Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
King Wealth Management Group (CIK 1568235) reported $914.3M across 176 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($131.2M, 14.35%), QQQ ($88.8M, 9.71%), SPY ($60.1M, 6.57%), NVDA ($43.0M, 4.71%), MSFT ($42.8M, 4.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR IVV | $131.2M | 14.35% | 175,250 | Added |
| 2 | QQQ | INVESCO QQQ TR | $88.8M | 9.71% | 120,537 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF SPY | $60.1M | 6.57% | 80,417 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $43.0M | 4.71% | 215,020 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $42.8M | 4.68% | 114,619 | Trimmed |
| 6 | AAPL | APPLE INC | $42.6M | 4.66% | 147,101 | Trimmed |
| 7 | IJH | ISHARES TR IJH | $32.1M | 3.51% | 416,594 | Added |
| 8 | IJR | ISHARES TR IJR | $30.9M | 3.38% | 208,614 | Added |
| 9 | GOOGL | ALPHABET INC GOOGL | $28.3M | 3.09% | 79,070 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $26.5M | 2.90% | 80,935 | Added |
| 11 | V | VISA INC | $24.9M | 2.72% | 72,465 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $20.4M | 2.23% | 85,521 | Added |
| 13 | CRWD | CROWDSTRIKE HLDGS INC | $20.4M | 2.23% | 26,760 | Trimmed |
| 14 | PH | PARKER-HANNIFIN CORP | $15.5M | 1.70% | 15,845 | Added |
| 15 | WMT | WALMART INC | $15.4M | 1.68% | 136,003 | Trimmed |
| 16 | ITOT | ISHARES TR ITOT | $14.8M | 1.62% | 90,142 | Trimmed |
| 17 | FTEC | FIDELITY COVINGTON TRUST FTEC | $14.8M | 1.62% | 51,730 | Trimmed |
| 18 | META | META PLATFORMS INC | $13.7M | 1.50% | 24,284 | Added |
| 19 | COST | COSTCO WHOLESALE CORPORATION | $12.8M | 1.40% | 13,668 | Added |
| 20 | VTV | VANGUARD INDEX FDS VTV | $10.6M | 1.16% | 48,725 | Added |
| 21 | LLY | ELI LILLY & CO | $9.5M | 1.04% | 7,913 | Added |
| 22 | LMT | LOCKHEED MARTIN CORP | $8.6M | 0.94% | 16,954 | Added |
| 23 | IEFA | ISHARES TR IEFA | $8.5M | 0.93% | 87,962 | Added |
| 24 | MA | MASTERCARD INCORPORATED | $8.3M | 0.91% | 16,207 | Trimmed |
| 25 | DIA | STATE STR SPDR DOW JONES IND DIA | $8.3M | 0.90% | 15,804 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30