Filed: 8/5/2026ACC: 0001568235-26-000008
📋 What this filing means
KING WEALTH MANAGEMENT GROUP filed this quarterly 13F‑HR report disclosing 176 equity positions with a total reported market value of $914.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
176
Positions
$914.3K
Total AUM (reported)
4.42M
Total Shares
Allocation by class
ETF$459.3K50.2%
COM$328.8K36.0%
CL A$47.7K5.2%
CAP STK CL A$28.3K3.1%
COM CL A$25.1K2.7%
SHS$10.3K1.1%
ADS$5.0K0.6%
Portfolio Concentration
Top 3$280.1K30.6%
4–10$246.2K26.9%
11–25$206.4K22.6%
Rest$181.7K19.9%
Top 3 weight
30.6%
Top 10 weight
57.6%
Voting Authority Distribution
Total shares with voting rights: 4.42M
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
4.42M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole176
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings176
Rows:
ISHARES TR IVV
SOLEShares175.25K
TypeSH
Market value$131.2K
14.35%
Sole
0.00
Shared
0.00
None
175.25K
INVESCO QQQ TR
SOLEShares120.54K
TypeSH
Market value$88.8K
9.71%
Sole
0.00
Shared
0.00
None
120.54K
STATE STR SPDR S&P 500 ETF SPY
SOLEShares80.42K
TypeSH
Market value$60.1K
6.57%
Sole
0.00
Shared
0.00
None
80.42K
NVIDIA CORPORATION
SOLEShares215.02K
TypeSH
Market value$43.0K
4.71%
Sole
0.00
Shared
0.00
None
215.02K
MICROSOFT CORP
SOLEShares114.62K
TypeSH
Market value$42.8K
4.68%
Sole
0.00
Shared
0.00
None
114.62K
APPLE INC
SOLEShares147.10K
TypeSH
Market value$42.6K
4.66%
Sole
0.00
Shared
0.00
None
147.10K
ISHARES TR IJH
SOLEShares416.59K
TypeSH
Market value$32.1K
3.51%
Sole
0.00
Shared
0.00
None
416.59K
ISHARES TR IJR
SOLEShares208.61K
TypeSH
Market value$30.9K
3.38%
Sole
0.00
Shared
0.00
None
208.61K
ALPHABET INC GOOGL
SOLEShares79.07K
TypeSH
Market value$28.3K
3.09%
Sole
0.00
Shared
0.00
None
79.07K
JPMORGAN CHASE & CO
SOLEShares80.94K
TypeSH
Market value$26.5K
2.90%
Sole
0.00
Shared
0.00
None
80.94K
VISA INC
SOLEShares72.47K
TypeSH
Market value$24.9K
2.72%
Sole
0.00
Shared
0.00
None
72.47K
CROWDSTRIKE HLDGS INC
SOLEShares26.76K
TypeSH
Market value$20.4K
2.23%
Sole
0.00
Shared
0.00
None
26.76K
AMAZON COM INC
SOLEShares85.52K
TypeSH
Market value$20.4K
2.23%
Sole
0.00
Shared
0.00
None
85.52K
PARKER-HANNIFIN CORP
SOLEShares15.85K
TypeSH
Market value$15.5K
1.70%
Sole
0.00
Shared
0.00
None
15.85K
WALMART INC
SOLEShares136K
TypeSH
Market value$15.4K
1.68%
Sole
0.00
Shared
0.00
None
136K
ISHARES TR ITOT
SOLEShares90.14K
TypeSH
Market value$14.8K
1.62%
Sole
0.00
Shared
0.00
None
90.14K
FIDELITY COVINGTON TRUST FTEC
SOLEShares51.73K
TypeSH
Market value$14.8K
1.62%
Sole
0.00
Shared
0.00
None
51.73K
META PLATFORMS INC
SOLEShares24.28K
TypeSH
Market value$13.7K
1.50%
Sole
0.00
Shared
0.00
None
24.28K
COSTCO WHOLESALE CORPORATION
SOLEShares13.67K
TypeSH
Market value$12.8K
1.40%
Sole
0.00
Shared
0.00
None
13.67K
VANGUARD INDEX FDS VTV
SOLEShares48.73K
TypeSH
Market value$10.6K
1.16%
Sole
0.00
Shared
0.00
None
48.73K
ELI LILLY & CO
SOLEShares7.91K
TypeSH
Market value$9.5K
1.04%
Sole
0.00
Shared
0.00
None
7.91K
LOCKHEED MARTIN CORP
SOLEShares16.95K
TypeSH
Market value$8.6K
0.94%
Sole
0.00
Shared
0.00
None
16.95K
ISHARES TR IEFA
SOLEShares87.96K
TypeSH
Market value$8.5K
0.93%
Sole
0.00
Shared
0.00
None
87.96K
MASTERCARD INCORPORATED
SOLEShares16.21K
TypeSH
Market value$8.3K
0.91%
Sole
0.00
Shared
0.00
None
16.21K
STATE STR SPDR DOW JONES IND DIA
SOLEShares15.80K
TypeSH
Market value$8.3K
0.90%
Sole
0.00
Shared
0.00
None
15.80K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TR IVVSOLE | ETF | 175.25K | SH | $131.2K 14.35% | 0.00 | 0.00 | 175.25K |
INVESCO QQQ TRSOLE | ETF | 120.54K | SH | $88.8K 9.71% | 0.00 | 0.00 | 120.54K |
STATE STR SPDR S&P 500 ETF SPYSOLE | ETF | 80.42K | SH | $60.1K 6.57% | 0.00 | 0.00 | 80.42K |
NVIDIA CORPORATIONSOLE | COM | 215.02K | SH | $43.0K 4.71% | 0.00 | 0.00 | 215.02K |
MICROSOFT CORPSOLE | COM | 114.62K | SH | $42.8K 4.68% | 0.00 | 0.00 | 114.62K |
APPLE INCSOLE | COM | 147.10K | SH | $42.6K 4.66% | 0.00 | 0.00 | 147.10K |
ISHARES TR IJHSOLE | ETF | 416.59K | SH | $32.1K 3.51% | 0.00 | 0.00 | 416.59K |
ISHARES TR IJRSOLE | ETF | 208.61K | SH | $30.9K 3.38% | 0.00 | 0.00 | 208.61K |
ALPHABET INC GOOGLSOLE | CAP STK CL A | 79.07K | SH | $28.3K 3.09% | 0.00 | 0.00 | 79.07K |
JPMORGAN CHASE & COSOLE | COM | 80.94K | SH | $26.5K 2.90% | 0.00 | 0.00 | 80.94K |
VISA INCSOLE | COM CL A | 72.47K | SH | $24.9K 2.72% | 0.00 | 0.00 | 72.47K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 26.76K | SH | $20.4K 2.23% | 0.00 | 0.00 | 26.76K |
AMAZON COM INCSOLE | COM | 85.52K | SH | $20.4K 2.23% | 0.00 | 0.00 | 85.52K |
PARKER-HANNIFIN CORPSOLE | COM | 15.85K | SH | $15.5K 1.70% | 0.00 | 0.00 | 15.85K |
WALMART INCSOLE | COM | 136K | SH | $15.4K 1.68% | 0.00 | 0.00 | 136K |
ISHARES TR ITOTSOLE | ETF | 90.14K | SH | $14.8K 1.62% | 0.00 | 0.00 | 90.14K |
FIDELITY COVINGTON TRUST FTECSOLE | ETF | 51.73K | SH | $14.8K 1.62% | 0.00 | 0.00 | 51.73K |
META PLATFORMS INCSOLE | CL A | 24.28K | SH | $13.7K 1.50% | 0.00 | 0.00 | 24.28K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 13.67K | SH | $12.8K 1.40% | 0.00 | 0.00 | 13.67K |
VANGUARD INDEX FDS VTVSOLE | ETF | 48.73K | SH | $10.6K 1.16% | 0.00 | 0.00 | 48.73K |
ELI LILLY & COSOLE | COM | 7.91K | SH | $9.5K 1.04% | 0.00 | 0.00 | 7.91K |
LOCKHEED MARTIN CORPSOLE | COM | 16.95K | SH | $8.6K 0.94% | 0.00 | 0.00 | 16.95K |
ISHARES TR IEFASOLE | ETF | 87.96K | SH | $8.5K 0.93% | 0.00 | 0.00 | 87.96K |
MASTERCARD INCORPORATEDSOLE | CL A | 16.21K | SH | $8.3K 0.91% | 0.00 | 0.00 | 16.21K |
STATE STR SPDR DOW JONES IND DIASOLE | ETF | 15.80K | SH | $8.3K 0.90% | 0.00 | 0.00 | 15.80K |
Page 1 of 8
…