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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
AXP icon
151
American Express
AXP
$220B
$255K 0.03%
754
+35
+5% +$11.2K
NUE icon
152
Nucor
NUE
$59.2B
$252K 0.03%
+1,130
New +$256K
OIH icon
153
VanEck Oil Services ETF
OIH
$1.97B
$250K 0.03%
672
– –
WPC icon
154
W.P. Carey
WPC
$16B
$250K 0.03%
3,495
– –
GILD icon
155
Gilead Sciences
GILD
$187B
$238K 0.03%
1,885
+160
+9% +$21.1K
AROW icon
156
Arrow Financial
AROW
$733M
$234K 0.03%
+5,718
New +$212K
IEI icon
157
iShares 3-7 Year Treasury Bond ETF
IEI
$17.6B
$232K 0.03%
1,978
-28
-1% -$3.3K
STLD icon
158
Steel Dynamics
STLD
$34.7B
$229K 0.03%
+1,000
New +$234K
TRV icon
159
Travelers Companies
TRV
$77B
$228K 0.02%
+690
New +$209K
GD icon
160
General Dynamics
GD
$97.2B
$222K 0.02%
626
+4
+0.6% +$1.37K
AWF
161
AllianceBernstein Global High Income Fund
AWF
$865M
$216K 0.02%
21,000
– –
TTE icon
162
TotalEnergies
TTE
$196B
$215K 0.02%
+2,770
New +$245K
INSM icon
163
Insmed
INSM
$27.6B
$213K 0.02%
+2,000
New +$242K
T icon
164
AT&T
T
$176B
$209K 0.02%
10,094
– –
EMR icon
165
Emerson Electric
EMR
$85.2B
$208K 0.02%
+1,453
New +$205K
IJK icon
166
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$202K 0.02%
+1,723
New +$191K
ETB
167
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$459M
$186K 0.02%
11,981
-196
-2% -$2.99K
ETHA
168
iShares Ethereum Trust ETF
ETHA
$8.32B
$178K 0.02%
15,000
+5,000
+50% +$77.6K
TU icon
169
Telus
TU
$15.2B
$155K 0.02%
14,670
– –
IHS icon
170
IHS Holding
IHS
$2.87B
$121K 0.01%
14,710
– –
GSOL
171
Grayscale Solana Staking ETF
GSOL
$133M
$111K 0.01%
20,000
+10,000
+100% +$60.3K
LQMT
172
DELISTED
LIQUIDMETAL TECHNOLOGIES INC
LQMT
$50K 0.01%
+250,000
New +$50K
ALDX icon
173
Aldeyra Therapeutics
ALDX
$89.3M
$27K ﹤0.01%
12,700
+800
+7% +$1.38K
HRTX icon
174
Heron Therapeutics
HRTX
$65.3M
$14K ﹤0.01%
32,799
– –
LRCX icon
175
Lam Research
LRCX
$385B
– –
-4,000
Closed -$855K
3 4 5 6
7

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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 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.