King Wealth Management Group Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, King Wealth Management Group disclosed 173 stock positions valued at approximately $914.31M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR IVV, INVESCO QQQ TR, and STATE STR SPDR S&P 500 ETF SPY.
- Report Period
- June 30, 2026
- No. of Stocks
- 173
- Portfolio Value
- $914.31M
Holdings by Sector
King Wealth Management Group Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR IVV | IVV | Other | 14.35% | 175,250 | +3,281 | +1.91% | $131,243,000 |
| INVESCO QQQ TR | QQQ | Other | 9.71% | 120,537 | +327 | +0.27% | $88,764,000 |
| STATE STR SPDR S&P 500 ETF SPY | SPY | Other | 6.57% | 80,417 | -796 | -0.98% | $60,053,000 |
| NVIDIA CORPORATION | NVDA | Technology | 4.71% | 215,020 | -1,313 | -0.61% | $43,023,000 |
| MICROSOFT CORP | MSFT | Technology | 4.68% | 114,619 | -758 | -0.66% | $42,755,000 |
| APPLE INC | AAPL | Technology | 4.66% | 147,101 | -1,728 | -1.16% | $42,565,000 |
| ISHARES TR IJH | IJH | Other | 3.51% | 416,594 | +5,975 | +1.46% | $32,124,000 |
| ISHARES TR IJR | IJR | Other | 3.38% | 208,614 | +2,481 | +1.20% | $30,940,000 |
| ALPHABET INC GOOGL | GOOGL | Communication Services | 3.09% | 79,070 | +199 | +0.25% | $28,257,000 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.90% | 80,935 | +50 | +0.06% | $26,492,000 |
| VISA INC | V | Financial Services | 2.72% | 72,465 | -189 | -0.26% | $24,862,000 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 2.23% | 26,760 | -272 | -1.01% | $20,422,000 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.23% | 85,521 | +78 | +0.09% | $20,383,000 |
| PARKER-HANNIFIN CORP | PH | Industrials | 1.70% | 15,845 | +104 | +0.66% | $15,499,000 |
| WALMART INC | WMT | Consumer Defensive | 1.68% | 136,003 | -41 | -0.03% | $15,404,000 |
| ISHARES TR ITOT | ITOT | Other | 1.62% | 90,142 | -133 | -0.15% | $14,808,000 |
| FIDELITY COVINGTON TRUST FTEC | FTEC | Other | 1.62% | 51,730 | -586 | -1.12% | $14,773,000 |
| META PLATFORMS INC | META | Communication Services | 1.50% | 24,284 | +349 | +1.46% | $13,679,000 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.40% | 13,668 | +224 | +1.67% | $12,786,000 |
| VANGUARD INDEX FDS VTV | VTV | Other | 1.16% | 48,725 | +1,445 | +3.06% | $10,619,000 |
| ELI LILLY & CO | LLY | Healthcare | 1.04% | 7,913 | +477 | +6.41% | $9,491,000 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.94% | 16,954 | +34 | +0.20% | $8,637,000 |
| ISHARES TR IEFA | IEFA | Other | 0.93% | 87,962 | +3,292 | +3.89% | $8,495,000 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.91% | 16,207 | -386 | -2.33% | $8,324,000 |
| STATE STR SPDR DOW JONES IND DIA | DIA | Other | 0.90% | 15,804 | -292 | -1.81% | $8,256,000 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.89% | 16,508 | +761 | +4.83% | $8,108,000 |
| SELECT SECTOR SPDR TR XLE | XLE | Other | 0.76% | 131,503 | -2,006 | -1.50% | $6,984,000 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.69% | 23,436 | -1,325 | -5.35% | $6,335,000 |
| ISHARES INC IEMG | IEMG | Other | 0.64% | 70,623 | +2,303 | +3.37% | $5,850,000 |
| VANGUARD INDEX FDS VOE | VOE | Other | 0.63% | 29,209 | -600 | -2.01% | $5,772,000 |
Showing 30 of 173 holdings in the latest reporting period.