13F Insight
DOSSIER · 13F-HR · Q1 2026

King Wealth Management Group

$800M in tracked AUM across 158 positions as of Q1 2026.

KW
CIK 0001568235 · last filed Mar 31, 2026
Total AUM
$800M
as of Q1 2026
Holdings
158
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

King Wealth Management Group filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR IVV
$112M172K14.0%02
QQQ
INVESCO QQQ TR
$69M120K8.7%03
SPY
STATE STR SPDR S&P 500 ETF SPY
$53M81K6.6%04
MSFT
MICROSOFT CORP
$43M115K5.3%05
AAPL
APPLE INC
$38M149K4.7%06
NVDA
NVIDIA CORPORATION
$38M216K4.7%07
IJH
ISHARES TR IJH
$28M411K3.5%08
IJR
ISHARES TR IJR
$26M206K3.2%09
JPM
JPMORGAN CHASE & CO
$24M81K3.0%10
GOOGL
ALPHABET INC GOOGL
$23M79K2.8%

Filing history

2026Q1Mar 31
$800M▼ 3.6%
158 positionsView →2025Q4Dec 31
$830M▲ 4.2%
165 positionsView →2025Q3Sep 30
$796M▲ 8.0%
160 positionsLocked2025Q2Jun 30
$737M▲ 11.7%
158 positionsLocked2025Q1Mar 31
$660M▼ 3.8%
157 positionsLocked2024Q4Dec 31
$686M▲ 6.8%
154 positionsLocked2024Q3Sep 30
$642M▲ 7.0%
151 positionsLocked2024Q2Jun 30
$600M▲ 5.2%
144 positionsLocked2024Q1Mar 31
$570M▲ 10.2%
147 positionsLocked2023Q4Dec 31
$517M▲ 9.0%
139 positionsLocked2023Q3Sep 30
$474M▼ 4.1%
145 positionsLocked2023Q2Jun 30
$495M▲ 9.3%
150 positionsLocked
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