§ 13F · FUND PROFILE
King Wealth Management Group.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $796K (13F)Positions · 160Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR IVV | 172K | $112K | 14.0% | +1% |
| 2 | QQQ | INVESCO QQQ TR | 120K | $69K | 8.7% | ±0% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF SPY | 81K | $53K | 6.6% | +10% |
| 4 | MSFT | MICROSOFT CORP | 115K | $43K | 5.3% | +2% |
| 5 | AAPL | APPLE INC | 149K | $38K | 4.7% | ±0% |
| 6 | NVDA | NVIDIA CORPORATION | 216K | $38K | 4.7% | ±0% |
| 7 | IJH | ISHARES TR IJH | 411K | $28K | 3.5% | +3% |
| 8 | IJR | ISHARES TR IJR | 206K | $26K | 3.2% | +3% |
| 9 | JPM | JPMORGAN CHASE & CO | 81K | $24K | 3.0% | +1% |
| 10 | GOOGL | ALPHABET INC GOOGL | 79K | $23K | 2.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KING SIGNAL
AC read
King Wealth Management Group is a Other fund managing $796 thousand in assets. The fund runs a portfolio of 160 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed