King Wealth Management Group
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), King Wealth Management Group reported 160 stock positions worth $795.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 14.2% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 9.1%) and Microsoft (MSFT, 7.3%). Compared with Q2 2025, it opened 7 new positions, sold out of 4, added to 48 and reduced 61. The biggest buy was Blackstone Secured Lending F (BXSL, shares +1222%) and the biggest sale Eli Lilly (LLY, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- SARATOGA SPRINGS, NY
- CIK
- 0001568235
- Portfolio Value
- $795.9M (Q3 2025)
- SEC Filing
- 0001568235-25-000013 ↗ filed Nov 7, 2025
Holdings Value
Holdings 160 stocks · $795.9M
| IVV iShares Core S&P 500 ETF | 14.18% | 168,574 | $112.8M | Add +3.1% |
| QQQ Invesco QQQ Trust Series 1 | 9.10% | 120,667 | $72.4M | Add +0.8% |
| MSFT Microsoft Corp. | 7.25% | 111,467 | $57.7M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.10% | 72,891 | $48.6M | Reduce -0.5% |
| NVDA Nvidia Corp. | 5.09% | 217,075 | $40.5M | Add +0.7% |
| AAPL Apple Inc. | 4.28% | 133,893 | $34.1M | Reduce -0.0% |
| IJH iShares Core S&P Midcap ETF | 3.25% | 396,162 | $25.9M | Add +2.7% |
| JPM JPMorgan Chase & Co. | 3.17% | 79,881 | $25.2M | Reduce -0.1% |
| V Visa Inc. Class A | 3.16% | 73,649 | $25.1M | Reduce -0.9% |
| IJR iShares Core S&P Small-Cap E | 2.95% | 197,507 | $23.5M | Add +4.3% |
| GOOGL Alphabet Inc. Class A | 2.22% | 72,567 | $17.6M | Add +3.2% |
| AMZN Amazon.com Inc. | 2.02% | 73,137 | $16.1M | Add +20.9% |
| WMT Walmart Inc. | 1.71% | 132,109 | $13.6M | Add +1.4% |
| ITOT iShares Core S&P Total U.S. | 1.70% | 93,075 | $13.6M | Reduce -2.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.70% | 27,601 | $13.5M | Add +2.9% |
| COST Costco Wholesale Corp. | 1.52% | 13,093 | $12.1M | Add +1.6% |
| FTEC Fidelity MSCI Info Tech Indx | 1.51% | 53,935 | $12.0M | Reduce -3.0% |
| PH Parker Hannifin Corp. | 1.45% | 15,269 | $11.6M | Add +3.1% |
| LLY Eli Lilly & Co. | 1.31% | 13,691 | $10.4M | Reduce -17.2% |
| ORCL Oracle Corp. | 1.28% | 36,144 | $10.2M | Add +8.1% |
| MA Mastercard Inc. Class A | 1.22% | 17,082 | $9.7M | Add +0.1% |
| LMT Lockheed Martin Corp. | 1.07% | 17,130 | $8.6M | Reduce -1.3% |
| MCD McDonald's Corp. | 1.01% | 26,573 | $8.1M | Reduce -4.3% |
| PLTR Palantir Technologies Inc. Class A | 0.98% | 42,931 | $7.8M | Add +6.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.94% | 16,147 | $7.5M | Reduce -1.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.89% | 81,179 | $7.1M | Add +0.8% |
| META Meta Platforms Inc. Class A | 0.84% | 22,753 | $6.7M | Add +2.8% |
| XLE SS Energy Select Sector | 0.77% | 68,357 | $6.1M | Reduce -0.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.75% | 31,836 | $5.9M | Add +7.7% |
| TT Trane Technologies PLC | 0.74% | 14,023 | $5.9M | Add +5.8% |
| BXSL Blackstone Secured Lending F | 0.74% | 224,799 | $5.9M | Add +1222.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.70% | 31,730 | $5.5M | Reduce -1.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.68% | 18,504 | $5.4M | Reduce -2.3% |
| HD Home Depot Inc. | 0.66% | 12,881 | $5.2M | Reduce -4.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.56% | 34,598 | $4.5M | Reduce -2.6% |
| IEMG iShares Core MSCI Emerging | 0.54% | 65,402 | $4.3M | Add +1.2% |
| PEP Pepsico Inc. | 0.48% | 27,020 | $3.8M | Reduce -4.5% |
| XOM Exxon Mobil Corp. | 0.43% | 30,495 | $3.4M | Add +0.0% |
| TEVA Teva Pharmaceutical-SP ADR | 0.41% | 160,000 | $3.2M | Reduce -21.9% |
| BX Blackstone Inc. | 0.39% | 18,315 | $3.1M | Add +0.0% |
| PG The Procter & Gamble Co. | 0.38% | 19,802 | $3.0M | Reduce -2.5% |
| CVX Chevron Corp. | 0.36% | 18,318 | $2.8M | Add +13.0% |
| CI The Cigna Group | 0.35% | 9,692 | $2.8M | Add +70.3% |
| JNJ Johnson & Johnson | 0.34% | 14,598 | $2.7M | Reduce -0.9% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.22% | 15,542 | $1.7M | Reduce -2.2% |
| CAT Caterpillar Inc. | 0.21% | 3,486 | $1.7M | Add +0.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.20% | 14,551 | $1.6M | Reduce -1.4% |
| VOO Vanguard S&P 500 ETF | 0.20% | 2,614 | $1.6M | Reduce -0.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.19% | 18,655 | $1.5M | Reduce -1.7% |
| UNP Union Pacific Corp. | 0.19% | 6,447 | $1.5M | No change |
| ABT Abbott Laboratories | 0.18% | 10,894 | $1.5M | Reduce -0.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.18% | 4,331 | $1.4M | Reduce -11.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 5,381 | $1.4M | No change |
| IVE iShares S&P 500 Value ETF | 0.17% | 6,550 | $1.4M | No change |
| BLK BlackRock Inc. | 0.17% | 1,149 | $1.3M | No change |
| AGG iShares Core U.S. Aggregate | 0.15% | 12,211 | $1.2M | Reduce -2.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.14% | 5,265 | $1.1M | Reduce -0.2% |
| PFF iShares Preferred & Income S | 0.14% | 34,256 | $1.1M | Reduce -4.9% |
| GOOG Alphabet Inc. Class C | 0.13% | 4,385 | $1.1M | Add +1.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 3,818 | $1.1M | Add +0.3% |
| VZ Verizon Communications Inc. | 0.13% | 23,180 | $1.0M | Reduce -1.7% |
| IEF iShares 7-10 Year Treasury B | 0.12% | 10,288 | $992K | Reduce -1.6% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 3,285 | $988K | Add +10.2% |
| VRP Invesco Variable Rate Prefer | 0.12% | 39,684 | $980K | Reduce -0.4% |
| FBND Fidelity Total Bond ETF | 0.12% | 20,913 | $967K | Reduce -4.3% |
| DKS Dick's Sporting Goods Inc. | 0.12% | 4,193 | $932K | Reduce -0.3% |
| AVGO Broadcom Inc. | 0.12% | 2,775 | $916K | Reduce -1.7% |
| THC Tenet Healthcare Corp. | 0.11% | 4,500 | $914K | No change |
| TSLA Tesla Inc. | 0.11% | 2,051 | $912K | No change |
| IWF iShares Russell 1000 Growth | 0.11% | 1,922 | $900K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 1,749 | $879K | Add +0.6% |
| GS Goldman Sachs Group Inc. | 0.11% | 1,086 | $865K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 1,770 | $849K | Reduce -0.6% |
| GEV GE Vernova Inc. | 0.11% | 1,366 | $840K | Add +27.3% |
| APO Apollo Global Management Inc. | 0.10% | 6,100 | $813K | No change |
| HOLX Hologic Inc. | 0.10% | 12,000 | $810K | Reduce -62.3% |
| RTX RTX Corp. | 0.10% | 4,730 | $792K | Add +1.6% |
| WM Waste Management Inc. | 0.10% | 3,566 | $787K | Add +0.1% |
| BP BP PLC-Spons ADR | 0.09% | 21,792 | $751K | No change |
| ETN Eaton Corp. PLC | 0.09% | 1,985 | $743K | Reduce -2.0% |
| KO The Coca-Cola Co. | 0.09% | 10,412 | $691K | Add +0.1% |
| EPD Enterprise Products Partners | 0.09% | 21,852 | $683K | Reduce -2.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 4,568 | $660K | No change |
| MRK Merck & Co. Inc. | 0.08% | 7,774 | $652K | No change |
| HON Honeywell International Inc. | 0.08% | 3,062 | $645K | No change |
| UPS United Parcel Service Class B | 0.08% | 7,632 | $638K | Reduce -1.5% |
| ABBV Abbvie Inc. | 0.08% | 2,740 | $634K | Add +0.1% |
| PANW Palo Alto Networks Inc. | 0.08% | 3,116 | $634K | Add +181.7% |
| GIS General Mills Inc. | 0.08% | 12,534 | $632K | No change |
| UTHR United Therapeutics Corp. | 0.08% | 1,500 | $629K | No change |
| VXF Vanguard Extended Market ETF | 0.08% | 2,957 | $619K | Add +0.2% |
| CASY Casey's General Stores Inc. | 0.07% | 1,050 | $594K | No change |
| INGR Ingredion Inc. | 0.07% | 4,625 | $565K | No change |
| LRCX Lam Research Corp. | 0.07% | 4,000 | $536K | No change |
| GLD SPDR Gold Shares | 0.07% | 1,503 | $534K | Add +4.5% |
| OEF iShares S&P 100 ETF | 0.07% | 1,596 | $531K | Reduce -0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 1,878 | $530K | No change |
| DRI Darden Restaurants Inc. | 0.07% | 2,765 | $526K | No change |
| ET Energy Transfer LP | 0.06% | 30,083 | $516K | Reduce -2.2% |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.06% | 7,000 | $513K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| LLY Eli Lilly & Co. | Reduce -17.2% | 1.31% | −0.44 |
| V Visa Inc. Class A | Reduce -0.9% | 3.16% | −0.42 |
| MSFT Microsoft Corp. | Reduce -0.1% | 7.25% | −0.28 |
| HOLX Hologic Inc. | Reduce -62.3% | 0.10% | −0.18 |
| UNH Unitedhealth Group Inc. | Reduce -66.2% | 0.05% | −0.10 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.09 |
| MCD McDonald's Corp. | Reduce -4.3% | 1.01% | −0.09 |
| ELV Elevance Health Inc. | Reduce -51.8% | 0.04% | −0.08 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.07 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -21.9% | 0.41% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -2.5% | 0.38% | −0.06 |
| ITOT iShares Core S&P Total U.S. | Reduce -2.6% | 1.70% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.5% | 6.10% | −0.04 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -1.7% | 0.94% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.3% | 0.68% | −0.04 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -2.6% | 0.56% | −0.03 |
| PEP Pepsico Inc. | Reduce -4.5% | 0.48% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.03 |
| DIS The Walt Disney Co. | Reduce -28.6% | 0.04% | −0.03 |
| UPS United Parcel Service Class B | Reduce -1.5% | 0.08% | −0.03 |
| XLE SS Energy Select Sector | Reduce -0.8% | 0.77% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -11.7% | 0.18% | −0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -1.5% | 0.70% | −0.02 |
| ABT Abbott Laboratories | Reduce -0.9% | 0.18% | −0.02 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -1.7% | 0.19% | −0.02 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -2.2% | 0.22% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -1.3% | 1.07% | −0.02 |
| VTRS Viatris Inc. | Sold out | 0.00% | −0.02 |
| FBND Fidelity Total Bond ETF | Reduce -4.3% | 0.12% | −0.01 |
| HD Home Depot Inc. | Reduce -4.3% | 0.66% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -2.0% | 0.15% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -4.9% | 0.14% | −0.01 |
| IEF iShares 7-10 Year Treasury B | Reduce -1.6% | 0.12% | −0.01 |
| ET Energy Transfer LP | Reduce -2.2% | 0.06% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -1.7% | 0.13% | −0.01 |
| VRP Invesco Variable Rate Prefer | Reduce -0.4% | 0.12% | −0.01 |
| EPD Enterprise Products Partners | Reduce -2.1% | 0.09% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -6.1% | 0.05% | −0.01 |
| PAYX Paychex Inc. | Reduce -2.1% | 0.03% | −0.01 |
| T AT&T Inc. | Reduce -1.5% | 0.04% | −0.01 |
| TIP iShares Tips Bond ETF | Reduce -3.8% | 0.04% | −0.00 |
| ETN Eaton Corp. PLC | Reduce -2.0% | 0.09% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -6.5% | 0.04% | −0.00 |
| AVDL Avadel Pharmaceuticals Ltd. | Reduce -42.9% | 0.04% | −0.00 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -3.5% | 0.03% | −0.00 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.4% | 0.05% | −0.00 |
| TLT iShares 20+ Year Treasury BD | Reduce -0.1% | 0.03% | −0.00 |
| BA The Boeing Co. | Reduce -0.7% | 0.04% | −0.00 |
| PFE Pfizer Inc. | Reduce -2.7% | 0.04% | −0.00 |
| DUK Duke Energy Corp. | Reduce -0.2% | 0.06% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| BXSL Blackstone Secured Lending F | Add +1222.3% | 0.74% | +0.67 |
| GOOGL Alphabet Inc. Class A | Add +3.2% | 2.22% | +0.54 |
| NVDA Nvidia Corp. | Add +0.7% | 5.09% | +0.47 |
| IVV iShares Core S&P 500 ETF | Add +3.1% | 14.18% | +0.40 |
| ORCL Oracle Corp. | Add +8.1% | 1.28% | +0.28 |
| PLTR Palantir Technologies Inc. Class A | Add +6.1% | 0.98% | +0.24 |
| AMZN Amazon.com Inc. | Add +20.9% | 2.02% | +0.22 |
| IJR iShares Core S&P Small-Cap E | Add +4.3% | 2.95% | +0.14 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.8% | 9.10% | +0.14 |
| CI The Cigna Group | Add +70.3% | 0.35% | +0.10 |
| NFLX Netflix Inc. | New | 0.06% | +0.06 |
| ZBH Zimmer Biomet Holdings Inc. | New | 0.05% | +0.05 |
| PH Parker Hannifin Corp. | Add +3.1% | 1.45% | +0.05 |
| PANW Palo Alto Networks Inc. | Add +181.7% | 0.08% | +0.05 |
| CVX Chevron Corp. | Add +13.0% | 0.36% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +7.7% | 0.75% | +0.04 |
| DXCM Dexcom Inc. | New | 0.03% | +0.03 |
| FISV Fiserv Inc. | New | 0.03% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +1.6% | 0.13% | +0.03 |
| GEV GE Vernova Inc. | Add +27.3% | 0.11% | +0.03 |
| GD General Dynamics Corp. | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | Add +0.3% | 0.21% | +0.03 |
| PNC PNC Financial Services Group | New | 0.03% | +0.03 |
| BX Blackstone Inc. | Add +0.0% | 0.39% | +0.02 |
| GE General Electric | Add +10.2% | 0.12% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.3% | 0.13% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +1.2% | 0.54% | +0.01 |
| ABBV Abbvie Inc. | Add +0.1% | 0.08% | +0.01 |
| LFMD Lifemd Inc. | New | 0.01% | +0.01 |
| GLD SPDR Gold Shares | Add +4.5% | 0.07% | +0.01 |
| RTX RTX Corp. | Add +1.6% | 0.10% | +0.01 |
| KEY Keycorp | Add +29.6% | 0.03% | +0.01 |
| IBB iShares Biotechnology ETF | Add +0.0% | 0.06% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +2.7% | 3.25% | +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 |
| TRST Trustco Bank Corp. NY | Add +0.1% | 0.03% | +0.00 |
| COP Conocophillips | Add +1.8% | 0.03% | −0.00 |
| QCOM Qualcomm Inc. | Add +2.2% | 0.05% | −0.00 |
| GILD Gilead Sciences Inc. | Add +0.1% | 0.03% | −0.00 |
| AMGN Amgen Inc. | Add +0.2% | 0.04% | −0.00 |
| HRTX Heron Therapeutics Inc. | Add +3.5% | 0.00% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Add +0.8% | 0.04% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.6% | 0.11% | −0.00 |
| CSCO Cisco Systems Inc. | Add +0.0% | 0.04% | −0.00 |
| WM Waste Management Inc. | Add +0.1% | 0.10% | −0.01 |
| KO The Coca-Cola Co. | Add +0.1% | 0.09% | −0.01 |
| XOM Exxon Mobil Corp. | Add +0.0% | 0.43% | −0.01 |
| WMT Walmart Inc. | Add +1.4% | 1.71% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.8% | 0.89% | −0.02 |
Notes & Other Activity Q2 2025 → Q3 2025
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | Sold out | 2,160 | $261Kbefore exit |
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 |