King Wealth Management Group
CIK: 0001568235SEC EDGAR →
Portfolio Value
$829.7M
Holdings
165
As of
Q4 2025
New Positions
7
Closed Positions
5
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR IVV | 170,844 | $117.0M | 14.10% |
| 2 | INVESCO QQQ TR | 120,279 | $73.9M | 8.91% |
| 3 | MICROSOFT CORP | 112,912 | $54.6M | 6.58% |
| 4 | SPDR S&P 500 ETF TR SPY | 74,004 | $50.5M | 6.08% |
| 5 | APPLE INC | 148,243 | $40.3M | 4.86% |
| 6 | NVIDIA CORPORATION | 215,661 | $40.2M | 4.85% |
| 7 | ISHARES TR IJH | 400,512 | $26.4M | 3.19% |
| 8 | JPMORGAN CHASE & CO. | 80,399 | $25.9M | 3.12% |
| 9 | VISA INC | 72,706 | $25.5M | 3.07% |
| 10 | ALPHABET INC | 78,330 | $24.5M | 2.96% |
Quarterly Changes
Top Buys
New Positions (14)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 59 | $382.1M | 46.1% |
| Technology | 24 | $171.0M | 20.6% |
| Unknown | 9 | $85.5M | 10.3% |
| Communication Services | 8 | $45.5M | 5.5% |
| Industrials | 15 | $36.6M | 4.4% |
| Consumer Defensive | 8 | $35.3M | 4.3% |
| Consumer Cyclical | 9 | $33.3M | 4.0% |
| Healthcare | 18 | $26.6M | 3.2% |
| Energy | 7 | $9.8M | 1.2% |
| Utilities | 7 | $3.6M | 0.4% |
| Real Estate | 1 | $225K | 0.0% |