King Wealth Management Group
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), King Wealth Management Group reported 165 stock positions worth $829.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 14.1% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 8.9%) and Microsoft (MSFT, 6.6%). Compared with Q3 2025, it opened 14 new positions, sold out of 9, added to 53 and reduced 70. The biggest buy was Meta Platforms Class A (META, shares +2%) and the biggest sale Oracle (ORCL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- SARATOGA SPRINGS, NY
- CIK
- 0001568235
- Portfolio Value
- $829.7M (Q4 2025)
- SEC Filing
- 0001568235-26-000003 ↗ filed Feb 9, 2026
Holdings Value
Holdings 165 stocks · $829.7M
| IVV iShares Core S&P 500 ETF | 14.10% | 170,844 | $117.0M | Add +1.4% |
| QQQ Invesco QQQ Trust Series 1 | 8.91% | 120,279 | $73.9M | Reduce -0.3% |
| MSFT Microsoft Corp. | 6.58% | 112,912 | $54.6M | Add +1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.08% | 74,004 | $50.5M | Add +1.5% |
| AAPL Apple Inc. | 4.86% | 148,243 | $40.3M | Add +10.7% |
| NVDA Nvidia Corp. | 4.85% | 215,661 | $40.2M | Reduce -0.7% |
| IJH iShares Core S&P Midcap ETF | 3.19% | 400,512 | $26.4M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 3.12% | 80,399 | $25.9M | Add +0.7% |
| V Visa Inc. Class A | 3.07% | 72,706 | $25.5M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 2.96% | 78,330 | $24.5M | Add +7.9% |
| IJR iShares Core S&P Small-Cap E | 2.91% | 200,726 | $24.1M | Add +1.6% |
| AMZN Amazon.com Inc. | 2.12% | 76,269 | $17.6M | Add +4.3% |
| META Meta Platforms Inc. Class A | 1.85% | 23,207 | $15.3M | Add +2.0% |
| WMT Walmart Inc. | 1.83% | 136,064 | $15.2M | Add +3.0% |
| ITOT iShares Core S&P Total U.S. | 1.65% | 91,926 | $13.7M | Reduce -1.2% |
| PH Parker Hannifin Corp. | 1.65% | 15,535 | $13.7M | Add +1.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.56% | 27,575 | $12.9M | Reduce -0.1% |
| FTEC Fidelity MSCI Info Tech Indx | 1.45% | 53,650 | $12.1M | Reduce -0.5% |
| COST Costco Wholesale Corp. | 1.38% | 13,308 | $11.5M | Add +1.6% |
| MA Mastercard Inc. Class A | 1.15% | 16,725 | $9.5M | Reduce -2.1% |
| LMT Lockheed Martin Corp. | 0.98% | 16,732 | $8.1M | Reduce -2.3% |
| LLY Eli Lilly & Co. | 0.97% | 7,509 | $8.1M | Reduce -45.1% |
| PLTR Palantir Technologies Inc. Class A | 0.95% | 44,393 | $7.9M | Add +3.4% |
| MCD McDonald's Corp. | 0.93% | 25,376 | $7.8M | Reduce -4.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.93% | 16,079 | $7.7M | Reduce -0.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.89% | 82,621 | $7.4M | Add +1.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.89% | 38,669 | $7.4M | Add +21.5% |
| ORCL Oracle Corp. | 0.80% | 34,803 | $6.6M | Reduce -3.7% |
| XLE SS Energy Select Sector | 0.71% | 132,590 | $5.9M | Reduce -3.0% |
| TT Trane Technologies PLC | 0.69% | 14,644 | $5.7M | Add +4.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.65% | 30,389 | $5.4M | Reduce -4.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.63% | 17,947 | $5.2M | Reduce -3.0% |
| CI The Cigna Group | 0.56% | 16,967 | $4.7M | Add +75.1% |
| IEMG iShares Core MSCI Emerging | 0.54% | 66,638 | $4.5M | Add +1.9% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.54% | 33,834 | $4.5M | Reduce -2.2% |
| TEVA Teva Pharmaceutical-SP ADR | 0.51% | 135,000 | $4.2M | Reduce -15.6% |
| HD Home Depot Inc. | 0.49% | 11,806 | $4.1M | Reduce -8.3% |
| BXSL Blackstone Secured Lending F | 0.47% | 148,078 | $3.9M | Reduce -34.1% |
| XOM Exxon Mobil Corp. | 0.46% | 31,522 | $3.8M | Add +3.4% |
| PEP Pepsico Inc. | 0.45% | 25,737 | $3.7M | Reduce -4.8% |
| NFLX Netflix Inc. | 0.43% | 37,912 | $3.6M | Add +787.9% |
| CVX Chevron Corp. | 0.38% | 20,685 | $3.2M | Add +12.9% |
| JNJ Johnson & Johnson | 0.38% | 15,100 | $3.1M | Add +3.4% |
| BX Blackstone Inc. | 0.34% | 18,319 | $2.8M | Add +0.0% |
| PG The Procter & Gamble Co. | 0.34% | 19,503 | $2.8M | Reduce -1.5% |
| CAT Caterpillar Inc. | 0.24% | 3,455 | $2.0M | Reduce -0.9% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.20% | 14,906 | $1.6M | Reduce -4.1% |
| VOO Vanguard S&P 500 ETF | 0.20% | 2,598 | $1.6M | Reduce -0.6% |
| IJS iShares S&P Small-Cap 600 Va | 0.19% | 13,880 | $1.6M | Reduce -4.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.18% | 18,338 | $1.5M | Reduce -1.7% |
| UNP Union Pacific Corp. | 0.18% | 6,462 | $1.5M | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 4,329 | $1.5M | Reduce -0.1% |
| ABT Abbott Laboratories | 0.17% | 11,552 | $1.4M | Add +6.0% |
| IVE iShares S&P 500 Value ETF | 0.17% | 6,550 | $1.4M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 5,381 | $1.4M | No change |
| GOOG Alphabet Inc. Class C | 0.15% | 3,969 | $1.2M | Reduce -9.5% |
| BLK BlackRock Inc. | 0.15% | 1,149 | $1.2M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 2,396 | $1.2M | Add +37.0% |
| GEV GE Vernova Inc. | 0.14% | 1,840 | $1.2M | Add +34.7% |
| AGG iShares Core U.S. Aggregate | 0.14% | 12,046 | $1.2M | Reduce -1.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 3,911 | $1.2M | Add +2.4% |
| GLD SPDR Gold Shares | 0.14% | 2,896 | $1.1M | Add +92.7% |
| GE General Electric filed as GE AEROSPACE | 0.13% | 3,603 | $1.1M | Add +9.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.13% | 5,149 | $1.1M | Reduce -2.2% |
| PFF iShares Preferred & Income S | 0.12% | 32,760 | $1.0M | Reduce -4.4% |
| IEF iShares 7-10 Year Treasury B | 0.12% | 10,160 | $977K | Reduce -1.2% |
| TSLA Tesla Inc. | 0.12% | 2,159 | $971K | Add +5.3% |
| EPD Enterprise Products Partners | 0.12% | 29,824 | $956K | Add +36.5% |
| FBND Fidelity Total Bond ETF | 0.11% | 20,529 | $945K | Reduce -1.8% |
| GS Goldman Sachs Group Inc. | 0.11% | 1,067 | $938K | Reduce -1.8% |
| AVGO Broadcom Inc. | 0.11% | 2,703 | $936K | Reduce -2.6% |
| IWF iShares Russell 1000 Growth | 0.11% | 1,922 | $910K | No change |
| VZ Verizon Communications Inc. | 0.11% | 22,030 | $897K | Reduce -5.0% |
| THC Tenet Healthcare Corp. | 0.11% | 4,500 | $894K | No change |
| APO Apollo Global Management Inc. | 0.11% | 6,100 | $883K | No change |
| VRP Invesco Variable Rate Prefer | 0.11% | 35,978 | $875K | Reduce -9.3% |
| RTX RTX Corp. | 0.10% | 4,720 | $866K | Reduce -0.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 1,761 | $859K | Reduce -0.5% |
| MRK Merck & Co. Inc. | 0.10% | 7,895 | $831K | Add +1.6% |
| DKS Dick's Sporting Goods Inc. | 0.10% | 4,194 | $830K | Add +0.0% |
| WM Waste Management Inc. | 0.10% | 3,593 | $789K | Add +0.8% |
| UPS United Parcel Service Class B | 0.09% | 7,632 | $757K | No change |
| BP BP PLC-Spons ADR | 0.09% | 21,600 | $750K | Reduce -0.9% |
| UTHR United Therapeutics Corp. | 0.09% | 1,500 | $731K | No change |
| KO The Coca-Cola Co. | 0.09% | 10,175 | $711K | Reduce -2.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 4,548 | $699K | Reduce -0.4% |
| LRCX Lam Research Corp. | 0.08% | 4,000 | $685K | No change |
| AMD Advanced Micro Devices | 0.08% | 3,053 | $654K | Add +1.2% |
| ETN Eaton Corp. PLC | 0.08% | 2,015 | $642K | Add +1.5% |
| QCOM Qualcomm Inc. | 0.08% | 3,664 | $627K | Add +40.7% |
| VXF Vanguard Extended Market ETF | 0.07% | 2,964 | $620K | Add +0.2% |
| ABBV Abbvie Inc. | 0.07% | 2,669 | $610K | Reduce -2.6% |
| HON Honeywell International Inc. | 0.07% | 3,058 | $597K | Reduce -0.1% |
| GIS General Mills Inc. | 0.07% | 12,534 | $582K | No change |
| CASY Casey's General Stores Inc. | 0.07% | 1,050 | $580K | No change |
| PANW Palo Alto Networks Inc. | 0.07% | 3,126 | $576K | Add +0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 1,870 | $554K | Reduce -0.4% |
| OEF iShares S&P 100 ETF | 0.07% | 1,596 | $547K | No change |
| GLDM SPDR Gold Minishares Trust | 0.06% | 6,301 | $538K | New |
| IBB iShares Biotechnology ETF | 0.06% | 3,101 | $523K | Reduce -0.5% |
Portfolio Sells Q3 2025 → Q4 2025
| ORCL Oracle Corp. | Reduce -3.7% | 0.80% | −0.48 |
| LLY Eli Lilly & Co. | Reduce -45.1% | 0.97% | −0.34 |
| BXSL Blackstone Secured Lending F | Reduce -34.1% | 0.47% | −0.27 |
| NVDA Nvidia Corp. | Reduce -0.7% | 4.85% | −0.24 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.3% | 8.91% | −0.20 |
| HD Home Depot Inc. | Reduce -8.3% | 0.49% | −0.17 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.1% | 1.56% | −0.14 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.10 |
| LMT Lockheed Martin Corp. | Reduce -2.3% | 0.98% | −0.10 |
| V Visa Inc. Class A | Reduce -1.3% | 3.07% | −0.09 |
| MCD McDonald's Corp. | Reduce -4.5% | 0.93% | −0.08 |
| MA Mastercard Inc. Class A | Reduce -2.1% | 1.15% | −0.07 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.2% | 1.65% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.0% | 0.63% | −0.06 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −0.05 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -0.5% | 1.45% | −0.05 |
| XLE SS Energy Select Sector | Reduce -3.0% | 0.71% | −0.05 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -4.2% | 0.65% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -1.5% | 0.34% | −0.05 |
| AVDL Avadel Pharmaceuticals Ltd. | Sold out | 0.00% | −0.04 |
| SPDW Ste STR SPDR PT DW Eu ETF | Sold out | 0.00% | −0.04 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.03 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.03 |
| PEP Pepsico Inc. | Reduce -4.8% | 0.45% | −0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -2.2% | 0.54% | −0.03 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.03 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.03 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -5.0% | 0.11% | −0.02 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -4.1% | 0.20% | −0.02 |
| VRP Invesco Variable Rate Prefer | Reduce -9.3% | 0.11% | −0.02 |
| PFF iShares Preferred & Income S | Reduce -4.4% | 0.12% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -4.6% | 0.19% | −0.01 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -1.7% | 0.18% | −0.01 |
| T AT&T Inc. | Reduce -8.9% | 0.03% | −0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -0.4% | 0.93% | −0.01 |
| HON Honeywell International Inc. | Reduce -0.1% | 0.07% | −0.01 |
| DUK Duke Energy Corp. | Reduce -6.7% | 0.05% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -1.4% | 0.14% | −0.01 |
| PTGX Protagonist Therapeutics Inc. | Reduce -33.3% | 0.04% | −0.01 |
| TIP iShares Tips Bond ETF | Reduce -13.8% | 0.04% | −0.01 |
| FBND Fidelity Total Bond ETF | Reduce -1.8% | 0.11% | −0.01 |
| IEF iShares 7-10 Year Treasury B | Reduce -1.2% | 0.12% | −0.01 |
| SO The Southern Co. | Reduce -3.7% | 0.04% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -4.0% | 0.05% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.2% | 0.13% | −0.01 |
| ABBV Abbvie Inc. | Reduce -2.6% | 0.07% | −0.01 |
| JNK SS SPDR BB High Yield Bond | Reduce -12.1% | 0.03% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -0.6% | 0.20% | −0.00 |
| GILD Gilead Sciences Inc. | Reduce -20.3% | 0.02% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| META Meta Platforms Inc. Class A | Add +2.0% | 1.85% | +1.00 |
| GOOGL Alphabet Inc. Class A | Add +7.9% | 2.96% | +0.74 |
| AAPL Apple Inc. | Add +10.7% | 4.86% | +0.57 |
| NFLX Netflix Inc. | Add +787.9% | 0.43% | +0.36 |
| CI The Cigna Group | Add +75.1% | 0.56% | +0.21 |
| PH Parker Hannifin Corp. | Add +1.7% | 1.65% | +0.19 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +21.5% | 0.89% | +0.14 |
| WMT Walmart Inc. | Add +3.0% | 1.83% | +0.12 |
| AMZN Amazon.com Inc. | Add +4.3% | 2.12% | +0.10 |
| GLD SPDR Gold Shares | Add +92.7% | 0.14% | +0.07 |
| GLDM SPDR Gold Minishares Trust | New | 0.06% | +0.06 |
| PPA Invesco Aerospace & Defense | New | 0.06% | +0.06 |
| AEP American Electric Power | New | 0.05% | +0.05 |
| CEG Constellation Energy | New | 0.05% | +0.05 |
| GEV GE Vernova Inc. | Add +34.7% | 0.14% | +0.04 |
| JNJ Johnson & Johnson | Add +3.4% | 0.38% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +37.0% | 0.15% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.03% | +0.03 |
| MU Micron Technology Inc. | New | 0.03% | +0.03 |
| PWR Quanta Services Inc. | New | 0.03% | +0.03 |
| EPD Enterprise Products Partners | Add +36.5% | 0.12% | +0.03 |
| ETHA iShares Ethereum Trust ETF | New | 0.03% | +0.03 |
| SAP Sap SE-Sponsored ADR | New | 0.03% | +0.03 |
| FISV Fiserv Inc. | Add +257.3% | 0.06% | +0.03 |
| XOM Exxon Mobil Corp. | Add +3.4% | 0.46% | +0.03 |
| AMAT Applied Materials Inc. | New | 0.03% | +0.03 |
| ACN Accenture PLC Class A | New | 0.02% | +0.02 |
| VMI Valmont Industries | New | 0.02% | +0.02 |
| PFE Pfizer Inc. | Add +78.0% | 0.06% | +0.02 |
| CVX Chevron Corp. | Add +12.9% | 0.38% | +0.02 |
| QCOM Qualcomm Inc. | Add +40.7% | 0.08% | +0.02 |
| MRK Merck & Co. Inc. | Add +1.6% | 0.10% | +0.02 |
| AMD Advanced Micro Devices | Add +1.2% | 0.08% | +0.02 |
| IHS Ihs Holding Ltd. | New | 0.01% | +0.01 |
| GSOL Grayscale Solana Staking ETF | New | 0.01% | +0.01 |
| GE General Electric | Add +9.7% | 0.13% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +6.9% | 0.05% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.4% | 0.14% | +0.01 |
| KEY Keycorp | Add +7.5% | 0.04% | +0.00 |
| TRST Trustco Bank Corp. NY | Add +0.1% | 0.04% | +0.00 |
| TSLA Tesla Inc. | Add +5.3% | 0.12% | +0.00 |
| GLW Corning Inc. | Add +2.9% | 0.05% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.8% | 0.89% | +0.00 |
| HRTX Heron Therapeutics Inc. | Add +3.4% | 0.00% | 0.00 |
| ETB Eaton Vance T/M Buy-WRT Inc. | Add +0.2% | 0.02% | −0.00 |
| FELC Fidelity Enh LRG Cap Cor ETF | Add +0.2% | 0.03% | −0.00 |
| COP Conocophillips | Add +0.3% | 0.03% | −0.00 |
| GD General Dynamics Corp. | Add +0.3% | 0.03% | −0.00 |
| IEMG iShares Core MSCI Emerging | Add +1.9% | 0.54% | −0.00 |
| VXF Vanguard Extended Market ETF | Add +0.2% | 0.07% | −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 |