King Wealth Management Group
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), King Wealth Management Group reported 158 stock positions worth $799.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 14.0% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 8.7%) and SS SPDR S&P 500 ETF Trust-US (SPY, 6.6%). Compared with Q4 2025, it opened 4 new positions, sold out of 11, added to 62 and reduced 45. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +10%) and the biggest sale an exit from Blackstone Secured Lending F (BXSL).
- Most Recent 13F
- Q2 2026
- Location
- SARATOGA SPRINGS, NY
- CIK
- 0001568235
- Portfolio Value
- $799.7M (Q1 2026)
- SEC Filing
- 0001568235-26-000005 ↗ filed May 4, 2026
Holdings Value
Holdings 158 stocks · $799.7M
| IVV iShares Core S&P 500 ETF | 14.05% | 171,969 | $112.3M | Add +0.7% |
| QQQ Invesco QQQ Trust Series 1 | 8.68% | 120,210 | $69.4M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.60% | 81,213 | $52.8M | Add +9.7% |
| MSFT Microsoft Corp. | 5.34% | 115,377 | $42.7M | Add +2.2% |
| AAPL Apple Inc. | 4.72% | 148,829 | $37.8M | Add +0.4% |
| NVDA Nvidia Corp. | 4.72% | 216,333 | $37.7M | Add +0.3% |
| IJH iShares Core S&P Midcap ETF | 3.47% | 410,619 | $27.7M | Add +2.5% |
| IJR iShares Core S&P Small-Cap E | 3.20% | 206,133 | $25.6M | Add +2.7% |
| JPM JPMorgan Chase & Co. | 2.98% | 80,885 | $23.8M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 2.84% | 78,871 | $22.7M | Add +0.7% |
| V Visa Inc. Class A | 2.75% | 72,654 | $22.0M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 2.22% | 85,443 | $17.8M | Add +12.0% |
| WMT Walmart Inc. | 2.11% | 136,044 | $16.9M | Reduce -0.0% |
| PH Parker Hannifin Corp. | 1.76% | 15,741 | $14.1M | Add +1.3% |
| META Meta Platforms Inc. Class A | 1.71% | 23,935 | $13.7M | Add +3.1% |
| COST Costco Wholesale Corp. | 1.68% | 13,444 | $13.4M | Add +1.0% |
| ITOT iShares Core S&P Total U.S. | 1.61% | 90,275 | $12.9M | Reduce -1.8% |
| FTEC Fidelity MSCI Info Tech Indx | 1.36% | 52,316 | $10.9M | Reduce -2.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.32% | 27,032 | $10.6M | Reduce -2.0% |
| LMT Lockheed Martin Corp. | 1.28% | 16,920 | $10.2M | Add +1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.16% | 47,280 | $9.3M | Add +22.3% |
| MA Mastercard Inc. Class A | 1.04% | 16,593 | $8.3M | Reduce -0.8% |
| XLE SS Energy Select Sector | 1.02% | 133,509 | $8.2M | Add +0.7% |
| MCD McDonald's Corp. | 0.96% | 24,761 | $7.7M | Reduce -2.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.96% | 84,670 | $7.7M | Add +2.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.93% | 16,096 | $7.5M | Add +0.1% |
| LLY Eli Lilly & Co. | 0.86% | 7,436 | $6.8M | Reduce -1.0% |
| PLTR Palantir Technologies Inc. Class A | 0.83% | 45,298 | $6.6M | Add +2.0% |
| TT Trane Technologies PLC | 0.82% | 15,747 | $6.6M | Add +7.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.69% | 29,809 | $5.5M | Reduce -1.9% |
| XOM Exxon Mobil Corp. | 0.68% | 31,972 | $5.4M | Add +1.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.63% | 17,431 | $5.0M | Reduce -2.9% |
| IEMG iShares Core MSCI Emerging | 0.60% | 68,320 | $4.8M | Add +2.5% |
| CVX Chevron Corp. | 0.59% | 22,801 | $4.7M | Add +10.2% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.55% | 33,426 | $4.4M | Reduce -1.2% |
| PEP Pepsico Inc. | 0.51% | 26,504 | $4.1M | Add +3.0% |
| NFLX Netflix Inc. | 0.49% | 40,599 | $3.9M | Add +7.1% |
| JNJ Johnson & Johnson | 0.47% | 15,318 | $3.7M | Add +1.4% |
| HD Home Depot Inc. | 0.45% | 10,827 | $3.6M | Reduce -8.3% |
| TSLA Tesla Inc. | 0.42% | 9,142 | $3.4M | Add +323.4% |
| TEVA Teva Pharmaceutical-SP ADR | 0.41% | 110,000 | $3.3M | Reduce -18.5% |
| PG The Procter & Gamble Co. | 0.37% | 20,543 | $3.0M | Add +5.3% |
| ORCL Oracle Corp. | 0.36% | 19,592 | $2.9M | Reduce -43.7% |
| CAT Caterpillar Inc. | 0.31% | 3,537 | $2.5M | Add +2.4% |
| UTHR United Therapeutics Corp. | 0.31% | 4,150 | $2.5M | Add +176.7% |
| BX Blackstone Inc. | 0.26% | 18,324 | $2.1M | Add +0.0% |
| CI The Cigna Group | 0.22% | 6,467 | $1.7M | Reduce -61.9% |
| GEV GE Vernova Inc. | 0.21% | 1,898 | $1.7M | Add +3.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.20% | 19,788 | $1.6M | Add +7.9% |
| IJS iShares S&P Small-Cap 600 Va | 0.20% | 13,436 | $1.6M | Reduce -3.2% |
| UNP Union Pacific Corp. | 0.20% | 6,462 | $1.6M | No change |
| VOO Vanguard S&P 500 ETF | 0.20% | 2,615 | $1.6M | Add +0.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.20% | 14,311 | $1.6M | Reduce -4.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.18% | 5,381 | $1.4M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 4,343 | $1.4M | Add +0.3% |
| IVE iShares S&P 500 Value ETF | 0.17% | 6,550 | $1.4M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 3,911 | $1.3M | No change |
| GLD SPDR Gold Shares | 0.16% | 2,908 | $1.3M | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 2,504 | $1.2M | Add +4.5% |
| ABT Abbott Laboratories | 0.15% | 11,604 | $1.2M | Add +0.5% |
| AGG iShares Core U.S. Aggregate | 0.15% | 11,778 | $1.2M | Reduce -2.2% |
| EPD Enterprise Products Partners | 0.14% | 30,152 | $1.1M | Add +1.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.14% | 5,093 | $1.1M | Reduce -1.1% |
| BLK BlackRock Inc. | 0.14% | 1,149 | $1.1M | No change |
| VZ Verizon Communications Inc. | 0.14% | 21,995 | $1.1M | Reduce -0.2% |
| GE General Electric filed as GE AEROSPACE | 0.13% | 3,753 | $1.1M | Add +4.2% |
| GOOG Alphabet Inc. Class C | 0.13% | 3,685 | $1.1M | Reduce -7.2% |
| BP BP PLC-Spons ADR | 0.13% | 21,600 | $1.0M | No change |
| IEF iShares 7-10 Year Treasury B | 0.12% | 10,285 | $982K | Add +1.2% |
| MRK Merck & Co. Inc. | 0.12% | 7,895 | $950K | No change |
| PFF iShares Preferred & Income S | 0.12% | 31,254 | $948K | Reduce -4.6% |
| RTX RTX Corp. | 0.11% | 4,740 | $914K | Add +0.4% |
| GS Goldman Sachs Group Inc. | 0.11% | 1,067 | $903K | No change |
| FBND Fidelity Total Bond ETF | 0.11% | 19,357 | $883K | Reduce -5.7% |
| VRP Invesco Variable Rate Prefer | 0.11% | 36,652 | $879K | Add +1.9% |
| QCOM Qualcomm Inc. | 0.11% | 6,730 | $867K | Add +83.7% |
| LRCX Lam Research Corp. | 0.11% | 4,000 | $855K | No change |
| THC Tenet Healthcare Corp. | 0.11% | 4,500 | $849K | No change |
| AVGO Broadcom Inc. | 0.10% | 2,712 | $839K | Add +0.3% |
| DKS Dick's Sporting Goods Inc. | 0.10% | 4,181 | $829K | Reduce -0.3% |
| WM Waste Management Inc. | 0.10% | 3,586 | $824K | Reduce -0.2% |
| IWF iShares Russell 1000 Growth | 0.10% | 1,922 | $820K | No change |
| KO The Coca-Cola Co. | 0.10% | 10,175 | $774K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 1,757 | $767K | Reduce -0.2% |
| CASY Casey's General Stores Inc. | 0.10% | 1,050 | $764K | No change |
| UPS United Parcel Service Class B | 0.09% | 7,632 | $751K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.09% | 4,522 | $722K | Reduce -0.6% |
| ETN Eaton Corp. PLC | 0.09% | 2,015 | $721K | No change |
| HON Honeywell International Inc. | 0.09% | 3,058 | $691K | No change |
| VLO Valero Energy Corp. | 0.08% | 2,542 | $628K | No change |
| AMD Advanced Micro Devices | 0.08% | 3,063 | $623K | Add +0.3% |
| VXF Vanguard Extended Market ETF | 0.08% | 2,970 | $611K | Add +0.2% |
| ABBV Abbvie Inc. | 0.07% | 2,692 | $585K | Add +0.9% |
| GLW Corning Inc. | 0.07% | 4,295 | $584K | No change |
| GLDM SPDR Gold Minishares Trust | 0.07% | 6,301 | $584K | No change |
| ET Energy Transfer LP | 0.07% | 29,236 | $564K | Reduce -2.8% |
| DRI Darden Restaurants Inc. | 0.07% | 2,765 | $542K | No change |
| PFE Pfizer Inc. | 0.07% | 19,221 | $540K | Reduce -1.8% |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.07% | 7,000 | $529K | No change |
| PPA Invesco Aerospace & Defense | 0.07% | 3,189 | $528K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| BXSL Blackstone Secured Lending F | Sold out | 0.00% | −0.47 |
| ORCL Oracle Corp. | Reduce -43.7% | 0.36% | −0.44 |
| CI The Cigna Group | Reduce -61.9% | 0.22% | −0.35 |
| V Visa Inc. Class A | Reduce -0.1% | 2.75% | −0.33 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -2.0% | 1.32% | −0.24 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.1% | 8.68% | −0.23 |
| LLY Eli Lilly & Co. | Reduce -1.0% | 0.86% | −0.12 |
| MA Mastercard Inc. Class A | Reduce -0.8% | 1.04% | −0.11 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.11 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -18.5% | 0.41% | −0.09 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -2.5% | 1.36% | −0.09 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.06 |
| HD Home Depot Inc. | Reduce -8.3% | 0.45% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.8% | 1.61% | −0.04 |
| PANW Palo Alto Networks Inc. | Reduce -48.0% | 0.03% | −0.04 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.03 |
| LAZ Lazard Inc. | Sold out | 0.00% | −0.03 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.03 |
| JNK SS SPDR BB High Yield Bond | Sold out | 0.00% | −0.03 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.02 |
| VMI Valmont Industries | Sold out | 0.00% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -7.2% | 0.13% | −0.02 |
| AXP American Express Co. | Reduce -11.0% | 0.03% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -2.5% | 0.04% | −0.01 |
| ELV Elevance Health Inc. | Reduce -3.8% | 0.04% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -20.8% | 0.04% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.2% | 0.10% | −0.01 |
| LFMD Lifemd Inc. | Sold out | 0.00% | −0.00 |
| PFF iShares Preferred & Income S | Reduce -4.6% | 0.12% | −0.00 |
| FBND Fidelity Total Bond ETF | Reduce -5.7% | 0.11% | −0.00 |
| OEF iShares S&P 100 ETF | Reduce -1.6% | 0.06% | −0.00 |
| KEY Keycorp | Reduce -8.8% | 0.03% | −0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -4.0% | 0.20% | −0.00 |
| XLK SS Technology Select Sector | Reduce -0.6% | 0.04% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.9% | 0.63% | −0.00 |
| BND Vanguard Total Bond Market | Reduce -3.0% | 0.05% | 0.00 |
| TIP iShares Tips Bond ETF | Reduce -3.8% | 0.04% | +0.00 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -1.7% | 0.03% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -12.9% | 0.05% | +0.00 |
| GD General Dynamics Corp. | Reduce -1.4% | 0.03% | +0.00 |
| AGG iShares Core U.S. Aggregate | Reduce -2.2% | 0.15% | +0.00 |
| DKS Dick's Sporting Goods Inc. | Reduce -0.3% | 0.10% | +0.00 |
| T AT&T Inc. | Reduce -6.9% | 0.04% | +0.00 |
| AMGN Amgen Inc. | Reduce -1.8% | 0.05% | +0.00 |
| TJX TJX Companies Inc. | Reduce -0.6% | 0.09% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.1% | 0.14% | +0.01 |
| WM Waste Management Inc. | Reduce -0.2% | 0.10% | +0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -3.2% | 0.20% | +0.01 |
| PFE Pfizer Inc. | Reduce -1.8% | 0.07% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.7% | 6.60% | +0.52 |
| XLE SS Energy Select Sector | Add +0.7% | 1.02% | +0.31 |
| TSLA Tesla Inc. | Add +323.4% | 0.42% | +0.31 |
| LMT Lockheed Martin Corp. | Add +1.1% | 1.28% | +0.30 |
| IJR iShares Core S&P Small-Cap E | Add +2.7% | 3.20% | +0.30 |
| COST Costco Wholesale Corp. | Add +1.0% | 1.68% | +0.29 |
| IJH iShares Core S&P Midcap ETF | Add +2.5% | 3.47% | +0.28 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +22.3% | 1.16% | +0.27 |
| XOM Exxon Mobil Corp. | Add +1.4% | 0.68% | +0.22 |
| UTHR United Therapeutics Corp. | Add +176.7% | 0.31% | +0.22 |
| CVX Chevron Corp. | Add +10.2% | 0.59% | +0.21 |
| TT Trane Technologies PLC | Add +7.5% | 0.82% | +0.13 |
| PH Parker Hannifin Corp. | Add +1.3% | 1.76% | +0.12 |
| AMZN Amazon.com Inc. | Add +12.0% | 2.22% | +0.10 |
| JNJ Johnson & Johnson | Add +1.4% | 0.47% | +0.09 |
| CAT Caterpillar Inc. | Add +2.4% | 0.31% | +0.07 |
| PEP Pepsico Inc. | Add +3.0% | 0.51% | +0.07 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.5% | 0.96% | +0.07 |
| GEV GE Vernova Inc. | Add +3.1% | 0.21% | +0.06 |
| STLA Stellantis NV | New | 0.06% | +0.06 |
| NFLX Netflix Inc. | Add +7.1% | 0.49% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +2.5% | 0.60% | +0.06 |
| BSX Boston Scientific Corp. | New | 0.05% | +0.05 |
| PG The Procter & Gamble Co. | Add +5.3% | 0.37% | +0.03 |
| OIH Vaneck Oil Services ETF | New | 0.03% | +0.03 |
| QCOM Qualcomm Inc. | Add +83.7% | 0.11% | +0.03 |
| KEYS Keysight Technologies Inc. | New | 0.03% | +0.03 |
| EPD Enterprise Products Partners | Add +1.1% | 0.14% | +0.03 |
| SHY iShares 1-3 Year Treasury Bo | Add +7.9% | 0.20% | +0.02 |
| GLD SPDR Gold Shares | Add +0.4% | 0.16% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +4.9% | 0.05% | +0.01 |
| MO Altria Group Inc. | Add +6.4% | 0.05% | +0.01 |
| RTX RTX Corp. | Add +0.4% | 0.11% | +0.01 |
| AMAT Applied Materials Inc. | Add +0.1% | 0.03% | +0.01 |
| MU Micron Technology Inc. | Add +3.7% | 0.04% | +0.01 |
| GILD Gilead Sciences Inc. | Add +2.4% | 0.03% | +0.01 |
| IEF iShares 7-10 Year Treasury B | Add +1.2% | 0.12% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.5% | 0.15% | +0.00 |
| VRP Invesco Variable Rate Prefer | Add +1.9% | 0.11% | +0.00 |
| TRST Trustco Bank Corp. NY | Add +0.1% | 0.04% | +0.00 |
| IBB iShares Biotechnology ETF | Add +0.0% | 0.07% | +0.00 |
| VXF Vanguard Extended Market ETF | Add +0.2% | 0.08% | +0.00 |
| DIA SS SPDR Dow Jones Indus Avg | Add +0.1% | 0.93% | +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 |
| ABBV Abbvie Inc. | Add +0.9% | 0.07% | −0.00 |
| GE General Electric | Add +4.2% | 0.13% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 0.17% | −0.00 |
| AMD Advanced Micro Devices | Add +0.3% | 0.08% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.7% | 0.20% | −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 |