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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
IWD icon
126
iShares Russell 1000 Value ETF
IWD
$81.9B
$331K 0.04%
1,548
– –
PWR icon
127
Quanta Services
PWR
$94.3B
$327K 0.04%
596
– –
UNH icon
128
UnitedHealth
UNH
$387B
$320K 0.04%
1,183
-30
-2% -$8.93K
MS icon
129
Morgan Stanley
MS
$339B
$308K 0.04%
1,871
– –
ELV icon
130
Elevance Health
ELV
$80.9B
$306K 0.04%
1,046
-41
-4% -$13.5K
CEG icon
131
Constellation Energy
CEG
$90.1B
$298K 0.04%
1,068
– –
CSCO icon
132
Cisco
CSCO
$441B
$295K 0.04%
3,801
-999
-21% -$78.2K
T icon
133
AT&T
T
$152B
$293K 0.04%
10,094
-743
-7% -$19.8K
TIP icon
134
iShares TIPS Bond ETF
TIP
$14.5B
$283K 0.04%
2,567
-101
-4% -$11.2K
AMAT icon
135
Applied Materials
AMAT
$421B
$277K 0.03%
811
+1
+0.1% +$336
DIS icon
136
Walt Disney
DIS
$170B
$275K 0.03%
2,856
+26
+0.9% +$2.75K
OIH icon
137
VanEck Oil Services ETF
OIH
$2.05B
$272K 0.03%
+672
New +$246K
BA icon
138
Boeing
BA
$169B
$266K 0.03%
1,338
– –
KEY icon
139
KeyCorp
KEY
$25.4B
$262K 0.03%
13,072
-1,269
-9% -$26.6K
PANW icon
140
Palo Alto Networks
PANW
$292B
$261K 0.03%
1,626
-1,500
-48% -$252K
FELC icon
141
Fidelity Enhanced Large Cap Core ETF
FELC
$4.99B
$248K 0.03%
6,830
+15
+0.2% +$569
IWB icon
142
iShares Russell 1000 ETF
IWB
$48B
$245K 0.03%
686
– –
GILD icon
143
Gilead Sciences
GILD
$167B
$240K 0.03%
1,725
+41
+2% +$5.74K
IEI icon
144
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$238K 0.03%
2,006
-34
-2% -$4.05K
WPC icon
145
W.P. Carey
WPC
$16.9B
$238K 0.03%
3,495
– –
KEYS icon
146
Keysight
KEYS
$54B
$229K 0.03%
+810
New +$203K
AXP icon
147
American Express
AXP
$242B
$217K 0.03%
719
-89
-11% -$29.8K
AWF
148
AllianceBernstein Global High Income Fund
AWF
$873M
$214K 0.03%
21,000
– –
GD icon
149
General Dynamics
GD
$99.7B
$213K 0.03%
622
-9
-1% -$3.19K
BAC icon
150
Bank of America
BAC
$430B
$209K 0.03%
4,286
+3
+0.1% +$155
3 4 5
6
7

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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.