King Wealth Management Group
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$800K
Q ending 2026-03-31
Prior quarter
$830K
Q ending 2025-12-31
Change
-3.6% QoQ · +21.2% YoY
Positions
158
reported holdings
Largest positions
Top 100 of 158 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr Ivv | IVV | Shares | $112K | 172K |
| Invesco Qqq Tr | QQQ | Shares | $69K | 120K |
| State Str Spdr S&P 500 Etf Spy | SPY | Shares | $53K | 81K |
| Microsoft Corp | MSFT | Shares | $43K | 115K |
| Apple Inc | AAPL | Shares | $38K | 149K |
| Nvidia Corporation | NVDA | Shares | $38K | 216K |
| Ishares Tr Ijh | IJH | Shares | $28K | 411K |
| Ishares Tr Ijr | IJR | Shares | $26K | 206K |
| Jpmorgan Chase & Co | JPM | Shares | $24K | 81K |
| Alphabet Inc Googl | GOOGL | Shares | $23K | 79K |
| Visa Inc | V | Shares | $22K | 73K |
| Amazon Com Inc | AMZN | Shares | $18K | 85K |
| Walmart Inc | WMT | Shares | $17K | 136K |
| Parker-Hannifin Corp | PH | Shares | $14K | 16K |
| Meta Platforms Inc | META | Shares | $14K | 24K |
| Costco Wholesale Corporation | COST | Shares | $13K | 13K |
| Ishares Tr Itot | ITOT | Shares | $13K | 90K |
| Fidelity Covington Tr Ftec | FTEC | Shares | $11K | 52K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $11K | 27K |
| Lockheed Martin Corp | LMT | Shares | $10K | 17K |
| Vanguard Index Fds Vtv | VTV | Shares | $9K | 47K |
| Mastercard Incorporated | MA | Shares | $8K | 17K |
| Select Sector Spdr Tr Xle | XLE | Shares | $8K | 134K |
| Mcdonalds Corp | MCD | Shares | $8K | 25K |
| Ishares Tr Iefa | IEFA | Shares | $8K | 85K |
| State Str Spdr Dow Jones Dia | DIA | Shares | $7K | 16K |
| Eli Lilly & Co | LLY | Shares | $7K | 7K |
| Palantir Technologies Inc | PLTR | Shares | $7K | 45K |
| Trane Technologies Plc | Shares | $7K | 16K | |
| Vanguard Index Fds Voe | VOE | Shares | $5K | 30K |
| Exxon Mobil Corp | XOM | Shares | $5K | 32K |
| Vanguard Index Fds Vo | VO | Shares | $5K | 17K |
| Ishares Inc Iemg | IEMG | Shares | $5K | 68K |
| Chevron Corporation | CVX | Shares | $5K | 23K |
| Ishares Tr Ijj | IJJ | Shares | $4K | 33K |
| Pepsico Inc | PEP | Shares | $4K | 27K |
| Netflix Inc. | NFLX | Shares | $4K | 41K |
| Johnson & Johnson | JNJ | Shares | $4K | 15K |
| Home Depot Inc | HD | Shares | $4K | 11K |
| Tesla Inc | TSLA | Shares | $3K | 9K |
| Teva Pharmaceutical Inds Ltd | TEVA | Shares | $3K | 110K |
| Procter & Gamble Co | PG | Shares | $3K | 21K |
| Oracle Corp | ORCL | Shares | $3K | 20K |
| Caterpillar Inc | CAT | Shares | $3K | 4K |
| United Therapeutics Corp Del | UTHR | Shares | $2K | 4K |
| Blackstone Inc | BX | Shares | $2K | 18K |
| The Cigna Group | CI | Shares | $2K | 6K |
| Ge Vernova Inc | GEV | Shares | $2K | 2K |
| Ishares Tr Shy | SHY | Shares | $2K | 20K |
| Ishares Tr Ijs | IJS | Shares | $2K | 13K |
| Union Pac Corp | UNP | Shares | $2K | 6K |
| Vanguard Index Fds | VOO | Shares | $2K | 3K |
| Ishares Tr Lqd | LQD | Shares | $2K | 14K |
| Vanguard Index Fds Vb | VB | Shares | $1K | 5K |
| Vanguard Index Fds Vti | VTI | Shares | $1K | 4K |
| Ishares Tr Ive | IVE | Shares | $1K | 7K |
| Taiwan Semiconductor Manufac | TSM | Shares | $1K | 4K |
| Spdr Gold Tr | GLD | Shares | $1K | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1K | 3K |
| Abbott Laboratories | ABT | Shares | $1K | 12K |
| Ishares Tr Agg | AGG | Shares | $1K | 12K |
| Enterprise Prods Partners L | EPD | Shares | $1K | 30K |
| Vanguard Index Fds Vbr | VBR | Shares | $1K | 5K |
| Blackrock Inc | BLK | Shares | $1K | 1K |
| Verizon Communications Inc | VZ | Shares | $1K | 22K |
| Ge Aerospace | GE | Shares | $1K | 4K |
| Alphabet Inc | GOOG | Shares | $1K | 4K |
| Bp Plc | BP | Shares | $1K | 22K |
| Ishares Tr Ief | IEF | Shares | $982 | 10K |
| Merck & Co Inc | MRK | Shares | $950 | 8K |
| Ishares Tr Pff | PFF | Shares | $948 | 31K |
| Rtx Corporation | RTX | Shares | $914 | 5K |
| Goldman Sachs Group Inc | GS | Shares | $903 | 1K |
| Fidelity Merrimack Str Fbnd | FBND | Shares | $883 | 19K |
| Invesco Exch Traded Fd Tr Vrp | VRP | Shares | $879 | 37K |
| Qualcomm Inc | QCOM | Shares | $867 | 7K |
| Lam Research Corp | LRCX | Shares | $855 | 4K |
| Tenet Healthcare Corp | THC | Shares | $849 | 5K |
| Broadcom Inc | AVGO | Shares | $839 | 3K |
| Dicks Sporting Goods Inc | DKS | Shares | $829 | 4K |
| Waste Mgmt Inc Del | WM | Shares | $824 | 4K |
| Ishares Tr Iwf | IWF | Shares | $820 | 2K |
| Coca Cola Co | KO | Shares | $774 | 10K |
| Vanguard Index Fds Vug | VUG | Shares | $767 | 2K |
| Caseys Gen Stores Inc | CASY | Shares | $764 | 1K |
| United Parcel Svcs Inc | UPS | Shares | $751 | 8K |
| Tjx Cos Inc New | TJX | Shares | $722 | 5K |
| Eaton Corp Plc | Shares | $721 | 2K | |
| Honeywell Intl Inc | HONGBP | Shares | $691 | 3K |
| Valero Energy Corp | VLO | Shares | $628 | 3K |
| Advanced Micro Devices Inc | AMD | Shares | $623 | 3K |
| Vanguard Index Fds Vxf | VXF | Shares | $611 | 3K |
| Abbvie Inc | ABBV | Shares | $585 | 3K |
| World Gold Tr Gldm | GLDM | Shares | $584 | 6K |
| Corning Inc | GLW | Shares | $584 | 4K |
| Energy Transfer L P | ET | Shares | $564 | 29K |
| Darden Restaurants Inc | DRI | Shares | $542 | 3K |
| Pfizer Inc | PFE | Shares | $540 | 19K |
| Amer States Wtr Co | AWR | Shares | $529 | 7K |
| Invesco Exchange Traded Ppa | PPA | Shares | $528 | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.