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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
+8.42%
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
$796M
AUM Growth
+$58.7M
Cap. Flow
+$12.3M
Cap. Flow %
1.55%
Top 10 Hldgs %
58.53%
Holding
165
New
7
Increased
48
Reduced
61
Closed
5

Top Buys

Rank Stock Value
1
BXSL icon
Blackstone Secured Lending
BXSL
+$6.24M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.3M
3
AMZN icon
Amazon
AMZN
+$2.86M
4
CI icon
Cigna
CI
+$1.18M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$928K

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$2.12M
2
HOLX
Hologic
HOLX
+$1.32M
3
TEVA icon
Teva Pharmaceuticals
TEVA
+$790K
4
UNH icon
UnitedHealth
UNH
+$749K
5
CRM icon
Salesforce
CRM
+$669K

Sector Composition

Rank Sector Weight
1 Technology 21.34%
2 Financials 9.45%
3 Industrials 4.42%
4 Consumer Staples 4.38%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
51
Abbott
ABT
$187B
$1.46M 0.18%
10,894
-105
-1% -$13.8K
VTI icon
52
Vanguard Total Stock Market ETF
VTI
$651B
$1.42M 0.18%
4,331
-575
-12% -$182K
VB icon
53
Vanguard Small-Cap ETF
VB
$79.3B
$1.37M 0.17%
5,381
– –
IVE icon
54
iShares S&P 500 Value ETF
IVE
$49.3B
$1.35M 0.17%
6,550
– –
BLK icon
55
Blackrock
BLK
$170B
$1.34M 0.17%
1,149
– –
AGG icon
56
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.22M 0.15%
12,211
-252
-2% -$25K
VBR icon
57
Vanguard Small-Cap Value ETF
VBR
$37.3B
$1.1M 0.14%
5,265
-9
-0.2% -$1.84K
PFF icon
58
iShares Preferred and Income Securities ETF
PFF
$13.2B
$1.08M 0.14%
34,256
-1,773
-5% -$55.8K
GOOG icon
59
Alphabet (Google) Class C
GOOG
$4.12T
$1.07M 0.13%
4,385
+70
+2% +$14.7K
TSM icon
60
TSMC
TSM
$1.98T
$1.07M 0.13%
3,818
+12
+0.3% +$2.93K
VZ icon
61
Verizon
VZ
$198B
$1.02M 0.13%
23,180
-407
-2% -$17.6K
IEF icon
62
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$992K 0.12%
10,288
-165
-2% -$15.8K
GE icon
63
GE Aerospace
GE
$367B
$988K 0.12%
3,285
+305
+10% +$83.4K
VRP icon
64
Invesco Variable Rate Preferred ETF
VRP
$2.98B
$980K 0.12%
39,684
-149
-0.4% -$3.66K
FBND icon
65
Fidelity Total Bond ETF
FBND
$27.1B
$967K 0.12%
20,913
-944
-4% -$43.3K
DKS icon
66
Dick's Sporting Goods
DKS
$18.6B
$932K 0.12%
4,193
-12
-0.3% -$2.61K
AVGO icon
67
Broadcom
AVGO
$1.8T
$916K 0.12%
2,775
-49
-2% -$15K
THC icon
68
Tenet Healthcare
THC
$22B
$914K 0.11%
4,500
– –
TSLA icon
69
Tesla
TSLA
$1.19T
$912K 0.11%
2,051
– –
IWF icon
70
iShares Russell 1000 Growth ETF
IWF
$118B
$900K 0.11%
7,688
– –
BRK.B icon
71
Berkshire Hathaway Class B
BRK.B
$1.1T
$879K 0.11%
1,749
+10
+0.6% +$4.84K
GS icon
72
Goldman Sachs
GS
$292B
$865K 0.11%
1,086
– –
VUG icon
73
Vanguard Growth ETF
VUG
$214B
$849K 0.11%
10,620
-60
-0.6% -$4.58K
GEV icon
74
GE Vernova
GEV
$243B
$840K 0.11%
1,366
+293
+27% +$178K
APO icon
75
Apollo Global Management
APO
$69.7B
$813K 0.1%
6,100
– –
1 2
3
4 5

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King Wealth Management Group's Q3 2025 Portfolio in Review

As of Q3 2025, King Wealth Management Group held 165 positions worth $796M, up 8% from $737M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

King Wealth Management Group's Q3 2025 filing shows 7 new, 48 increased, 61 reduced and 5 closed positions. Its largest new stake was Netflix: 4,270 shares worth $512K. The largest sale was Eli Lilly, an estimated $2.12M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 20% a quarter earlier, followed by Financials and Industrials.

  • King Wealth Management Group's largest Q3 2025 buy was Netflix: 4,270 shares worth $512K.
  • King Wealth Management Group added most to Blackstone Secured Lending in Q3 2025, an estimated $6.24M increase.
  • King Wealth Management Group's biggest Q3 2025 reduction was Eli Lilly, cutting an estimated $2.12M.
  • King Wealth Management Group fully exited Salesforce in Q3 2025, selling an estimated $669K.
  • King Wealth Management Group's ten largest holdings make up 59% of its $796M portfolio in Q3 2025.
  • King Wealth Management Group opened 7 new positions and closed 5 in Q3 2025.
  • King Wealth Management Group's portfolio value rose 8% quarter-over-quarter to $796M.

Based on King Wealth Management Group's 13F filing for Q3 2025, filed 7 Nov 2025.