ended 30 June 2026.
What is King Wealth Management Group’s largest 13F holding?
ISHARES TR IVV (ETF) was the largest position at $131 thousand, or 14.4% of reported 13F value, as of 30 June 2026.
How concentrated is King Wealth Management Group’s 13F portfolio?
The ten largest positions accounted for 57.6% of reported value and the twenty-five largest for 80.1%, across 176 positions as of 30 June 2026.
Does Form 13F show everything King Wealth Management Group manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does King Wealth Management Group file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.