KW
King Wealth Management Group 13F Holdings & Recent Stock Buys (Q2 2026)
King Wealth Management GroupCIK: 0001568235
Diversified strategyMomentum followerLong-term holder
Total reported value
$914.3M
Reporting period: 2026-06-30 · Number of holdings: 176
King Wealth Management Group disclosed 176 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $914.3M and a quarterly turnover rate of 16.9%.
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Personality snowflake
- Concentration
- 19.84
- Portfolio Stability
- 16.86
- Momentum
- 100
- Sector conviction
- 60.45
- Diversification
- 100
- Sizing Uniformity
- 72.12
King Wealth Management Group's disclosed holdings carry a Herfindahl concentration index of 0.050 — mathematically equivalent to about 20 equally-sized positions, well below its 176 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.79), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 49% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd QQQ
+0.3% $19.4M
Add CRWD
-1.0% $9.9M
Trim MSFT
-0.7% $46.0K
Trim WMT
-0.0% -$1.5M
Trim LMT
+0.2% -$1.6M
Add IVV
+1.9% $18.9M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.35% | +0.30% | +1.91% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.71% | +1.03% | +0.27% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.57% | -0.03% | -0.98% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.71% | -0.01% | -0.61% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.68% | -0.66% | -0.66% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.66% | -0.06% | -1.16% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.51% | +0.04% | +1.46% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.38% | +0.18% | +1.20% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.09% | +0.25% | +0.25% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.90% | -0.08% | +0.06% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.72% | -0.03% | -0.26% | |
| 12 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.23% | +0.91% | -1.01% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.23% | +0.01% | +0.09% | |
| 14 | PH | Parker Hannifin CORP | Stock-Industrials | 1.70% | -0.06% | +0.66% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.68% | -0.43% | -0.03% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.62% | +0.01% | -0.15% | |
| 17 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.62% | +0.26% | -1.12% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.50% | -0.21% | +1.46% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.40% | -0.28% | +1.67% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.16% | — | +3.06% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.04% | +0.18% | +6.41% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.94% | -0.34% | +0.20% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.93% | -0.03% | +3.89% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.91% | -0.13% | -2.33% | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.90% | -0.03% | -1.81% | |
| 26 | TT | Trane Technologies plc | Stock-Industrials | 0.89% | +0.07% | +4.83% | |
| 27 | XLE | Ss Energy Select Sector | ETF-Other | 0.76% | -0.26% | -1.50% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.69% | -0.27% | -5.35% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.64% | +0.04% | +3.37% | |
| 30 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.63% | -0.06% | -2.01% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.61% | -0.02% | +300.00% | |
| 32 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.58% | -0.25% | +0.58% | |
| 33 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.53% | -0.02% | -1.74% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | +0.09% | +21.70% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.20% | +1.17% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.15% | +5.50% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | -0.05% | -0.76% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.42% | +0.11% | +1.58% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.40% | -0.05% | -5.35% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.38% | -0.13% | -2.21% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.37% | -0.12% | +17.15% | |
| 42 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 0.37% | -0.04% | -9.09% | |
| 43 | CI | THE Cigna Group | Stock-Healthcare | 0.34% | +0.12% | +74.30% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | -0.04% | -0.44% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.27% | +0.11% | +131.36% | |
| 46 | GEV | GE Vernova Inc | Stock-Industrials | 0.25% | +0.04% | +1.90% | |
| 47 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.25% | -0.06% | — | |
| 48 | BX | Blackstone Inc | Stock-Financials | 0.24% | -0.02% | +0.22% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.21% | -0.15% | -33.87% | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.20% | — | -1.35% |
1–50 of 176
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Portfolio Performance
Performance for Q3 2026
+3.1%
Performance Last 4 Quarters
+20%
- Stdev
- +12%
- Beta
- +0.92
- Alpha
- +0.4%
- Max Drawdown
- -7.2%
- Annualized Perf
- +19.7%
- Batting Avg vs S&P
- +33.3%
- Sortino
- +3.25
- Stutzer
- +0.46
- Treynor
- +0.2
- Sterling
- +1.28
- Calmar
- +2.75
- Information Ratio
- -0.6
- Tracking Error
- +1.9%
- Stdev Down
- +5.8%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +33.6%
- Worst 12 Months
- +7.4%
- Efficiency Ratio
- +0.65
- Sharpe
- +1.56
- Stdev Sectors
- +10%
- Skewness
- -0.01
- Kurtosis
- -0.06
- Upside Potential
- +4.81
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 176 | $914.3M | 17 | ||
| 2026 Q1 | 158 | $799.7M | 12 | ||
| 2025 Q4 | 165 | $829.7M | 9 | ||
| 2025 Q3 | 160 | $795.9M | 29 | ||
| 2025 Q2 | 158 | $737.1M | 0 | ||
| 2025 Q1 | 157 | $659.7M | 100 | ||
| 2024 Q4 | 154 | $682.6M | 0 | ||
| 2024 Q3 | 151 | $641.7M | 0 | ||
| 2024 Q2 | 144 | $599.8M | 0 | ||
| 2024 Q1 | 147 | $570.2M | 0 | ||
| 2023 Q4 | 139 | $517.3M | 0 | ||
| 2023 Q3 | 145 | $474.4M | 0 | ||
| 2023 Q2 | 150 | $494.8M | 0 | ||
| 2023 Q1 | 149 | $452.7M | 0 | ||
| 2022 Q4 | 141 | $418.2M | 0 | ||
| 2022 Q3 | 152 | $393.5M | 0 | ||
| 2022 Q2 | 161 | $417.7M | 0 | ||
| 2022 Q1 | 171 | $509.3M | 0 | ||
| 2021 Q4 | 174 | $538.8M | 0 | ||
| 2021 Q3 | 173 | $488.3M | 0 | ||
| 2021 Q2 | 173 | $489.2M | 100 | ||
| 2021 Q1 | 160 | $445.7M | 13 | ||
| 2020 Q4 | 154 | $426.7M | 15 | ||
| 2020 Q3 | 159 | $385.2M | 17 | ||
| 2020 Q2 | 153 | $340.4M | 42 | ||
| 2020 Q1 | 136 | $231.6M | 58 | ||
| 2019 Q4 | 142 | $377.9M | 11 | ||
| 2019 Q3 | 143 | $348.6M | 8 | ||
| 2019 Q2 | 136 | $334.5M | 12 | ||
| 2019 Q1 | 135 | $319.6M | 18 | ||
| 2018 Q4 | 128 | $276.3M | 25 | ||
| 2018 Q3 | 130 | $319.8M | 14 | ||
| 2018 Q2 | 121 | $291.9M | 27 | ||
| 2018 Q1 | 128 | $281.7M | 14 | ||
| 2017 Q4 | 123 | $282.9M | 12 | ||
| 2017 Q3 | 125 | $269.0M | 11 | ||
| 2017 Q2 | 128 | $251.8M | 7 | ||
| 2017 Q1 | 123 | $239.2M | 13 | ||
| 2016 Q4 | 119 | $222.7M | 16 | ||
| 2016 Q3 | 120 | $201.2M | 13 | ||
| 2016 Q2 | 107 | $187.5M | 9 | ||
| 2016 Q1 | 104 | $185.8M | 21 | ||
| 2015 Q4 | 103 | $181.3M | 22 | ||
| 2015 Q3 | 106 | $162.7M | 23 | ||
| 2015 Q2 | 119 | $182.8M | 13 | ||
| 2015 Q1 | 103 | $173.2M | 24 | ||
| 2014 Q4 | 114 | $188.1M | 35 | ||
| 2014 Q3 | 102 | $159.5M | 27 | ||
| 2014 Q2 | 105 | $162.3M | 20 | ||
| 2014 Q1 | 97 | $145.1M | 37 | ||
| 2013 Q4 | 107 | $175.2M | 19 | ||
| 2013 Q3 | 107 | $153.6M | 27 | ||
| 2013 Q2 | 101 | $144.7M | — |
Holding changes this quarter
King Wealth Management Group's most significant position changes for 2026-06-30: New buy: Park National CORP (PRK); New buy: Jpmorgan Municipal ETF (JMUB); Sold out: Lam Research CORP (LRCX); Sold out: Honeywell International Inc (HON); New buy: Intel CORP (INTC).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +1% | +0.27% | Add |
| 2 | CRWD | Crowdstrike Holdings Inc - A | +0.9% | -1.01% | Trim |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.3% | +1.91% | Add |
| 4 | FTEC | Fidelity Msci Info Tech Indx | +0.3% | -1.12% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.25% | Add |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.2% | +1.20% | Add |
| 7 | LLY | Eli Lilly & Co | +0.2% | +6.41% | Add |
| 8 | PRK | Park National CORP | +0.2% | NEW | New buy |
| 9 | CI | THE Cigna Group | +0.1% | +74.30% | Add |
| 10 | AMD | Advanced Micro Devices | +0.1% | +0.65% | Add |
| 11 | BSX | Boston Scientific CORP | +0.1% | +421.63% | Add |
| 12 | CAT | Caterpillar Inc | +0.1% | +1.58% | Add |
| 13 | GLD | Spdr Gold Shares | +0.1% | +131.36% | Add |
| 14 | JMUB | Jpmorgan Municipal ETF | +0.1% | NEW | New buy |
| 15 | TSLA | Tesla Inc | +0.1% | +21.70% | Add |
| 16 | MU | Micron Technology Inc | +0.1% | -2.24% | Trim |
| 17 | TT | Trane Technologies plc | +0.1% | +4.83% | Add |
| 18 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 19 | GLW | Corning Inc | +0.1% | +0.49% | Add |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | NEW | New buy |
| 21 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.46% | Add |
| 22 | IEMG | Ishares Core Msci Emerging | 0% | +3.37% | Add |
| 23 | GEV | GE Vernova Inc | 0% | +1.90% | Add |
| 24 | ✓ | 0% | NEW | New buy | |
| 25 | ✓ | 0% | NEW | New buy | |
| 26 | GE | General Electric | 0% | +1.76% | Add |
| 27 | AMAT | Applied Materials Inc | 0% | +0.74% | Add |
| 28 | VMI | Valmont Industries | 0% | NEW | New buy |
| 29 | DFTX | Definium Therapeutics Inc | 0% | — | Unchanged |
| 30 | CGCP | Cap Group Core Plus Income | 0% | NEW | New buy |
| 31 | VRT | Vertiv Holdings Co-a | 0% | NEW | New buy |
| 32 | NUE | Nucor CORP | 0% | NEW | New buy |
| 33 | RHHBY | Roche Holdings Ltd-spons Adr | 0% | NEW | New buy |
| 34 | AROW | Arrow Financial CORP | 0% | NEW | New buy |
| 35 | STLD | Steel Dynamics Inc | 0% | NEW | New buy |
| 36 | TRV | Travelers Cos Inc/the | 0% | NEW | New buy |
| 37 | TTE | TotalEnergies SE | 0% | NEW | New buy |
| 38 | AVGO | Broadcom Inc | 0% | +2.73% | Add |
| 39 | INSM | Insmed Inc | 0% | NEW | New buy |
| 40 | EMR | Emerson Electric Co | 0% | NEW | New buy |
| 41 | XLK | Ss Technology Select Sector | 0% | +11.32% | Add |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | NEW | New buy |
| 43 | UNH | Unitedhealth Group Inc | 0% | +1.61% | Add |
| 44 | ✓ | 0% | NEW | New buy | |
| 45 | AMZN | Amazon.com Inc | 0% | +0.09% | Add |
| 46 | ITOT | Ishares Core S&p Total U.s. | 0% | -0.15% | Trim |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 0% | -12.12% | Trim |
| 48 | GOOG | Alphabet Inc-cl C | 0% | +0.46% | Add |
| 49 | ASML | ASML Holding N.V. | 0% | +4.71% | Add |
| 50 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.39% | Trim |
1–50 of 178
Filing History
FAQ
What is King Wealth Management Group and what type of investor is it?
King Wealth Management Group is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $914.3M, spread across 176 disclosed positions.
What are King Wealth Management Group's largest equity positions?
Based on the latest 13F filing, King Wealth Management Group's top holdings by market value are:
1. Ishares Core S&p 500 ETF (IVV) — $131.2M (14.3%)
2. Invesco Qqq Trust Series 1 (QQQ) — $88.8M (9.7%)
3. Ss Spdr S&p 500 ETF Trust-us (SPY) — $60.1M (6.6%)
4. Nvidia CORP (NVDA) — $43.0M (4.7%)
5. Microsoft CORP (MSFT) — $42.8M (4.7%)
What changes did King Wealth Management Group make in its most recent portfolio filing?
In the latest reported quarter, King Wealth Management Group made 151 notable position adjustments: 20 new positions were initiated, 83 existing holdings were added to, 46 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Park National CORP (PRK); New buy: Jpmorgan Municipal ETF (JMUB); Sold out: Lam Research CORP (LRCX); Sold out: Honeywell International Inc (HON); New buy: Intel CORP (INTC)
What sectors does King Wealth Management Group focus on?
King Wealth Management Group is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 37.1%
• Financials: 14.7%
• Communication Services: 10.7%
• Industrials: 10.4%
• Consumer Discretionary: 8.6%
• Consumer Staples: 8.2%
Investment Profile
King Wealth Management Group returned an annualized 19.7% over the trailing 36 months — outperforming the S&P 500 by 0.4 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.92 (roughly in line with the market) and a 33% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 37.1% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 17 over the past 4 quarters — a shift toward more active trading.
It has added to its SPY position over the past two quarters (+$9.6M, now $60.1M), while trimming ORCL over the same stretch (-$4.7M, still holding $1.9M).
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Developer Access
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