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KWMG

King Wealth Management Group Portfolio holdings

AUM $800M
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
-3.05%
1 Year Est. Return
+22.41%
3 Year Est. Return
+75.43%
5 Year Est. Return
+92.87%
10 Year Est. Return
+325.86%
AUM
$800M
AUM Growth
-$29.9M
Cap. Flow
+$6.22M
Cap. Flow %
0.78%
Top 10 Hldgs %
56.59%
Holding
169
New
4
Increased
62
Reduced
45
Closed
11

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.9M
2
TSLA icon
Tesla
TSLA
+$2.88M
3
AMZN icon
Amazon
AMZN
+$2.02M
4
VTV icon
Vanguard Value ETF
VTV
+$1.72M
5
UTHR icon
United Therapeutics
UTHR
+$1.32M

Top Sells

Rank Stock Value
1
BXSL icon
Blackstone Secured Lending
BXSL
+$3.9M
2
CI icon
Cigna
CI
+$2.91M
3
ORCL icon
Oracle
ORCL
+$2.47M
4
APO icon
Apollo Global Management
APO
+$883K
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$804K

Sector Composition

Rank Sector Weight
1 Technology 18.2%
2 Financials 7.65%
3 Communication Services 5.4%
4 Industrials 5.3%
5 Consumer Staples 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNP icon
51
Union Pacific
UNP
$179B
$1.57M 0.2%
6,462
– –
VOO icon
52
Vanguard S&P 500 ETF
VOO
$974B
$1.56M 0.2%
2,615
+17
+0.7% +$10.6K
LQD icon
53
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$35.2B
$1.56M 0.2%
14,311
-595
-4% -$65.6K
VB icon
54
Vanguard Small-Cap ETF
VB
$79.7B
$1.41M 0.18%
5,381
– –
VTI icon
55
Vanguard Total Stock Market ETF
VTI
$658B
$1.39M 0.17%
4,343
+14
+0.3% +$4.7K
IVE icon
56
iShares S&P 500 Value ETF
IVE
$48.8B
$1.38M 0.17%
6,550
– –
TSM icon
57
TSMC
TSM
$2.07T
$1.32M 0.17%
3,911
– –
GLD icon
58
SPDR Gold Trust
GLD
$130B
$1.25M 0.16%
2,908
+12
+0.4% +$5.37K
BRK.B icon
59
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.2M 0.15%
2,504
+108
+5% +$53K
ABT icon
60
Abbott
ABT
$175B
$1.19M 0.15%
11,604
+52
+0.5% +$5.87K
AGG icon
61
iShares Core US Aggregate Bond ETF
AGG
$139B
$1.17M 0.15%
11,778
-268
-2% -$26.8K
EPD icon
62
Enterprise Products Partners
EPD
$82.6B
$1.14M 0.14%
30,152
+328
+1% +$11.6K
VBR icon
63
Vanguard Small-Cap Value ETF
VBR
$37.1B
$1.11M 0.14%
5,093
-56
-1% -$12.5K
BLK icon
64
Blackrock
BLK
$166B
$1.1M 0.14%
1,149
– –
VZ icon
65
Verizon
VZ
$182B
$1.1M 0.14%
21,995
-35
-0.2% -$1.62K
GE icon
66
GE Aerospace
GE
$364B
$1.06M 0.13%
3,753
+150
+4% +$47.1K
GOOG icon
67
Alphabet (Google) Class C
GOOG
$4.22T
$1.06M 0.13%
3,685
-284
-7% -$89.2K
BP icon
68
BP
BP
$108B
$1.01M 0.13%
21,600
– –
IEF icon
69
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$982K 0.12%
10,285
+125
+1% +$12K
MRK icon
70
Merck
MRK
$315B
$950K 0.12%
7,895
– –
PFF icon
71
iShares Preferred and Income Securities ETF
PFF
$13.3B
$948K 0.12%
31,254
-1,506
-5% -$47.2K
RTX icon
72
RTX Corp
RTX
$261B
$914K 0.11%
4,740
+20
+0.4% +$3.98K
GS icon
73
Goldman Sachs
GS
$314B
$903K 0.11%
1,067
– –
FBND icon
74
Fidelity Total Bond ETF
FBND
$26.9B
$883K 0.11%
19,357
-1,172
-6% -$54K
VRP icon
75
Invesco Variable Rate Preferred ETF
VRP
$3B
$879K 0.11%
36,652
+674
+2% +$16.4K
1 2
3
4 5

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King Wealth Management Group's Q1 2026 Portfolio in Review

As of Q1 2026, King Wealth Management Group held 169 positions worth $800M, down 3.6% from $830M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

King Wealth Management Group's Q1 2026 filing shows 4 new, 62 increased, 45 reduced and 11 closed positions. Its largest new stake was Stellantis: 70,000 shares worth $496K. The largest sale was Blackstone Secured Lending, an estimated $3.9M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 21% a quarter earlier, followed by Financials and Communication Services.

  • King Wealth Management Group's largest Q1 2026 buy was Stellantis: 70,000 shares worth $496K.
  • King Wealth Management Group added most to State Street SPDR S&P 500 ETF Trust in Q1 2026, an estimated $4.9M increase.
  • King Wealth Management Group's biggest Q1 2026 reduction was Cigna, cutting an estimated $2.91M.
  • King Wealth Management Group fully exited Blackstone Secured Lending in Q1 2026, selling an estimated $3.9M.
  • King Wealth Management Group's ten largest holdings make up 57% of its $800M portfolio in Q1 2026.
  • King Wealth Management Group opened 4 new positions and closed 11 in Q1 2026.
  • King Wealth Management Group's portfolio value fell 3.6% quarter-over-quarter to $800M.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.