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 $799.7M across 157 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($112.3M, 14.05%), QQQ ($69.4M, 8.68%), SPY ($52.8M, 6.60%), MSFT ($42.7M, 5.34%), AAPL ($37.8M, 4.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR IVV | $112.3M | 14.05% | 171,969 | Added |
| 2 | QQQ | INVESCO QQQ TR | $69.4M | 8.68% | 120,210 | Trimmed |
| 3 | SPY | STATE STR SPDR S&P 500 ETF SPY | $52.8M | 6.60% | 81,213 | Added |
| 4 | MSFT | MICROSOFT CORP | $42.7M | 5.34% | 115,377 | Added |
| 5 | AAPL | APPLE INC | $37.8M | 4.72% | 148,829 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $37.7M | 4.72% | 216,333 | Added |
| 7 | IJH | ISHARES TR IJH | $27.7M | 3.47% | 410,619 | Added |
| 8 | IJR | ISHARES TR IJR | $25.6M | 3.20% | 206,133 | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $23.8M | 2.98% | 80,885 | Added |
| 10 | GOOGL | ALPHABET INC GOOGL | $22.7M | 2.84% | 78,871 | Added |
| 11 | V | VISA INC | $22.0M | 2.75% | 72,654 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $17.8M | 2.22% | 85,443 | Added |
| 13 | WMT | WALMART INC | $16.9M | 2.11% | 136,044 | Trimmed |
| 14 | PH | PARKER-HANNIFIN CORP | $14.1M | 1.76% | 15,741 | Added |
| 15 | META | META PLATFORMS INC | $13.7M | 1.71% | 23,935 | Added |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $13.4M | 1.68% | 13,444 | Added |
| 17 | ITOT | ISHARES TR ITOT | $12.9M | 1.61% | 90,275 | Trimmed |
| 18 | FTEC | FIDELITY COVINGTON TR FTEC | $10.9M | 1.36% | 52,316 | Trimmed |
| 19 | CRWD | CROWDSTRIKE HLDGS INC | $10.6M | 1.32% | 27,032 | Trimmed |
| 20 | LMT | LOCKHEED MARTIN CORP | $10.2M | 1.28% | 16,920 | Added |
| 21 | VTV | VANGUARD INDEX FDS VTV | $9.3M | 1.16% | 47,280 | Added |
| 22 | MA | MASTERCARD INCORPORATED | $8.3M | 1.04% | 16,593 | Trimmed |
| 23 | XLE | SELECT SECTOR SPDR TR XLE | $8.2M | 1.02% | 133,509 | Added |
| 24 | IEFA | ISHARES TR IEFA | $7.7M | 0.96% | 84,670 | Added |
| 25 | MCD | MCDONALDS CORP | $7.7M | 0.96% | 24,761 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31