King Wealth Management Group

Q3 2025 13F-HR Holdings

Location
Saratoga Springs, NY
Holdings as of
9/30/2025
Date filed
11/7/2025
Form type
13F-HR
Num holdings
160
Total value ($000)
$795,860
Net value change ($000)
+58,747 (8.0%)
New positions
7
Sold out positions
5
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/8/2025 Next filing: 2/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 11,344 11.2%
AAPL 6,612 24.1%
NVDA 6,460 19.0%
QQQ 6,392 9.7%
BXSL 5,338 1020.7%
GOOGL 5,253 42.4%
SPY 3,278 7.2%
ORCL 2,853 39.0%
AMZN 2,782 21.0%
IJR 2,766 13.4%
Top Reduces (Value $000, Stocks/ETFs)
META -9,622 -58.9%
LLY -2,446 -19.0%
HOLX -1,265 -61.0%
V -1,239 -4.7%
UNH -731 -62.6%
CRM -669 -100.0%
COST -643 -5.0%
ELV -530 -60.0%
ADBE -508 -100.0%
MSTR -261 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type