King Wealth Management Group

CIK

1568235

Location

SARATOGA SPRINGS, NY

Portfolio Value

Small $533,077,925

Diversification

Diversified

Filing Date

Global Rank

#2,520 / 8,603 ▼ 19 · as of Mar 2026

Top Industry

Software - Infrastructure 13.7%

3Y Alpha vs SPY

-2.1%

Period ended 3 months ago

Filed May 4, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.2%

SPY

+76.0%

Annualised alpha

-2.1%

Max drawdown

−18.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

13.0%

−0.2 pts

Top 5

45.1%

−1.1 pts

Top 10

64.4%

−1.2 pts

HHI

550

Diversified−19

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.8%	$137,662,187	19
Unclassified	24.7%	$131,709,297	7
Financial Services	11.5%	$61,550,729	15
Industrials	8.0%	$42,417,859	15
Communication Services	7.9%	$42,137,919	7
Consumer Defensive	7.4%	$39,586,268	8
Consumer Cyclical	6.7%	$35,803,930	9
Healthcare	4.8%	$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	$2,638,390
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 positions · $533,077,925 total · 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%	13.02%
SPY	Spdr S&P 500 ETF Trust	Added	81,213	+7,209	$52,816,062	+4.7%	9.91%
MSFT	Microsoft Corp Technology	Added	115,377	+2,465	$42,709,104	−21.8%	8.01%
AAPL	Apple Inc. Technology	Added	148,829	+586	$37,771,311	−6.3%	7.09%
NVDA	Nvidia Corp Technology	Added	216,333	+672	$37,728,475	−6.2%	7.08%
JPM	Jpmorgan Chase & Co Financial Services	Added	80,885	+486	$23,793,131	−8.2%	4.46%
GOOGL	Alphabet Inc. Communication Services	Added	78,871	+541	$22,680,144	−7.5%	4.25%
V	Visa Inc. Financial Services	Reduced	72,654	-52	$21,958,944	−13.9%	4.12%
AMZN	Amazon Com Inc Consumer Cyclical	Added	85,443	+9,174	$17,795,213	+1.1%	3.34%
WMT	Walmart Inc. Consumer Defensive	Reduced	136,044	-20	$16,907,548	+11.5%	3.17%
PH	Parker-Hannifin Corp Industrials	Added	15,741	+206	$14,091,972	+3.2%	2.64%
META	Meta Platforms, Inc. Communication Services	Added	23,935	+728	$13,693,931	−10.6%	2.57%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	13,444	+136	$13,396,004	+16.7%	2.51%
LMT	Lockheed Martin Corp Industrials	Added	16,920	+188	$10,226,278	+26.4%	1.92%
MA	Mastercard Inc Financial Services	Reduced	16,593	-132	$8,290,858	−13.2%	1.56%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	24,761	-615	$7,695,471	−0.8%	1.44%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	16,096	+17	$7,455,506	−3.5%	1.40%
LLY	ELI LILLY & Co Healthcare	Reduced	7,436	-73	$6,839,409	−15.2%	1.28%
PLTR	Palantir Technologies Inc. Technology	Added	45,298	+905	$6,626,191	−16.0%	1.24%
TT	Trane Technologies plc Industrials	Added	15,747	+1,103	$6,562,404	+15.1%	1.23%
XOM	ExxonMobil Holdings Corp Energy	Added	31,972	+450	$5,424,369	+43.0%	1.02%
CVX	Chevron Corp Energy	Added	22,801	+2,116	$4,717,526	+49.6%	0.88%
PEP	Pepsico Inc Consumer Defensive	Added	26,504	+767	$4,115,806	+11.4%	0.77%
NFLX	Netflix Inc Communication Services	Added	40,599	+2,687	$3,903,593	+9.8%	0.73%
JNJ	Johnson & Johnson Healthcare	Added	15,318	+218	$3,744,331	+19.8%	0.70%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	10,827	-979	$3,560,892	−12.3%	0.67%
TSLA	Tesla, Inc. Consumer Cyclical	Added	9,142	+6,983	$3,398,538	+250.0%	0.64%
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Reduced	110,000	-25,000	$3,313,200	−21.4%	0.62%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	20,543	+1,040	$2,967,230	+6.2%	0.56%
ORCL	Oracle Corp Technology	Reduced	19,592	-15,211	$2,882,179	−57.5%	0.54%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	27,032	-543	$2,638,390	−18.4%	0.49%
CAT	Caterpillar Inc Industrials	Added	3,537	+82	$2,505,823	+26.6%	0.47%
UTHR	UNITED THERAPEUTICS Corp Healthcare	Added	4,150	+2,650	$2,460,867	+236.7%	0.46%
BX	Blackstone Inc. Financial Services	Added	18,324	+5	$2,107,076	−25.4%	0.40%
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%	0.25%
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%	0.23%
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%	0.21%
VZ	Verizon Communications Inc Communication Services	Reduced	21,995	-35	$1,104,149	+23.1%	0.21%
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%