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CIK: 0001568235
Total reported value
$914.3M
$914.3M
157 檔
27.2%
At the close of Q1 2025, King Wealth Management Group disclosed equity holdings valued at approximately $914.3M, spread across 157 reported holdings.
In Q1 2025, King Wealth Management Group displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.55% | +0.30% | +1.25% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.49% | +1.03% | -0.55% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.46% | -0.66% | +1.02% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.70% | -0.03% | +4.67% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.54% | -0.06% | -1.19% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.95% | -0.03% | -0.75% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.52% | -0.01% | -2.01% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.41% | +0.04% | +1.11% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.18% | +0.18% | -2.88% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.00% | +0.18% | +1.16% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.98% | -0.08% | -0.21% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.39% | +0.02% | -0.16% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.89% | -0.21% | -2.64% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.84% | -0.28% | +1.01% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.79% | +0.01% | -1.18% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.73% | -0.43% | +2.02% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.64% | +0.25% | +7.39% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.63% | +0.01% | +3.60% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.40% | -0.13% | -0.28% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.38% | -0.27% | +0.18% | |
| 21 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.38% | +0.26% | -2.25% | |
| 22 | PH | Parker Hannifin CORP | Stock-Industrials | 1.34% | -0.06% | +3.47% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.19% | -0.34% | -1.92% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.05% | -0.03% | -1.01% | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 0.97% | -0.26% | +3.37% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.90% | -0.03% | -2.85% | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.80% | -0.06% | -1.40% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.78% | -0.05% | -4.74% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.74% | -0.02% | — | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.73% | -0.15% | +71.50% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.67% | -0.13% | -2.70% | |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.66% | -0.02% | -0.86% | |
| 33 | TT | Trane Technologies plc | Stock-Industrials | 0.65% | +0.07% | +8.68% | |
| 34 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.56% | +0.91% | +4.19% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.56% | — | +4.28% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.20% | -2.06% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.04% | +1.38% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.51% | +0.04% | -1.26% | |
| 39 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 0.41% | -0.04% | +1106.90% | |
| 40 | BX | Blackstone Inc | Stock-Financials | 0.39% | -0.02% | +0.24% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | -0.05% | -0.68% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.38% | -0.15% | +10.91% | |
| 43 | CI | THE Cigna Group | Stock-Healthcare | 0.36% | +0.12% | -40.88% | |
| 44 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.35% | -0.25% | -11.47% | |
| 45 | HO1 | Hologic Inc | Stock-Other | 0.30% | — | +115.93% | |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.28% | -0.04% | -4.79% | |
| 47 | ELV | Elevance Health Inc | Stock-Healthcare | 0.25% | — | +23.56% | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.25% | -0.02% | -3.79% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.23% | -0.01% | — | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.22% | — | -1.58% |
According to official SEC Form 13F filings, King Wealth Management Group reported a total U.S. public equity portfolio value of $914.3M across 157 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, QQQ, MSFT) accounted for 27.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $89.4M
During Q1 2025, King Wealth Management Group's top holdings by market value included IVV (13.6%)、QQQ (8.5%)、MSFT (6.5%). The largest single position, IVV, represented 13.6% of total portfolio value.
In Q1 2025, King Wealth Management Group made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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