King Wealth Management Group
CIK: 0001568235SEC EDGAR →
Portfolio Value
$830K
Holdings
165
As of
Q4 2025
New Positions
7
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 112,912 | $54.6M | 6581.79% |
| 2 | APPLE INC | 148,243 | $40.3M | 4857.49% |
| 3 | NVIDIA CORPORATION | 215,661 | $40.2M | 4847.84% |
| 4 | ISHARES TR IJH | 400,512 | $26.4M | 3186.09% |
| 5 | JPMORGAN CHASE & CO. | 80,399 | $25.9M | 3122.45% |
| 6 | VISA INC | 72,706 | $25.5M | 3073.40% |
| 7 | ALPHABET INC | 78,330 | $24.5M | 2955.04% |
| 8 | ISHARES TR IJR | 200,726 | $24.1M | 2907.55% |
| 9 | AMAZON COM INC | 76,269 | $17.6M | 2121.81% |
| 10 | WALMART INC | 136,064 | $15.2M | 1827.12% |
Quarterly Changes
Top Buys
New Positions (14)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 59 | $201.5M | 38.6% |
| Technology | 24 | $170.8M | 32.7% |
| Consumer Cyclical | 9 | $32.7M | 6.3% |
| Communication Services | 8 | $30.2M | 5.8% |
| Consumer Defensive | 8 | $23.8M | 4.6% |
| Industrials | 15 | $21.0M | 4.0% |
| Healthcare | 18 | $18.6M | 3.6% |
| Unknown | 9 | $10.5M | 2.0% |
| Energy | 7 | $9.8M | 1.9% |
| Utilities | 7 | $2.4M | 0.5% |
| Real Estate | 1 | $225K | 0.0% |