StockDriftsStockDriftsTop 50 King Wealth Management Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR IVV | 14.35% | 175.3K | $131.2M | +1.91%(+3.28K) | $299.59(+160.00%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 9.71% | 120.5K | $88.8M | +0.27%(+327) | $156.93(+366.78%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF SPY | 6.57% | 80.4K | $60.1M | -0.98%(-796) | $313.81(+147.08%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.71% | 215.0K | $43.0M | -0.61%(-1.31K) | $20.46(+1004.68%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.68% | 114.6K | $42.8M | -0.66%(-758) | $204.58(+137.60%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.66% | 147.1K | $42.6M | -1.16%(-1.73K) | $85.24(+258.27%) | 2026-06-30 | |
| IJH | ISHARES TR IJH | 3.51% | 416.6K | $32.1M | +1.46%(+5.97K) | $46.13(+70.28%) | 2026-06-30 | |
| IJR | ISHARES TR IJR | 3.38% | 208.6K | $30.9M | +1.20%(+2.48K) | $91.16(+64.49%) | 2026-06-30 | |
| GOOGL | ALPHABET INC GOOGL | 3.09% | 79.1K | $28.3M | +0.25%(+199) | $144.33(+138.84%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.9% | 80.9K | $26.5M | +0.06%(+50) | $96.75(+276.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.32% | +65.63% | +11.43% | +71.78% |
| Top 20 Holdings Unweighted | +17.53% | +62.33% | +11.53% | +72.57% |
King Wealth Management Group reports $914.31M in US-listed equity holdings across 176 positions in its most recent 13F filing. Its largest disclosed positions are IVV (14.3%), QQQ (9.7%) and SPY (6.6%). The top 20 holdings account for 75.42% of reported assets. Its disclosed equity book has returned +65.63% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from King Wealth Management Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1568235). View King Wealth Management Group’s 13F filings on SEC