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CIK: 0001568235
Total reported value
$914.3M
$914.3M
160 檔
36.3%
In Q3 2025, King Wealth Management Group's U.S. equity holdings reached a combined market value of $914.3M, distributed across 160 disclosed stock positions.
In Q3 2025, King Wealth Management Group displayed an active expansion posture, initiating 4 new positions and adding to 27 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 | 14.18% | +0.30% | +3.14% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.10% | +1.03% | +0.77% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.25% | -0.66% | -0.06% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.10% | -0.03% | -0.54% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 5.09% | -0.01% | +0.74% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.28% | -0.06% | -0.04% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.25% | +0.04% | +2.73% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.17% | -0.08% | -0.05% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 3.16% | -0.03% | -0.88% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.95% | +0.18% | +4.26% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.22% | +0.25% | +3.23% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.02% | +0.01% | +20.85% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.71% | -0.43% | +1.36% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.70% | +0.01% | -2.65% | |
| 15 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.70% | +0.91% | +2.87% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.52% | -0.28% | +1.56% | |
| 17 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.51% | +0.26% | -3.01% | |
| 18 | PH | Parker Hannifin CORP | Stock-Industrials | 1.45% | -0.06% | +3.14% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.31% | +0.18% | -17.21% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.28% | -0.15% | +8.07% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.22% | -0.13% | +0.14% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.07% | -0.34% | -1.28% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.01% | -0.27% | -4.26% | |
| 24 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.98% | -0.25% | +6.12% | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.94% | -0.03% | -1.70% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.89% | -0.03% | +0.83% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.21% | +2.83% | |
| 28 | XLE | Ss Energy Select Sector | ETF-Other | 0.77% | -0.26% | -0.76% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.75% | — | +7.67% | |
| 30 | TT | Trane Technologies plc | Stock-Industrials | 0.74% | +0.07% | +5.84% | |
| 31 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.74% | — | +1222.35% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.70% | -0.06% | -1.53% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.68% | -0.02% | -2.34% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.66% | -0.05% | -4.34% | |
| 35 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.56% | -0.02% | -2.56% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.54% | +0.04% | +1.17% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | -0.13% | -4.48% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.20% | +0.01% | |
| 39 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 0.41% | -0.04% | -21.95% | |
| 40 | BX | Blackstone Inc | Stock-Financials | 0.39% | -0.02% | +0.02% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | -0.04% | -2.48% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.36% | -0.15% | +13.02% | |
| 43 | CI | THE Cigna Group | Stock-Healthcare | 0.35% | +0.12% | +70.27% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | -0.05% | -0.88% | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.22% | -0.04% | -2.16% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.21% | +0.11% | +0.26% | |
| 47 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.20% | — | -1.38% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | -0.01% | -0.15% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.19% | -0.02% | -1.72% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.19% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | +0.74% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.4% | -0.54% | Add |
| 3 | CRWD | Crowdstrike Holdings Inc - A | +1.1% | +2.87% | Add |
| 4 | MSFT | Microsoft CORP | +0.8% | -0.06% | Trim |
| 5 | BXSL | Blackstone Secured Lending F | +0.7% | +1222.35% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.6% | +3.14% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.6% | +6.12% | Add |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +0.77% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.6% | +3.23% | Add |
| 10 | ORCL | Oracle CORP | +0.6% | +8.07% | Add |
| 11 | AMZN | Amazon.com Inc | +0.4% | +20.85% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -0.05% | Trim |
| 13 | VTV | Vanguard Value ETF | +0.2% | +7.67% | Add |
| 14 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | -3.01% | Trim |
| 15 | PH | Parker Hannifin CORP | +0.1% | +3.14% | Add |
| 16 | TT | Trane Technologies plc | +0.1% | +5.84% | Add |
| 17 | TSLA | Tesla Inc | +0.1% | — | Add |
| 18 | GEV | GE Vernova Inc | +0.1% | +27.31% | Add |
| 19 | AVGO | Broadcom Inc | +0.1% | -1.74% | Add |
| 20 | VOO | Vanguard S&p 500 ETF | 0% | -0.15% | Add |
| 21 | CAT | Caterpillar Inc | 0% | +0.26% | Add |
| 22 | GOOG | Alphabet Inc-cl C | 0% | +1.62% | Add |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 0% | +0.32% | Add |
| 24 | IEMG | Ishares Core Msci Emerging | 0% | +1.17% | Add |
| 25 | BX | Blackstone Inc | — | +0.02% | Trim |
| 26 | TEVA | Teva Pharmaceutical-sp Adr | — | -21.95% | Trim |
| 27 | IEFA | Ishares Core Msci Eafe ETF | 0% | +0.83% | Add |
| 28 | WMT | Walmart Inc | 0% | +1.36% | Add |
| 29 | IJR | Ishares Core S&p Small-cap E | -0.1% | +4.26% | Add |
| 30 | VO | Vanguard Mid-cap ETF | -0.1% | -2.34% | Trim |
| 31 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -2.65% | Trim |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | -0.1% | -1.70% | Trim |
| 33 | LMT | Lockheed Martin CORP | -0.1% | -1.28% | Trim |
| 34 | IJH | Ishares Core S&p Midcap ETF | -0.2% | +2.73% | Add |
| 35 | PG | Procter & Gamble Co/the | -0.2% | -2.48% | Trim |
| 36 | MA | Mastercard Inc - A | -0.2% | +0.14% | Add |
| 37 | PEP | Pepsico Inc | -0.2% | -4.48% | Trim |
| 38 | HO1 | Hologic Inc | -0.2% | -62.32% | Trim |
| 39 | ELV | Elevance Health Inc | -0.2% | -51.83% | Trim |
| 40 | AAPL | Apple Inc | -0.3% | -0.04% | Trim |
| 41 | MCD | Mcdonald's CORP | -0.4% | -4.26% | Trim |
| 42 | V | Visa Inc-class A Shares | -0.8% | -0.88% | Trim |
| 43 | META | Meta Platforms Inc-class A | -1.1% | +2.83% | Add |
| 44 | LLY | Eli Lilly & Co | -1.9% | -17.21% | Trim |
| 45 | UNH | Unitedhealth Group Inc | -2.3% | -66.24% | Trim |
| 46 | APO | Apollo Global Management Inc | — | NEW | New buy |
| 47 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 48 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 49 | LRCX | Lam Research CORP | — | NEW | New buy |
| 50 | NFLX | Netflix Inc | — | NEW | New buy |
According to official SEC Form 13F filings, King Wealth Management Group reported a total U.S. public equity portfolio value of $914.3M across 160 disclosed positions in Q3 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 36.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
APO
市值: $813.0K
Top Position Liquidated / Trimmed
ADBE
前期市值: $577.0K
During Q3 2025, King Wealth Management Group's top holdings by market value included IVV (14.2%)、QQQ (9.1%)、MSFT (7.3%). The largest single position, IVV, represented 14.2% of total portfolio value.
In Q3 2025, King Wealth Management Group made 50 total portfolio adjustments, initiating 4 new buys, adding to 27 positions, trimming 18 holdings, and fully liquidating 1 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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