King Wealth Management Group
CIK
1568235
City
SARATOGA SPRINGS
State / Country
NY
Top Portfolio Positions
116 positions ·
$533,044,216 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
120,210 | $69,382,807 | 13.02% | |
| SPY |
Spdr S&P 500 ETF Trust
|
81,213 | $52,816,062 | 9.91% | |
| MSFT |
Microsoft Corp
Technology
|
115,377 | $42,709,104 | 8.01% | |
| AAPL |
Apple Inc.
Technology
|
148,829 | $37,771,311 | 7.09% | |
| NVDA |
Nvidia Corp
Technology
|
216,333 | $37,728,475 | 7.08% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
80,885 | $23,793,131 | 4.46% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
78,871 | $22,680,144 | 4.25% | |
| V |
Visa Inc.
Financial Services
|
72,654 | $21,958,944 | 4.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
85,443 | $17,795,213 | 3.34% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
136,044 | $16,907,548 | 3.17% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AWF
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,570 | 21,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $224,490 | 21,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $235,410 | 21,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $231,630 | 21,000 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $203,870 | 19,000 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $160,950 | 15,000 | Shares | Sole | 2025-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||