King Wealth Management Group

CIK

1568235

Location

SARATOGA SPRINGS, NY

Portfolio Value

Small $540,959,389

Diversification

Diversified

Filing Date

Global Rank

#2,504 / 8,623 ▼ 33 · as of Mar 2026

Top Industry

Software - Infrastructure 15.4%

3Y Alpha vs SPY

-1.9%

Period ended 4 months ago

Filed May 4, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+66.7%

SPY

+65.3%

Annualised alpha

+0.3%

Max drawdown

−18.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

116 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.8%

−0.1 pts

Top 5

44.4%

−1.0 pts

Top 10

63.5%

−1.0 pts

HHI

538

Diversified−17

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.9%	$145,577,360	19
Unclassified	24.3%	$131,709,297	7
Financial Services	11.4%	$61,550,729	15
Industrials	7.8%	$42,384,150	15
Communication Services	7.8%	$42,137,919	7
Consumer Defensive	7.3%	$39,586,268	8
Consumer Cyclical	6.6%	$35,803,930	9
Healthcare	4.7%	$25,477,011	21
Energy	2.6%	$13,866,313	7
Utilities	0.5%	$2,507,829	6
Real Estate	0.1%	$358,583	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+9,174	85,443	$17,795,213
SPY	Spdr S&P 500 ETF Trust	+7,209	81,213	$52,816,062
TSLA	Tesla, Inc.	+6,983	9,142	$3,398,538
QCOM	Qualcomm Inc/De	+3,066	6,730	$866,689
NFLX	Netflix Inc	+2,687	40,599	$3,903,593
UTHR	UNITED THERAPEUTICS Corp	+2,650	4,150	$2,460,867
MSFT	Microsoft Corp	+2,465	115,377	$42,709,104
CVX	Chevron Corp	+2,116	22,801	$4,717,526
HRTX	Heron Therapeutics, Inc. /De/	+2,000	32,799	$26,239
TT	Trane Technologies plc	+1,103	15,747	$6,562,404
ALDX	Aldeyra Therapeutics, Inc.	+1,100	11,900	$20,111
PG	PROCTER & GAMBLE Co	+1,040	20,543	$2,967,230
PLTR	Palantir Technologies Inc.	+905	45,298	$6,626,191
PEP	Pepsico Inc	+767	26,504	$4,115,806
META	Meta Platforms, Inc.	+728	23,935	$13,693,931
NVDA	Nvidia Corp	+672	216,333	$37,728,475
AAPL	Apple Inc.	+586	148,829	$37,771,311
GOOGL	Alphabet Inc.	+541	78,871	$22,680,144
JPM	Jpmorgan Chase & Co	+486	80,885	$23,793,131
XOM	ExxonMobil Holdings Corp	+450	31,972	$5,424,369
MO	Altria Group, Inc.	+402	6,642	$438,305
EPD	Enterprise Products Partners L.P.	+328	30,152	$1,140,951
JNJ	Johnson & Johnson	+218	15,318	$3,744,331
PH	Parker-Hannifin Corp	+206	15,741	$14,091,972
LMT	Lockheed Martin Corp	+188	16,920	$10,226,278
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TEVA	Teva Pharmaceutical Industries Ltd	−25,000	110,000	$3,313,200
ORCL	Oracle Corp	−15,211	19,592	$2,882,179
CI	Cigna Group	−10,500	6,467	$1,725,072
PANW	Palo Alto Networks Inc	−1,500	1,626	$260,680
KEY	Keycorp /New/	−1,269	13,072	$262,093
BMY	Bristol Myers Squibb Co	−1,011	6,812	$413,147
CSCO	Cisco Systems, Inc.	−999	3,801	$294,919
HD	Home Depot, Inc.	−979	10,827	$3,560,892
ET	Energy Transfer LP	−847	29,236	$564,254
T	At&T Inc.	−743	10,094	$292,625
MCD	Mcdonalds Corp	−615	24,761	$7,695,471
CRWD	CrowdStrike Holdings, Inc.	−543	27,032	$10,553,563
PFE	Pfizer Inc	−356	19,221	$539,725
MA	Mastercard Inc	−132	16,593	$8,290,858
AXP	American Express Co	−89	719	$217,483
LLY	ELI LILLY & Co	−73	7,436	$6,839,409
QQQ	Invesco Qqq Trust, Series 1	−69	120,210	$69,382,807
V	Visa Inc.	−52	72,654	$21,958,944
ELV	Elevance Health, Inc.	−41	1,046	$306,216
VZ	Verizon Communications Inc	−35	21,995	$1,104,149
UNH	Unitedhealth Group Inc	−30	1,183	$320,107
TJX	Tjx Companies Inc /De/	−26	4,522	$722,163
AMGN	Amgen Inc	−21	1,176	$413,775
WMT	Walmart Inc.	−20	136,044	$16,907,548
DKS	Dick's Sporting Goods, Inc.	−13	4,181	$829,050
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
STLA	Stellantis N.V.	70,000	$496,300
BSX	Boston Scientific Corp	7,000	$439,250
KEYS	Keysight Technologies, Inc.	810	$228,719
DFTX	Definium Therapeutics, Inc.	10,000	$189,000
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
BXSL	Blackstone Secured Lending Fund	148,078	$3,898,893
APO	Apollo Global Management, Inc.	6,100	$883,036
FISV	Fiserv Inc	7,232	$485,773
ABNB	Airbnb, Inc.	2,000	$271,440
LAZ	Lazard, Inc.	4,500	$218,520
SAP	Sap SE	886	$215,218
ACN	Accenture plc	765	$205,249
VMI	Valmont Industries Inc	500	$201,160
LFMD	LifeMD, Inc.	10,000	$34,100
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

116 tracked positions · $540,959,389 total · filing declares 158 positions · $799,722 · as of Mar 31, 2026

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

Showing 1–50 of 116 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	Reduced	120,210	-69	$69,382,807	−6.1%	12.83%
SPY	Spdr S&P 500 ETF Trust	Added	81,213	+7,209	$52,816,062	+4.7%	9.76%
MSFT	Microsoft Corp Technology	Added	115,377	+2,465	$42,709,104	−21.8%	7.90%
AAPL	Apple Inc. Technology	Added	148,829	+586	$37,771,311	−6.3%	6.98%
NVDA	Nvidia Corp Technology	Added	216,333	+672	$37,728,475	−6.2%	6.97%
JPM	Jpmorgan Chase & Co Financial Services	Added	80,885	+486	$23,793,131	−8.2%	4.40%
GOOGL	Alphabet Inc. Communication Services	Added	78,871	+541	$22,680,144	−7.5%	4.19%
V	Visa Inc. Financial Services	Reduced	72,654	-52	$21,958,944	−13.9%	4.06%
AMZN	Amazon Com Inc Consumer Cyclical	Added	85,443	+9,174	$17,795,213	+1.1%	3.29%
WMT	Walmart Inc. Consumer Defensive	Reduced	136,044	-20	$16,907,548	+11.5%	3.13%
PH	Parker-Hannifin Corp Industrials	Added	15,741	+206	$14,091,972	+3.2%	2.60%
META	Meta Platforms, Inc. Communication Services	Added	23,935	+728	$13,693,931	−10.6%	2.53%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	13,444	+136	$13,396,004	+16.7%	2.48%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	27,032	-543	$10,553,563	−18.4%	1.95%
LMT	Lockheed Martin Corp Industrials	Added	16,920	+188	$10,226,278	+26.4%	1.89%
MA	Mastercard Inc Financial Services	Reduced	16,593	-132	$8,290,858	−13.2%	1.53%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	24,761	-615	$7,695,471	−0.8%	1.42%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	16,096	+17	$7,455,506	−3.5%	1.38%
LLY	ELI LILLY & Co Healthcare	Reduced	7,436	-73	$6,839,409	−15.2%	1.26%
PLTR	Palantir Technologies Inc. Technology	Added	45,298	+905	$6,626,191	−16.0%	1.22%
TT	Trane Technologies plc Industrials	Added	15,747	+1,103	$6,562,404	+15.1%	1.21%
XOM	ExxonMobil Holdings Corp Energy	Added	31,972	+450	$5,424,369	+43.0%	1.00%
CVX	Chevron Corp Energy	Added	22,801	+2,116	$4,717,526	+49.6%	0.87%
PEP	Pepsico Inc Consumer Defensive	Added	26,504	+767	$4,115,806	+11.4%	0.76%
NFLX	Netflix Inc Communication Services	Added	40,599	+2,687	$3,903,593	+9.8%	0.72%
JNJ	Johnson & Johnson Healthcare	Added	15,318	+218	$3,744,331	+19.8%	0.69%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	10,827	-979	$3,560,892	−12.3%	0.66%
TSLA	Tesla, Inc. Consumer Cyclical	Added	9,142	+6,983	$3,398,538	+250.0%	0.63%
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Reduced	110,000	-25,000	$3,313,200	−21.4%	0.61%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	20,543	+1,040	$2,967,230	+6.2%	0.55%
ORCL	Oracle Corp Technology	Reduced	19,592	-15,211	$2,882,179	−57.5%	0.53%
CAT	Caterpillar Inc Industrials	Added	3,537	+82	$2,505,823	+26.6%	0.46%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Added	4,150	+2,650	$2,460,867	+236.7%	0.45%
BX	Blackstone Inc. Financial Services	Added	18,324	+5	$2,107,076	−25.4%	0.39%
CI	Cigna Group Healthcare	Reduced	6,467	-10,500	$1,725,072	−63.1%	0.32%
GEV	GE Vernova Inc. Industrials	Added	1,898	+58	$1,656,764	+37.8%	0.31%
UNP	Union Pacific Corp Industrials	Held	6,462	0	$1,567,810	+4.9%	0.29%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	3,911	0	$1,321,722	+11.2%	0.24%
GLD	Spdr Gold Trust	Added	2,908	+12	$1,251,283	+9.0%	0.23%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,504	+108	$1,199,916	−0.4%	0.22%
ABT	Abbott Laboratories Healthcare	Added	11,604	+52	$1,191,382	−17.7%	0.22%
EPD	Enterprise Products Partners L.P. Energy	Added	30,152	+328	$1,140,951	+19.3%	0.21%
BLK	BlackRock, Inc. Financial Services	Held	1,149	0	$1,105,004	−10.1%	0.20%
VZ	Verizon Communications Inc Communication Services	Reduced	21,995	-35	$1,104,149	+23.1%	0.20%
GE	General Electric Co Industrials	Added	3,753	+150	$1,064,988	−4.0%	0.20%
BP	Bp PLC Energy	Held	21,600	0	$1,015,200	+35.3%	0.19%
MRK	Merck & Co., Inc. Healthcare	Held	7,895	0	$949,689	+14.3%	0.18%
RTX	RTX Corp Industrials	Added	4,740	+20	$914,346	+5.6%	0.17%
GS	Goldman Sachs Group Inc Financial Services	Held	1,067	0	$902,671	−3.8%	0.17%
QCOM	Qualcomm Inc/De Technology	Added	6,730	+3,066	$866,689	+38.3%	0.16%

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.