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CIK: 0001568235
Total reported value
$914.3M
$914.3M
165 檔
36.8%
According to the latest 13F quarterly dataset, King Wealth Management Group managed an equity portfolio of $914.3M at the end of Q4 2025, spanning 165 distinct U.S. exchange-listed positions.
In Q4 2025, King Wealth Management Group displayed an active expansion posture, initiating 7 new positions and adding to 25 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 | 14.10% | +0.30% | +1.35% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.91% | +1.03% | -0.32% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.58% | -0.66% | +1.30% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.08% | -0.03% | +1.53% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.86% | -0.06% | +10.72% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.85% | -0.01% | -0.65% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.19% | +0.04% | +1.10% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.12% | -0.08% | +0.65% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 3.07% | -0.03% | -1.28% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.96% | +0.25% | +7.94% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.91% | +0.18% | +1.63% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.12% | +0.01% | +4.28% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.85% | -0.21% | +2.00% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.83% | -0.43% | +2.99% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.65% | +0.01% | -1.23% | |
| 16 | PH | Parker Hannifin CORP | Stock-Industrials | 1.65% | -0.06% | +1.74% | |
| 17 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.56% | +0.91% | -0.09% | |
| 18 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.45% | +0.26% | -0.53% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.38% | -0.28% | +1.64% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.15% | -0.13% | -2.09% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.98% | -0.34% | -2.32% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | +0.18% | -45.15% | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.95% | -0.25% | +3.41% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.93% | -0.27% | -4.50% | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.93% | -0.03% | -0.42% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.89% | -0.03% | +1.78% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.89% | — | +21.46% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.80% | -0.15% | -3.71% | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 0.71% | -0.26% | +93.97% | |
| 30 | TT | Trane Technologies plc | Stock-Industrials | 0.69% | +0.07% | +4.43% | |
| 31 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.65% | -0.06% | -4.23% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.63% | -0.02% | -3.01% | |
| 33 | CI | THE Cigna Group | Stock-Healthcare | 0.56% | +0.12% | +75.06% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.54% | +0.04% | +1.89% | |
| 35 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.54% | -0.02% | -2.21% | |
| 36 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 0.51% | -0.04% | -15.63% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.05% | -8.35% | |
| 38 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.47% | — | -34.13% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.20% | +3.37% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.45% | -0.13% | -4.75% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.43% | -0.12% | +8778.69% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.38% | -0.15% | +12.92% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.05% | +3.44% | |
| 44 | BX | Blackstone Inc | Stock-Financials | 0.34% | -0.02% | +0.02% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.34% | -0.04% | -1.51% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.24% | +0.11% | -0.89% | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.20% | -0.04% | -4.09% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | -0.01% | -0.61% | |
| 49 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.19% | — | -4.61% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.18% | -0.02% | -1.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +1% | +2.00% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | +7.94% | Add |
| 3 | AAPL | Apple Inc | +0.6% | +10.72% | Add |
| 4 | NFLX | Netflix Inc | +0.4% | +8778.69% | Add |
| 5 | CI | THE Cigna Group | +0.2% | +75.06% | Add |
| 6 | PH | Parker Hannifin CORP | +0.2% | +1.74% | Add |
| 7 | VTV | Vanguard Value ETF | +0.1% | +21.46% | Add |
| 8 | WMT | Walmart Inc | +0.1% | +2.99% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | +4.28% | Add |
| 10 | TEVA | Teva Pharmaceutical-sp Adr | +0.1% | -15.63% | Trim |
| 11 | GLD | Spdr Gold Shares | +0.1% | +92.68% | Add |
| 12 | JNJ | Johnson & Johnson | 0% | +3.44% | Add |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +36.99% | Add |
| 14 | GEV | GE Vernova Inc | 0% | +34.70% | Add |
| 15 | XOM | Exxon Mobil CORP | 0% | +3.37% | Add |
| 16 | CAT | Caterpillar Inc | 0% | -0.89% | Trim |
| 17 | EPD | Enterprise Products Partners | 0% | +36.48% | Add |
| 18 | CVX | Chevron CORP | 0% | +12.92% | Add |
| 19 | IEFA | Ishares Core Msci Eafe ETF | — | +1.78% | Add |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.53% | Add |
| 21 | IJR | Ishares Core S&p Small-cap E | 0% | +1.63% | Add |
| 22 | JPM | Jpmorgan Chase & Co | -0.1% | +0.65% | Add |
| 23 | BX | Blackstone Inc | -0.1% | +0.02% | Add |
| 24 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +1.10% | Add |
| 25 | IVV | Ishares Core S&p 500 ETF | -0.1% | +1.35% | Add |
| 26 | MCD | Mcdonald's CORP | -0.1% | -4.50% | Trim |
| 27 | LMT | Lockheed Martin CORP | -0.1% | -2.32% | Trim |
| 28 | V | Visa Inc-class A Shares | -0.1% | -1.28% | Trim |
| 29 | COST | Costco Wholesale CORP | -0.1% | +1.64% | Add |
| 30 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -0.09% | Trim |
| 31 | HD | Home Depot Inc | -0.2% | -8.35% | Trim |
| 32 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -0.32% | Trim |
| 33 | NVDA | Nvidia CORP | -0.2% | -0.65% | Trim |
| 34 | BXSL | Blackstone Secured Lending F | -0.3% | -34.13% | Trim |
| 35 | LLY | Eli Lilly & Co | -0.3% | -45.15% | Trim |
| 36 | ORCL | Oracle CORP | -0.5% | -3.71% | Trim |
| 37 | MSFT | Microsoft CORP | -0.7% | +1.30% | Add |
| 38 | HO1 | Hologic Inc | — | EXIT | Sold out |
| 39 | GLDM | Spdr Gold Minishares Trust | — | NEW | New buy |
| 40 | PPA | Invesco Aerospace & Defense | — | NEW | New buy |
| 41 | ZBH | Zimmer Biomet Holdings Inc | — | EXIT | Sold out |
| 42 | AEP | American Electric Power | — | NEW | New buy |
| 43 | CEG | Constellation Energy | — | NEW | New buy |
| 44 | ✓ | Avadel Pharmaceuticals PLC ADR | — | EXIT | Sold out |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | EXIT | Sold out |
| 46 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 47 | MU | Micron Technology Inc | — | NEW | New buy |
| 48 | DXCM | Dexcom Inc | — | EXIT | Sold out |
| 49 | TLT | Ishares 20+ Year Treasury Bd | — | EXIT | Sold out |
| 50 | PWR | Quanta Services 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 165 disclosed positions in Q4 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 36.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
GLDM
市值: $538.0K
Top Position Liquidated / Trimmed
HO1
前期市值: $810.0K
During Q4 2025, King Wealth Management Group's top holdings by market value included IVV (14.1%)、QQQ (8.9%)、MSFT (6.6%). The largest single position, IVV, represented 14.1% of total portfolio value.
In Q4 2025, King Wealth Management Group made 50 total portfolio adjustments, initiating 7 new buys, adding to 25 positions, trimming 12 holdings, and fully liquidating 6 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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