King Wealth Management Group

Q3 2026 13F-HR Holdings

Location
Saratoga Springs, NY
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
176
Total value ($000)
$966,661
Net value change ($000)
+52,354 (5.7%)
New positions
9
Sold out positions
9
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 16,156 37.8%
CRWD 7,715 37.8%
AAPL 6,403 15.0%
NVDA 6,251 14.5%
IVV 5,369 4.1%
XOM 5,327 NEW
META 4,052 29.6%
TEVA 3,960 NEW
PLTR 3,397 63.9%
GEV 2,237 98.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -4,422 -100.0%
NFLX -3,396 -100.0%
TEVA -3,388 -100.0%
IJR -2,545 -8.2%
BSX -1,558 -100.0%
IJH -1,522 -4.7%
MCD -1,211 -19.1%
WMT -1,035 -6.7%
CI -1,022 -32.9%
CAT -926 -24.2%
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