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CIK: 0001568235
Total reported value
$914.3M
$914.3M
158 檔
34.5%
As reported in its official Q1 2026 Form 13F filing, King Wealth Management Group's tracked investment portfolio stood at $914.3M with 158 total positions.
King Wealth Management Group executed strategic sector rebalancing during Q1 2026, establishing 5 new positions while fully exiting 12 holdings and trimming 45 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.05% | +0.30% | +0.66% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.68% | +1.03% | -0.06% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.60% | -0.03% | +9.74% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.34% | -0.66% | +2.18% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.72% | -0.06% | +0.40% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.72% | -0.01% | +0.31% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.47% | +0.04% | +2.52% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.20% | +0.18% | +2.69% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.98% | -0.08% | +0.60% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.84% | +0.25% | +0.69% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.75% | -0.03% | -0.07% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.22% | +0.01% | +12.03% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 2.11% | -0.43% | -0.01% | |
| 14 | PH | Parker Hannifin CORP | Stock-Industrials | 1.76% | -0.06% | +1.33% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.71% | -0.21% | +3.14% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.68% | -0.28% | +1.02% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.61% | +0.01% | -1.80% | |
| 18 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.36% | +0.26% | -2.49% | |
| 19 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.32% | +0.91% | -1.97% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.28% | -0.34% | +1.12% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 1.16% | — | +22.27% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.04% | -0.13% | -0.79% | |
| 23 | XLE | Ss Energy Select Sector | ETF-Other | 1.02% | -0.26% | +0.69% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.96% | -0.27% | -2.42% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.96% | -0.03% | +2.48% | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.93% | -0.03% | +0.11% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.18% | -0.97% | |
| 28 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.83% | -0.25% | +2.04% | |
| 29 | TT | Trane Technologies plc | Stock-Industrials | 0.82% | +0.07% | +7.53% | |
| 30 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.69% | -0.06% | -1.91% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.20% | +1.43% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.63% | -0.02% | -2.88% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.60% | +0.04% | +2.52% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.59% | -0.15% | +10.23% | |
| 35 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.55% | -0.02% | -1.21% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.51% | -0.13% | +2.98% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.49% | -0.12% | +7.09% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.05% | +1.44% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.05% | -8.29% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | +0.09% | +323.44% | |
| 41 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 0.41% | -0.04% | -18.52% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.04% | +5.33% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.36% | -0.15% | -43.71% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.31% | +0.11% | +2.37% | |
| 45 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.31% | -0.06% | +176.67% | |
| 46 | BX | Blackstone Inc | Stock-Financials | 0.26% | -0.02% | +0.03% | |
| 47 | CI | THE Cigna Group | Stock-Healthcare | 0.22% | +0.12% | -61.88% | |
| 48 | GEV | GE Vernova Inc | Stock-Industrials | 0.21% | +0.04% | +3.15% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.20% | -0.02% | +7.91% | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.20% | — | -3.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +9.74% | Add |
| 2 | XLE | Ss Energy Select Sector | +0.3% | +0.69% | Add |
| 3 | TSLA | Tesla Inc | +0.3% | +323.44% | Add |
| 4 | LMT | Lockheed Martin CORP | +0.3% | +1.12% | Add |
| 5 | COST | Costco Wholesale CORP | +0.3% | +1.02% | Add |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.3% | +2.69% | Add |
| 7 | WMT | Walmart Inc | +0.3% | -0.01% | Trim |
| 8 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +2.52% | Add |
| 9 | VTV | Vanguard Value ETF | +0.3% | +22.27% | Add |
| 10 | UTHR | United Therapeutics CORP | +0.2% | +176.67% | Add |
| 11 | XOM | Exxon Mobil CORP | +0.2% | +1.43% | Add |
| 12 | CVX | Chevron CORP | +0.2% | +10.23% | Add |
| 13 | TT | Trane Technologies plc | +0.1% | +7.53% | Add |
| 14 | PH | Parker Hannifin CORP | +0.1% | +1.33% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +12.03% | Add |
| 16 | JNJ | Johnson & Johnson | +0.1% | +1.44% | Add |
| 17 | CAT | Caterpillar Inc | +0.1% | +2.37% | Add |
| 18 | GEV | GE Vernova Inc | +0.1% | +3.15% | Add |
| 19 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +2.48% | Add |
| 20 | PEP | Pepsico Inc | +0.1% | +2.98% | Add |
| 21 | NFLX | Netflix Inc | +0.1% | +7.09% | Add |
| 22 | IEMG | Ishares Core Msci Emerging | +0.1% | +2.52% | Add |
| 23 | BP | Bp Plc-spons Adr | 0% | — | Unchanged |
| 24 | VOE | Vanguard Mid-cap Value ETF | 0% | -1.91% | Trim |
| 25 | QCOM | Qualcomm Inc | 0% | +83.68% | Add |
| 26 | VLO | Valero Energy CORP | 0% | — | Unchanged |
| 27 | VZ | Verizon Communications Inc | 0% | -0.16% | Trim |
| 28 | CASY | Casey's General Stores Inc | 0% | — | Unchanged |
| 29 | PG | Procter & Gamble Co/the | 0% | +5.33% | Add |
| 30 | LRCX | Lam Research CORP | 0% | — | Unchanged |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 32 | MCD | Mcdonald's CORP | 0% | -2.42% | Trim |
| 33 | GLW | Corning Inc | 0% | — | Unchanged |
| 34 | EPD | Enterprise Products Partners | 0% | +1.10% | Add |
| 35 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +7.91% | Add |
| 37 | COP | Conocophillips | 0% | — | Unchanged |
| 38 | GLD | Spdr Gold Shares | 0% | +0.41% | Add |
| 39 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 40 | ASML | ASML Holding N.V. | 0% | +4.94% | Add |
| 41 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 42 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 43 | MO | Altria Group Inc | 0% | +6.44% | Add |
| 44 | PWR | Quanta Services Inc | 0% | — | Unchanged |
| 45 | PTGX | Protagonist Therapeutics Inc | 0% | — | Unchanged |
| 46 | ET | Energy Transfer LP | 0% | -2.82% | Trim |
| 47 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 48 | MU | Micron Technology Inc | 0% | +3.69% | Add |
| 49 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 50 | PFE | Pfizer Inc | 0% | -1.82% | Trim |
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 Q1 2026.
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, SPY) accounted for 34.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
STLA
市值: $496.0K
Top Position Liquidated / Trimmed
BXSL
前期市值: $3.9M
During Q1 2026, King Wealth Management Group's top holdings by market value included IVV (14.1%)、QQQ (8.7%)、SPY (6.6%). The largest single position, IVV, represented 14.1% of total portfolio value.
In Q1 2026, King Wealth Management Group made 124 total portfolio adjustments, initiating 5 new buys, adding to 62 positions, trimming 45 holdings, and fully liquidating 12 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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