King Wealth Management Group
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 61.3%; sector active share 37.8% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
174 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 50.2% | $458,694,298 |
| Technology | 18.2% | $166,565,977 |
| Financial Services | 7.7% | $70,655,390 |
| Communication Services | 5.3% | $48,209,499 |
| Industrials | 5.2% | $47,407,278 |
| Consumer Cyclical | 4.2% | $38,485,310 |
| Consumer Defensive | 4.0% | $36,907,761 |
| Healthcare | 3.4% | $31,389,045 |
| Energy | 1.3% | $11,606,368 |
| Utilities | 0.3% | $2,564,526 |
| Basic Materials | 0.1% | $481,167 |
| Real Estate | 0.0% | $371,102 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VO | VANGUARD MID-CAP INDEX FUND | +52,293 | 69,724 | $5,617,662 | |
| BSX | Boston Scientific Corp | +29,514 | 36,514 | $1,558,417 | |
| GSOL | Grayscale Solana Staking ETF | +10,000 | 20,000 | $110,600 | |
| STLA | Stellantis N.V. | +10,000 | 80,000 | $459,200 | |
| VUG | VANGUARD GROWTH INDEX FUND | +8,735 | 10,492 | $903,780 | |
| NFLX | Netflix Inc | +6,961 | 47,560 | $3,395,784 | |
| IJH | iShares Core S&P Mid-Cap ETF | +5,975 | 416,594 | $32,123,563 | |
| IWF | iShares Russell 1000 Growth ETF | +5,706 | 7,628 | $947,168 | |
| ETHA | iShares Ethereum Trust ETF | +5,000 | 15,000 | $178,349 | |
| CI | Cigna Group | +4,805 | 11,272 | $3,107,464 | |
| GLD | Spdr Gold Trust | +3,820 | 6,728 | $2,478,460 | |
| IEFA | iShares Core MSCI EAFE ETF | +3,292 | 87,962 | $8,495,369 | |
| IVV | iShares Core S&P 500 ETF | +3,281 | 175,250 | $131,242,972 | |
| IJR | iShares Core S&P Small-Cap ETF | +2,481 | 208,614 | $30,939,542 | |
| IEMG | iShares Trust | +2,303 | 70,623 | $5,850,409 | |
| TSLA | Tesla, Inc. | +1,984 | 11,126 | $4,679,595 | |
| VTV | VANGUARD VALUE INDEX FUND | +1,445 | 48,725 | $10,618,639 | |
| CVX | Chevron Corp | +1,254 | 24,055 | $3,987,356 | |
| ALDX | Aldeyra Therapeutics, Inc. | +800 | 12,700 | $27,051 | |
| KEY | Keycorp | +781 | 13,853 | $319,311 | |
| TT | Trane Technologies plc | +761 | 16,508 | $8,108,069 | |
| BAC | Bank Of America Corp | +546 | 4,832 | $275,327 | |
| COP | Conocophillips | +541 | 3,389 | $352,320 | |
| ET | Energy Transfer LP | +500 | 29,736 | $569 | |
| GIS | General Mills Inc | +500 | 13,034 | $453,583 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | −3,945 | 2,785 | $514,640 | |
| XLE | State Street(R) Energy Select Sector SPDR(R) ETF | −2,006 | 131,503 | $6,984,124 | |
| AAPL | Apple Inc. | −1,728 | 147,101 | $42,565,145 | |
| FBND | Fidelity Total Bond ETF | −1,671 | 17,686 | $804,536 | |
| 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 | |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | −655 | 13,656 | $1,489,459 | |
| VRP | Invesco Ltd. | −609 | 36,043 | $876,205 | |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND | −600 | 29,209 | $5,771,698 | |
| PEP | Pepsico Inc | −587 | 25,917 | $3,509,161 | |
| FTEC | Fidelity MSCI Information Technology Index ETF | −586 | 51,730 | $14,773,053 | |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | −583 | 32,843 | $4,851,896 | |
| 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 | |
| PFF | iShares Preferred and Income Securities ETF | −348 | 30,906 | $942,323 | |
| IEF | iShares 7-10 Year Treasury Bond ETF | −305 | 9,980 | $943,808 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | −292 | 15,804 | $8,255,851 | |
| CRWD | CrowdStrike Holdings, Inc. | −272 | 26,760 | $20,421,626 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PRK | Park National Corp | 7,588 | $1,388,528 | |
| JMUB | JPMorgan Municipal ETF | 20,528 | $1,039,845 | |
| INTC | Intel Corp | 3,911 | $546,092 | |
| SPYG | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF | 3,545 | $421,819 | |
| HONA | Honeywell Aerospace Inc. | 1,537 | $339,799 | |
| VMI | Valmont Industries Inc | 500 | $288,800 | |
| VRT | Vertiv Holdings Co | 769 | $257,476 | |
| CGCP | Capital Group Core Plus Income ETF | 11,548 | $257,404 | |
| 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 | |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | 1,723 | $202,452 | |
| LQMT | Liquidmetal Technologies Inc | 250,000 | $50,000 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LRCX | Lam Research Corp | 4,000 | $854,640 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IVV |
iShares Core S&P 500 ETF
|
Added | 175,250 | $131,242,972 | 14.37% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 120,537 | $88,763,446 | 9.72% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 80,417 | $60,053,003 | 6.58% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 215,020 | $43,023,351 | 4.71% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 114,619 | $42,755,179 | 4.68% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 147,101 | $42,565,145 | 4.66% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Added | 416,594 | $32,123,563 | 3.52% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 208,614 | $30,939,542 | 3.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 79,070 | $28,257,245 | 3.09% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 80,935 | $26,492,453 | 2.90% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 72,465 | $24,862,016 | 2.72% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 26,760 | $20,421,626 | 2.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 85,521 | $20,383,075 | 2.23% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Added | 15,845 | $15,498,311 | 1.70% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 136,003 | $15,403,699 | 1.69% | |
| ITOT |
iShares Core S&P Total U.S. Stock Market ETF
|
Reduced | 90,142 | $14,807,626 | 1.62% | |
| FTEC |
Fidelity MSCI Information Technology Index ETF
|
Reduced | 51,730 | $14,773,053 | 1.62% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 24,284 | $13,678,934 | 1.50% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 13,668 | $12,786,003 | 1.40% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 48,725 | $10,618,639 | 1.16% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 7,913 | $9,491,090 | 1.04% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 16,954 | $8,637,384 | 0.95% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 87,962 | $8,495,369 | 0.93% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 16,207 | $8,323,915 | 0.91% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Reduced | 15,804 | $8,255,851 | 0.90% | |
| TT |
Trane Technologies plc
Industrials
|
Added | 16,508 | $8,108,069 | 0.89% | |
| XLE |
State Street(R) Energy Select Sector SPDR(R) ETF
|
Reduced | 131,503 | $6,984,124 | 0.76% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 23,436 | $6,334,985 | 0.69% | |
| IEMG |
iShares Trust
|
Added | 70,623 | $5,850,409 | 0.64% | |
| VOE |
VANGUARD MID-CAP VALUE INDEX FUND
|
Reduced | 29,209 | $5,771,698 | 0.63% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 69,724 | $5,617,662 | 0.62% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 45,563 | $5,315,835 | 0.58% | |
| IJJ |
iShares S&P Mid-Cap 400 Value ETF
|
Reduced | 32,843 | $4,851,896 | 0.53% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 11,126 | $4,679,595 | 0.51% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 32,346 | $4,422,345 | 0.48% | |
| CVX |
Chevron Corp
Energy
|
Added | 24,055 | $3,987,356 | 0.44% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 15,202 | $3,860,851 | 0.42% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 3,593 | $3,826,185 | 0.42% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 10,248 | $3,614,264 | 0.40% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 25,917 | $3,509,161 | 0.38% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 47,560 | $3,395,784 | 0.37% | |
| TEVA |
Teva Pharmaceutical Industries Ltd
Healthcare
|
Reduced | 100,000 | $3,388,000 | 0.37% | |
| CI |
Cigna Group
Healthcare
|
Added | 11,272 | $3,107,464 | 0.34% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 20,453 | $2,999,227 | 0.33% | |
| GLD |
Spdr Gold Trust
|
Added | 6,728 | $2,478,460 | 0.27% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 1,934 | $2,272,179 | 0.25% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
Held | 4,150 | $2,248,594 | 0.25% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 18,365 | $2,161,009 | 0.24% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 12,957 | $1,898,848 | 0.21% | |
| IJS |
iShares S&P Small-Cap 600 Value ETF
|
Reduced | 13,254 | $1,811,556 | 0.20% |
Showing the top 50 of 174 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.