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King Wealth Management Group

Portfolio Manager
King Wealth Management Group
Performance
-6.64% (2026 Q1)
AUM (13F)
$799.72M
# of Holdings
158
Performance Rank
Allocation (Top 20)
74.4%

King Wealth Management Group Holdings Map

Top 50 King Wealth Management Group Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR IVV
14.05%172.0K$112.3M
+0.66%(+1.12K)
2025-Q1: 159.1K shares2025-Q2: 163.4K shares2025-Q3: 168.6K shares2025-Q4: 170.8K shares2026-Q1: 172.0K shares
$292.10(+155.30%)
2026-03-31
QQQ
INVESCO QQQ TR
8.68%120.2K$69.4M
-0.06%(-69)
2025-Q1: 119.5K shares2025-Q2: 119.7K shares2025-Q3: 120.7K shares2025-Q4: 120.3K shares2026-Q1: 120.2K shares
$155.60(+359.34%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF SPY
6.6%81.2K$52.8M
+9.74%(+7.21K)
2025-Q1: 55.5K shares2025-Q2: 73.3K shares2025-Q3: 72.9K shares2025-Q4: 74.0K shares2026-Q1: 81.2K shares
$313.81(+136.55%)
2026-03-31
MSFT
MICROSOFT CORP
5.34%115.4K$42.7M
+2.18%(+2.46K)
2025-Q1: 113.6K shares2025-Q2: 111.5K shares2025-Q3: 111.5K shares2025-Q4: 112.9K shares2026-Q1: 115.4K shares
$204.58(+98.07%)
2026-03-31
AAPL
APPLE INC
4.72%148.8K$37.8M
+0.40%(+586)
2025-Q1: 134.9K shares2025-Q2: 133.9K shares2025-Q3: 133.9K shares2025-Q4: 148.2K shares2026-Q1: 148.8K shares
$85.24(+250.63%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.72%216.3K$37.7M
+0.31%(+672)
2025-Q1: 214.2K shares2025-Q2: 215.5K shares2025-Q3: 217.1K shares2025-Q4: 215.7K shares2026-Q1: 216.3K shares
$20.46(+1003.54%)
2026-03-31
IJH
ISHARES TR IJH
3.47%410.6K$27.7M
+2.52%(+10.11K)
2025-Q1: 385.5K shares2025-Q2: 385.6K shares2025-Q3: 396.2K shares2025-Q4: 400.5K shares2026-Q1: 410.6K shares
$45.76(+59.80%)
2026-03-31
IJR
ISHARES TR IJR
3.2%206.1K$25.6M
+2.69%(+5.41K)
2025-Q1: 189.1K shares2025-Q2: 189.4K shares2025-Q3: 197.5K shares2025-Q4: 200.7K shares2026-Q1: 206.1K shares
$90.64(+49.25%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.98%80.9K$23.8M
+0.60%(+486)
2025-Q1: 80.0K shares2025-Q2: 79.9K shares2025-Q3: 79.9K shares2025-Q4: 80.4K shares2026-Q1: 80.9K shares
$96.62(+210.75%)
2026-03-31
GOOGL
ALPHABET INC GOOGL
2.84%78.9K$22.7M
+0.69%(+541)
2025-Q1: 69.8K shares2025-Q2: 70.3K shares2025-Q3: 72.6K shares2025-Q4: 78.3K shares2026-Q1: 78.9K shares
$143.88(+179.82%)
2026-03-31

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