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KWMG

King Wealth Management Group Portfolio holdings

AUM $914M
1-Year Est. Return 24.3%
This Fund
S&P 500
This Quarter Est. Return
+15.46%
1 Year Est. Return
+24.3%
3 Year Est. Return
+85.96%
5 Year Est. Return
+105%
10 Year Est. Return
+377.86%
AUM
$914M
AUM Growth
+$115M
Cap. Flow
+$11.8M
Cap. Flow %
1.29%
Top 10 Hldgs %
57.55%
Holding
177
New
19
Increased
80
Reduced
49
Closed
1

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.39M
2
BSX icon
Boston Scientific
BSX
+$1.6M
3
GLD icon
SPDR Gold Trust
GLD
+$1.58M
4
CI icon
Cigna
CI
+$1.36M
5
PRK icon
Park National Corp
PRK
+$1.31M

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$1.2M
2
LRCX icon
Lam Research
LRCX
+$855K
3
QCOM icon
Qualcomm
QCOM
+$738K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$577K
5
AAPL icon
Apple
AAPL
+$494K

Sector Composition

Rank Sector Weight
1 Miscellaneous 50.36%
2 Technology 18.22%
3 Financials 7.59%
4 Communication Services 5.27%
5 Industrials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TT icon
26
Trane Technologies
TT
$98.6B
$8.11M 0.89%
16,508
+761
+5% +$356K
XLE icon
27
State Street Energy Select Sector SPDR ETF
XLE
$41.7B
$6.98M 0.76%
131,503
-2,006
-2% -$115K
MCD icon
28
McDonald's
MCD
$182B
$6.33M 0.69%
23,436
-1,325
-5% -$380K
IEMG icon
29
iShares Core MSCI Emerging Markets ETF
IEMG
$164B
$5.85M 0.64%
70,623
+2,303
+3% +$184K
VOE icon
30
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
$5.77M 0.63%
29,209
-600
-2% -$116K
VO icon
31
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$5.62M 0.61%
69,724
– –
PLTR icon
32
Palantir
PLTR
$420B
$5.32M 0.58%
45,563
+265
+0.6% +$36.1K
IJJ icon
33
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.87B
$4.85M 0.53%
32,843
-583
-2% -$82.5K
TSLA icon
34
Tesla
TSLA
$1.4T
$4.68M 0.51%
11,126
+1,984
+22% +$789K
XOM icon
35
ExxonMobil
XOM
$658B
$4.42M 0.48%
32,346
+374
+1% +$56K
CVX icon
36
Chevron
CVX
$409B
$3.99M 0.44%
24,055
+1,254
+5% +$233K
JNJ icon
37
Johnson & Johnson
JNJ
$663B
$3.86M 0.42%
15,202
-116
-0.8% -$27K
CAT icon
38
Caterpillar
CAT
$372B
$3.83M 0.42%
3,593
+56
+2% +$49.2K
HD icon
39
Home Depot
HD
$320B
$3.61M 0.4%
10,248
-579
-5% -$188K
PEP icon
40
PepsiCo
PEP
$188B
$3.51M 0.38%
25,917
-587
-2% -$87.8K
NFLX icon
41
Netflix
NFLX
$329B
$3.4M 0.37%
47,560
+6,961
+17% +$613K
TEVA icon
42
Teva Pharmaceuticals
TEVA
$42.5B
$3.39M 0.37%
100,000
-10,000
-9% -$333K
CI icon
43
Cigna
CI
$74.8B
$3.11M 0.34%
11,272
+4,805
+74% +$1.36M
PG icon
44
Procter & Gamble
PG
$340B
$3M 0.33%
20,453
-90
-0.4% -$13.1K
GLD icon
45
SPDR Gold Trust
GLD
$149B
$2.48M 0.27%
6,728
+3,820
+131% +$1.58M
GEV icon
46
GE Vernova
GEV
$251B
$2.27M 0.25%
1,934
+36
+2% +$36.7K
UTHR icon
47
United Therapeutics
UTHR
$21B
$2.25M 0.25%
4,150
– –
BX icon
48
Blackstone
BX
$103B
$2.16M 0.24%
18,365
+41
+0.2% +$4.93K
ORCL icon
49
Oracle
ORCL
$455B
$1.9M 0.21%
12,957
-6,635
-34% -$1.2M
IJS icon
50
iShares S&P Small-Cap 600 Value ETF
IJS
$8.28B
$1.81M 0.2%
13,254
-182
-1% -$23.5K
1
2
3 4 5

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MA
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ACA
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ACM
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IPAM
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GC
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PWA
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DLP
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King Wealth Management Group's Q2 2026 Portfolio in Review

As of Q2 2026, King Wealth Management Group held 177 positions worth $914M, up 14% from $800M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

King Wealth Management Group's Q2 2026 filing shows 19 new, 80 increased, 49 reduced and 1 closed positions. Its largest new stake was Park National Corp: 7,588 shares worth $1.39M. The largest sale was Oracle, an estimated $1.2M.

By sector, the portfolio is most concentrated in Miscellaneous at 50% of assets, up from 49% a quarter earlier, followed by Technology and Financials.

  • King Wealth Management Group's largest Q2 2026 buy was Park National Corp: 7,588 shares worth $1.39M.
  • King Wealth Management Group added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $2.39M increase.
  • King Wealth Management Group's biggest Q2 2026 reduction was Oracle, cutting an estimated $1.2M.
  • King Wealth Management Group fully exited Lam Research in Q2 2026, selling an estimated $855K.
  • King Wealth Management Group's ten largest holdings make up 58% of its $914M portfolio in Q2 2026.
  • King Wealth Management Group opened 19 new positions and closed 1 in Q2 2026.
  • King Wealth Management Group's portfolio value rose 14% quarter-over-quarter to $914M.

Based on King Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.