Q2 2026 13F · SEC CIK 1568235

King Wealth Management Group

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $914.3M
Reported positions: 176
Top holdings a year, 3 yrs: +20.8%
Assets under management: $1.1B

King Wealth Management Group is a wealth manager that reported 176 positions worth $914.3M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Ishares Tr (IVV, 14.4%), Invesco Qqq Tr (QQQ, 9.7%), State Str Spdr S&p 500 ETF T (SPY, 6.6%). A portfolio copying its top holdings returned 20.8% a year over the last 3 years, against 20.4% for the S&P 500.

King Wealth Management Group holdings largest 50 of 176 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

King Wealth Management Group 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Tr	14.4%	14.0%	175,250	+1.9%	$131.2M
QQQInvesco Qqq Tr	9.7%	8.7%	120,537	+0.3%	$88.8M
SPYState Str Spdr S&p 500 ETF T	6.6%	6.6%	80,417	-1.0%	$60.1M
NVDANvidia Corporation	4.7%	4.7%	215,020	-0.6%	$43.0M
MSFTMicrosoft Corp	4.7%	5.3%	114,619	-0.7%	$42.8M
AAPLApple Inc	4.7%	4.7%	147,101	-1.2%	$42.6M
IJHIshares Tr	3.5%	3.5%	416,594	+1.5%	$32.1M
IJRIshares Tr	3.4%	3.2%	208,614	+1.2%	$30.9M
GOOGLAlphabet Inc	3.1%	2.8%	79,070	+0.3%	$28.3M
JPMJpmorgan Chase & Co	2.9%	3.0%	80,935	+0.1%	$26.5M
VVisa Inc	2.7%	2.7%	72,465	-0.3%	$24.9M
CRWDCrowdstrike Hldgs Inc	2.2%	1.3%	26,760	-1.0%	$20.4M
AMZNAmazon Com Inc	2.2%	2.2%	85,521	+0.1%	$20.4M
PHParker-Hannifin Corp	1.7%	1.8%	15,845	+0.7%	$15.5M
WMTWalmart Inc	1.7%	2.1%	136,003	-0.0%	$15.4M
ITOTIshares Tr	1.6%	1.6%	90,142	-0.1%	$14.8M
FTECFidelity Covington Trust	1.6%	1.4%	51,730	-1.1%	$14.8M
METAMeta Platforms Inc	1.5%	1.7%	24,284	+1.5%	$13.7M
COSTCostco Wholesale Corporation	1.4%	1.7%	13,668	+1.7%	$12.8M
VTVVanguard Index Fds	1.2%	1.2%	48,725	+3.1%	$10.6M
LLYEli Lilly & Co	1.0%	0.9%	7,913	+6.4%	$9.5M
LMTLockheed Martin Corp	0.9%	1.3%	16,954	+0.2%	$8.6M
IEFAIshares Tr	0.9%	1.0%	87,962	+3.9%	$8.5M
MAMastercard Incorporated	0.9%	1.0%	16,207	-2.3%	$8.3M
DIASpdr Dow Jones Indl Average	0.9%	0.9%	15,804	-1.8%	$8.3M
TTTrane Technologies PLC	0.9%	0.8%	16,508	+4.8%	$8.1M
XLESelect Sector Spdr Tr	0.8%	1.0%	131,503	-1.5%	$7.0M
MCDMcdonalds Corp	0.7%	1.0%	23,436	-5.4%	$6.3M
IEMGIshares Inc	0.6%	0.6%	70,623	+3.4%	$5.8M
VOEVanguard Index Fds	0.6%	0.7%	29,209	-2.0%	$5.8M
VOVanguard Index Fds	0.6%	0.6%	69,724	+300.0%	$5.6M
PLTRPalantir Technologies Inc	0.6%	0.8%	45,563	+0.6%	$5.3M
IJJIshares Tr	0.5%	0.6%	32,843	-1.7%	$4.9M
TSLATesla Inc	0.5%	0.4%	11,126	+21.7%	$4.7M
XOMExxon Mobil Corp	0.5%	0.7%	32,346	+1.2%	$4.4M
CVXChevron Corporation	0.4%	0.6%	24,055	+5.5%	$4.0M
JNJJohnson & Johnson	0.4%	0.5%	15,202	-0.8%	$3.9M
CATCaterpillar Inc	0.4%	0.3%	3,593	+1.6%	$3.8M
HDHome Depot Inc	0.4%	0.4%	10,248	-5.3%	$3.6M
PEPPepsico Inc	0.4%	0.5%	25,917	-2.2%	$3.5M
NFLXNetflix Inc.	0.4%	0.5%	47,560	+17.1%	$3.4M
TEVATeva Pharmaceutical Inds Ltd	0.4%	0.4%	100,000	-9.1%	$3.4M
CIThe Cigna Group	0.3%	0.2%	11,272	+74.3%	$3.1M
PGProcter & Gamble Co	0.3%	0.4%	20,453	-0.4%	$3.0M
GLDSpdr Gold Tr	0.3%	—	6,728	—	$2.5M
GEVGe Vernova Inc	0.2%	0.2%	1,934	+1.9%	$2.3M
UTHRUnited Therapeutics Corp Del	0.2%	0.3%	4,150	+0.0%	$2.2M
BXBlackstone Inc	0.2%	0.3%	18,365	+0.2%	$2.2M
ORCLOracle Corp	0.2%	0.4%	12,957	-33.9%	$1.9M
IJSIshares Tr	0.2%	0.2%	13,254	-1.4%	$1.8M

What King Wealth Management Group bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.0% /yr; S&P 500 +20.1%
3 years: +20.8% /yr; S&P 500 +20.4%
5 years: +12.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$914.3M	176
Q1 2026	$799.7M	158
Q4 2025	$829.7M	165
Q3 2025	$795.9M	160
Q2 2025	$737.1M	158
Q1 2025	$659.7M	157
Q4 2024	$685.5M	154
Q3 2024	$641.7M	151
Q2 2024	$599.8M	144
Q1 2024	$570.2M	147
Q4 2023	$517.3M	139
Q3 2023	$474.4M	145

Questions about King Wealth Management Group's portfolio

What stocks does King Wealth Management Group own?

King Wealth Management Group's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 176 positions worth $914.3M. The largest are Ishares Tr (IVV) at 14.4%, Invesco Qqq Tr (QQQ) at 9.7%, State Str Spdr S&p 500 ETF T (SPY) at 6.6%, Nvidia Corporation (NVDA) at 4.7% and Microsoft Corp (MSFT) at 4.7%.

What did King Wealth Management Group buy last quarter?

In Q2 2026, King Wealth Management Group added Vanguard Index Fds (VO) (+300.0% shares), The Cigna Group (CI) (+74.3% shares) and Tesla Inc (TSLA) (+21.7% shares), compared with its Q1 2026 filing.

What did King Wealth Management Group sell last quarter?

In Q2 2026, King Wealth Management Group cut from its top 50 Ishares Tr (SHY), Oracle Corp (ORCL) (-33.9% shares), Teva Pharmaceutical Inds Ltd (TEVA) (-9.1% shares) and Mcdonalds Corp (MCD) (-5.4% shares), compared with its Q1 2026 filing.

How has King Wealth Management Group's portfolio performed?

A portfolio copying King Wealth Management Group's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.0% against +20.1%. Over 5 years: +12.3% a year against +11.6%.

When is King Wealth Management Group's next 13F filing due?

13F filings are due 45 days after each quarter ends. King Wealth Management Group's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does King Wealth Management Group manage?

King Wealth Management Group reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $914.3M.