Investor
King Wealth Management Group
CIK 0001568235 · filed 2026-05-04 · SEC filing
13F book
$799.7K
Positions
158
5 new · 12 sold
Largest name
14.0%
Ishares Tr
Est. mark
−$35K
Price effect on 153 names still held. Flow $5.05K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 172K | $112.3K | 14.0% | −$5.42K | Added−$4.69K |
| Invesco Qqq Tr | — | 120.2K | $69.4K | 8.7% | −$4.46K | Cut−$4.51K |
| Spdr S&P 500 Etf Tr | — | 81.2K | $52.8K | 6.6% | −$2.34K | Added$2.35K |
| Microsoft Corp | MSFT | 115.4K | $42.7K | 5.3% | −$12.8K | Added−$11.9K |
| Apple Inc. | AAPL | 148.8K | $37.8K | 4.7% | −$2.68K | Added−$2.53K |
| Nvidia Corp | NVDA | 216.3K | $37.7K | 4.7% | −$2.61K | Added−$2.49K |
| Ishares Tr | — | 410.6K | $27.7K | 3.5% | $612 | Added$1.29K |
| Ishares Tr | — | 206.1K | $25.6K | 3.2% | $829 | Added$1.5K |
| Jpmorgan Chase & Co. | — | 80.9K | $23.8K | 3.0% | −$2.26K | Added−$2.11K |
| Alphabet Inc | — | 78.9K | $22.7K | 2.8% | −$1.99K | Added−$1.84K |
| Visa Inc. | V | 72.7K | $22K | 2.7% | −$3.52K | Cut−$3.54K |
| Amazon Com Inc | AMZN | 85.4K | $17.8K | 2.2% | −$1.72K | Added$189 |
| Walmart Inc. | WMT | 136K | $16.9K | 2.1% | $1.75K | Cut$1.75K |
| Parker-Hannifin Corp | PH | 15.7K | $14.1K | 1.8% | $253 | Added$437 |
| Meta Platforms, Inc. | META | 23.9K | $13.7K | 1.7% | −$2.04K | Added−$1.63K |
| Costco Whsl Corp New | — | 13.4K | $13.4K | 1.7% | $1.78K | Added$1.92K |
| Ishares Tr | — | 90.3K | $12.9K | 1.6% | −$565 | Cut−$810 |
| Fidelity Covington Trust | — | 52.3K | $10.9K | 1.4% | −$869 | Cut−$1.17K |
| Crowdstrike Hldgs Inc | — | 27K | $10.6K | 1.3% | −$2.12K | Cut−$2.37K |
| Lockheed Martin Corp | LMT | 16.9K | $10.2K | 1.3% | $2.02K | Added$2.13K |
| Vanguard Index Fds | — | 47.3K | $9.28K | 1.2% | $198 | Added$1.89K |
| Mastercard Inc | MA | 16.6K | $8.29K | 1.0% | −$1.18K | Cut−$1.26K |
| Select Sector Spdr Tr | — | 133.5K | $8.18K | 1.0% | $2.19K | Added$2.25K |
| Mcdonalds Corp | MCD | 24.8K | $7.7K | 1.0% | $128 | Cut−$60 |
| Ishares Tr | — | 84.7K | $7.67K | 1.0% | $89 | Added$274 |
| Spdr Dow Jones Indl Average | — | 16.1K | $7.46K | 0.9% | −$279 | Added−$271 |
| Eli Lilly & Co | LLY | 7.44K | $6.84K | 0.9% | −$1.15K | Cut−$1.23K |
| Palantir Technologies Inc. | PLTR | 45.3K | $6.63K | 0.8% | −$1.4K | Added−$1.26K |
| Trane Technologies Plc | TT | 15.7K | $6.56K | 0.8% | $404 | Added$864 |
| Vanguard Index Fds | — | 29.8K | $5.49K | 0.7% | $206 | Cut$103 |
| Exxon Mobil Corp | — | 32K | $5.42K | 0.7% | $1.55K | Added$1.63K |
| Vanguard Index Fds | — | 17.4K | $5.01K | 0.6% | −$53 | Cut−$203 |
| Ishares Inc | — | 68.3K | $4.76K | 0.6% | $169 | Added$286 |
| Chevron Corp New | CVX | 22.8K | $4.72K | 0.6% | $1.13K | Added$1.56K |
| Ishares Tr | — | 33.4K | $4.43K | 0.6% | $31 | Cut−$23 |
| Pepsico Inc | PEP | 26.5K | $4.12K | 0.5% | $303 | Added$422 |
| Netflix Inc | NFLX | 40.6K | $3.9K | 0.5% | $91 | Added$349 |
| Johnson & Johnson | JNJ | 15.3K | $3.74K | 0.5% | $566 | Added$619 |
| Home Depot, Inc. | HD | 10.8K | $3.56K | 0.4% | −$164 | Cut−$501 |
| Tesla, Inc. | TSLA | 9.14K | $3.4K | 0.4% | −$168 | Added$2.43K |
| Teva Pharmaceutical Inds Ltd | — | 110K | $3.31K | 0.4% | −$120 | Cut−$900 |
| Procter And Gamble Co | PG | 20.5K | $2.97K | 0.4% | $22 | Added$172 |
| Oracle Corp | — | 19.6K | $2.88K | 0.4% | −$858 | Cut−$3.76K |
| Caterpillar Inc | CAT | 3.54K | $2.51K | 0.3% | $469 | Added$527 |
| United Therapeutics Corp Del | — | 4.15K | $2.46K | 0.3% | $159 | Added$1.73K |
| Blackstone Inc. | BX | 18.3K | $2.11K | 0.3% | −$718 | Added−$717 |
| Cigna Group | CI | 6.47K | $1.73K | 0.2% | −$55 | Cut−$2.94K |
| GE Vernova Inc. | GEV | 1.9K | $1.66K | 0.2% | $403 | Added$454 |
| Ishares Tr | — | 19.8K | $1.63K | 0.2% | −$5 | Added$115 |
| Ishares Tr | — | 13.4K | $1.59K | 0.2% | $63 | Cut$13 |
| Union Pac Corp | — | 6.46K | $1.57K | 0.2% | $73 | Held |
| Vanguard Index Fds | — | 2.62K | $1.56K | 0.2% | −$76 | Added−$66 |
| Ishares Tr | — | 14.3K | $1.56K | 0.2% | −$16 | Cut−$82 |
| Vanguard Index Fds | — | 5.38K | $1.41K | 0.2% | $21 | Held |
| Vanguard Index Fds | — | 4.34K | $1.39K | 0.2% | −$62 | Added−$58 |
| Ishares Tr | — | 6.55K | $1.38K | 0.2% | −$6 | Held |
| Taiwan Semiconductor Mfg Ltd | — | 3.91K | $1.32K | 0.2% | $133 | Held |
| Spdr Gold Tr | — | 2.91K | $1.25K | 0.2% | $98 | Added$103 |
| Berkshire Hathaway Inc Del | — | 2.5K | $1.2K | 0.1% | −$56 | Added−$4 |
| Abbott Labs | ABT | 11.6K | $1.19K | 0.1% | −$261 | Added−$256 |
| Ishares Tr | — | 11.8K | $1.17K | 0.1% | −$7 | Cut−$34 |
| Enterprise Prods Partners L | — | 30.2K | $1.14K | 0.1% | $173 | Added$185 |
| Vanguard Index Fds | — | 5.09K | $1.11K | 0.1% | $27 | Cut$15 |
| BlackRock, Inc. | BLK | 1.15K | $1.1K | 0.1% | −$125 | Held |
| Verizon Communications Inc | VZ | 22K | $1.1K | 0.1% | $208 | Cut$207 |
| Ge Aerospace | — | 3.75K | $1.06K | 0.1% | −$88 | Added−$45 |
| Alphabet Inc | — | 3.69K | $1.06K | 0.1% | −$100 | Cut−$189 |
| Bp Plc | — | 21.6K | $1.01K | 0.1% | $265 | Held |
| Ishares Tr | — | 10.3K | $982 | 0.1% | −$7 | Added$5 |
| Merck & Co., Inc. | MRK | 7.89K | $950 | 0.1% | $119 | Held |
| Ishares Tr | — | 31.3K | $948 | 0.1% | −$19 | Cut−$66 |
| RTX Corp | RTX | 4.74K | $914 | 0.1% | $44 | Added$48 |
| Goldman Sachs Group Inc | — | 1.07K | $903 | 0.1% | −$35 | Held |
| Fidelity Merrimack Str Tr | — | 19.4K | $883 | 0.1% | −$8 | Cut−$62 |
| Invesco Exch Traded Fd Tr Ii | — | 36.7K | $879 | 0.1% | −$12 | Added$4 |
| Qualcomm Inc | — | 6.73K | $867 | 0.1% | −$155 | Added$240 |
| Lam Research Corp | LRCX | 4K | $855 | 0.1% | $170 | Held |
| Tenet Healthcare Corp | THC | 4.5K | $849 | 0.1% | −$45 | Held |
| Broadcom Inc. | AVGO | 2.71K | $839 | 0.1% | −$100 | Added−$97 |
| Dicks Sporting Goods Inc | — | 4.18K | $829 | 0.1% | $2 | Cut−$1 |
| Waste Mgmt Inc Del | — | 3.59K | $824 | 0.1% | $37 | Cut$35 |
| Ishares Tr | — | 1.92K | $820 | 0.1% | −$90 | Held |
| Coca Cola Co | KO | 10.2K | $774 | 0.1% | $63 | Held |
| Vanguard Growth Etf | — | 1.76K | $767 | 0.1% | −$90 | Cut−$92 |
| Caseys Gen Stores Inc | — | 1.05K | $764 | 0.1% | $184 | Held |
| United Parcel Service Inc | UPS | 7.63K | $751 | 0.1% | −$6 | Held |
| Tjx Cos Inc New | — | 4.52K | $722 | 0.1% | $27 | Cut$23 |
| Eaton Corp Plc | ETN | 2.02K | $721 | 0.1% | $79 | Held |
| Honeywell Intl Inc | — | 3.06K | $691 | 0.1% | $94 | Held |
| Valero Energy Corp | — | 2.54K | $628 | 0.1% | $214 | Held |
| Advanced Micro Devices Inc | AMD | 3.06K | $623 | 0.1% | −$33 | Added−$31 |
| Vanguard Index Fds | — | 2.97K | $611 | 0.1% | −$10 | Added−$9 |
| AbbVie Inc. | ABBV | 2.69K | $585 | 0.1% | −$30 | Added−$25 |
| Corning Inc | — | 4.29K | $584 | 0.1% | $208 | Held |
| World Gold Tr | — | 6.3K | $584 | 0.1% | $46 | Held |
| Energy Transfer L P | — | 29.2K | $564 | 0.1% | $82 | Cut$68 |
| Darden Restaurants Inc | DRI | 2.77K | $542 | 0.1% | $33 | Held |
| Pfizer Inc | PFE | 19.2K | $540 | 0.1% | $62 | Cut$53 |
| Amer States Wtr Co | — | 7K | $529 | 0.1% | $22 | Held |
| Invesco Exchange Traded Fd T | — | 3.19K | $528 | 0.1% | $29 | Held |
| Ishares Tr | — | 3.1K | $524 | 0.1% | $1 | Added$1 |
| Ingredion Inc | INGR | 4.63K | $521 | 0.1% | $11 | Held |
| Ishares Tr | — | 1.57K | $499 | 0.1% | −$39 | Cut−$48 |
| Stellantis N.V. | STLA | 70K | $496 | 0.1% | — | New |
| Novartis Ag | — | 3.2K | $489 | 0.1% | $48 | Held |
| M & T Bk Corp | — | 2.3K | $475 | 0.1% | $12 | Held |
| General Mls Inc | GIS | 12.5K | $467 | 0.1% | −$115 | Held |
| Duke Energy Corp New | — | 3.51K | $460 | 0.1% | $48 | Held |
| International Business Machs | — | 1.89K | $459 | 0.1% | −$101 | Added−$95 |
| American Elec Pwr Co Inc | — | 3.39K | $444 | 0.1% | $53 | Held |
| Boston Scientific Corp | BSX | 7K | $439 | 0.1% | — | New |
| Ishares Tr | — | 4.52K | $439 | 0.1% | $4 | Held |
| Altria Group, Inc. | MO | 6.64K | $438 | 0.1% | $51 | Added$78 |
| Nextera Energy Inc | — | 4.57K | $424 | 0.1% | $57 | Held |
| Protagonist Therapeutics, Inc | PTGX | 4K | $422 | 0.1% | $73 | Held |
| Spdr Series Trust | — | 2.84K | $414 | 0.1% | $19 | Held |
| Amgen Inc | AMGN | 1.18K | $414 | 0.1% | $29 | Cut$22 |
| Bristol-Myers Squibb Co | — | 6.81K | $413 | 0.1% | $46 | Cut−$9 |
| Vanguard Bd Index Fds | — | 5.5K | $405 | 0.1% | −$3 | Cut−$15 |
| Conocophillips | COP | 2.85K | $376 | 0.0% | $109 | Held |
| Asml Holding N V | — | 276 | $365 | 0.0% | $67 | Added$84 |
| Southern Co | — | 3.64K | $352 | 0.0% | $34 | Held |
| Select Sector Spdr Tr | — | 2.6K | $345 | 0.0% | −$29 | Cut−$31 |
| Micron Technology Inc | MU | 983 | $332 | 0.0% | $50 | Added$62 |
| Trustco Bk Corp N Y | — | 7.59K | $332 | 0.0% | $18 | Added$18 |
| Ishares Tr | — | 1.55K | $331 | 0.0% | $5 | Held |
| Quanta Svcs Inc | — | 596 | $327 | 0.0% | $75 | Held |
| Unitedhealth Group Inc | UNH | 1.18K | $320 | 0.0% | −$70 | Cut−$80 |
| Morgan Stanley | — | 1.87K | $308 | 0.0% | −$24 | Held |
| Elevance Health Inc Formerly | — | 1.05K | $306 | 0.0% | −$61 | Cut−$75 |
| Constellation Energy Corp | CEG | 1.07K | $298 | 0.0% | −$79 | Held |
| Cisco Sys Inc | — | 3.8K | $295 | 0.0% | $2 | Cut−$75 |
| At&T Inc | — | 10.1K | $293 | 0.0% | $42 | Cut$24 |
| Ishares Tr | — | 2.57K | $283 | 0.0% | $1 | Cut−$10 |
| Applied Matls Inc | — | 811 | $277 | 0.0% | $69 | Added$69 |
| Disney Walt Co | — | 2.86K | $275 | 0.0% | −$50 | Added−$47 |
| Vaneck Etf Trust | — | 672 | $272 | 0.0% | — | New |
| Boeing Co | — | 1.34K | $266 | 0.0% | −$25 | Held |
| Keycorp | — | 13.1K | $262 | 0.0% | −$8 | Cut−$34 |
| Palo Alto Networks Inc | PANW | 1.63K | $261 | 0.0% | −$39 | Cut−$315 |
| Fidelity Covington Trust | — | 6.83K | $248 | 0.0% | −$13 | Added−$12 |
| Ishares Tr | — | 686 | $245 | 0.0% | −$11 | Held |
| Gilead Sciences, Inc. | GILD | 1.73K | $240 | 0.0% | $27 | Added$33 |
| Wp Carey Inc | — | 3.5K | $238 | 0.0% | $13 | Held |
| Ishares Tr | — | 2.01K | $238 | 0.0% | −$1 | Cut−$5 |
| Keysight Technologies, Inc. | KEYS | 810 | $229 | 0.0% | — | New |
| American Express Co | AXP | 719 | $217 | 0.0% | −$49 | Cut−$82 |
| Alliancebernstein Global Hig | — | 21K | $214 | 0.0% | −$10 | Held |
| General Dynamics Corp | GD | 622 | $213 | 0.0% | $4 | Cut$1 |
| Bank America Corp | — | 4.29K | $209 | 0.0% | −$27 | Added−$27 |
| Definium Therape | DFTX | 10K | $189 | 0.0% | — | New |
| Telus Corp | TU | 14.7K | $188 | 0.0% | −$5 | Held |
| Eaton Vance Tax Mnged Buy Wr | — | 12.2K | $176 | 0.0% | −$9 | Added−$9 |
| Ishares Ethereum Tr | — | 10K | $158 | 0.0% | −$66 | Held |
| Ihs Holding Limited | — | 14.7K | $121 | 0.0% | $11 | Held |
| Grayscale Solana Tr Etf | GSOL | 10K | $61 | 0.0% | −$30 | Held |
| Heron Therapeutics Inc | — | 32.8K | $26 | 0.0% | −$16 | Added−$14 |
| Aldeyra Therapeutics, Inc. | ALDX | 11.9K | $20 | 0.0% | −$38 | Added−$36 |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.