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

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $570.2M Q1 2024 Q2 2024: $599.8M Q2 2024 Q3 2024: $641.7M Q3 2024 Q4 2024: $685.5M Q4 2024 Q1 2025: $659.7M Q1 2025 Q2 2025: $736.9M Q2 2025 Q3 2025: $795.9M Q3 2025 Q4 2025: $829.7M Q4 2025 Q1 2026: $799.7M $799.7M Q1 2026 Q2 2026: $914.3M Q2 2026

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
IBB iShares Biotechnology ETF 0.07% 3,102 $524K Add +0.0%
INGR Ingredion Inc. 0.07% 4,625 $521K No change
OEF iShares S&P 100 ETF 0.06% 1,570 $499K Reduce -1.6%
STLA Stellantis NV 0.06% 70,000 $496K New
NVS Novartis AG-Sponsored ADR 0.06% 3,200 $489K No change
MTB M & T Bank Corp. filed as M & T BK CORP 0.06% 2,299 $475K No change
GIS General Mills Inc. 0.06% 12,534 $467K No change
DUK Duke Energy Corp. 0.06% 3,512 $460K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 1,893 $459K Add +1.2%
AEP American Electric Power 0.06% 3,391 $444K No change
BSX Boston Scientific Corp. 0.05% 7,000 $439K New
IWR iShares Russell Mid-Cap ETF 0.05% 4,520 $439K No change
MO Altria Group Inc. 0.05% 6,642 $438K Add +6.4%
NEE Nextera Energy Inc. 0.05% 4,568 $424K No change
PTGX Protagonist Therapeutics Inc. 0.05% 4,000 $422K No change
AMGN Amgen Inc. 0.05% 1,176 $414K Reduce -1.8%
SDY SS SPDR S&P Dividend ETF 0.05% 2,836 $414K No change
BMY Bristol-Myers Squibb Co. 0.05% 6,812 $413K Reduce -12.9%
BND Vanguard Total Bond Market 0.05% 5,503 $405K Reduce -3.0%
COP Conocophillips 0.05% 2,848 $376K No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.05% 276 $365K Add +4.9%
SO The Southern Co. 0.04% 3,643 $352K No change
XLK SS Technology Select Sector 0.04% 2,598 $345K Reduce -0.6%
MU Micron Technology Inc. 0.04% 983 $332K Add +3.7%
TRST Trustco Bank Corp. NY 0.04% 7,590 $332K Add +0.1%
IWD iShares Russell 1000 Value E 0.04% 1,548 $331K No change
PWR Quanta Services Inc. 0.04% 596 $327K No change
UNH Unitedhealth Group Inc. 0.04% 1,183 $320K Reduce -2.5%
MS Morgan Stanley 0.04% 1,871 $308K No change
ELV Elevance Health Inc. 0.04% 1,046 $306K Reduce -3.8%
CEG Constellation Energy 0.04% 1,068 $298K No change
CSCO Cisco Systems Inc. 0.04% 3,801 $295K Reduce -20.8%
T AT&T Inc. 0.04% 10,094 $293K Reduce -6.9%
TIP iShares Tips Bond ETF 0.04% 2,567 $283K Reduce -3.8%
AMAT Applied Materials Inc. 0.03% 811 $277K Add +0.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.03% 2,856 $275K Add +0.9%
OIH Vaneck Oil Services ETF 0.03% 672 $272K New
BA The Boeing Co. 0.03% 1,338 $266K No change
KEY Keycorp 0.03% 13,072 $262K Reduce -8.8%
PANW Palo Alto Networks Inc. 0.03% 1,626 $261K Reduce -48.0%
FELC Fidelity Enh LRG Cap Cor ETF 0.03% 6,830 $248K Add +0.2%
IWB iShares Russell 1000 ETF 0.03% 686 $245K No change
GILD Gilead Sciences Inc. 0.03% 1,725 $240K Add +2.4%
IEI iShares 3-7 Year Treasury Bo 0.03% 2,006 $238K Reduce -1.7%
WPC WP Carey Inc. 0.03% 3,495 $238K No change
KEYS Keysight Technologies Inc. 0.03% 810 $229K New
AXP American Express Co. 0.03% 719 $217K Reduce -11.0%
XAWFX Alliancebernstein GL Hi Inc. 0.03% 21,000 $214K No change
GD General Dynamics Corp. 0.03% 622 $213K Reduce -1.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 4,286 $209K Add +0.1%
DFTX Definium Therapeutics Inc. 0.02% 10,000 $189K No change
TU Telus Corp. 0.02% 14,670 $188K No change
ETB Eaton Vance T/M Buy-WRT Inc. 0.02% 12,177 $176K Add +0.2%
ETHA iShares Ethereum Trust ETF 0.02% 10,000 $158K No change
IHS Ihs Holding Ltd. 0.02% 14,710 $121K No change
GSOL Grayscale Solana Staking ETF 0.01% 10,000 $61K No change
HRTX Heron Therapeutics Inc. 0.00% 32,799 $26K Add +6.5%
ALDX Aldeyra Therapeutics Inc. 0.00% 11,900 $20K Add +10.2%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 176$914.3MIVV, QQQ, SPY, NVDA, MSFT
Q1 2026 158$799.7MIVV, QQQ, SPY, MSFT, AAPL
Q4 2025 165$829.7MIVV, QQQ, MSFT, SPY, AAPL
Q3 2025 160$795.9MIVV, QQQ, MSFT, SPY, NVDA
Q2 2025 157$736.9MIVV, QQQ, MSFT, SPY, NVDA
Q1 2025 157$659.7MIVV, QQQ, MSFT, SPY, AAPL
Q4 2024 154$685.5MIVV, QQQ, MSFT, AAPL, SPY
Q3 2024 151$641.7MIVV, QQQ, MSFT, SPY, AAPL
Q2 2024 144$599.8MIVV, QQQ, MSFT, SPY, AAPL
Q1 2024 147$570.2MIVV, QQQ, MSFT, SPY, IJH