Filed: 5/8/2025ACC: 0001568235-25-000006
📋 What this filing means
KING WEALTH MANAGEMENT GROUP filed this quarterly 13F‑HR report disclosing 157 equity positions with a total reported market value of $659.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
157
Positions
$659.7K
Total AUM (reported)
3.66M
Total Shares
Allocation by class
ETF$303.6K46.0%
COM$276.2K41.9%
CL A$27.9K4.2%
COM CL A$26.3K4.0%
CAP STK CL A$10.8K1.6%
SHS$4.8K0.7%
ADS$3.7K0.6%
Portfolio Concentration
Top 3$188.1K28.5%
4–10$173.5K26.3%
11–25$162.1K24.6%
Rest$136.0K20.6%
Top 3 weight
28.5%
Top 10 weight
54.8%
Voting Authority Distribution
Total shares with voting rights: 3.66M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.66M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole157
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings157
Rows:
ISHARES TR IVV
SOLEShares159.12K
TypeSH
Market value$89.4K
13.55%
Sole
0.00
Shared
0.00
None
159.12K
INVESCO QQQ TR
SOLEShares119.45K
TypeSH
Market value$56.0K
8.49%
Sole
0.00
Shared
0.00
None
119.45K
MICROSOFT CORP
SOLEShares113.61K
TypeSH
Market value$42.6K
6.46%
Sole
0.00
Shared
0.00
None
113.61K
SPDR S&P 500 ETF TR SPY
SOLEShares55.46K
TypeSH
Market value$31.0K
4.70%
Sole
0.00
Shared
0.00
None
55.46K
APPLE INC
SOLEShares134.94K
TypeSH
Market value$30.0K
4.54%
Sole
0.00
Shared
0.00
None
134.94K
VISA INC
SOLEShares74.31K
TypeSH
Market value$26.0K
3.95%
Sole
0.00
Shared
0.00
None
74.31K
NVIDIA CORPORATION
SOLEShares214.15K
TypeSH
Market value$23.2K
3.52%
Sole
0.00
Shared
0.00
None
214.15K
ISHARES TR IJH
SOLEShares385.49K
TypeSH
Market value$22.5K
3.41%
Sole
0.00
Shared
0.00
None
385.49K
ELI LILLY & CO
SOLEShares25.37K
TypeSH
Market value$21.0K
3.18%
Sole
0.00
Shared
0.00
None
25.37K
ISHARES TR IJR
SOLEShares189.13K
TypeSH
Market value$19.8K
3.00%
Sole
0.00
Shared
0.00
None
189.13K
JPMORGAN CHASE & CO.
SOLEShares80.04K
TypeSH
Market value$19.6K
2.98%
Sole
0.00
Shared
0.00
None
80.04K
UNITEDHEALTH GROUP INC
SOLEShares30.05K
TypeSH
Market value$15.7K
2.39%
Sole
0.00
Shared
0.00
None
30.05K
META PLATFORMS INC
SOLEShares21.60K
TypeSH
Market value$12.5K
1.89%
Sole
0.00
Shared
0.00
None
21.60K
COSTCO WHSL CORP NEW
SOLEShares12.86K
TypeSH
Market value$12.2K
1.84%
Sole
0.00
Shared
0.00
None
12.86K
ISHARES TR ITOT
SOLEShares96.59K
TypeSH
Market value$11.8K
1.79%
Sole
0.00
Shared
0.00
None
96.59K
WALMART INC
SOLEShares129.63K
TypeSH
Market value$11.4K
1.73%
Sole
0.00
Shared
0.00
None
129.63K
ALPHABET INC GOOGL
SOLEShares69.78K
TypeSH
Market value$10.8K
1.64%
Sole
0.00
Shared
0.00
None
69.78K
AMAZON COM INC
SOLEShares56.63K
TypeSH
Market value$10.8K
1.63%
Sole
0.00
Shared
0.00
None
56.63K
MASTERCARD INCORPORATED
SOLEShares16.81K
TypeSH
Market value$9.2K
1.40%
Sole
0.00
Shared
0.00
None
16.81K
MCDONALDS CORP
SOLEShares29.19K
TypeSH
Market value$9.1K
1.38%
Sole
0.00
Shared
0.00
None
29.19K
FIDELITY COVINGTON TRUST FTEC
SOLEShares56.29K
TypeSH
Market value$9.1K
1.38%
Sole
0.00
Shared
0.00
None
56.29K
PARKER-HANNIFIN CORP
SOLEShares14.51K
TypeSH
Market value$8.8K
1.34%
Sole
0.00
Shared
0.00
None
14.51K
LOCKHEED MARTIN CORP
SOLEShares17.53K
TypeSH
Market value$7.8K
1.19%
Sole
0.00
Shared
0.00
None
17.53K
SPDR DOW JONES INDL AVERAGE
SOLEShares16.57K
TypeSH
Market value$7.0K
1.05%
Sole
0.00
Shared
0.00
None
16.57K
SELECT SECTOR SPDR TR XLE
SOLEShares68.35K
TypeSH
Market value$6.4K
0.97%
Sole
0.00
Shared
0.00
None
68.35K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TR IVVSOLE | ETF | 159.12K | SH | $89.4K 13.55% | 0.00 | 0.00 | 159.12K |
INVESCO QQQ TRSOLE | ETF | 119.45K | SH | $56.0K 8.49% | 0.00 | 0.00 | 119.45K |
MICROSOFT CORPSOLE | COM | 113.61K | SH | $42.6K 6.46% | 0.00 | 0.00 | 113.61K |
SPDR S&P 500 ETF TR SPYSOLE | ETF | 55.46K | SH | $31.0K 4.70% | 0.00 | 0.00 | 55.46K |
APPLE INCSOLE | COM | 134.94K | SH | $30.0K 4.54% | 0.00 | 0.00 | 134.94K |
VISA INCSOLE | COM CL A | 74.31K | SH | $26.0K 3.95% | 0.00 | 0.00 | 74.31K |
NVIDIA CORPORATIONSOLE | COM | 214.15K | SH | $23.2K 3.52% | 0.00 | 0.00 | 214.15K |
ISHARES TR IJHSOLE | ETF | 385.49K | SH | $22.5K 3.41% | 0.00 | 0.00 | 385.49K |
ELI LILLY & COSOLE | COM | 25.37K | SH | $21.0K 3.18% | 0.00 | 0.00 | 25.37K |
ISHARES TR IJRSOLE | ETF | 189.13K | SH | $19.8K 3.00% | 0.00 | 0.00 | 189.13K |
JPMORGAN CHASE & CO.SOLE | COM | 80.04K | SH | $19.6K 2.98% | 0.00 | 0.00 | 80.04K |
UNITEDHEALTH GROUP INCSOLE | COM | 30.05K | SH | $15.7K 2.39% | 0.00 | 0.00 | 30.05K |
META PLATFORMS INCSOLE | CL A | 21.60K | SH | $12.5K 1.89% | 0.00 | 0.00 | 21.60K |
COSTCO WHSL CORP NEWSOLE | COM | 12.86K | SH | $12.2K 1.84% | 0.00 | 0.00 | 12.86K |
ISHARES TR ITOTSOLE | ETF | 96.59K | SH | $11.8K 1.79% | 0.00 | 0.00 | 96.59K |
WALMART INCSOLE | COM | 129.63K | SH | $11.4K 1.73% | 0.00 | 0.00 | 129.63K |
ALPHABET INC GOOGLSOLE | CAP STK CL A | 69.78K | SH | $10.8K 1.64% | 0.00 | 0.00 | 69.78K |
AMAZON COM INCSOLE | COM | 56.63K | SH | $10.8K 1.63% | 0.00 | 0.00 | 56.63K |
MASTERCARD INCORPORATEDSOLE | CL A | 16.81K | SH | $9.2K 1.40% | 0.00 | 0.00 | 16.81K |
MCDONALDS CORPSOLE | COM | 29.19K | SH | $9.1K 1.38% | 0.00 | 0.00 | 29.19K |
FIDELITY COVINGTON TRUST FTECSOLE | ETF | 56.29K | SH | $9.1K 1.38% | 0.00 | 0.00 | 56.29K |
PARKER-HANNIFIN CORPSOLE | COM | 14.51K | SH | $8.8K 1.34% | 0.00 | 0.00 | 14.51K |
LOCKHEED MARTIN CORPSOLE | COM | 17.53K | SH | $7.8K 1.19% | 0.00 | 0.00 | 17.53K |
SPDR DOW JONES INDL AVERAGESOLE | ETF | 16.57K | SH | $7.0K 1.05% | 0.00 | 0.00 | 16.57K |
SELECT SECTOR SPDR TR XLESOLE | ETF | 68.35K | SH | $6.4K 0.97% | 0.00 | 0.00 | 68.35K |
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