Filed: 11/7/2025ACC: 0001568235-25-000013
📋 What this filing means
KING WEALTH MANAGEMENT GROUP filed this quarterly 13F‑HR report disclosing 160 equity positions with a total reported market value of $795.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
160
Positions
$795.9K
Total AUM (reported)
3.90M
Total Shares
Allocation by class
COM$340.7K42.8%
ETF$324.0K40.7%
TR UNIT$48.6K6.1%
CL A$37.8K4.7%
CAP STK CL A$17.6K2.2%
UT SER 1$7.5K0.9%
SHS$6.7K0.8%
Portfolio Concentration
Top 3$243.0K30.5%
4–10$222.8K28.0%
11–25$172.4K21.7%
Rest$157.7K19.8%
Top 3 weight
30.5%
Top 10 weight
58.5%
Voting Authority Distribution
Total shares with voting rights: 3.90M
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
3.90M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole160
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings160
Rows:
ISHARES TR IVV
SOLEShares168.57K
TypeSH
Market value$112.8K
14.18%
Sole
0.00
Shared
0.00
None
168.57K
INVESCO QQQ TR
SOLEShares120.67K
TypeSH
Market value$72.4K
9.10%
Sole
0.00
Shared
0.00
None
120.67K
MICROSOFT CORP
SOLEShares111.47K
TypeSH
Market value$57.7K
7.25%
Sole
0.00
Shared
0.00
None
111.47K
SPDR S&P 500 ETF TR SPY
SOLEShares72.89K
TypeSH
Market value$48.6K
6.10%
Sole
0.00
Shared
0.00
None
72.89K
NVIDIA CORPORATION
SOLEShares217.07K
TypeSH
Market value$40.5K
5.09%
Sole
0.00
Shared
0.00
None
217.07K
APPLE INC
SOLEShares133.89K
TypeSH
Market value$34.1K
4.28%
Sole
0.00
Shared
0.00
None
133.89K
ISHARES TR IJH
SOLEShares396.16K
TypeSH
Market value$25.9K
3.25%
Sole
0.00
Shared
0.00
None
396.16K
JPMORGAN CHASE & CO.
SOLEShares79.88K
TypeSH
Market value$25.2K
3.17%
Sole
0.00
Shared
0.00
None
79.88K
VISA INC
SOLEShares73.65K
TypeSH
Market value$25.1K
3.16%
Sole
0.00
Shared
0.00
None
73.65K
ISHARES TR IJR
SOLEShares197.51K
TypeSH
Market value$23.5K
2.95%
Sole
0.00
Shared
0.00
None
197.51K
ALPHABET INC GOOGL
SOLEShares72.57K
TypeSH
Market value$17.6K
2.22%
Sole
0.00
Shared
0.00
None
72.57K
AMAZON COM INC
SOLEShares73.14K
TypeSH
Market value$16.1K
2.02%
Sole
0.00
Shared
0.00
None
73.14K
WALMART INC
SOLEShares132.11K
TypeSH
Market value$13.6K
1.71%
Sole
0.00
Shared
0.00
None
132.11K
ISHARES TR ITOT
SOLEShares93.08K
TypeSH
Market value$13.6K
1.70%
Sole
0.00
Shared
0.00
None
93.08K
CROWDSTRIKE HLDGS INC
SOLEShares27.60K
TypeSH
Market value$13.5K
1.70%
Sole
0.00
Shared
0.00
None
27.60K
COSTCO WHSL CORP NEW
SOLEShares13.09K
TypeSH
Market value$12.1K
1.52%
Sole
0.00
Shared
0.00
None
13.09K
FIDELITY COVINGTON TR FTEC
SOLEShares53.94K
TypeSH
Market value$12.0K
1.51%
Sole
0.00
Shared
0.00
None
53.94K
PARKER-HANNIFIN CORP
SOLEShares15.27K
TypeSH
Market value$11.6K
1.45%
Sole
0.00
Shared
0.00
None
15.27K
ELI LILLY & CO
SOLEShares13.69K
TypeSH
Market value$10.4K
1.31%
Sole
0.00
Shared
0.00
None
13.69K
ORACLE CORP
SOLEShares36.14K
TypeSH
Market value$10.2K
1.28%
Sole
0.00
Shared
0.00
None
36.14K
MASTERCARD INCORPORATED
SOLEShares17.08K
TypeSH
Market value$9.7K
1.22%
Sole
0.00
Shared
0.00
None
17.08K
LOCKHEED MARTIN CORP
SOLEShares17.13K
TypeSH
Market value$8.6K
1.07%
Sole
0.00
Shared
0.00
None
17.13K
MCDONALDS CORP
SOLEShares26.57K
TypeSH
Market value$8.1K
1.01%
Sole
0.00
Shared
0.00
None
26.57K
PALANTIR TECHNOLOGIES INC
SOLEShares42.93K
TypeSH
Market value$7.8K
0.98%
Sole
0.00
Shared
0.00
None
42.93K
SPDR DOW JONES INDL AVERAGE
SOLEShares16.15K
TypeSH
Market value$7.5K
0.94%
Sole
0.00
Shared
0.00
None
16.15K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TR IVVSOLE | ETF | 168.57K | SH | $112.8K 14.18% | 0.00 | 0.00 | 168.57K |
INVESCO QQQ TRSOLE | ETF | 120.67K | SH | $72.4K 9.10% | 0.00 | 0.00 | 120.67K |
MICROSOFT CORPSOLE | COM | 111.47K | SH | $57.7K 7.25% | 0.00 | 0.00 | 111.47K |
SPDR S&P 500 ETF TR SPYSOLE | TR UNIT | 72.89K | SH | $48.6K 6.10% | 0.00 | 0.00 | 72.89K |
NVIDIA CORPORATIONSOLE | COM | 217.07K | SH | $40.5K 5.09% | 0.00 | 0.00 | 217.07K |
APPLE INCSOLE | COM | 133.89K | SH | $34.1K 4.28% | 0.00 | 0.00 | 133.89K |
ISHARES TR IJHSOLE | ETF | 396.16K | SH | $25.9K 3.25% | 0.00 | 0.00 | 396.16K |
JPMORGAN CHASE & CO.SOLE | COM | 79.88K | SH | $25.2K 3.17% | 0.00 | 0.00 | 79.88K |
VISA INCSOLE | COM | 73.65K | SH | $25.1K 3.16% | 0.00 | 0.00 | 73.65K |
ISHARES TR IJRSOLE | ETF | 197.51K | SH | $23.5K 2.95% | 0.00 | 0.00 | 197.51K |
ALPHABET INC GOOGLSOLE | CAP STK CL A | 72.57K | SH | $17.6K 2.22% | 0.00 | 0.00 | 72.57K |
AMAZON COM INCSOLE | COM | 73.14K | SH | $16.1K 2.02% | 0.00 | 0.00 | 73.14K |
WALMART INCSOLE | COM | 132.11K | SH | $13.6K 1.71% | 0.00 | 0.00 | 132.11K |
ISHARES TR ITOTSOLE | ETF | 93.08K | SH | $13.6K 1.70% | 0.00 | 0.00 | 93.08K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 27.60K | SH | $13.5K 1.70% | 0.00 | 0.00 | 27.60K |
COSTCO WHSL CORP NEWSOLE | COM | 13.09K | SH | $12.1K 1.52% | 0.00 | 0.00 | 13.09K |
FIDELITY COVINGTON TR FTECSOLE | ETF | 53.94K | SH | $12.0K 1.51% | 0.00 | 0.00 | 53.94K |
PARKER-HANNIFIN CORPSOLE | COM | 15.27K | SH | $11.6K 1.45% | 0.00 | 0.00 | 15.27K |
ELI LILLY & COSOLE | COM | 13.69K | SH | $10.4K 1.31% | 0.00 | 0.00 | 13.69K |
ORACLE CORPSOLE | COM | 36.14K | SH | $10.2K 1.28% | 0.00 | 0.00 | 36.14K |
MASTERCARD INCORPORATEDSOLE | CL A | 17.08K | SH | $9.7K 1.22% | 0.00 | 0.00 | 17.08K |
LOCKHEED MARTIN CORPSOLE | COM | 17.13K | SH | $8.6K 1.07% | 0.00 | 0.00 | 17.13K |
MCDONALDS CORPSOLE | COM | 26.57K | SH | $8.1K 1.01% | 0.00 | 0.00 | 26.57K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 42.93K | SH | $7.8K 0.98% | 0.00 | 0.00 | 42.93K |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 16.15K | SH | $7.5K 0.94% | 0.00 | 0.00 | 16.15K |
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