King Wealth Management Group

Q4 2025 13F-HR Holdings

Location
Saratoga Springs, NY
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
165
Total value ($000)
$829,668
Net value change ($000)
+33,808 (4.2%)
New positions
14
Sold out positions
9
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/7/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
META 8,610 128.3%
GOOGL 6,876 39.0%
AAPL 6,208 18.2%
IVV 4,191 3.7%
NFLX 3,043 594.3%
PH 2,079 18.0%
SPY 1,906 3.9%
CI 1,876 67.1%
AMZN 1,545 9.6%
WMT 1,544 11.3%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -3,522 -34.6%
MSFT -3,128 -5.4%
LLY -2,376 -22.7%
BXSL -1,962 -33.5%
HD -1,157 -22.2%
HOLX -810 -100.0%
COST -643 -5.3%
CRWD -609 -4.5%
LMT -459 -5.4%
ZBH -437 -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