# King Wealth Management Group

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1568235. Source: https://holderbook.com/funds/1568235-king-wealth-management-group/

- Reported value: $914.3M
- Positions: 176
- Weight of the ten largest: 57.6%
- Filed: 2026-08-05

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $131.2M | 175,250 | 14.4% | 31 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $88.8M | 120,537 | 9.7% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $60.1M | 80,417 | 6.6% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $43.0M | 215,020 | 4.7% | 26 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $42.8M | 114,619 | 4.7% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $42.6M | 147,101 | 4.7% | 31 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $32.1M | 416,594 | 3.5% | 31 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $30.9M | 208,614 | 3.4% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $28.3M | 79,070 | 3.1% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $26.5M | 80,935 | 2.9% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $24.9M | 72,465 | 2.7% | 31 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $20.4M | 26,760 | 2.2% | 10 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $20.4M | 85,521 | 2.2% | 31 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $15.5M | 15,845 | 1.7% | 11 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $15.4M | 136,003 | 1.7% | 31 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $14.8M | 90,142 | 1.6% | 31 |
| FIDELITY COVINGTON TRUST | [FTEC](https://holderbook.com/stocks/FTEC/) | $14.8M | 51,730 | 1.6% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $13.7M | 24,284 | 1.5% | 12 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $12.8M | 13,668 | 1.4% | 31 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $10.6M | 48,725 | 1.2% | 21 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $9.5M | 7,913 | 1.0% | 31 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $8.6M | 16,954 | 0.9% | 31 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $8.5M | 87,962 | 0.9% | 31 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $8.3M | 16,207 | 0.9% | 31 |
| STATE STR SPDR DOW JONES IND | [DIA](https://holderbook.com/stocks/DIA/) | $8.3M | 15,804 | 0.9% | 31 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $8.1M | 16,508 | 0.9% | 8 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $7.0M | 131,503 | 0.8% | 17 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $6.3M | 23,436 | 0.7% | 31 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $5.8M | 70,623 | 0.6% | 31 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $5.8M | 29,209 | 0.6% | 15 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $5.6M | 69,724 | 0.6% | 15 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $5.3M | 45,563 | 0.6% | 7 |
| ISHARES TR | [IJJ](https://holderbook.com/stocks/IJJ/) | $4.9M | 32,843 | 0.5% | 25 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $4.7M | 11,126 | 0.5% | 24 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $4.4M | 32,346 | 0.5% | 31 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $4.0M | 24,055 | 0.4% | 18 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $3.9M | 15,202 | 0.4% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $3.8M | 3,593 | 0.4% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $3.6M | 10,248 | 0.4% | 25 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $3.5M | 25,917 | 0.4% | 31 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $3.4M | 47,560 | 0.4% | 4 |
| TEVA PHARMACEUTICAL INDS LTD | [TEVA](https://holderbook.com/stocks/TEVA/) | $3.4M | 100,000 | 0.4% | 8 |
| THE CIGNA GROUP | [CI](https://holderbook.com/stocks/CI/) | $3.1M | 11,272 | 0.3% | 26 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $3.0M | 20,453 | 0.3% | 31 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $2.5M | 6,728 | 0.3% | 10 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $2.3M | 1,934 | 0.2% | 8 |
| UNITED THERAPEUTICS CORP DEL | [UTHR](https://holderbook.com/stocks/UTHR/) | $2.2M | 4,150 | 0.2% | 27 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $2.2M | 18,365 | 0.2% | 28 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $1.9M | 12,957 | 0.2% | 25 |
| ISHARES TR | [IJS](https://holderbook.com/stocks/IJS/) | $1.8M | 13,254 | 0.2% | 19 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.8M | 3,083 | 0.2% | 14 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $1.8M | 2,580 | 0.2% | 15 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $1.8M | 6,512 | 0.2% | 31 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $1.6M | 3,437 | 0.2% | 16 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $1.6M | 5,381 | 0.2% | 7 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $1.6M | 19,569 | 0.2% | 31 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $1.6M | 4,326 | 0.2% | 31 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $1.6M | 36,514 | 0.2% | 2 |
| ISHARES TR | [LQD](https://holderbook.com/stocks/LQD/) | $1.5M | 13,656 | 0.2% | 31 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $1.5M | 6,550 | 0.2% | 20 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $1.4M | 3,819 | 0.2% | 15 |
| PARK NATL CORP | [PRK](https://holderbook.com/stocks/PRK/) | $1.4M | 7,588 | 0.2% | 1 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.3M | 3,702 | 0.1% | 13 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $1.3M | 2,526 | 0.1% | 7 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $1.2M | 5,032 | 0.1% | 14 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $1.2M | 11,843 | 0.1% | 31 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $1.1M | 30,203 | 0.1% | 17 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $1.1M | 961 | 0.1% | 3 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $1.1M | 1,149 | 0.1% | 7 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $1.1M | 4,316 | 0.1% | 5 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $1.1M | 1,084 | 0.1% | 21 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.1M | 2,786 | 0.1% | 13 |
| J P MORGAN EXCHANGE TRADED F | [JMUB](https://holderbook.com/stocks/JMUB/) | $1.0M | 20,528 | 0.1% | 1 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $1.0M | 11,432 | 0.1% | 31 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.0M | 7,948 | 0.1% | 31 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $947.0K | 7,628 | 0.1% | 31 |
| ISHARES TR | [IEF](https://holderbook.com/stocks/IEF/) | $944.0K | 9,980 | 0.1% | 31 |
| ISHARES TR | [PFF](https://holderbook.com/stocks/PFF/) | $942.0K | 30,906 | 0.1% | 31 |
| DICKS SPORTING GOODS INC | [DKS](https://holderbook.com/stocks/DKS/) | $930.0K | 4,099 | 0.1% | 20 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $930.0K | 21,975 | 0.1% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $913.0K | 4,810 | 0.1% | 25 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $904.0K | 10,492 | 0.1% | 31 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $901.0K | 2,115 | 0.1% | 25 |
| INVESCO EXCH TRADED FD TR II | [VRP](https://holderbook.com/stocks/VRP/) | $876.0K | 36,043 | 0.1% | 31 |
| TENET HEALTHCARE CORP | [THC](https://holderbook.com/stocks/THC/) | $842.0K | 4,500 | 0.1% | 6 |
| CASEYS GEN STORES INC | [CASY](https://holderbook.com/stocks/CASY/) | $835.0K | 1,050 | 0.1% | 16 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $830.0K | 10,214 | 0.1% | 31 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $820.0K | 7,632 | 0.1% | 31 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $805.0K | 17,686 | 0.1% | 30 |
| BP PLC | [BP](https://holderbook.com/stocks/BP/) | $804.0K | 21,759 | 0.1% | 8 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $800.0K | 3,588 | 0.1% | 31 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $733.0K | 2,975 | 0.1% | 31 |
| VALERO ENERGY CORP | [VLO](https://holderbook.com/stocks/VLO/) | $714.0K | 2,742 | 0.1% | 18 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $687.0K | 4,537 | 0.1% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $682.0K | 2,709 | 0.1% | 25 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $590.0K | 817 | 0.1% | 3 |
| ISHARES TR | [IBB](https://holderbook.com/stocks/IBB/) | $590.0K | 3,102 | 0.1% | 31 |
| AMER STATES WTR CO | [AWR](https://holderbook.com/stocks/AWR/) | $578.0K | 7,000 | 0.1% | 31 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $575.0K | 289 | 0.1% | 3 |
| ENERGY TRANSFER L P | [ET](https://holderbook.com/stocks/ET/) | $569.0K | 29,736 | 0.1% | 17 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +13.0% | +14.8% | -1.9% | 100% |
| Q1 2026 | -4.4% | -4.6% | +0.2% | 100% |
| Q4 2025 | +1.9% | +2.4% | -0.4% | 101% |
| Q3 2025 | +7.8% | +7.8% | -0.1% | 100% |
| Q2 2025 | +10.1% | +10.5% | -0.3% | 100% |
| Q1 2025 | -4.3% | -4.6% | +0.2% | 100% |
| Q4 2024 | +1.4% | +2.1% | -0.7% | 100% |
| Q3 2024 | +5.2% | +5.4% | -0.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $914.3M | 176 |
| Q1 2026 | $799.7M | 158 |
| Q4 2025 | $829.7M | 165 |
| Q3 2025 | $795.9M | 160 |
| Q2 2025 | $737.1M | 158 |
| Q1 2025 | $659.7M | 157 |
| Q4 2024 | $685.5M | 154 |
| Q3 2024 | $641.7M | 151 |
| Q2 2024 | $599.8M | 144 |
| Q1 2024 | $570.2M | 147 |
| Q4 2023 | $517.3M | 139 |
| Q3 2023 | $474.4M | 145 |