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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
AMD icon
51
Advanced Micro Devices
AMD
$773B
$1.79M 0.2%
3,083
+20
+0.7% +$8.2K
VOO icon
52
Vanguard S&P 500 ETF
VOO
$1.03T
$1.77M 0.19%
2,580
-35
-1% -$23.3K
UNP icon
53
Union Pacific
UNP
$173B
$1.77M 0.19%
6,512
+50
+0.8% +$13.1K
TSM icon
54
TSMC
TSM
$2.22T
$1.64M 0.18%
3,437
-474
-12% -$192K
VB icon
55
Vanguard Morningstar Small-Cap ETF
VB
$81.1B
$1.63M 0.18%
5,381
– –
SHY icon
56
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$1.61M 0.18%
19,569
-219
-1% -$18K
VTI icon
57
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
$1.6M 0.18%
4,326
-17
-0.4% -$6.08K
BSX icon
58
Boston Scientific
BSX
$68.9B
$1.56M 0.17%
36,514
+29,514
+422% +$1.6M
LQD icon
59
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
$1.49M 0.16%
13,656
-655
-5% -$71.4K
IVE icon
60
iShares S&P 500 Value ETF
IVE
$50.2B
$1.49M 0.16%
6,550
– –
GE icon
61
GE Aerospace
GE
$348B
$1.43M 0.16%
3,819
+66
+2% +$20.7K
PRK icon
62
Park National Corp
PRK
$3.53B
$1.39M 0.15%
+7,588
New +$1.31M
GOOG icon
63
Alphabet (Google) Class C
GOOG
$4.1T
$1.31M 0.14%
3,702
+17
+0.5% +$6.08K
BRK.B icon
64
Berkshire Hathaway Class B
BRK.B
$1.08T
$1.26M 0.14%
2,526
+22
+0.9% +$10.6K
VBR icon
65
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.7B
$1.22M 0.13%
5,032
-61
-1% -$14.2K
AGG icon
66
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.17M 0.13%
11,843
+65
+0.6% +$6.43K
EPD icon
67
Enterprise Products Partners
EPD
$83.9B
$1.11M 0.12%
30,203
+51
+0.2% +$1.92K
MU icon
68
Micron Technology
MU
$1.13T
$1.11M 0.12%
961
-22
-2% -$16.5K
BLK icon
69
Blackrock
BLK
$174B
$1.1M 0.12%
1,149
– –
GLW icon
70
Corning
GLW
$131B
$1.1M 0.12%
4,316
+21
+0.5% +$3.82K
GS icon
71
Goldman Sachs
GS
$302B
$1.1M 0.12%
1,084
+17
+2% +$16.6K
AVGO icon
72
Broadcom
AVGO
$1.69T
$1.05M 0.12%
2,786
+74
+3% +$29.7K
JMUB icon
73
JPMorgan Municipal ETF
JMUB
$8.67B
$1.04M 0.11%
+20,528
New +$1.03M
ABT icon
74
Abbott
ABT
$189B
$1.04M 0.11%
11,432
-172
-1% -$15.7K
MRK icon
75
Merck
MRK
$371B
$1.02M 0.11%
7,948
+53
+0.7% +$6.2K
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
ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
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.