King Wealth Management Group

Est. AUM

$799.7M

13F long equity, this entity only

Positions

158

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR IVV	CORE S&P500 ETF	$112.3M	171969	14.05%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$69.4M	120210	8.68%	SOLE
3	STATE STR SPDR S&P 500 ETF SPY	TR UNIT	$52.8M	81213	6.60%	SOLE
4	MICROSOFT CORP	COM	$42.7M	115377	5.34%	SOLE
5	APPLE INC	COM	$37.8M	148829	4.72%	SOLE
6	NVIDIA CORPORATION	COM	$37.7M	216333	4.72%	SOLE
7	ISHARES TR IJH	CORE S&P MCP ETF	$27.7M	410619	3.47%	SOLE
8	ISHARES TR IJR	CORE S&P SCP ETF	$25.6M	206133	3.20%	SOLE
9	JPMORGAN CHASE & CO	COM	$23.8M	80885	2.98%	SOLE
10	ALPHABET INC GOOGL	CAP STK CL A	$22.7M	78871	2.84%	SOLE
11	VISA INC	COM CL A	$22.0M	72654	2.75%	SOLE
12	AMAZON COM INC	COM	$17.8M	85443	2.22%	SOLE
13	WALMART INC	COM	$16.9M	136044	2.11%	SOLE
14	PARKER-HANNIFIN CORP	COM	$14.1M	15741	1.76%	SOLE
15	META PLATFORMS INC	CL A	$13.7M	23935	1.71%	SOLE
16	COSTCO WHOLESALE CORPORATION	COM	$13.4M	13444	1.68%	SOLE
17	ISHARES TR ITOT	CORE S&P TTL STK	$12.9M	90275	1.61%	SOLE
18	FIDELITY COVINGTON TR FTEC	MSCI INFO TECH I	$10.9M	52316	1.36%	SOLE
19	CROWDSTRIKE HLDGS INC	CL A	$10.6M	27032	1.32%	SOLE
20	LOCKHEED MARTIN CORP	COM	$10.2M	16920	1.28%	SOLE
21	VANGUARD INDEX FDS VTV	VALUE ETF	$9.3M	47280	1.16%	SOLE
22	MASTERCARD INCORPORATED	CL A	$8.3M	16593	1.04%	SOLE
23	SELECT SECTOR SPDR TR XLE	STATE STREET ENE	$8.2M	133509	1.02%	SOLE
24	MCDONALDS CORP	COM	$7.7M	24761	0.96%	SOLE
25	ISHARES TR IEFA	CORE MSCI EAFE	$7.7M	84670	0.96%	SOLE
26	STATE STR SPDR DOW JONES DIA	UT SER 1	$7.5M	16096	0.93%	SOLE
27	ELI LILLY & CO	COM	$6.8M	7436	0.86%	SOLE
28	PALANTIR TECHNOLOGIES INC	CL A	$6.6M	45298	0.83%	SOLE
29	TRANE TECHNOLOGIES PLC	SHS	$6.6M	15747	0.82%	SOLE
30	VANGUARD INDEX FDS VOE	MCAP VL IDXVIP	$5.5M	29809	0.69%	SOLE
31	EXXON MOBIL CORP	COM	$5.4M	31972	0.68%	SOLE
32	VANGUARD INDEX FDS VO	MID CAP ETF	$5.0M	17431	0.63%	SOLE
33	ISHARES INC IEMG	CORE MSCI EMKT	$4.8M	68320	0.60%	SOLE
34	CHEVRON CORPORATION	COM	$4.7M	22801	0.59%	SOLE
35	ISHARES TR IJJ	S&P MC 400VL ETF	$4.4M	33426	0.55%	SOLE
36	PEPSICO INC	COM	$4.1M	26504	0.51%	SOLE
37	NETFLIX INC.	COM	$3.9M	40599	0.49%	SOLE
38	JOHNSON & JOHNSON	COM	$3.7M	15318	0.47%	SOLE
39	HOME DEPOT INC	COM	$3.6M	10827	0.45%	SOLE
40	TESLA INC	COM	$3.4M	9142	0.43%	SOLE
41	TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$3.3M	110000	0.41%	SOLE
42	PROCTER & GAMBLE CO	COM	$3.0M	20543	0.37%	SOLE
43	ORACLE CORP	COM	$2.9M	19592	0.36%	SOLE
44	CATERPILLAR INC	COM	$2.5M	3537	0.31%	SOLE
45	UNITED THERAPEUTICS CORP DEL	COM	$2.5M	4150	0.31%	SOLE
46	BLACKSTONE INC	COM	$2.1M	18324	0.26%	SOLE
47	THE CIGNA GROUP	COM	$1.7M	6467	0.22%	SOLE
48	GE VERNOVA INC	COM	$1.7M	1898	0.21%	SOLE
49	ISHARES TR SHY	1 3 YR TREAS BD	$1.6M	19788	0.20%	SOLE
50	ISHARES TR IJS	SP SMCP600VL ETF	$1.6M	13436	0.20%	SOLE

1–50 of 158

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.