King Wealth Management Group
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), King Wealth Management Group reported 176 stock positions worth $914.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 14.4% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 9.7%) and SS SPDR S&P 500 ETF Trust-US (SPY, 6.6%). Compared with Q1 2026, it opened 18 new positions, sold out of 1, added to 82 and reduced 48. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +0%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SARATOGA SPRINGS, NY
- CIK
- 0001568235
- Portfolio Value
- $914.3M (Q2 2026)
- SEC Filing
- 0001568235-26-000008 ↗ filed Aug 5, 2026
Holdings Value
Holdings 176 stocks · $914.3M
| IVV iShares Core S&P 500 ETF | 14.35% | 175,250 | $131.2M | Add +1.9% |
| QQQ Invesco QQQ Trust Series 1 | 9.71% | 120,537 | $88.8M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.57% | 80,417 | $60.1M | Reduce -1.0% |
| NVDA Nvidia Corp. | 4.71% | 215,020 | $43.0M | Reduce -0.6% |
| MSFT Microsoft Corp. | 4.68% | 114,619 | $42.8M | Reduce -0.7% |
| AAPL Apple Inc. | 4.66% | 147,101 | $42.6M | Reduce -1.2% |
| IJH iShares Core S&P Midcap ETF | 3.51% | 416,594 | $32.1M | Add +1.5% |
| IJR iShares Core S&P Small-Cap E | 3.38% | 208,614 | $30.9M | Add +1.2% |
| GOOGL Alphabet Inc. Class A | 3.09% | 79,070 | $28.3M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 2.90% | 80,935 | $26.5M | Add +0.1% |
| V Visa Inc. Class A | 2.72% | 72,465 | $24.9M | Reduce -0.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.23% | 26,760 | $20.4M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 2.23% | 85,521 | $20.4M | Add +0.1% |
| PH Parker Hannifin Corp. | 1.70% | 15,845 | $15.5M | Add +0.7% |
| WMT Walmart Inc. | 1.68% | 136,003 | $15.4M | Reduce -0.0% |
| ITOT iShares Core S&P Total U.S. | 1.62% | 90,142 | $14.8M | Reduce -0.1% |
| FTEC Fidelity MSCI Info Tech Indx | 1.62% | 51,730 | $14.8M | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 1.50% | 24,284 | $13.7M | Add +1.5% |
| COST Costco Wholesale Corp. | 1.40% | 13,668 | $12.8M | Add +1.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.16% | 48,725 | $10.6M | Add +3.1% |
| LLY Eli Lilly & Co. | 1.04% | 7,913 | $9.5M | Add +6.4% |
| LMT Lockheed Martin Corp. | 0.94% | 16,954 | $8.6M | Add +0.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.93% | 87,962 | $8.5M | Add +3.9% |
| MA Mastercard Inc. Class A | 0.91% | 16,207 | $8.3M | Reduce -2.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.90% | 15,804 | $8.3M | Reduce -1.8% |
| TT Trane Technologies PLC | 0.89% | 16,508 | $8.1M | Add +4.8% |
| XLE SS Energy Select Sector | 0.76% | 131,503 | $7.0M | Reduce -1.5% |
| MCD McDonald's Corp. | 0.69% | 23,436 | $6.3M | Reduce -5.3% |
| IEMG iShares Core MSCI Emerging | 0.64% | 70,623 | $5.8M | Add +3.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.63% | 29,209 | $5.8M | Reduce -2.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.61% | 69,724 | $5.6M | No change |
| PLTR Palantir Technologies Inc. Class A | 0.58% | 45,563 | $5.3M | Add +0.6% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.53% | 32,843 | $4.9M | Reduce -1.7% |
| TSLA Tesla Inc. | 0.51% | 11,126 | $4.7M | Add +21.7% |
| XOM Exxon Mobil Corp. | 0.48% | 32,346 | $4.4M | Add +1.2% |
| CVX Chevron Corp. | 0.44% | 24,055 | $4.0M | Add +5.5% |
| JNJ Johnson & Johnson | 0.42% | 15,202 | $3.9M | Reduce -0.8% |
| CAT Caterpillar Inc. | 0.42% | 3,593 | $3.8M | Add +1.6% |
| HD Home Depot Inc. | 0.40% | 10,248 | $3.6M | Reduce -5.3% |
| PEP Pepsico Inc. | 0.38% | 25,917 | $3.5M | Reduce -2.2% |
| NFLX Netflix Inc. | 0.37% | 47,560 | $3.4M | Add +17.1% |
| TEVA Teva Pharmaceutical-SP ADR | 0.37% | 100,000 | $3.4M | Reduce -9.1% |
| CI The Cigna Group | 0.34% | 11,272 | $3.1M | Add +74.3% |
| PG The Procter & Gamble Co. | 0.33% | 20,453 | $3.0M | Reduce -0.4% |
| GLD SPDR Gold Shares | 0.27% | 6,728 | $2.5M | Add +131.4% |
| GEV GE Vernova Inc. | 0.25% | 1,934 | $2.3M | Add +1.9% |
| UTHR United Therapeutics Corp. | 0.25% | 4,150 | $2.2M | No change |
| BX Blackstone Inc. | 0.24% | 18,365 | $2.2M | Add +0.2% |
| ORCL Oracle Corp. | 0.21% | 12,957 | $1.9M | Reduce -33.9% |
| IJS iShares S&P Small-Cap 600 Va | 0.20% | 13,254 | $1.8M | Reduce -1.4% |
| AMD Advanced Micro Devices | 0.20% | 3,083 | $1.8M | Add +0.7% |
| VOO Vanguard S&P 500 ETF | 0.19% | 2,580 | $1.8M | Reduce -1.3% |
| UNP Union Pacific Corp. | 0.19% | 6,512 | $1.8M | Add +0.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.18% | 3,437 | $1.6M | Reduce -12.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.18% | 5,381 | $1.6M | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.18% | 19,569 | $1.6M | Reduce -1.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.18% | 4,326 | $1.6M | Reduce -0.4% |
| BSX Boston Scientific Corp. | 0.17% | 36,514 | $1.6M | Add +421.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.16% | 13,656 | $1.5M | Reduce -4.6% |
| IVE iShares S&P 500 Value ETF | 0.16% | 6,550 | $1.5M | No change |
| GE General Electric filed as GE AEROSPACE | 0.16% | 3,819 | $1.4M | Add +1.8% |
| PRK Park National Corp. | 0.15% | 7,588 | $1.4M | New |
| GOOG Alphabet Inc. Class C | 0.14% | 3,702 | $1.3M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 2,526 | $1.3M | Add +0.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.13% | 5,032 | $1.2M | Reduce -1.2% |
| AGG iShares Core U.S. Aggregate | 0.13% | 11,843 | $1.2M | Add +0.6% |
| EPD Enterprise Products Partners | 0.12% | 30,203 | $1.1M | Add +0.2% |
| MU Micron Technology Inc. | 0.12% | 961 | $1.1M | Reduce -2.2% |
| BLK BlackRock Inc. | 0.12% | 1,149 | $1.1M | No change |
| GLW Corning Inc. | 0.12% | 4,316 | $1.1M | Add +0.5% |
| GS Goldman Sachs Group Inc. | 0.12% | 1,084 | $1.1M | Add +1.6% |
| AVGO Broadcom Inc. | 0.12% | 2,786 | $1.1M | Add +2.7% |
| JMUB JPMorgan Municipal ETF | 0.11% | 20,528 | $1.0M | New |
| ABT Abbott Laboratories | 0.11% | 11,432 | $1.0M | Reduce -1.5% |
| MRK Merck & Co. Inc. | 0.11% | 7,948 | $1.0M | Add +0.7% |
| IWF iShares Russell 1000 Growth | 0.10% | 7,628 | $947K | Reduce -0.8% |
| IEF iShares 7-10 Year Treasury B | 0.10% | 9,980 | $944K | Reduce -3.0% |
| PFF iShares Preferred & Income S | 0.10% | 30,906 | $942K | Reduce -1.1% |
| DKS Dick's Sporting Goods Inc. | 0.10% | 4,099 | $930K | Reduce -2.0% |
| VZ Verizon Communications Inc. | 0.10% | 21,975 | $930K | Reduce -0.1% |
| RTX RTX Corp. | 0.10% | 4,810 | $913K | Add +1.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 10,492 | $904K | Reduce -0.5% |
| ETN Eaton Corp. PLC | 0.10% | 2,115 | $901K | Add +5.0% |
| VRP Invesco Variable Rate Prefer | 0.10% | 36,043 | $876K | Reduce -1.7% |
| THC Tenet Healthcare Corp. | 0.09% | 4,500 | $842K | No change |
| CASY Casey's General Stores Inc. | 0.09% | 1,050 | $835K | No change |
| KO The Coca-Cola Co. | 0.09% | 10,214 | $830K | Add +0.4% |
| UPS United Parcel Service Class B | 0.09% | 7,632 | $820K | No change |
| FBND Fidelity Total Bond ETF | 0.09% | 17,686 | $805K | Reduce -8.6% |
| BP BP PLC-Spons ADR | 0.09% | 21,759 | $804K | Add +0.7% |
| WM Waste Management Inc. | 0.09% | 3,588 | $800K | Add +0.1% |
| VXF Vanguard Extended Market ETF | 0.08% | 2,975 | $733K | Add +0.2% |
| VLO Valero Energy Corp. | 0.08% | 2,742 | $714K | Add +7.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 4,537 | $687K | Add +0.3% |
| ABBV Abbvie Inc. | 0.07% | 2,709 | $682K | Add +0.6% |
| AMAT Applied Materials Inc. | 0.06% | 817 | $590K | Add +0.7% |
| IBB iShares Biotechnology ETF | 0.06% | 3,102 | $590K | No change |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.06% | 7,000 | $578K | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.06% | 289 | $575K | Add +4.7% |
| ET Energy Transfer LP | 0.06% | 29,736 | $569K | Add +1.7% |
Portfolio Sells Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Reduce -0.7% | 4.68% | −0.66 |
| WMT Walmart Inc. | Reduce -0.0% | 1.68% | −0.43 |
| MCD McDonald's Corp. | Reduce -5.3% | 0.69% | −0.27 |
| XLE SS Energy Select Sector | Reduce -1.5% | 0.76% | −0.26 |
| ORCL Oracle Corp. | Reduce -33.9% | 0.21% | −0.15 |
| PEP Pepsico Inc. | Reduce -2.2% | 0.38% | −0.13 |
| MA Mastercard Inc. Class A | Reduce -2.3% | 0.91% | −0.13 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.11 |
| AAPL Apple Inc. | Reduce -1.2% | 4.66% | −0.07 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -2.0% | 0.63% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -58.6% | 0.06% | −0.05 |
| HD Home Depot Inc. | Reduce -5.3% | 0.40% | −0.05 |
| JNJ Johnson & Johnson | Reduce -0.8% | 0.42% | −0.05 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -9.1% | 0.37% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -0.4% | 0.33% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -0.1% | 0.10% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.0% | 6.57% | −0.04 |
| ABT Abbott Laboratories | Reduce -1.5% | 0.11% | −0.04 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -4.6% | 0.16% | −0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -1.8% | 0.90% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -1.1% | 0.18% | −0.03 |
| V Visa Inc. Class A | Reduce -0.3% | 2.72% | −0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -1.7% | 0.53% | −0.02 |
| FBND Fidelity Total Bond ETF | Reduce -8.6% | 0.09% | −0.02 |
| IEF iShares 7-10 Year Treasury B | Reduce -3.0% | 0.10% | −0.02 |
| GLDM SPDR Gold Minishares Trust | Reduce -0.7% | 0.05% | −0.02 |
| PFF iShares Preferred & Income S | Reduce -1.1% | 0.10% | −0.02 |
| VRP Invesco Variable Rate Prefer | Reduce -1.7% | 0.10% | −0.01 |
| NVDA Nvidia Corp. | Reduce -0.6% | 4.71% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -4.0% | 0.04% | −0.01 |
| DRI Darden Restaurants Inc. | Reduce -1.2% | 0.06% | −0.01 |
| TIP iShares Tips Bond ETF | Reduce -3.6% | 0.03% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.2% | 0.13% | −0.00 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -1.4% | 0.03% | −0.00 |
| OEF iShares S&P 100 ETF | Reduce -5.6% | 0.06% | −0.00 |
| DKS Dick's Sporting Goods Inc. | Reduce -2.0% | 0.10% | −0.00 |
| ETB Eaton Vance T/M Buy-WRT Inc. | Reduce -1.6% | 0.02% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -1.3% | 0.19% | −0.00 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -1.4% | 0.20% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.4% | 0.18% | +0.00 |
| IWF iShares Russell 1000 Growth | Reduce -0.8% | 0.10% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.5% | 0.10% | +0.00 |
| ELV Elevance Health Inc. | Reduce -0.9% | 0.04% | +0.01 |
| PANW Palo Alto Networks Inc. | Reduce -30.5% | 0.04% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.1% | 1.62% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -12.1% | 0.18% | +0.01 |
| MU Micron Technology Inc. | Reduce -2.2% | 0.12% | +0.08 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -1.1% | 1.62% | +0.25 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -1.0% | 2.23% | +0.91 |
Portfolio Buys Q1 2026 → Q2 2026
| QQQ Invesco QQQ Trust Series 1 | Add +0.3% | 9.71% | +1.03 |
| IVV iShares Core S&P 500 ETF | Add +1.9% | 14.35% | +0.31 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 3.09% | +0.25 |
| LLY Eli Lilly & Co. | Add +6.4% | 1.04% | +0.18 |
| IJR iShares Core S&P Small-Cap E | Add +1.2% | 3.38% | +0.18 |
| PRK Park National Corp. | New | 0.15% | +0.15 |
| CI The Cigna Group | Add +74.3% | 0.34% | +0.12 |
| AMD Advanced Micro Devices | Add +0.7% | 0.20% | +0.12 |
| BSX Boston Scientific Corp. | Add +421.6% | 0.17% | +0.12 |
| GLD SPDR Gold Shares | Add +131.4% | 0.27% | +0.11 |
| JMUB JPMorgan Municipal ETF | New | 0.11% | +0.11 |
| CAT Caterpillar Inc. | Add +1.6% | 0.42% | +0.11 |
| TSLA Tesla Inc. | Add +21.7% | 0.51% | +0.09 |
| TT Trane Technologies PLC | Add +4.8% | 0.89% | +0.07 |
| INTC Intel Corp. | New | 0.06% | +0.06 |
| GLW Corning Inc. | Add +0.5% | 0.12% | +0.05 |
| IJH iShares Core S&P Midcap ETF | Add +1.5% | 3.51% | +0.05 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.05% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +3.4% | 0.64% | +0.04 |
| GEV GE Vernova Inc. | Add +1.9% | 0.25% | +0.04 |
| VMI Valmont Industries | New | 0.03% | +0.03 |
| AMAT Applied Materials Inc. | Add +0.7% | 0.06% | +0.03 |
| CGCP Cap Group Core Plus Income | New | 0.03% | +0.03 |
| VRT Vertiv Holdings Co. Class A | New | 0.03% | +0.03 |
| NUE Nucor Corp. | New | 0.03% | +0.03 |
| RHHBY Roche Holdings Ltd.-Spons ADR | New | 0.03% | +0.03 |
| AROW Arrow Financial Corp. | New | 0.03% | +0.03 |
| STLD Steel Dynamics Inc. | New | 0.03% | +0.03 |
| TRV The Travelers Cos Inc. | New | 0.02% | +0.02 |
| TTE Totalenergies SE | New | 0.02% | +0.02 |
| INSM Insmed Inc. | New | 0.02% | +0.02 |
| GE General Electric | Add +1.8% | 0.16% | +0.02 |
| EMR Emerson Electric Co. | New | 0.02% | +0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | New | 0.02% | +0.02 |
| SCTSF Scottie Resources Corp. | New | 0.02% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +4.7% | 0.06% | +0.02 |
| XLK SS Technology Select Sector | Add +11.3% | 0.06% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +1.6% | 0.06% | +0.01 |
| CSCO Cisco Systems Inc. | Add +2.6% | 0.05% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 0.14% | +0.01 |
| AVGO Broadcom Inc. | Add +2.7% | 0.12% | +0.01 |
| ETN Eaton Corp. PLC | Add +5.0% | 0.10% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +1.6% | 0.12% | +0.01 |
| MS Morgan Stanley | Add +4.2% | 0.04% | +0.01 |
| LQMT Liquidmetal Technologies Inc. | New | 0.01% | +0.01 |
| GSOL Grayscale Solana Staking ETF | Add +100.0% | 0.01% | +0.00 |
| AMZN Amazon.com Inc. | Add +0.1% | 2.23% | +0.00 |
| TRST Trustco Bank Corp. NY | Add +0.1% | 0.05% | +0.00 |
| BAC Bank of America Corp. | Add +12.7% | 0.03% | +0.00 |
| VXF Vanguard Extended Market ETF | Add +0.2% | 0.08% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 176 | $914.3M | IVV, QQQ, SPY, NVDA, MSFT |
| Q1 2026 | 158 | $799.7M | IVV, QQQ, SPY, MSFT, AAPL |
| Q4 2025 | 165 | $829.7M | IVV, QQQ, MSFT, SPY, AAPL |
| Q3 2025 | 160 | $795.9M | IVV, QQQ, MSFT, SPY, NVDA |
| Q2 2025 | 157 | $736.9M | IVV, QQQ, MSFT, SPY, NVDA |
| Q1 2025 | 157 | $659.7M | IVV, QQQ, MSFT, SPY, AAPL |
| Q4 2024 | 154 | $685.5M | IVV, QQQ, MSFT, AAPL, SPY |
| Q3 2024 | 151 | $641.7M | IVV, QQQ, MSFT, SPY, AAPL |
| Q2 2024 | 144 | $599.8M | IVV, QQQ, MSFT, SPY, AAPL |
| Q1 2024 | 147 | $570.2M | IVV, QQQ, MSFT, SPY, IJH |