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13F holdings · Q2 2026

King Wealth Management Group

Saratoga Springs, NY · files as King Wealth Management Group
Holdings as of Jun 30, 2026Filed Aug 5, 2026Next filing due Nov 16, 2026CIK 1568235

King Wealth Management Group reported 176 stocks worth $914K in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are IVV (14.3%), QQQ (9.7%) and SPY (6.6%). Compared with Q1 2026, the fund opened new positions in PRK and JMUB, added to IVV, QQQ and IJH, trimmed SPY, NVDA and MSFT and sold out of LRCX.

Reported value$914K+14.3% vs last quarter
Stocks held17620 new · 2 sold out
Top 5 weight40.0%fairly concentrated
Turnover4%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
IVV
Ishares TR
$131K14.3%175K+3,281 (+2%)8 of 8
2
QQQ
Invesco Qqq TR
$89K9.7%121K+327 (+0%)8 of 8
3
SPY
Spdr S&P 500 ETF TR
$60K6.6%80K−796 (−1%)8 of 8
4
NVDA
Nvidia Corporation
$43K4.7%215K−1,313 (−1%)8 of 8
5
MSFT
Microsoft Corp
$43K4.7%115K−758 (−1%)8 of 8
6
AAPL
Apple Inc
$43K4.7%147K−1,728 (−1%)8 of 8
7
IJH
Ishares TR
$32K3.5%417K+5,975 (+1%)8 of 8
8
IJR
Ishares TR
$31K3.4%209K+2,481 (+1%)8 of 8
9
GOOGL
Alphabet Inc
$28K3.1%79K+199 (+0%)8 of 8
10
JPM
Jpmorgan Chase & Co.
$26K2.9%81KNo change8 of 8
🔒 166 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
LRCX
Lam Research Corp
$8554,000
HONEYWELL INTL INC
$6913,058

Reported value

last 8 quarters
$642KQ3 '24
$686KQ4 '24
$660KQ1 '25
$737KQ2 '25
$796KQ3 '25
$830KQ4 '25
$800KQ1 '26
$914KQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 5, 202613F-HRQ2 2026SEC filing ↗

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King Wealth Management Group 13F FAQ

What does King Wealth Management Group own?

King Wealth Management Group reported 176 stocks worth $914K in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are IVV (14.3%), QQQ (9.7%) and SPY (6.6%). The table above lists every position in the filing (the top 10 without an account).

What did King Wealth Management Group buy and sell in Q2 2026?

Compared with Q1 2026: 20 new positions, 78 added to, 44 trimmed and 2 sold out. New positions include PRK and JMUB. It sold all of LRCX.

When will King Wealth Management Group file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is King Wealth Management Group's portfolio worth?

The Q2 2026 filing reports $914K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.