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CIK: 0001568235
Total reported value
$914.3M
$914.3M
158 檔
33.1%
According to the latest 13F quarterly dataset, King Wealth Management Group managed an equity portfolio of $914.3M at the end of Q2 2025, spanning 158 distinct U.S. exchange-listed positions.
During Q2 2025, King Wealth Management Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.77% | +0.30% | +2.72% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.96% | +1.03% | +0.24% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.53% | -0.66% | -1.82% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.14% | -0.03% | +32.15% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.62% | -0.01% | +0.62% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.73% | -0.06% | -0.74% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 3.58% | -0.03% | -0.01% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.24% | +0.04% | +0.04% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.14% | -0.08% | -0.15% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.81% | +0.18% | +0.17% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.22% | -0.21% | +2.42% | |
| 12 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.85% | +0.91% | +153.86% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.80% | +0.01% | +6.87% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.75% | +0.01% | -1.01% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.75% | +0.18% | -34.81% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.73% | -0.28% | +0.26% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.73% | -0.43% | +0.54% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.68% | +0.25% | +0.74% | |
| 19 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.49% | +0.26% | -1.20% | |
| 20 | PH | Parker Hannifin CORP | Stock-Industrials | 1.40% | -0.06% | +2.03% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.30% | -0.13% | +1.45% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.10% | -0.27% | -4.93% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.09% | -0.34% | -1.03% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 0.99% | -0.15% | -3.44% | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.98% | -0.03% | -0.84% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.91% | -0.03% | +2.02% | |
| 27 | XLE | Ss Energy Select Sector | ETF-Other | 0.79% | -0.26% | +0.78% | |
| 28 | TT | Trane Technologies plc | Stock-Industrials | 0.79% | +0.07% | +4.76% | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.75% | -0.25% | +48.83% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.72% | -0.02% | -0.15% | |
| 31 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.72% | -0.06% | -2.12% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.71% | — | +39.44% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | -0.05% | -4.20% | |
| 34 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.60% | -0.02% | -1.86% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.53% | +0.04% | +3.45% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.51% | -0.13% | -3.45% | |
| 37 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 0.47% | -0.04% | +17.14% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.20% | +0.01% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.04% | -2.32% | |
| 40 | BX | Blackstone Inc | Stock-Financials | 0.37% | -0.02% | -0.15% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.31% | -0.15% | +7.66% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | -0.05% | -4.69% | |
| 43 | HO1 | Hologic Inc | Stock-Other | 0.28% | — | — | |
| 44 | CI | THE Cigna Group | Stock-Healthcare | 0.26% | +0.12% | -21.57% | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.24% | -0.04% | -5.33% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.21% | -0.02% | -3.55% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.20% | -0.04% | +0.05% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | +0.01% | -1.39% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | -0.01% | +27.46% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.20% | -0.01% | — |
According to official SEC Form 13F filings, King Wealth Management Group reported a total U.S. public equity portfolio value of $914.3M across 158 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, QQQ, MSFT) accounted for 33.1% of total reported equity market value during Q2 2025.
During Q2 2025, King Wealth Management Group's top holdings by market value included IVV (13.8%)、QQQ (9.0%)、MSFT (7.5%). The largest single position, IVV, represented 13.8% of total portfolio value.
In Q2 2025, King Wealth Management Group made 0 total portfolio adjustments, initiating 0 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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