King Wealth Management Group 13F Portfolio

CIK 1568235 Filing since Q1 2014 Q2 2026 filed Aug 5, 2026
Holdings as of Jun 30, 2026, from the 13F filed Aug 5, 2026.

Portfolio Snapshot

121 positions · Q2 2026

King Wealth Management Group reported 121 positions worth $456.53M for the quarter ended Jun 30, 2026, up 11.0% on the prior quarter. It opened 12 new positions, added to 68, trimmed 24 and exited 1. Its largest holding is Nvidia Corp at 9.4% of the portfolio.

Portfolio Value
$456.53M
+11.0% QoQ · +18.5% YoY
Positions
121
12 new · 1 sold out
Top 10 Concentration
61.3%
of portfolio value
Largest Position
NVDA 9.4%
Nvidia Corp
Net Buying
+$6.82M
$12.39M bought · $5.57M sold
Turnover
1.3%
of the portfolio traded
Top Sector
Technology
46.5% of value
Track Record
50
quarters on file since Q1 2014

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

12 sectors
46.46%
Technology
Technology46.46%
Financial Services15.74%
Industrials10.37%
Consumer Staples8.27%
Consumer Discretionary8.15%
Healthcare6.88%
Energy2.67%
Utilities0.562%
Basic Materials0.347%
Communication Services0.31%
Other0.172%
Real Estate0.081%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyFinancial ServicesIndustrialsConsumer StaplesConsumer DiscretionaryHealthcareEnergyUtilitiesBasic MaterialsCommunication ServicesOtherReal Estate

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
GLD Spdr Gold Trust +3,820 +131.4% $1.41M 0.543%
PRK Park National Corp +7,588 – $1.39M 0.304%
CI Cigna Group +4,805 +74.3% $1.32M 0.681%
BSX Boston Scientific Corp +29.5K +421.6% $1.26M 0.341%
TSLA Tesla, Inc. +1,984 +21.7% $834.54K 1.03%
LLY ELI LILLY & Co +477 +6.4% $572.12K 2.08%
INTC Intel Corp +3,911 – $546.00K 0.12%
NFLX Netflix Inc +6,961 +17.1% $497.05K 0.744%
TT Trane Technologies plc +761 +4.8% $373.77K 1.78%
HONA Honeywell Aerospace Inc. +1,537 – $340.00K 0.074%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
ORCL Oracle Corp -6,635 -33.9% $972.44K 0.416%
LRCX Lam Research Corp -4,000 -100.0% $855.00K Exited
QCOM Qualcomm Inc -3,945 -58.6% $729.51K 0.113%
AAPL Apple Inc. -1,728 -1.2% $500.01K 9.32%
MCD Mcdonalds Corp -1,325 -5.4% $358.16K 1.39%
TEVA Teva Pharmaceutical Industries Ltd -10.0K -9.1% $338.80K 0.742%
MSFT Microsoft Corp -758 -0.7% $282.75K 9.37%
NVDA Nvidia Corp -1,313 -0.6% $262.72K 9.42%
TSM Taiwan Semiconductor Manufacturing Co Ltd -474 -12.1% $226.45K 0.36%
CRWD CrowdStrike Holdings, Inc. -1,088 -1.0% $207.58K 4.47%

New Positions

Q2 2026
Holding Shares Trade Value Weight
PRK Park National Corp +7,588 $1.39M 0.304%
INTC Intel Corp +3,911 $546.00K 0.12%
HONA Honeywell Aerospace Inc. +1,537 $340.00K 0.074%
VMI Valmont Industries Inc +500 $289.00K 0.063%
VRT Vertiv Holdings Co +769 $257.00K 0.056%
NUE Nucor Corp +1,130 $252.00K 0.055%
AROW Arrow Financial Corp +5,718 $234.00K 0.051%
STLD Steel Dynamics Inc +1,000 $229.00K 0.05%
TRV Travelers Companies, Inc. +690 $228.00K 0.05%
TTE TotalEnergies SE +2,770 $215.00K 0.047%

Closed Positions

Q2 2026
Holding Shares Sold Trade Value Prior Weight
LRCX Lam Research Corp -4,000 $855.00K 0.208%
Holdings · Q2 2026

121 Positions

As ofJun 30, 2026
Value$456.53M
Top 1061.3%
Avg position$3.77M
# Activity
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Showing 1–15 of 121 positions 13F filings on SEC EDGAR

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About King Wealth Management Group’s 13F Portfolio

What are King Wealth Management Group’s largest holdings?

As of its Q2 2026 13F filing, King Wealth Management Group’s five largest positions were Nvidia Corp (NVDA) at 9.4%, Microsoft Corp (MSFT) at 9.4%, Apple Inc. (AAPL) at 9.3%, Alphabet Inc. (GOOGL) at 6.2%, Jpmorgan Chase & Co (JPM) at 5.8% of the reported portfolio.

How much is King Wealth Management Group’s portfolio worth?

King Wealth Management Group reported a 13F portfolio worth $456.53M across 121 positions for Q2 2026. That is up 11.0% from the previous quarter.

What did King Wealth Management Group buy in Q2 2026?

Its largest purchases by value were Spdr Gold Trust ($1.41M), Park National Corp ($1.39M), Cigna Group ($1.32M). It opened 12 new positions.

What did King Wealth Management Group sell in Q2 2026?

Its largest sales by value were Oracle Corp ($972.44K), Lam Research Corp ($855.00K), Qualcomm Inc ($729.51K). It exited 1 positions entirely.

Where does this data come from?

From the Form 13F-HR reports King Wealth Management Group files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.