Filed: 5/4/2026ACC: 0001568235-26-000005
📋 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 $799.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
158
Positions
$799.7K
Total AUM (reported)
3.86M
Total Shares
Allocation by class
COM$304.5K38.1%
CORE S&P500 ETF$112.3K14.0%
UNIT SER 1$69.4K8.7%
TR UNIT$52.8K6.6%
CL A$39.2K4.9%
CORE S&P MCP ETF$27.7K3.5%
CORE S&P SCP ETF$25.6K3.2%
Portfolio Concentration
Top 3$234.5K29.3%
4–10$218.0K27.3%
11–25$183.5K22.9%
Rest$163.7K20.5%
Top 3 weight
29.3%
Top 10 weight
56.6%
Voting Authority Distribution
Total shares with voting rights: 3.86M
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
3.86M
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
SOLEShares171.97K
TypeSH
Market value$112.3K
14.05%
Sole
0.00
Shared
0.00
None
171.97K
INVESCO QQQ TR
SOLEShares120.21K
TypeSH
Market value$69.4K
8.68%
Sole
0.00
Shared
0.00
None
120.21K
STATE STR SPDR S&P 500 ETF SPY
SOLEShares81.21K
TypeSH
Market value$52.8K
6.60%
Sole
0.00
Shared
0.00
None
81.21K
MICROSOFT CORP
SOLEShares115.38K
TypeSH
Market value$42.7K
5.34%
Sole
0.00
Shared
0.00
None
115.38K
APPLE INC
SOLEShares148.83K
TypeSH
Market value$37.8K
4.72%
Sole
0.00
Shared
0.00
None
148.83K
NVIDIA CORPORATION
SOLEShares216.33K
TypeSH
Market value$37.7K
4.72%
Sole
0.00
Shared
0.00
None
216.33K
ISHARES TR IJH
SOLEShares410.62K
TypeSH
Market value$27.7K
3.47%
Sole
0.00
Shared
0.00
None
410.62K
ISHARES TR IJR
SOLEShares206.13K
TypeSH
Market value$25.6K
3.20%
Sole
0.00
Shared
0.00
None
206.13K
JPMORGAN CHASE & CO
SOLEShares80.89K
TypeSH
Market value$23.8K
2.98%
Sole
0.00
Shared
0.00
None
80.89K
ALPHABET INC GOOGL
SOLEShares78.87K
TypeSH
Market value$22.7K
2.84%
Sole
0.00
Shared
0.00
None
78.87K
VISA INC
SOLEShares72.65K
TypeSH
Market value$22.0K
2.75%
Sole
0.00
Shared
0.00
None
72.65K
AMAZON COM INC
SOLEShares85.44K
TypeSH
Market value$17.8K
2.22%
Sole
0.00
Shared
0.00
None
85.44K
WALMART INC
SOLEShares136.04K
TypeSH
Market value$16.9K
2.11%
Sole
0.00
Shared
0.00
None
136.04K
PARKER-HANNIFIN CORP
SOLEShares15.74K
TypeSH
Market value$14.1K
1.76%
Sole
0.00
Shared
0.00
None
15.74K
META PLATFORMS INC
SOLEShares23.93K
TypeSH
Market value$13.7K
1.71%
Sole
0.00
Shared
0.00
None
23.93K
COSTCO WHOLESALE CORPORATION
SOLEShares13.44K
TypeSH
Market value$13.4K
1.68%
Sole
0.00
Shared
0.00
None
13.44K
ISHARES TR ITOT
SOLEShares90.28K
TypeSH
Market value$12.9K
1.61%
Sole
0.00
Shared
0.00
None
90.28K
FIDELITY COVINGTON TR FTEC
SOLEShares52.32K
TypeSH
Market value$10.9K
1.36%
Sole
0.00
Shared
0.00
None
52.32K
CROWDSTRIKE HLDGS INC
SOLEShares27.03K
TypeSH
Market value$10.6K
1.32%
Sole
0.00
Shared
0.00
None
27.03K
LOCKHEED MARTIN CORP
SOLEShares16.92K
TypeSH
Market value$10.2K
1.28%
Sole
0.00
Shared
0.00
None
16.92K
VANGUARD INDEX FDS VTV
SOLEShares47.28K
TypeSH
Market value$9.3K
1.16%
Sole
0.00
Shared
0.00
None
47.28K
MASTERCARD INCORPORATED
SOLEShares16.59K
TypeSH
Market value$8.3K
1.04%
Sole
0.00
Shared
0.00
None
16.59K
SELECT SECTOR SPDR TR XLE
SOLEShares133.51K
TypeSH
Market value$8.2K
1.02%
Sole
0.00
Shared
0.00
None
133.51K
MCDONALDS CORP
SOLEShares24.76K
TypeSH
Market value$7.7K
0.96%
Sole
0.00
Shared
0.00
None
24.76K
ISHARES TR IEFA
SOLEShares84.67K
TypeSH
Market value$7.7K
0.96%
Sole
0.00
Shared
0.00
None
84.67K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TR IVVSOLE | CORE S&P500 ETF | 171.97K | SH | $112.3K 14.05% | 0.00 | 0.00 | 171.97K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 120.21K | SH | $69.4K 8.68% | 0.00 | 0.00 | 120.21K |
STATE STR SPDR S&P 500 ETF SPYSOLE | TR UNIT | 81.21K | SH | $52.8K 6.60% | 0.00 | 0.00 | 81.21K |
MICROSOFT CORPSOLE | COM | 115.38K | SH | $42.7K 5.34% | 0.00 | 0.00 | 115.38K |
APPLE INCSOLE | COM | 148.83K | SH | $37.8K 4.72% | 0.00 | 0.00 | 148.83K |
NVIDIA CORPORATIONSOLE | COM | 216.33K | SH | $37.7K 4.72% | 0.00 | 0.00 | 216.33K |
ISHARES TR IJHSOLE | CORE S&P MCP ETF | 410.62K | SH | $27.7K 3.47% | 0.00 | 0.00 | 410.62K |
ISHARES TR IJRSOLE | CORE S&P SCP ETF | 206.13K | SH | $25.6K 3.20% | 0.00 | 0.00 | 206.13K |
JPMORGAN CHASE & COSOLE | COM | 80.89K | SH | $23.8K 2.98% | 0.00 | 0.00 | 80.89K |
ALPHABET INC GOOGLSOLE | CAP STK CL A | 78.87K | SH | $22.7K 2.84% | 0.00 | 0.00 | 78.87K |
VISA INCSOLE | COM CL A | 72.65K | SH | $22.0K 2.75% | 0.00 | 0.00 | 72.65K |
AMAZON COM INCSOLE | COM | 85.44K | SH | $17.8K 2.22% | 0.00 | 0.00 | 85.44K |
WALMART INCSOLE | COM | 136.04K | SH | $16.9K 2.11% | 0.00 | 0.00 | 136.04K |
PARKER-HANNIFIN CORPSOLE | COM | 15.74K | SH | $14.1K 1.76% | 0.00 | 0.00 | 15.74K |
META PLATFORMS INCSOLE | CL A | 23.93K | SH | $13.7K 1.71% | 0.00 | 0.00 | 23.93K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 13.44K | SH | $13.4K 1.68% | 0.00 | 0.00 | 13.44K |
ISHARES TR ITOTSOLE | CORE S&P TTL STK | 90.28K | SH | $12.9K 1.61% | 0.00 | 0.00 | 90.28K |
FIDELITY COVINGTON TR FTECSOLE | MSCI INFO TECH I | 52.32K | SH | $10.9K 1.36% | 0.00 | 0.00 | 52.32K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 27.03K | SH | $10.6K 1.32% | 0.00 | 0.00 | 27.03K |
LOCKHEED MARTIN CORPSOLE | COM | 16.92K | SH | $10.2K 1.28% | 0.00 | 0.00 | 16.92K |
VANGUARD INDEX FDS VTVSOLE | VALUE ETF | 47.28K | SH | $9.3K 1.16% | 0.00 | 0.00 | 47.28K |
MASTERCARD INCORPORATEDSOLE | CL A | 16.59K | SH | $8.3K 1.04% | 0.00 | 0.00 | 16.59K |
SELECT SECTOR SPDR TR XLESOLE | STATE STREET ENE | 133.51K | SH | $8.2K 1.02% | 0.00 | 0.00 | 133.51K |
MCDONALDS CORPSOLE | COM | 24.76K | SH | $7.7K 0.96% | 0.00 | 0.00 | 24.76K |
ISHARES TR IEFASOLE | CORE MSCI EAFE | 84.67K | SH | $7.7K 0.96% | 0.00 | 0.00 | 84.67K |
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