King Wealth Management Group
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), King Wealth Management Group reported 157 stock positions worth $736.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.8% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 9.0%) and Microsoft (MSFT, 7.5%). Compared with Q1 2025, it opened 7 new positions, sold out of 7, added to 57 and reduced 49. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +32%) and the biggest sale Unitedhealth (UNH, shares −88%).
- Most Recent 13F
- Q2 2026
- Location
- SARATOGA SPRINGS, NY
- CIK
- 0001568235
- Portfolio Value
- $736.9M (Q2 2025)
- SEC Filing
- 0001568235-25-000011 ↗ filed Aug 8, 2025
Holdings Value
Holdings 157 stocks · $736.9M
| IVV iShares Core S&P 500 ETF | 13.77% | 163,446 | $101.5M | Add +2.7% |
| QQQ Invesco QQQ Trust Series 1 | 8.96% | 119,740 | $66.1M | Add +0.2% |
| MSFT Microsoft Corp. | 7.53% | 111,539 | $55.5M | Reduce -1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.15% | 73,288 | $45.3M | Add +32.1% |
| NVDA Nvidia Corp. | 4.62% | 215,471 | $34.0M | Add +0.6% |
| AAPL Apple Inc. | 3.73% | 133,940 | $27.5M | Reduce -0.7% |
| V Visa Inc. Class A | 3.58% | 74,303 | $26.4M | Reduce -0.0% |
| IJH iShares Core S&P Midcap ETF | 3.25% | 385,633 | $23.9M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 3.14% | 79,918 | $23.2M | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 2.81% | 189,442 | $20.7M | Add +0.2% |
| META Meta Platforms Inc. Class A | 2.22% | 22,126 | $16.3M | Add +2.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.85% | 26,830 | $13.7M | Add +153.9% |
| AMZN Amazon.com Inc. | 1.80% | 60,520 | $13.3M | Add +6.9% |
| ITOT iShares Core S&P Total U.S. | 1.75% | 95,611 | $12.9M | Reduce -1.0% |
| LLY Eli Lilly & Co. | 1.75% | 16,538 | $12.9M | Reduce -34.8% |
| COST Costco Wholesale Corp. | 1.73% | 12,892 | $12.8M | Add +0.3% |
| WMT Walmart Inc. | 1.73% | 130,338 | $12.7M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 1.68% | 70,294 | $12.4M | Add +0.7% |
| FTEC Fidelity MSCI Info Tech Indx | 1.49% | 55,609 | $11.0M | Reduce -1.2% |
| PH Parker Hannifin Corp. | 1.40% | 14,804 | $10.3M | Add +2.0% |
| MA Mastercard Inc. Class A | 1.30% | 17,058 | $9.6M | Add +1.4% |
| MCD McDonald's Corp. | 1.10% | 27,755 | $8.1M | Reduce -4.9% |
| LMT Lockheed Martin Corp. | 1.09% | 17,352 | $8.0M | Reduce -1.0% |
| ORCL Oracle Corp. | 0.99% | 33,444 | $7.3M | Reduce -3.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.98% | 16,427 | $7.2M | Reduce -0.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.91% | 80,513 | $6.7M | Add +2.0% |
| XLE SS Energy Select Sector | 0.79% | 68,879 | $5.8M | Add +0.8% |
| TT Trane Technologies PLC | 0.79% | 13,249 | $5.8M | Add +4.8% |
| PLTR Palantir Technologies Inc. Class A | 0.75% | 40,456 | $5.5M | Add +48.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.72% | 18,948 | $5.3M | Reduce -0.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.72% | 32,223 | $5.3M | Reduce -2.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.71% | 29,567 | $5.2M | Add +39.4% |
| HD Home Depot Inc. | 0.67% | 13,465 | $4.9M | Reduce -4.2% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.60% | 35,507 | $4.4M | Reduce -1.9% |
| IEMG iShares Core MSCI Emerging | 0.53% | 64,644 | $3.9M | Add +3.5% |
| PEP Pepsico Inc. | 0.51% | 28,288 | $3.7M | Reduce -3.5% |
| TEVA Teva Pharmaceutical-SP ADR | 0.47% | 205,000 | $3.4M | Add +17.1% |
| XOM Exxon Mobil Corp. | 0.45% | 30,492 | $3.3M | Add +0.0% |
| PG The Procter & Gamble Co. | 0.44% | 20,305 | $3.2M | Reduce -2.3% |
| BX Blackstone Inc. | 0.37% | 18,312 | $2.7M | Reduce -0.1% |
| CVX Chevron Corp. | 0.32% | 16,208 | $2.3M | Add +7.7% |
| JNJ Johnson & Johnson | 0.31% | 14,728 | $2.3M | Reduce -4.7% |
| HOLX Hologic Inc. | 0.28% | 31,850 | $2.1M | No change |
| CI The Cigna Group | 0.26% | 5,692 | $1.9M | Reduce -21.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.24% | 15,885 | $1.7M | Reduce -5.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.21% | 18,981 | $1.6M | Reduce -3.5% |
| ABT Abbott Laboratories | 0.20% | 10,999 | $1.5M | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 4,906 | $1.5M | Reduce -1.4% |
| VOO Vanguard S&P 500 ETF | 0.20% | 2,618 | $1.5M | Add +27.5% |
| UNP Union Pacific Corp. | 0.20% | 6,447 | $1.5M | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.20% | 14,754 | $1.5M | Reduce -2.5% |
| CAT Caterpillar Inc. | 0.18% | 3,477 | $1.4M | Add +0.1% |
| IVE iShares S&P 500 Value ETF | 0.17% | 6,550 | $1.3M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 5,381 | $1.3M | Reduce -0.4% |
| AGG iShares Core U.S. Aggregate | 0.17% | 12,463 | $1.2M | Reduce -3.0% |
| BLK BlackRock Inc. | 0.16% | 1,149 | $1.2M | No change |
| UNH Unitedhealth Group Inc. | 0.16% | 3,741 | $1.2M | Reduce -87.5% |
| PFF iShares Preferred & Income S | 0.15% | 36,029 | $1.1M | Add +4.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.14% | 5,274 | $1.0M | Reduce -2.3% |
| VZ Verizon Communications Inc. | 0.14% | 23,587 | $1.0M | Reduce -0.4% |
| IEF iShares 7-10 Year Treasury B | 0.14% | 10,453 | $1.0M | Reduce -0.9% |
| FBND Fidelity Total Bond ETF | 0.14% | 21,857 | $1.0M | Reduce -2.3% |
| VRP Invesco Variable Rate Prefer | 0.13% | 39,833 | $974K | Reduce -6.3% |
| ELV Elevance Health Inc. | 0.12% | 2,269 | $883K | Reduce -39.6% |
| APO Apollo Global Management Inc. | 0.12% | 6,100 | $865K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.12% | 3,806 | $862K | Add +2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 1,739 | $845K | Add +86.0% |
| DKS Dick's Sporting Goods Inc. | 0.11% | 4,205 | $832K | Reduce -4.6% |
| IWF iShares Russell 1000 Growth | 0.11% | 1,922 | $816K | No change |
| WM Waste Management Inc. | 0.11% | 3,564 | $816K | Add +0.0% |
| THC Tenet Healthcare Corp. | 0.11% | 4,500 | $792K | Reduce -18.2% |
| UPS United Parcel Service Class B | 0.11% | 7,746 | $782K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 1,780 | $780K | Reduce -9.9% |
| AVGO Broadcom Inc. | 0.11% | 2,824 | $778K | Add +2.4% |
| GS Goldman Sachs Group Inc. | 0.10% | 1,086 | $769K | No change |
| GE General Electric filed as GE AEROSPACE | 0.10% | 2,980 | $767K | Add +0.0% |
| GOOG Alphabet Inc. Class C | 0.10% | 4,315 | $765K | Add +16.6% |
| KO The Coca-Cola Co. | 0.10% | 10,404 | $736K | Add +0.1% |
| ETN Eaton Corp. PLC | 0.10% | 2,025 | $723K | No change |
| HON Honeywell International Inc. | 0.10% | 3,062 | $713K | No change |
| EPD Enterprise Products Partners | 0.09% | 22,329 | $692K | Add +2.7% |
| RTX RTX Corp. | 0.09% | 4,653 | $679K | No change |
| CRM Salesforce Inc. | 0.09% | 2,455 | $669K | Add +71.8% |
| BP BP PLC-Spons ADR | 0.09% | 21,792 | $652K | No change |
| TSLA Tesla Inc. | 0.09% | 2,051 | $652K | Add +146.2% |
| GIS General Mills Inc. | 0.09% | 12,534 | $649K | No change |
| INGR Ingredion Inc. | 0.09% | 4,625 | $627K | No change |
| MRK Merck & Co. Inc. | 0.08% | 7,774 | $615K | Reduce -5.6% |
| DRI Darden Restaurants Inc. | 0.08% | 2,765 | $603K | No change |
| VXF Vanguard Extended Market ETF | 0.08% | 2,952 | $569K | Add +0.2% |
| GEV GE Vernova Inc. | 0.08% | 1,073 | $568K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 4,568 | $564K | No change |
| ET Energy Transfer LP | 0.08% | 30,767 | $558K | Add +1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 1,878 | $554K | No change |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.07% | 7,000 | $537K | No change |
| CASY Casey's General Stores Inc. | 0.07% | 1,050 | $536K | No change |
| BXSL Blackstone Secured Lending F | 0.07% | 17,000 | $523K | Add +142.9% |
| ABBV Abbvie Inc. | 0.07% | 2,737 | $508K | Add +0.5% |
| ADBE Adobe Inc. | 0.07% | 1,314 | $508K | Reduce -12.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 3,984 | $494K | Add +1.7% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $261K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | 2,160 | $261K | New |
Total filed on the 13F, all lines: $737.1M.
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -87.5% | 0.16% | −2.23 |
| LLY Eli Lilly & Co. | Reduce -34.8% | 1.75% | −1.43 |
| AAPL Apple Inc. | Reduce -0.7% | 3.73% | −0.81 |
| V Visa Inc. Class A | Reduce -0.0% | 3.58% | −0.37 |
| MCD McDonald's Corp. | Reduce -4.9% | 1.10% | −0.28 |
| PEP Pepsico Inc. | Reduce -3.5% | 0.51% | −0.16 |
| ELV Elevance Health Inc. | Reduce -39.6% | 0.12% | −0.13 |
| HD Home Depot Inc. | Reduce -4.2% | 0.67% | −0.11 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −0.11 |
| CI The Cigna Group | Reduce -21.6% | 0.26% | −0.11 |
| PG The Procter & Gamble Co. | Reduce -2.3% | 0.44% | −0.10 |
| LMT Lockheed Martin Corp. | Reduce -1.0% | 1.09% | −0.10 |
| JNJ Johnson & Johnson | Reduce -4.7% | 0.31% | −0.08 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -2.1% | 0.72% | −0.08 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -0.8% | 0.98% | −0.07 |
| JD Jd.com Inc.-ADR | Sold out | 0.00% | −0.06 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -1.9% | 0.60% | −0.06 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.05 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.05 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -5.3% | 0.24% | −0.04 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.04 |
| GBAB Guggenheim Taxable Municipal | Sold out | 0.00% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.0% | 1.75% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -3.5% | 0.21% | −0.03 |
| WDFC WD-40 Co. | Sold out | 0.00% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -5.6% | 0.08% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -3.0% | 0.17% | −0.02 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -2.5% | 0.20% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.1% | 0.72% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -0.4% | 0.14% | −0.02 |
| VRP Invesco Variable Rate Prefer | Reduce -6.3% | 0.13% | −0.02 |
| DKS Dick's Sporting Goods Inc. | Reduce -4.6% | 0.11% | −0.02 |
| FBND Fidelity Total Bond ETF | Reduce -2.3% | 0.14% | −0.02 |
| ADBE Adobe Inc. | Reduce -12.6% | 0.07% | −0.02 |
| BX Blackstone Inc. | Reduce -0.1% | 0.37% | −0.02 |
| IEF iShares 7-10 Year Treasury B | Reduce -0.9% | 0.14% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.3% | 0.14% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -4.5% | 0.06% | −0.01 |
| PFE Pfizer Inc. | Reduce -5.7% | 0.04% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.4% | 0.17% | −0.01 |
| TIP iShares Tips Bond ETF | Reduce -1.6% | 0.05% | −0.01 |
| TLT iShares 20+ Year Treasury BD | Reduce -1.6% | 0.04% | −0.01 |
| JNK SS SPDR BB High Yield Bond | Reduce -5.6% | 0.03% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.4% | 0.20% | −0.00 |
| THC Tenet Healthcare Corp. | Reduce -18.2% | 0.11% | −0.00 |
| ETB Eaton Vance T/M Buy-WRT Inc. | Reduce -8.7% | 0.02% | −0.00 |
| NVS Novartis AG-Sponsored ADR | Reduce -3.0% | 0.05% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -3.5% | 0.05% | −0.00 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -1.1% | 0.04% | −0.00 |
| XLK SS Technology Select Sector | Reduce -7.1% | 0.04% | +0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +32.1% | 6.15% | +1.44 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +153.9% | 1.85% | +1.29 |
| NVDA Nvidia Corp. | Add +0.6% | 4.62% | +1.10 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.2% | 8.96% | +0.47 |
| PLTR Palantir Technologies Inc. Class A | Add +48.8% | 0.75% | +0.40 |
| META Meta Platforms Inc. Class A | Add +2.4% | 2.22% | +0.33 |
| IVV iShares Core S&P 500 ETF | Add +2.7% | 13.77% | +0.22 |
| AMZN Amazon.com Inc. | Add +6.9% | 1.80% | +0.17 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +39.4% | 0.71% | +0.15 |
| TT Trane Technologies PLC | Add +4.8% | 0.79% | +0.14 |
| APO Apollo Global Management Inc. | New | 0.12% | +0.12 |
| PH Parker Hannifin Corp. | Add +2.0% | 1.40% | +0.07 |
| TEVA Teva Pharmaceutical-SP ADR | Add +17.1% | 0.47% | +0.06 |
| TSLA Tesla Inc. | Add +146.2% | 0.09% | +0.06 |
| LRCX Lam Research Corp. | New | 0.05% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 1.68% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +27.5% | 0.20% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +86.0% | 0.11% | +0.04 |
| BXSL Blackstone Secured Lending F | Add +142.9% | 0.07% | +0.04 |
| AVGO Broadcom Inc. | Add +2.4% | 0.11% | +0.04 |
| CRM Salesforce Inc. | Add +71.8% | 0.09% | +0.03 |
| PANW Palo Alto Networks Inc. | New | 0.03% | +0.03 |
| GLW Corning Inc. | New | 0.03% | +0.03 |
| LAZ Lazard Inc. | New | 0.03% | +0.03 |
| BAC Bank of America Corp. | New | 0.03% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.5% | 0.12% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +16.6% | 0.10% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +3.5% | 0.53% | +0.02 |
| GE General Electric | Add +0.0% | 0.10% | +0.01 |
| AMD Advanced Micro Devices | Add +2.1% | 0.06% | +0.01 |
| CAT Caterpillar Inc. | Add +0.1% | 0.18% | +0.01 |
| DIS The Walt Disney Co. | Add +1.7% | 0.07% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.0% | 0.91% | +0.01 |
| ALDX Aldeyra Therapeutics Inc. | New | 0.01% | +0.01 |
| WMT Walmart Inc. | Add +0.5% | 1.73% | +0.00 |
| AXP American Express Co. | Add +0.1% | 0.04% | +0.00 |
| XAWFX Alliancebernstein GL Hi Inc. | Add +10.5% | 0.03% | +0.00 |
| QCOM Qualcomm Inc. | Add +8.6% | 0.06% | +0.00 |
| VXF Vanguard Extended Market ETF | Add +0.2% | 0.08% | +0.00 |
| FELC Fidelity Enh LRG Cap Cor ETF | Add +0.2% | 0.03% | −0.00 |
| KEY Keycorp | Add +0.2% | 0.02% | −0.00 |
| TRST Trustco Bank Corp. NY | Add +0.1% | 0.03% | −0.00 |
| HRTX Heron Therapeutics Inc. | Add +7.5% | 0.01% | −0.00 |
| COP Conocophillips | Add +27.4% | 0.03% | −0.00 |
| IEI iShares 3-7 Year Treasury Bo | Add +5.0% | 0.04% | −0.00 |
| GILD Gilead Sciences Inc. | Add +0.1% | 0.03% | −0.00 |
| IBB iShares Biotechnology ETF | Add +2.5% | 0.05% | −0.01 |
| MO Altria Group Inc. | Add +0.3% | 0.05% | −0.01 |
| ET Energy Transfer LP | Add +1.4% | 0.08% | −0.01 |
| PFF iShares Preferred & Income S | Add +4.9% | 0.15% | −0.01 |
Notes & Other Activity Q1 2025 → Q2 2025
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | New | 2,160 | $261K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |