King Wealth Management Group

Q1 2026 13F-HR Holdings

Location
Saratoga Springs, NY
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
158
Total value ($000)
$799,722
Net value change ($000)
-29,946 (-3.6%)
New positions
5
Sold out positions
12
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
TSLA 2,428 250.1%
SPY 2,351 4.7%
XLE 2,251 38.0%
LMT 2,133 26.4%
COST 1,920 16.7%
VTV 1,887 25.5%
WMT 1,749 11.5%
UTHR 1,730 236.7%
XOM 1,631 43.0%
CVX 1,565 49.6%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -11,898 -21.8%
IVV -4,686 -4.0%
QQQ -4,506 -6.1%
BXSL -3,899 -100.0%
ORCL -3,761 -56.6%
V -3,540 -13.9%
CI -2,945 -63.1%
AAPL -2,530 -6.3%
NVDA -2,493 -6.2%
CRWD -2,373 -18.4%
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