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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
DRI icon
101
Darden Restaurants
DRI
$24.7B
$563K 0.06%
2,731
-34
-1% -$6.81K
PPA icon
102
Invesco Aerospace & Defense ETF
PPA
$7.89B
$563K 0.06%
3,189
– –
XLK icon
103
State Street Technology Select Sector SPDR ETF
XLK
$122B
$551K 0.06%
2,892
+294
+11% +$50.2K
MTB icon
104
M&T Bank
MTB
$34.6B
$547K 0.06%
2,299
– –
INTC icon
105
Intel
INTC
$501B
$546K 0.06%
+3,911
New +$395K
OEF icon
106
iShares S&P 100 ETF
OEF
$20.5B
$542K 0.06%
1,482
-88
-6% -$31.5K
IBM icon
107
IBM
IBM
$221B
$536K 0.06%
1,907
+14
+0.7% +$3.53K
IWR icon
108
iShares Russell Mid-Cap ETF
IWR
$56.9B
$530K 0.06%
4,802
+282
+6% +$29.7K
QCOM icon
109
Qualcomm
QCOM
$179B
$515K 0.06%
2,785
-3,945
-59% -$738K
NVS icon
110
Novartis
NVS
$304B
$509K 0.06%
3,251
+51
+2% +$7.65K
UNH icon
111
UnitedHealth
UNH
$355B
$503K 0.06%
1,202
+19
+2% +$7.04K
GLDM icon
112
SPDR Gold MiniShares Trust
GLDM
$31.6B
$497K 0.05%
6,258
-43
-0.7% -$3.84K
PTGX icon
113
Protagonist Therapeutics
PTGX
$9.4B
$490K 0.05%
4,000
– –
MO icon
114
Altria Group
MO
$115B
$488K 0.05%
6,782
+140
+2% +$9.77K
DFTX
115
Definium Therapeutics
DFTX
$5.15B
$470K 0.05%
10,000
– –
AEP icon
116
American Electric Power
AEP
$67.8B
$469K 0.05%
3,426
+35
+1% +$4.61K
PFE icon
117
Pfizer
PFE
$162B
$468K 0.05%
19,427
+206
+1% +$5.39K
STLA icon
118
Stellantis
STLA
$16.1B
$459K 0.05%
80,000
+10,000
+14% +$74K
CSCO icon
119
Cisco
CSCO
$431B
$458K 0.05%
3,899
+98
+3% +$10.2K
GIS icon
120
General Mills
GIS
$20.6B
$454K 0.05%
13,034
+500
+4% +$17.3K
DUK icon
121
Duke Energy
DUK
$93.8B
$445K 0.05%
3,512
– –
INGR icon
122
Ingredion
INGR
$6.4B
$438K 0.05%
4,625
– –
SDY icon
123
State Street SPDR S&P Dividend ETF
SDY
$21.8B
$432K 0.05%
2,836
– –
PWR icon
124
Quanta Services
PWR
$93.3B
$429K 0.05%
596
– –
AMGN icon
125
Amgen
AMGN
$236B
$427K 0.05%
1,179
+3
+0.3% +$1.03K
3 4
5
6 7

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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.