Filed: 8/8/2025ACC: 0001568235-25-000011
📋 What this filing means
KING WEALTH MANAGEMENT GROUP filed this quarterly 13F‑HR report disclosing 158 equity positions with a total reported market value of $737.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
158
Positions
$737.1K
Total AUM (reported)
3.73M
Total Shares
Allocation by class
ETF$349.4K47.4%
COM$284.7K38.6%
CL A$45.3K6.1%
COM CL A$26.7K3.6%
CAP STK CL A$12.4K1.7%
SHS$6.5K0.9%
ADS$4.3K0.6%
Portfolio Concentration
Top 3$223.0K30.3%
4–10$201.0K27.3%
11–25$168.6K22.9%
Rest$144.6K19.6%
Top 3 weight
30.3%
Top 10 weight
57.5%
Voting Authority Distribution
Total shares with voting rights: 3.73M
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
3.73M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole158
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings158
Rows:
ISHARES TR IVV
SOLEShares163.45K
TypeSH
Market value$101.5K
13.77%
Sole
0.00
Shared
0.00
None
163.45K
INVESCO QQQ TR
SOLEShares119.74K
TypeSH
Market value$66.1K
8.96%
Sole
0.00
Shared
0.00
None
119.74K
MICROSOFT CORP
SOLEShares111.54K
TypeSH
Market value$55.5K
7.53%
Sole
0.00
Shared
0.00
None
111.54K
SPDR S&P 500 ETF TR SPY
SOLEShares73.29K
TypeSH
Market value$45.3K
6.14%
Sole
0.00
Shared
0.00
None
73.29K
NVIDIA CORPORATION
SOLEShares215.47K
TypeSH
Market value$34.0K
4.62%
Sole
0.00
Shared
0.00
None
215.47K
APPLE INC
SOLEShares133.94K
TypeSH
Market value$27.5K
3.73%
Sole
0.00
Shared
0.00
None
133.94K
VISA INC
SOLEShares74.30K
TypeSH
Market value$26.4K
3.58%
Sole
0.00
Shared
0.00
None
74.30K
ISHARES TR IJH
SOLEShares385.63K
TypeSH
Market value$23.9K
3.24%
Sole
0.00
Shared
0.00
None
385.63K
JPMORGAN CHASE & CO.
SOLEShares79.92K
TypeSH
Market value$23.2K
3.14%
Sole
0.00
Shared
0.00
None
79.92K
ISHARES TR IJR
SOLEShares189.44K
TypeSH
Market value$20.7K
2.81%
Sole
0.00
Shared
0.00
None
189.44K
META PLATFORMS INC
SOLEShares22.13K
TypeSH
Market value$16.3K
2.22%
Sole
0.00
Shared
0.00
None
22.13K
CROWDSTRIKE HLDGS INC
SOLEShares26.83K
TypeSH
Market value$13.7K
1.85%
Sole
0.00
Shared
0.00
None
26.83K
AMAZON COM INC
SOLEShares60.52K
TypeSH
Market value$13.3K
1.80%
Sole
0.00
Shared
0.00
None
60.52K
ISHARES TR ITOT
SOLEShares95.61K
TypeSH
Market value$12.9K
1.75%
Sole
0.00
Shared
0.00
None
95.61K
ELI LILLY & CO
SOLEShares16.54K
TypeSH
Market value$12.9K
1.75%
Sole
0.00
Shared
0.00
None
16.54K
COSTCO WHSL CORP NEW
SOLEShares12.89K
TypeSH
Market value$12.8K
1.73%
Sole
0.00
Shared
0.00
None
12.89K
WALMART INC
SOLEShares130.34K
TypeSH
Market value$12.7K
1.73%
Sole
0.00
Shared
0.00
None
130.34K
ALPHABET INC GOOGL
SOLEShares70.29K
TypeSH
Market value$12.4K
1.68%
Sole
0.00
Shared
0.00
None
70.29K
FIDELITY COVINGTON TRUST FTEC
SOLEShares55.61K
TypeSH
Market value$11.0K
1.49%
Sole
0.00
Shared
0.00
None
55.61K
PARKER-HANNIFIN CORP
SOLEShares14.80K
TypeSH
Market value$10.3K
1.40%
Sole
0.00
Shared
0.00
None
14.80K
MASTERCARD INCORPORATED
SOLEShares17.06K
TypeSH
Market value$9.6K
1.30%
Sole
0.00
Shared
0.00
None
17.06K
MCDONALDS CORP
SOLEShares27.75K
TypeSH
Market value$8.1K
1.10%
Sole
0.00
Shared
0.00
None
27.75K
LOCKHEED MARTIN CORP
SOLEShares17.35K
TypeSH
Market value$8.0K
1.09%
Sole
0.00
Shared
0.00
None
17.35K
ORACLE CORP
SOLEShares33.44K
TypeSH
Market value$7.3K
0.99%
Sole
0.00
Shared
0.00
None
33.44K
SPDR DOW JONES INDL DIA
SOLEShares16.43K
TypeSH
Market value$7.2K
0.98%
Sole
0.00
Shared
0.00
None
16.43K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TR IVVSOLE | ETF | 163.45K | SH | $101.5K 13.77% | 0.00 | 0.00 | 163.45K |
INVESCO QQQ TRSOLE | ETF | 119.74K | SH | $66.1K 8.96% | 0.00 | 0.00 | 119.74K |
MICROSOFT CORPSOLE | COM | 111.54K | SH | $55.5K 7.53% | 0.00 | 0.00 | 111.54K |
SPDR S&P 500 ETF TR SPYSOLE | ETF | 73.29K | SH | $45.3K 6.14% | 0.00 | 0.00 | 73.29K |
NVIDIA CORPORATIONSOLE | COM | 215.47K | SH | $34.0K 4.62% | 0.00 | 0.00 | 215.47K |
APPLE INCSOLE | COM | 133.94K | SH | $27.5K 3.73% | 0.00 | 0.00 | 133.94K |
VISA INCSOLE | COM CL A | 74.30K | SH | $26.4K 3.58% | 0.00 | 0.00 | 74.30K |
ISHARES TR IJHSOLE | ETF | 385.63K | SH | $23.9K 3.24% | 0.00 | 0.00 | 385.63K |
JPMORGAN CHASE & CO.SOLE | COM | 79.92K | SH | $23.2K 3.14% | 0.00 | 0.00 | 79.92K |
ISHARES TR IJRSOLE | ETF | 189.44K | SH | $20.7K 2.81% | 0.00 | 0.00 | 189.44K |
META PLATFORMS INCSOLE | CL A | 22.13K | SH | $16.3K 2.22% | 0.00 | 0.00 | 22.13K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 26.83K | SH | $13.7K 1.85% | 0.00 | 0.00 | 26.83K |
AMAZON COM INCSOLE | COM | 60.52K | SH | $13.3K 1.80% | 0.00 | 0.00 | 60.52K |
ISHARES TR ITOTSOLE | ETF | 95.61K | SH | $12.9K 1.75% | 0.00 | 0.00 | 95.61K |
ELI LILLY & COSOLE | COM | 16.54K | SH | $12.9K 1.75% | 0.00 | 0.00 | 16.54K |
COSTCO WHSL CORP NEWSOLE | COM | 12.89K | SH | $12.8K 1.73% | 0.00 | 0.00 | 12.89K |
WALMART INCSOLE | COM | 130.34K | SH | $12.7K 1.73% | 0.00 | 0.00 | 130.34K |
ALPHABET INC GOOGLSOLE | CAP STK CL A | 70.29K | SH | $12.4K 1.68% | 0.00 | 0.00 | 70.29K |
FIDELITY COVINGTON TRUST FTECSOLE | ETF | 55.61K | SH | $11.0K 1.49% | 0.00 | 0.00 | 55.61K |
PARKER-HANNIFIN CORPSOLE | COM | 14.80K | SH | $10.3K 1.40% | 0.00 | 0.00 | 14.80K |
MASTERCARD INCORPORATEDSOLE | CL A | 17.06K | SH | $9.6K 1.30% | 0.00 | 0.00 | 17.06K |
MCDONALDS CORPSOLE | COM | 27.75K | SH | $8.1K 1.10% | 0.00 | 0.00 | 27.75K |
LOCKHEED MARTIN CORPSOLE | COM | 17.35K | SH | $8.0K 1.09% | 0.00 | 0.00 | 17.35K |
ORACLE CORPSOLE | COM | 33.44K | SH | $7.3K 0.99% | 0.00 | 0.00 | 33.44K |
SPDR DOW JONES INDL DIASOLE | ETF | 16.43K | SH | $7.2K 0.98% | 0.00 | 0.00 | 16.43K |
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