King Wealth Management Group

Q2 2026 13F-HR Holdings

Location
Saratoga Springs, NY
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
176
Total value ($000)
$914,307
Net value change ($000)
+114,585 (14.3%)
New positions
20
Sold out positions
2
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
QQQ 19,381 27.9%
IVV 18,911 16.8%
CRWD 9,869 93.5%
SPY 7,237 13.7%
GOOGL 5,577 24.6%
IJR 5,316 20.7%
NVDA 5,295 14.0%
AAPL 4,794 12.7%
IJH 4,395 15.8%
FTEC 3,889 35.7%
Top Reduces (Value $000, Stocks/ETFs)
LMT -1,589 -15.5%
WMT -1,504 -8.9%
MCD -1,361 -17.7%
PLTR -1,310 -19.8%
XLE -1,195 -14.6%
XOM -1,002 -18.5%
ORCL -983 -34.1%
LRCX -855 -100.0%
CVX -731 -15.5%
HON -691 -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