King Wealth Management Group
SARATOGA SPRINGS, NY
$914m in 176 US stocks at the end of 30 June 2026. The top 10 are 57.6% of the money. It changed about 5.2% of the portfolio this quarter.
Value
$914m
Stocks
176
Top 10 share
57.6%
Turnover
5.2%
What changed this quarter
New
Bought for the first time this quarter.
- Park NationalPRK0.2% of the fund
- J P Morgan Exchange Traded FJMUB0.1% of the fund
- IntelINTC<0.1% of the fund
- Spdr Series TrustSPYG<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Valmont IndustriesVMI<0.1% of the fund
- Capital GRP Fixed Incm ETF TCGCP<0.1% of the fund
- Vertiv HoldingsVRT<0.1% of the fund
- NucorNUE<0.1% of the fund
- Roche Hldgs AG BaselRHHBY<0.1% of the fund
- Arrow FinancialAROW<0.1% of the fund
- Steel DynamicsSTLD<0.1% of the fund
- Travelers CompaniesTRV<0.1% of the fund
- TotalEnergies SETTE<0.1% of the fund
- InsmedINSM<0.1% of the fund
- Emerson ElectricEMR<0.1% of the fund
- Ishares TRIJK<0.1% of the fund
- Scotties ResourcesSCTSF<0.1% of the fund
- Liquidmetal TechnologiesLQMT<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVTV1.2% of the fund+3%
- Eli LillyLLY1.0% of the fund+6%
- Ishares TRIEFA0.9% of the fund+4%
- Trane TechnologiesTT0.9% of the fund+5%
- IsharesIEMG0.6% of the fund+3%
- TeslaTSLA0.5% of the fund+22%
- ChevronCVX0.4% of the fund+6%
- NetflixNFLX0.4% of the fund+17%
- Cigna GroupCI0.3% of the fund+74%
- Spdr Gold TRGLD0.3% of the fund+131%
- Boston ScientificBSX0.2% of the fund+422%
- BroadcomAVGO0.1% of the fund+3%
- EatonETN<0.1% of the fund+5%
- Valero EnergyVLO<0.1% of the fund+8%
- ASML Holding NVASML<0.1% of the fund+5%
- Select Sector Spdr TRXLK<0.1% of the fund+11%
- Ishares TRIWR<0.1% of the fund+6%
- Altria GroupMO<0.1% of the fund+2%
- StellantisSTLA<0.1% of the fund+14%
- Cisco SystemsCSCO<0.1% of the fund+3%
- General MillsGIS<0.1% of the fund+4%
- Morgan StanleyMS<0.1% of the fund+4%
- Southern CompanySO<0.1% of the fund+2%
- ConocoPhillipsCOP<0.1% of the fund+19%
- KeycorpKEY<0.1% of the fund+6%
Cut
Sold some of their stake.
- MastercardMA0.9% of the fund-2%
- McDonald'sMCD0.7% of the fund-5%
- Vanguard Index FDSVOE0.6% of the fund-2%
- Home DepotHD0.4% of the fund-5%
- PepsiCoPEP0.4% of the fund-2%
- Teva Pharmaceutical IndustriesTEVA0.4% of the fund-9%
- OracleORCL0.2% of the fund-34%
- Taiwan Semiconductor ManufacturingTSM0.2% of the fund-12%
- Ishares TRLQD0.2% of the fund-5%
- Micron TechnologyMU0.1% of the fund-2%
- Ishares TRIEF0.1% of the fund-3%
- Fidelity Merrimack STR TRFBND<0.1% of the fund-9%
- Ishares TROEF<0.1% of the fund-6%
- QualcommQCOM<0.1% of the fund-59%
- Vanguard BD Index FDSBND<0.1% of the fund-4%
- Palo Alto NetworksPANW<0.1% of the fund-31%
- Ishares TRTIP<0.1% of the fund-4%
Sold out
Sold their entire stake.
Holdings
- Ishares TRIVV
- Share
- 14.4%
- Value
- $131m
- Shares
- 175,250
Held
- Invesco QQQ TRQQQ
- Share
- 9.7%
- Value
- $89m
- Shares
- 120,537
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 6.6%
- Value
- $60m
- Shares
- 80,417
Held
- Ishares TRIJH
- Share
- 3.5%
- Value
- $32m
- Shares
- 416,594
Held
- Ishares TRIJR
- Share
- 3.4%
- Value
- $31m
- Shares
- 208,614
Held
- Ishares TRITOT
- Share
- 1.6%
- Value
- $15m
- Shares
- 90,142
Held
- Fidelity Covington TrustFTEC
- Share
- 1.6%
- Value
- $15m
- Shares
- 51,730
Held
- Vanguard Index FDSVTV
- Share
- 1.2%
- Value
- $11m
- Shares
- 48,725
+3%
- Ishares TRIEFA
- Share
- 0.9%
- Value
- $8m
- Shares
- 87,962
+4%
- State STR Spdr DOW Jones INDDIA
- Share
- 0.9%
- Value
- $8m
- Shares
- 15,804
Held
- Select Sector Spdr TRXLE
- Share
- 0.8%
- Value
- $7m
- Shares
- 131,503
Held
- IsharesIEMG
- Share
- 0.6%
- Value
- $6m
- Shares
- 70,623
+3%
- Vanguard Index FDSVOE
- Share
- 0.6%
- Value
- $6m
- Shares
- 29,209
-2%
- Vanguard Index FDSVO
- Share
- 0.6%
- Value
- $6m
- Shares
- 69,724
Held
- Ishares TRIJJ
- Share
- 0.5%
- Value
- $5m
- Shares
- 32,843
Held
- Spdr Gold TRGLD
- Share
- 0.3%
- Value
- $2m
- Shares
- 6,728
+131%
- Ishares TRIJS
- Share
- 0.2%
- Value
- $2m
- Shares
- 13,254
Held
- Vanguard Index FDSVOO
- Share
- 0.2%
- Value
- $2m
- Shares
- 2,580
Held
- Vanguard Index FDSVB
- Share
- 0.2%
- Value
- $2m
- Shares
- 5,381
Held
- Ishares TRSHY
- Share
- 0.2%
- Value
- $2m
- Shares
- 19,569
Held
- Vanguard Index FDSVTI
- Share
- 0.2%
- Value
- $2m
- Shares
- 4,326
Held
- Ishares TRLQD
- Share
- 0.2%
- Value
- $1m
- Shares
- 13,656
-5%
- Ishares TRIVE
- Share
- 0.2%
- Value
- $1m
- Shares
- 6,550
Held
- Vanguard Index FDSVBR
- Share
- 0.1%
- Value
- $1m
- Shares
- 5,032
Held
- Ishares TRAGG
- Share
- 0.1%
- Value
- $1m
- Shares
- 11,843
Held
- J P Morgan Exchange Traded FJMUB
- Share
- 0.1%
- Value
- $1m
- Shares
- 20,528
New
- Ishares TRIWF
- Share
- 0.1%
- Value
- $947,000
- Shares
- 7,628
Held
- Ishares TRIEF
- Share
- 0.1%
- Value
- $944,000
- Shares
- 9,980
-3%
- Ishares TRPFF
- Share
- 0.1%
- Value
- $942,000
- Shares
- 30,906
Held
- Vanguard Index FDSVUG
- Share
- <0.1%
- Value
- $904,000
- Shares
- 10,492
Held
- Invesco Exch Traded FD TR IIVRP
- Share
- <0.1%
- Value
- $876,000
- Shares
- 36,043
Held
- Fidelity Merrimack STR TRFBND
- Share
- <0.1%
- Value
- $805,000
- Shares
- 17,686
-9%
- Vanguard Index FDSVXF
- Share
- <0.1%
- Value
- $733,000
- Shares
- 2,975
Held
- Ishares TRIBB
- Share
- <0.1%
- Value
- $590,000
- Shares
- 3,102
Held
- Energy Transfer L PET
- Share
- <0.1%
- Value
- $569,000
- Shares
- 29,736
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVV | 14.4% | $131m | 175,250 | Held |
| Invesco QQQ TRQQQ | 9.7% | $89m | 120,537 | Held |
| State STR Spdr S&P 500 ETF TSPY | 6.6% | $60m | 80,417 | Held |
| NvidiaNVDA | 4.7% | $43m | 215,020 | Held |
| MicrosoftMSFT | 4.7% | $43m | 114,619 | Held |
| AppleAAPL | 4.7% | $43m | 147,101 | Held |
| Ishares TRIJH | 3.5% | $32m | 416,594 | Held |
| Ishares TRIJR | 3.4% | $31m | 208,614 | Held |
| AlphabetGOOGL | 3.1% | $28m | 79,070 | Held |
| JPMorgan ChaseJPM | 2.9% | $26m | 80,935 | Held |
| VisaV | 2.7% | $25m | 72,465 | Held |
| CrowdStrike HoldingsCRWD | 2.2% | $20m | 26,760 | Held |
| Amazon.comAMZN | 2.2% | $20m | 85,521 | Held |
| Parker-HannifinPH | 1.7% | $15m | 15,845 | Held |
| WalmartWMT | 1.7% | $15m | 136,003 | Held |
| Ishares TRITOT | 1.6% | $15m | 90,142 | Held |
| Fidelity Covington TrustFTEC | 1.6% | $15m | 51,730 | Held |
| Meta PlatformsMETA | 1.5% | $14m | 24,284 | Held |
| Costco WholesaleCOST | 1.4% | $13m | 13,668 | Held |
| Vanguard Index FDSVTV | 1.2% | $11m | 48,725 | +3% |
| Eli LillyLLY | 1.0% | $9m | 7,913 | +6% |
| Lockheed MartinLMT | 0.9% | $9m | 16,954 | Held |
| Ishares TRIEFA | 0.9% | $8m | 87,962 | +4% |
| MastercardMA | 0.9% | $8m | 16,207 | -2% |
| State STR Spdr DOW Jones INDDIA | 0.9% | $8m | 15,804 | Held |
| Trane TechnologiesTT | 0.9% | $8m | 16,508 | +5% |
| Select Sector Spdr TRXLE | 0.8% | $7m | 131,503 | Held |
| McDonald'sMCD | 0.7% | $6m | 23,436 | -5% |
| IsharesIEMG | 0.6% | $6m | 70,623 | +3% |
| Vanguard Index FDSVOE | 0.6% | $6m | 29,209 | -2% |
| Vanguard Index FDSVO | 0.6% | $6m | 69,724 | Held |
| Palantir TechnologiesPLTR | 0.6% | $5m | 45,563 | Held |
| Ishares TRIJJ | 0.5% | $5m | 32,843 | Held |
| TeslaTSLA | 0.5% | $5m | 11,126 | +22% |
| ExxonMobil HoldingsXOM | 0.5% | $4m | 32,346 | Held |
| ChevronCVX | 0.4% | $4m | 24,055 | +6% |
| Johnson & JohnsonJNJ | 0.4% | $4m | 15,202 | Held |
| CaterpillarCAT | 0.4% | $4m | 3,593 | Held |
| Home DepotHD | 0.4% | $4m | 10,248 | -5% |
| PepsiCoPEP | 0.4% | $4m | 25,917 | -2% |
| NetflixNFLX | 0.4% | $3m | 47,560 | +17% |
| Teva Pharmaceutical IndustriesTEVA | 0.4% | $3m | 100,000 | -9% |
| Cigna GroupCI | 0.3% | $3m | 11,272 | +74% |
| Procter & GamblePG | 0.3% | $3m | 20,453 | Held |
| Spdr Gold TRGLD | 0.3% | $2m | 6,728 | +131% |
| GE VernovaGEV | 0.2% | $2m | 1,934 | Held |
| United TherapeuticsUTHR | 0.2% | $2m | 4,150 | Held |
| BlackstoneBX | 0.2% | $2m | 18,365 | Held |
| OracleORCL | 0.2% | $2m | 12,957 | -34% |
| Ishares TRIJS | 0.2% | $2m | 13,254 | Held |
| Advanced Micro DevicesAMD | 0.2% | $2m | 3,083 | Held |
| Vanguard Index FDSVOO | 0.2% | $2m | 2,580 | Held |
| Union PacificUNP | 0.2% | $2m | 6,512 | Held |
| Taiwan Semiconductor ManufacturingTSM | 0.2% | $2m | 3,437 | -12% |
| Vanguard Index FDSVB | 0.2% | $2m | 5,381 | Held |
| Ishares TRSHY | 0.2% | $2m | 19,569 | Held |
| Vanguard Index FDSVTI | 0.2% | $2m | 4,326 | Held |
| Boston ScientificBSX | 0.2% | $2m | 36,514 | +422% |
| Ishares TRLQD | 0.2% | $1m | 13,656 | -5% |
| Ishares TRIVE | 0.2% | $1m | 6,550 | Held |
| General ElectricGE | 0.2% | $1m | 3,819 | Held |
| Park NationalPRK | 0.2% | $1m | 7,588 | New |
| AlphabetGOOG | 0.1% | $1m | 3,702 | Held |
| Berkshire HathawayBRK-B | 0.1% | $1m | 2,526 | Held |
| Vanguard Index FDSVBR | 0.1% | $1m | 5,032 | Held |
| Ishares TRAGG | 0.1% | $1m | 11,843 | Held |
| Enterprise Products Partners L.P.EPD | 0.1% | $1m | 30,203 | Held |
| Micron TechnologyMU | 0.1% | $1m | 961 | -2% |
| BlackRockBLK | 0.1% | $1m | 1,149 | Held |
| CorningGLW | 0.1% | $1m | 4,316 | Held |
| Goldman Sachs GroupGS | 0.1% | $1m | 1,084 | Held |
| BroadcomAVGO | 0.1% | $1m | 2,786 | +3% |
| J P Morgan Exchange Traded FJMUB | 0.1% | $1m | 20,528 | New |
| Abbott LaboratoriesABT | 0.1% | $1m | 11,432 | Held |
| MerckMRK | 0.1% | $1m | 7,948 | Held |
| Ishares TRIWF | 0.1% | $947,000 | 7,628 | Held |
| Ishares TRIEF | 0.1% | $944,000 | 9,980 | -3% |
| Ishares TRPFF | 0.1% | $942,000 | 30,906 | Held |
| Dick's Sporting GoodsDKS | 0.1% | $930,000 | 4,099 | Held |
| Verizon CommunicationsVZ | 0.1% | $930,000 | 21,975 | Held |
| RTXRTX | <0.1% | $913,000 | 4,810 | Held |
| Vanguard Index FDSVUG | <0.1% | $904,000 | 10,492 | Held |
| EatonETN | <0.1% | $901,000 | 2,115 | +5% |
| Invesco Exch Traded FD TR IIVRP | <0.1% | $876,000 | 36,043 | Held |
| Tenet HealthcareTHC | <0.1% | $842,000 | 4,500 | Held |
| Caseys General StoresCASY | <0.1% | $835,000 | 1,050 | Held |
| Coca-ColaKO | <0.1% | $830,000 | 10,214 | Held |
| United Parcel ServiceUPS | <0.1% | $820,000 | 7,632 | Held |
| Fidelity Merrimack STR TRFBND | <0.1% | $805,000 | 17,686 | -9% |
| BPBP | <0.1% | $804,000 | 21,759 | Held |
| Waste ManagementWM | <0.1% | $800,000 | 3,588 | Held |
| Vanguard Index FDSVXF | <0.1% | $733,000 | 2,975 | Held |
| Valero EnergyVLO | <0.1% | $714,000 | 2,742 | +8% |
| TJX CompaniesTJX | <0.1% | $687,000 | 4,537 | Held |
| AbbVieABBV | <0.1% | $682,000 | 2,709 | Held |
| Applied MaterialsAMAT | <0.1% | $590,000 | 817 | Held |
| Ishares TRIBB | <0.1% | $590,000 | 3,102 | Held |
| American States WaterAWR | <0.1% | $578,000 | 7,000 | Held |
| ASML Holding NVASML | <0.1% | $575,000 | 289 | +5% |
| Energy Transfer L PET | <0.1% | $569,000 | 29,736 | Held |
Showing the largest 100 of 176.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 24.0% since 30 June 2025.
Where the money is
Technology18.2%
Financial services7.6%
Media & telecom5.3%
Industrials5.2%
Everyday goods4.1%
Retail & consumer4.1%
Health care3.4%
Energy1.1%
Utilities0.4%
Materials0.1%
Real estate0.0%
Other50.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.