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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
+13.71%
1 Year Est. Return
+24.3%
3 Year Est. Return
+85.96%
5 Year Est. Return
+105%
10 Year Est. Return
+377.86%
AUM
$737M
AUM Growth
+$77.4M
Cap. Flow
+$5.66M
Cap. Flow %
0.77%
Top 10 Hldgs %
57.52%
Holding
165
New
8
Increased
57
Reduced
49
Closed
7

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.2M
2
CRWD icon
CrowdStrike
CRWD
+$7.05M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.49M
4
PLTR icon
Palantir
PLTR
+$1.56M
5
VTV icon
Vanguard Morningstar Value ETF
VTV
+$1.41M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$10.1M
2
LLY icon
Eli Lilly
LLY
+$6.86M
3
MSFT icon
Microsoft
MSFT
+$898K
4
ZBH icon
Zimmer Biomet
ZBH
+$726K
5
ELV icon
Elevance Health
ELV
+$600K

Sector Composition

Rank Sector Weight
1 Miscellaneous 47.49%
2 Technology 20.27%
3 Financials 9.22%
4 Consumer Staples 4.76%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJS icon
51
iShares S&P Small-Cap 600 Value ETF
IJS
$8.03B
$1.47M 0.2%
14,754
-383
-3% -$36.2K
CAT icon
52
Caterpillar
CAT
$360B
$1.35M 0.18%
3,477
+2
+0.1% +$667
IVE icon
53
iShares S&P 500 Value ETF
IVE
$49.4B
$1.28M 0.17%
6,550
– –
VB icon
54
Vanguard Morningstar Small-Cap ETF
VB
$78.5B
$1.27M 0.17%
5,381
-22
-0.4% -$4.91K
AGG icon
55
iShares Core US Aggregate Bond ETF
AGG
$137B
$1.24M 0.17%
12,463
-382
-3% -$37.4K
BLK icon
56
Blackrock
BLK
$164B
$1.21M 0.16%
1,149
– –
UNH icon
57
UnitedHealth
UNH
$337B
$1.17M 0.16%
3,741
-26,307
-88% -$10.1M
PFF icon
58
iShares Preferred and Income Securities ETF
PFF
$12.6B
$1.1M 0.15%
36,029
+1,676
+5% +$50.4K
VBR icon
59
Vanguard Morningstar Small-Cap Value ETF
VBR
$36.6B
$1.03M 0.14%
5,274
-124
-2% -$23K
VZ icon
60
Verizon
VZ
$214B
$1.02M 0.14%
23,587
-100
-0.4% -$4.33K
IEF icon
61
iShares 7-10 Year Treasury Bond ETF
IEF
$41.4B
$1M 0.14%
10,453
-96
-0.9% -$9.08K
FBND icon
62
Fidelity Total Bond ETF
FBND
$28.1B
$1M 0.14%
21,857
-516
-2% -$23.4K
VRP icon
63
Invesco Variable Rate Preferred ETF
VRP
$3B
$974K 0.13%
39,833
-2,699
-6% -$65K
ELV icon
64
Elevance Health
ELV
$90.6B
$883K 0.12%
2,269
-1,491
-40% -$600K
APO icon
65
Apollo Global Management
APO
$75B
$865K 0.12%
+6,100
New +$809K
TSM icon
66
TSMC
TSM
$2.15T
$862K 0.12%
3,806
+92
+2% +$17K
BRK.B icon
67
Berkshire Hathaway Class B
BRK.B
$1.11T
$845K 0.11%
1,739
+804
+86% +$408K
DKS icon
68
Dick's Sporting Goods
DKS
$11B
$832K 0.11%
4,205
-203
-5% -$37.6K
IWF icon
69
iShares Russell 1000 Growth ETF
IWF
$123B
$816K 0.11%
7,688
– –
WM icon
70
Waste Management
WM
$86.8B
$816K 0.11%
3,564
+1
+0% +$232
THC icon
71
Tenet Healthcare
THC
$21B
$792K 0.11%
4,500
-1,000
-18% -$151K
UPS icon
72
United Parcel Service
UPS
$87.1B
$782K 0.11%
7,746
– –
VUG icon
73
Vanguard Morningstar Growth ETF
VUG
$224B
$780K 0.11%
10,680
-1,170
-10% -$77K
AVGO icon
74
Broadcom
AVGO
$1.62T
$778K 0.11%
2,824
+67
+2% +$14.5K
GS icon
75
Goldman Sachs
GS
$284B
$769K 0.1%
1,086
– –
1 2
3
4 5

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SF
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MA
MJP Associates Farmington, Connecticut $914M AUM 20.8% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
ACM
Agave Capital Management London $915M AUM
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
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return

King Wealth Management Group's Q2 2025 Portfolio in Review

As of Q2 2025, King Wealth Management Group held 165 positions worth $737M, up 12% from $660M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

King Wealth Management Group's Q2 2025 filing shows 8 new, 57 increased, 49 reduced and 7 closed positions. Its largest new stake was Apollo Global Management: 6,100 shares worth $865K. The largest sale was UnitedHealth, an estimated $10.1M.

By sector, the portfolio is most concentrated in Miscellaneous at 47% of assets, up from 46% a quarter earlier, followed by Technology and Financials.

  • King Wealth Management Group's largest Q2 2025 buy was Apollo Global Management: 6,100 shares worth $865K.
  • King Wealth Management Group added most to State Street SPDR S&P 500 ETF Trust in Q2 2025, an estimated $10.2M increase.
  • King Wealth Management Group's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $10.1M.
  • King Wealth Management Group fully exited Zimmer Biomet in Q2 2025, selling an estimated $726K.
  • King Wealth Management Group's ten largest holdings make up 58% of its $737M portfolio in Q2 2025.
  • King Wealth Management Group opened 8 new positions and closed 7 in Q2 2025.
  • King Wealth Management Group's portfolio value rose 12% quarter-over-quarter to $737M.

Based on King Wealth Management Group's 13F filing for Q2 2025, filed 8 Aug 2025.