Filed: 2/9/2026ACC: 0001568235-26-000003
📋 What this filing means
KING WEALTH MANAGEMENT GROUP filed this quarterly 13F‑HR report disclosing 165 equity positions with a total reported market value of $829.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
165
Positions
$829.7K
Total AUM (reported)
3.95M
Total Shares
Allocation by class
COM$320.6K38.6%
ETF$317.9K38.3%
UNIT SER 1$73.9K8.9%
CL A$45.7K5.5%
COM CL A$25.8K3.1%
CAP STK CL A$24.5K3.0%
SHS$6.3K0.8%
Portfolio Concentration
Top 3$245.5K29.6%
4–10$233.3K28.1%
11–25$185.1K22.3%
Rest$165.7K20.0%
Top 3 weight
29.6%
Top 10 weight
57.7%
Voting Authority Distribution
Total shares with voting rights: 3.95M
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
3.95M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole165
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings165
Rows:
ISHARES TR IVV
SOLEShares170.84K
TypeSH
Market value$117.0K
14.10%
Sole
0.00
Shared
0.00
None
170.84K
INVESCO QQQ TR
SOLEShares120.28K
TypeSH
Market value$73.9K
8.91%
Sole
0.00
Shared
0.00
None
120.28K
MICROSOFT CORP
SOLEShares112.91K
TypeSH
Market value$54.6K
6.58%
Sole
0.00
Shared
0.00
None
112.91K
SPDR S&P 500 ETF TR SPY
SOLEShares74K
TypeSH
Market value$50.5K
6.08%
Sole
0.00
Shared
0.00
None
74K
APPLE INC
SOLEShares148.24K
TypeSH
Market value$40.3K
4.86%
Sole
0.00
Shared
0.00
None
148.24K
NVIDIA CORPORATION
SOLEShares215.66K
TypeSH
Market value$40.2K
4.85%
Sole
0.00
Shared
0.00
None
215.66K
ISHARES TR IJH
SOLEShares400.51K
TypeSH
Market value$26.4K
3.19%
Sole
0.00
Shared
0.00
None
400.51K
JPMORGAN CHASE & CO.
SOLEShares80.40K
TypeSH
Market value$25.9K
3.12%
Sole
0.00
Shared
0.00
None
80.40K
VISA INC
SOLEShares72.71K
TypeSH
Market value$25.5K
3.07%
Sole
0.00
Shared
0.00
None
72.71K
ALPHABET INC
SOLEShares78.33K
TypeSH
Market value$24.5K
2.96%
Sole
0.00
Shared
0.00
None
78.33K
ISHARES TR IJR
SOLEShares200.73K
TypeSH
Market value$24.1K
2.91%
Sole
0.00
Shared
0.00
None
200.73K
AMAZON COM INC
SOLEShares76.27K
TypeSH
Market value$17.6K
2.12%
Sole
0.00
Shared
0.00
None
76.27K
META PLATFORMS INC
SOLEShares23.21K
TypeSH
Market value$15.3K
1.85%
Sole
0.00
Shared
0.00
None
23.21K
WALMART INC
SOLEShares136.06K
TypeSH
Market value$15.2K
1.83%
Sole
0.00
Shared
0.00
None
136.06K
ISHARES TR ITOT
SOLEShares91.93K
TypeSH
Market value$13.7K
1.65%
Sole
0.00
Shared
0.00
None
91.93K
PARKER-HANNIFIN CORP
SOLEShares15.54K
TypeSH
Market value$13.7K
1.65%
Sole
0.00
Shared
0.00
None
15.54K
CROWDSTRIKE HLDGS INC
SOLEShares27.57K
TypeSH
Market value$12.9K
1.56%
Sole
0.00
Shared
0.00
None
27.57K
FIDELITY COVINGTON TR FTEC
SOLEShares53.65K
TypeSH
Market value$12.1K
1.45%
Sole
0.00
Shared
0.00
None
53.65K
COSTCO WHSL CORP NEW
SOLEShares13.31K
TypeSH
Market value$11.5K
1.38%
Sole
0.00
Shared
0.00
None
13.31K
MASTERCARD INCORPORATED
SOLEShares16.73K
TypeSH
Market value$9.5K
1.15%
Sole
0.00
Shared
0.00
None
16.73K
LOCKHEED MARTIN CORP
SOLEShares16.73K
TypeSH
Market value$8.1K
0.98%
Sole
0.00
Shared
0.00
None
16.73K
ELI LILLY & CO
SOLEShares7.51K
TypeSH
Market value$8.1K
0.97%
Sole
0.00
Shared
0.00
None
7.51K
PALANTIR TECHNOLOGIES INC
SOLEShares44.39K
TypeSH
Market value$7.9K
0.95%
Sole
0.00
Shared
0.00
None
44.39K
MCDONALDS CORP
SOLEShares25.38K
TypeSH
Market value$7.8K
0.93%
Sole
0.00
Shared
0.00
None
25.38K
SPDR DOW JONES INDL AV DIA
SOLEShares16.08K
TypeSH
Market value$7.7K
0.93%
Sole
0.00
Shared
0.00
None
16.08K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TR IVVSOLE | ETF | 170.84K | SH | $117.0K 14.10% | 0.00 | 0.00 | 170.84K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 120.28K | SH | $73.9K 8.91% | 0.00 | 0.00 | 120.28K |
MICROSOFT CORPSOLE | COM | 112.91K | SH | $54.6K 6.58% | 0.00 | 0.00 | 112.91K |
SPDR S&P 500 ETF TR SPYSOLE | ETF | 74K | SH | $50.5K 6.08% | 0.00 | 0.00 | 74K |
APPLE INCSOLE | COM | 148.24K | SH | $40.3K 4.86% | 0.00 | 0.00 | 148.24K |
NVIDIA CORPORATIONSOLE | COM | 215.66K | SH | $40.2K 4.85% | 0.00 | 0.00 | 215.66K |
ISHARES TR IJHSOLE | ETF | 400.51K | SH | $26.4K 3.19% | 0.00 | 0.00 | 400.51K |
JPMORGAN CHASE & CO.SOLE | COM | 80.40K | SH | $25.9K 3.12% | 0.00 | 0.00 | 80.40K |
VISA INCSOLE | COM CL A | 72.71K | SH | $25.5K 3.07% | 0.00 | 0.00 | 72.71K |
ALPHABET INCSOLE | CAP STK CL A | 78.33K | SH | $24.5K 2.96% | 0.00 | 0.00 | 78.33K |
ISHARES TR IJRSOLE | ETF | 200.73K | SH | $24.1K 2.91% | 0.00 | 0.00 | 200.73K |
AMAZON COM INCSOLE | COM | 76.27K | SH | $17.6K 2.12% | 0.00 | 0.00 | 76.27K |
META PLATFORMS INCSOLE | CL A | 23.21K | SH | $15.3K 1.85% | 0.00 | 0.00 | 23.21K |
WALMART INCSOLE | COM | 136.06K | SH | $15.2K 1.83% | 0.00 | 0.00 | 136.06K |
ISHARES TR ITOTSOLE | ETF | 91.93K | SH | $13.7K 1.65% | 0.00 | 0.00 | 91.93K |
PARKER-HANNIFIN CORPSOLE | COM | 15.54K | SH | $13.7K 1.65% | 0.00 | 0.00 | 15.54K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 27.57K | SH | $12.9K 1.56% | 0.00 | 0.00 | 27.57K |
FIDELITY COVINGTON TR FTECSOLE | ETF | 53.65K | SH | $12.1K 1.45% | 0.00 | 0.00 | 53.65K |
COSTCO WHSL CORP NEWSOLE | COM | 13.31K | SH | $11.5K 1.38% | 0.00 | 0.00 | 13.31K |
MASTERCARD INCORPORATEDSOLE | CL A | 16.73K | SH | $9.5K 1.15% | 0.00 | 0.00 | 16.73K |
LOCKHEED MARTIN CORPSOLE | COM | 16.73K | SH | $8.1K 0.98% | 0.00 | 0.00 | 16.73K |
ELI LILLY & COSOLE | COM | 7.51K | SH | $8.1K 0.97% | 0.00 | 0.00 | 7.51K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 44.39K | SH | $7.9K 0.95% | 0.00 | 0.00 | 44.39K |
MCDONALDS CORPSOLE | COM | 25.38K | SH | $7.8K 0.93% | 0.00 | 0.00 | 25.38K |
SPDR DOW JONES INDL AV DIASOLE | ETF | 16.08K | SH | $7.7K 0.93% | 0.00 | 0.00 | 16.08K |
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