King Wealth Management Group

SARATOGA SPRINGS, NY · CIK 1568235 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySaratoga Springs, NY

$914.3m reported value +14.3% vs Q1 2026

176positions

57.6%in top 10

20 new 80 added 48 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	175,250	$131.2m14.35%	14.35%	Added +3.3k	+3,281 1.9%
2	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	120,537	$88.8m9.71%	9.71%	Added +327	+327 0.3%
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	80,417	$60.1m6.57%	6.57%	Reduced -796	-796 -1.0%
4	NVIDIA CORPORATION COM NVDA	NVDA	215,020	$43.0m4.71%	4.71%	Reduced -1.3k	-1,313 -0.6%
5	MICROSOFT CORP COM MSFT	MSFT	114,619	$42.8m4.68%	4.68%	Reduced -758	-758 -0.7%
6	APPLE INC COM AAPL	AAPL	147,101	$42.6m4.66%	4.66%	Reduced -1.7k	-1,728 -1.2%
7	ISHARES TR CORE S&P MCP ETF IJH	IJH	416,594	$32.1m3.51%	3.51%	Added +6.0k	+5,975 1.5%
8	ISHARES TR CORE S&P SCP ETF IJR	IJR	208,614	$30.9m3.38%	3.38%	Added +2.5k	+2,481 1.2%
9	ALPHABET INC CAP STK CL A GOOGL	GOOGL	79,070	$28.3m3.09%	3.09%	Added +199	+199 0.2%
10	JPMORGAN CHASE & CO COM JPM	JPM	80,935	$26.5m2.90%	2.90%	Added +50	+50 0.1%
11	VISA INC COM CL A V	V	72,465	$24.9m2.72%	2.72%	Reduced -189	-189 -0.3%
12	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	26,760	$20.4m2.23%	2.23%	Reduced -272	-272 -1.0%
13	AMAZON COM INC COM AMZN	AMZN	85,521	$20.4m2.23%	2.23%	Added +78	+78 0.1%
14	PARKER-HANNIFIN CORP COM PH	PH	15,845	$15.5m1.70%	1.70%	Added +104	+104 0.7%
15	WALMART INC COM WMT	WMT	136,003	$15.4m1.68%	1.68%	Reduced -41	-41 -0.0%
16	ISHARES TR CORE S&P TTL STK ITOT	ITOT	90,142	$14.8m1.62%	1.62%	Reduced -133	-133 -0.1%
17	FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC	FTEC	51,730	$14.8m1.62%	1.62%	Reduced -586	-586 -1.1%
18	META PLATFORMS INC CL A META	META	24,284	$13.7m1.50%	1.50%	Added +349	+349 1.5%
19	COSTCO WHSL CORP NEW COM COST	COST	13,668	$12.8m1.40%	1.40%	Added +224	+224 1.7%
20	VANGUARD INDEX FDS VALUE ETF VTV	VTV	48,725	$10.6m1.16%	1.16%	Added +1.4k	+1,445 3.1%
21	ELI LILLY & CO COM LLY	LLY	7,913	$9.5m1.04%	1.04%	Added +477	+477 6.4%
22	LOCKHEED MARTIN CORP COM LMT	LMT	16,954	$8.6m0.94%	0.94%	Added +34	+34 0.2%
23	ISHARES TR CORE MSCI EAFE IEFA	IEFA	87,962	$8.5m0.93%	0.93%	Added +3.3k	+3,292 3.9%
24	MASTERCARD INCORPORATED CL A MA	MA	16,207	$8.3m0.91%	0.91%	Reduced -386	-386 -2.3%
25	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	15,804	$8.3m0.90%	0.90%	Reduced -292	-292 -1.8%
26	TRANE TECHNOLOGIES PLC SHS TT	TT	16,508	$8.1m0.89%	0.89%	Added +761	+761 4.8%
27	SELECT SECTOR SPDR TR ENERGY XLE	XLE	131,503	$7.0m0.76%	0.76%	Reduced -2.0k	-2,006 -1.5%
28	MCDONALDS CORP COM MCD	MCD	23,436	$6.3m0.69%	0.69%	Reduced -1.3k	-1,325 -5.3%
29	ISHARES INC CORE MSCI EMKT IEMG	IEMG	70,623	$5.8m0.64%	0.64%	Added +2.3k	+2,303 3.4%
30	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	29,209	$5.8m0.63%	0.63%	Reduced -600	-600 -2.0%
31	VANGUARD INDEX FDS MID CAP ETF VO	VO	69,724	$5.6m0.61%	0.61%	Unchanged
32	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	45,563	$5.3m0.58%	0.58%	Added +265	+265 0.6%
33	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	32,843	$4.9m0.53%	0.53%	Reduced -583	-583 -1.7%
34	TESLA INC COM TSLA	TSLA	11,126	$4.7m0.51%	0.51%	Added +2.0k	+1,984 21.7%
35	EXXON MOBIL CORP COM XOM	XOM	32,346	$4.4m0.48%	0.48%	Added +374	+374 1.2%
36	CHEVRON CORP NEW COM CVX	CVX	24,055	$4.0m0.44%	0.44%	Added +1.3k	+1,254 5.5%
37	JOHNSON & JOHNSON COM JNJ	JNJ	15,202	$3.9m0.42%	0.42%	Reduced -116	-116 -0.8%
38	CATERPILLAR INC COM CAT	CAT	3,593	$3.8m0.42%	0.42%	Added +56	+56 1.6%
39	HOME DEPOT INC COM HD	HD	10,248	$3.6m0.40%	0.40%	Reduced -579	-579 -5.3%
40	PEPSICO INC COM PEP	PEP	25,917	$3.5m0.38%	0.38%	Reduced -587	-587 -2.2%
41	NETFLIX INC COM NFLX	NFLX	47,560	$3.4m0.37%	0.37%	Added +7.0k	+6,961 17.1%
42	TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS SPONSORED ADS		100,000	$3.4m0.37%	0.37%	Reduced -10.0k	-10,000 -9.1%
43	THE CIGNA GROUP COM CI	CI	11,272	$3.1m0.34%	0.34%	Added +4.8k	+4,805 74.3%
44	PROCTER AND GAMBLE CO COM PG	PG	20,453	$3.0m0.33%	0.33%	Reduced -90	-90 -0.4%
45	SPDR GOLD TR GOLD SHS GLD	GLD	6,728	$2.5m0.27%	0.27%	Added +3.8k	+3,820 131.4%
46	GE VERNOVA INC COM GEV	GEV	1,934	$2.3m0.25%	0.25%	Added +36	+36 1.9%
47	UNITED THERAPEUTICS CORP DEL COM UTHR	UTHR	4,150	$2.2m0.25%	0.25%	Unchanged
48	BLACKSTONE INC COM BX	BX	18,365	$2.2m0.24%	0.24%	Added +41	+41 0.2%
49	ORACLE CORP COM ORCL	ORCL	12,957	$1.9m0.21%	0.21%	Reduced -6.6k	-6,635 -33.9%
50	ISHARES TR SP SMCP600VL ETF IJS	IJS	13,254	$1.8m0.20%	0.20%	Reduced -182	-182 -1.4%
51	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,083	$1.8m0.20%	0.20%	Added +20	+20 0.7%
52	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,580	$1.8m0.19%	0.19%	Reduced -35	-35 -1.3%
53	UNION PAC CORP COM UNP	UNP	6,512	$1.8m0.19%	0.19%	Added +50	+50 0.8%
54	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	3,437	$1.6m0.18%	0.18%	Reduced -474	-474 -12.1%
55	VANGUARD INDEX FDS SMALL CP ETF VB	VB	5,381	$1.6m0.18%	0.18%	Unchanged
56	ISHARES TR 1 3 YR TREAS BD SHY	SHY	19,569	$1.6m0.18%	0.18%	Reduced -219	-219 -1.1%
57	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	4,326	$1.6m0.18%	0.18%	Reduced -17	-17 -0.4%
58	BOSTON SCIENTIFIC CORP COM BSX	BSX	36,514	$1.6m0.17%	0.17%	Added +29.5k	+29,514 421.6%
59	ISHARES TR IBOXX INV CP ETF LQD	LQD	13,656	$1.5m0.16%	0.16%	Reduced -655	-655 -4.6%
60	ISHARES TR S&P 500 VAL ETF IVE	IVE	6,550	$1.5m0.16%	0.16%	Unchanged
61	GE AEROSPACE COM NEW GE	GE	3,819	$1.4m0.16%	0.16%	Added +66	+66 1.8%
62	PARK NATL CORP COM PRK	PRK	7,588	$1.4m0.15%	0.15%	New
63	ALPHABET INC CAP STK CL C GOOG	GOOG	3,702	$1.3m0.14%	0.14%	Added +17	+17 0.5%
64	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,526	$1.3m0.14%	0.14%	Added +22	+22 0.9%
65	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	5,032	$1.2m0.13%	0.13%	Reduced -61	-61 -1.2%
66	ISHARES TR CORE US AGGBD ET AGG	AGG	11,843	$1.2m0.13%	0.13%	Added +65	+65 0.6%
67	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	30,203	$1.1m0.12%	0.12%	Added +51	+51 0.2%
68	MICRON TECHNOLOGY INC COM MU	MU	961	$1.1m0.12%	0.12%	Reduced -22	-22 -2.2%
69	BLACKROCK INC COM BLK	BLK	1,149	$1.1m0.12%	0.12%	Unchanged
70	CORNING INC COM GLW	GLW	4,316	$1.1m0.12%	0.12%	Added +21	+21 0.5%
71	GOLDMAN SACHS GROUP INC COM GS	GS	1,084	$1.1m0.12%	0.12%	Added +17	+17 1.6%
72	BROADCOM INC COM AVGO	AVGO	2,786	$1.1m0.12%	0.12%	Added +74	+74 2.7%
73	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	20,528	$1.0m0.11%	0.11%	New
74	ABBOTT LABS COM ABT	ABT	11,432	$1.0m0.11%	0.11%	Reduced -172	-172 -1.5%
75	MERCK & CO INC COM MRK	MRK	7,948	$1.0m0.11%	0.11%	Added +53	+53 0.7%
76	ISHARES TR RUS 1000 GRW ETF IWF	IWF	7,628	$947.0k0.10%	0.10%	Reduced -60	-60 -0.8%
77	ISHARES TR 7-10 YR TRSY BD IEF	IEF	9,980	$944.0k0.10%	0.10%	Reduced -305	-305 -3.0%
78	ISHARES TR PFD AND INCM SEC PFF	PFF	30,906	$942.0k0.10%	0.10%	Reduced -348	-348 -1.1%
79	DICKS SPORTING GOODS INC COM DKS	DKS	4,099	$930.0k0.10%	0.10%	Reduced -82	-82 -2.0%
80	VERIZON COMMUNICATIONS INC COM VZ	VZ	21,975	$930.0k0.10%	0.10%	Reduced -20	-20 -0.1%
81	RTX CORPORATION COM RTX	RTX	4,810	$913.0k0.10%	0.10%	Added +70	+70 1.5%
82	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	10,492	$904.0k0.10%	0.10%	Reduced -50	-50 -0.5%
83	EATON CORP PLC SHS ETN	ETN	2,115	$901.0k0.10%	0.10%	Added +100	+100 5.0%
84	INVESCO EXCH TRADED FD TR II VAR RATE PFD VRP	VRP	36,043	$876.0k0.10%	0.10%	Reduced -609	-609 -1.7%
85	TENET HEALTHCARE CORP COM NEW THC	THC	4,500	$842.0k0.09%	0.09%	Unchanged
86	CASEYS GEN STORES INC COM CASY	CASY	1,050	$835.0k0.09%	0.09%	Unchanged
87	COCA COLA CO COM KO	KO	10,214	$830.0k0.09%	0.09%	Added +39	+39 0.4%
88	UNITED PARCEL SERVICE INC CL B UPS	UPS	7,632	$820.0k0.09%	0.09%	Unchanged
89	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	17,686	$805.0k0.09%	0.09%	Reduced -1.7k	-1,671 -8.6%
90	BP PLC SPONSORED ADR BP	BP	21,759	$804.0k0.09%	0.09%	Added +159	+159 0.7%
91	WASTE MGMT INC DEL COM WM	WM	3,588	$800.0k0.09%	0.09%	Added +2	+2 0.1%
92	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	2,975	$733.0k0.08%	0.08%	Added +5	+5 0.2%
93	VALERO ENERGY CORP COM VLO	VLO	2,742	$714.0k0.08%	0.08%	Added +200	+200 7.9%
94	TJX COS INC NEW COM TJX	TJX	4,537	$687.0k0.08%	0.08%	Added +15	+15 0.3%
95	ABBVIE INC COM ABBV	ABBV	2,709	$682.0k0.07%	0.07%	Added +17	+17 0.6%
96	APPLIED MATLS INC COM AMAT	AMAT	817	$590.0k0.06%	0.06%	Added +6	+6 0.7%
97	ISHARES TR ISHARES BIOTECH IBB	IBB	3,102	$590.0k0.06%	0.06%	Unchanged
98	AMER STATES WTR CO COM AWR	AWR	7,000	$578.0k0.06%	0.06%	Unchanged
99	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	289	$575.0k0.06%	0.06%	Added +13	+13 4.7%
100	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	29,736	$569.0k0.06%	0.06%	Added +500	+500 1.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
LAM RESEARCH CORP LRCX	LRCX	4,000	$855.0k4.0k shares
HONEYWELL INTL INC		1,529	$691.0k1.5k shares