King Wealth Management Group

CIK

1568235

Location

SARATOGA SPRINGS, NY

Portfolio Value

Small $617,447,102

Diversification

Diversified

Filing Date

Global Rank

#2,531 / 8,700 ▲ 121

Top Industry

Software - Infrastructure 15.6%

Period ended 2 months ago

Filed Aug 5, 2026 · 39d

26 quarters · since Mar 2020

Portfolio Concentration

131 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.4%

−11.7 pts

Top 5

44.9%

−6.7 pts

Top 10

64.6%

−3.1 pts

HHI

564

Diversified−377

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.0%	$166,565,977	19
Unclassified	26.4%	$163,111,901	10
Financial Services	11.3%	$69,779,185	18
Communication Services	7.8%	$48,209,499	7
Industrials	7.7%	$47,407,278	20
Consumer Cyclical	6.2%	$38,485,310	9
Consumer Defensive	6.0%	$36,907,761	8
Healthcare	5.1%	$31,389,045	22
Energy	2.0%	$12,174,351	8
Utilities	0.4%	$2,564,526	6
Basic Materials	0.1%	$481,167	2
Real Estate	0.1%	$371,102	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BSX	Boston Scientific Corp	+29,514	36,514	$1,558,417
STLA	Stellantis N.V.	+10,000	80,000	$459,200
GSOL	Grayscale Solana Staking ETF	+10,000	20,000	$110,600
NFLX	Netflix Inc	+6,961	47,560	$3,395,784
ETHA	iShares Ethereum Trust ETF	+5,000	15,000	$0
CI	Cigna Group	+4,805	11,272	$3,107,464
GLD	Spdr Gold Trust	+3,820	6,728	$2,478,460
TSLA	Tesla, Inc.	+1,984	11,126	$4,679,595
CVX	Chevron Corp	+1,254	24,055	$3,987,356
ALDX	Aldeyra Therapeutics, Inc.	+800	12,700	$27,051
KEY	Keycorp /New/	+781	13,853	$319,311
TT	Trane Technologies plc	+761	16,508	$8,108,069
BAC	Bank Of America Corp /De/	+546	4,832	$275,327
COP	Conocophillips	+541	3,389	$352,320
ET	Energy Transfer LP	+500	29,736	$568,552
GIS	General Mills Inc	+500	13,034	$453,583
LLY	ELI LILLY & Co	+477	7,913	$9,491,090
XOM	ExxonMobil Holdings Corp	+374	32,346	$4,422,345
META	Meta Platforms, Inc.	+349	24,284	$13,678,934
QQQ	Invesco Qqq Trust, Series 1	+327	120,537	$88,763,446
PLTR	Palantir Technologies Inc.	+265	45,563	$5,315,835
COST	Costco Wholesale Corp /New	+224	13,668	$12,786,003
GOOGL	Alphabet Inc.	+216	82,772	$29,565,272
PFE	Pfizer Inc	+206	19,427	$467,802
VLO	Valero Energy Corp/Tx	+200	2,742	$714,126
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	−108,328	5,381	$1,631,088
TEVA	Teva Pharmaceutical Industries Ltd	−10,000	100,000	$3,388,000
ORCL	Oracle Corp	−6,635	12,957	$1,898,848
QCOM	Qualcomm Inc/De	−3,945	2,785	$514,640
AAPL	Apple Inc.	−1,728	147,101	$42,565,145
HON	Honeywell International Inc	−1,521	1,537	$344,134
MCD	Mcdonalds Corp	−1,325	23,436	$6,334,985
NVDA	Nvidia Corp	−1,313	215,020	$43,023,351
SPY	Spdr S&P 500 ETF Trust	−796	80,417	$60,053,003
MSFT	Microsoft Corp	−758	114,619	$42,755,179
PEP	Pepsico Inc	−587	25,917	$3,509,161
HD	Home Depot, Inc.	−579	10,248	$3,614,264
PANW	Palo Alto Networks Inc	−496	1,130	$385,352
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−474	3,437	$1,641,408
MA	Mastercard Inc	−386	16,207	$8,323,915
DIA	Spdr Dow Jones Industrial Average ETF Trust	−292	15,804	$8,255,851
CRWD	CrowdStrike Holdings, Inc.	−272	26,760	$20,421,626
ETB	Eaton Vance Tax-Managed Buy-Write Income Fund	−196	11,981	$186,184
V	Visa Inc.	−189	72,465	$24,862,016
ABT	Abbott Laboratories	−172	11,432	$1,037,339
JNJ	Johnson & Johnson	−116	15,202	$3,860,851
PG	PROCTER & GAMBLE Co	−90	20,453	$2,999,227
DKS	Dick's Sporting Goods, Inc.	−82	4,099	$929,694
GLDM	World Gold Trust	−43	6,258	$497,010
WMT	Walmart Inc.	−41	136,003	$15,403,699
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
PRK	Park National Corp /Oh/	7,588	$1,388,528
INTC	Intel Corp	3,911	$546,092
HONA	Honeywell Aerospace Inc.	1,537	$339,799
VMI	Valmont Industries Inc	500	$288,800
VRT	Vertiv Holdings Co	769	$257,476
NUE	Nucor Corp	1,130	$251,707
AROW	Arrow Financial Corp	5,718	$234,380
STLD	Steel Dynamics Inc	1,000	$229,460
TRV	Travelers Companies, Inc.	690	$227,782
TTE	TotalEnergies SE	2,770	$215,395
INSM	INSMED Inc	2,000	$213,240
EMR	Emerson Electric Co	1,453	$207,996
LQMT	Liquidmetal Technologies Inc	250,000	$50,000
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	1,187,633	$206,705,505
FBCG	Fidelity Blue Chip Growth ETF	59,146	$11,132,067
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	136,107	$8,524,035
FAAA	Fidelity AAA CLO ETF	19,357	$883,066
IVZ	Invesco Ltd.	36,652	$878,914
LRCX	Lam Research Corp	4,000	$854,640
ABI	VictoryShares Pioneer Asset-Based Income ETF	3,189	$528,417
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	2,836	$413,885
BIV	Vanguard Intermediate-Term Bond ETF	5,503	$405,240
AFK	VanEck Africa Index ETF	672	$271,629
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

131 tracked positions · $617,447,102 total · filing declares 176 positions · $914,307 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 131 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	120,537	+327	$88,763,446	+27.9%	14.38%
SPY	Spdr S&P 500 ETF Trust	Reduced	80,417	-796	$60,053,003	+13.7%	9.73%
NVDA	Nvidia Corp Technology	Reduced	215,020	-1,313	$43,023,351	+14.0%	6.97%
MSFT	Microsoft Corp Technology	Reduced	114,619	-758	$42,755,179	+0.1%	6.92%
AAPL	Apple Inc. Technology	Reduced	147,101	-1,728	$42,565,145	+12.7%	6.89%
GOOGL	Alphabet Inc. Communication Services	Added	82,772	+216	$29,565,272	+24.6%	4.79%
JPM	Jpmorgan Chase & Co Financial Services	Added	80,935	+50	$26,492,453	+11.3%	4.29%
V	Visa Inc. Financial Services	Reduced	72,465	-189	$24,862,016	+13.2%	4.03%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	26,760	-272	$20,421,626	+93.5%	3.31%
AMZN	Amazon Com Inc Consumer Cyclical	Added	85,521	+78	$20,383,075	+14.5%	3.30%
PH	Parker-Hannifin Corp Industrials	Added	15,845	+104	$15,498,311	+10.0%	2.51%
WMT	Walmart Inc. Consumer Defensive	Reduced	136,003	-41	$15,403,699	−8.9%	2.49%
META	Meta Platforms, Inc. Communication Services	Added	24,284	+349	$13,678,934	−0.1%	2.22%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	13,668	+224	$12,786,003	−4.6%	2.07%
LLY	ELI LILLY & Co Healthcare	Added	7,913	+477	$9,491,090	+38.8%	1.54%
LMT	Lockheed Martin Corp Industrials	Added	16,954	+34	$8,637,384	−15.5%	1.40%
MA	Mastercard Inc Financial Services	Reduced	16,207	-386	$8,323,915	+0.4%	1.35%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	15,804	-292	$8,255,851	+10.7%	1.34%
TT	Trane Technologies plc Industrials	Added	16,508	+761	$8,108,069	+23.6%	1.31%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	23,436	-1,325	$6,334,985	−17.7%	1.03%
PLTR	Palantir Technologies Inc. Technology	Added	45,563	+265	$5,315,835	−19.8%	0.86%
TSLA	Tesla, Inc. Consumer Cyclical	Added	11,126	+1,984	$4,679,595	+37.7%	0.76%
XOM	ExxonMobil Holdings Corp Energy	Added	32,346	+374	$4,422,345	−18.5%	0.72%
CVX	Chevron Corp Energy	Added	24,055	+1,254	$3,987,356	−15.5%	0.65%
JNJ	Johnson & Johnson Healthcare	Reduced	15,202	-116	$3,860,851	+3.1%	0.63%
CAT	Caterpillar Inc Industrials	Added	3,593	+56	$3,826,185	+52.7%	0.62%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	10,248	-579	$3,614,264	+1.5%	0.59%
PEP	Pepsico Inc Consumer Defensive	Reduced	25,917	-587	$3,509,161	−14.7%	0.57%
NFLX	Netflix Inc Communication Services	Added	47,560	+6,961	$3,395,784	−13.0%	0.55%
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Reduced	100,000	-10,000	$3,388,000	+2.3%	0.55%
CI	Cigna Group Healthcare	Added	11,272	+4,805	$3,107,464	+80.1%	0.50%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	20,453	-90	$2,999,227	+1.1%	0.49%
GLD	Spdr Gold Trust	Added	6,728	+3,820	$2,478,460	+98.1%	0.40%
GEV	GE Vernova Inc. Industrials	Added	1,934	+36	$2,272,179	+37.1%	0.37%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Held	4,150	0	$2,248,594	−8.6%	0.36%
BX	Blackstone Inc. Financial Services	Added	18,365	+41	$2,161,009	+2.6%	0.35%
ORCL	Oracle Corp Technology	Reduced	12,957	-6,635	$1,898,848	−34.1%	0.31%
AMD	Advanced Micro Devices Inc Technology	Added	3,083	+20	$1,790,945	+187.4%	0.29%
UNP	Union Pacific Corp Industrials	Added	6,512	+50	$1,771,264	+13.0%	0.29%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	3,437	-474	$1,641,408	+24.2%	0.27%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	5,381	-108,328	$1,631,088	−91.9%	0.26%
BSX	Boston Scientific Corp Healthcare	Added	36,514	+29,514	$1,558,417	+254.8%	0.25%
GE	General Electric Co Industrials	Added	3,819	+66	$1,427,274	+34.0%	0.23%
PRK	Park National Corp /Oh/ Financial Services	NEW	7,588	NEW	$1,388,528	NEW	0.22%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,526	+22	$1,263,985	+5.3%	0.20%
EPD	Enterprise Products Partners L.P. Energy	Added	30,203	+51	$1,110,262	−2.7%	0.18%
MU	Micron Technology Inc Technology	Reduced	961	-22	$1,109,272	+234.0%	0.18%
BLK	BlackRock, Inc. Financial Services	Held	1,149	0	$1,104,832	−0.0%	0.18%
GLW	Corning Inc /Ny Technology	Added	4,316	+21	$1,102,435	+88.8%	0.18%
GS	Goldman Sachs Group Inc Financial Services	Added	1,084	+17	$1,096,325	+21.5%	0.18%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.