King Wealth Management Group
All 13F Filings
- Location
- Saratoga Springs, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 966,661
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/9/2026 | 176 | 966,661 | 13F-HR | King Wealth Management Group |
| Q2 2026 | 8/5/2026 | 176 | 914,307 | 13F-HR | King Wealth Management Group |
| Q1 2026 | 5/4/2026 | 158 | 799,722 | 13F-HR | King Wealth Management Group |
| Q4 2025 | 2/9/2026 | 165 | 829,668 | 13F-HR | King Wealth Management Group |
| Q3 2025 | 11/7/2025 | 160 | 795,860 | 13F-HR | King Wealth Management Group |
| Q2 2025 | 8/8/2025 | 158 | 737,113 | 13F-HR | King Wealth Management Group |
| Q1 2014 | 5/8/2014 | 97 | 145,111 | 13F-HR | King Wealth Management Group, LLC |
| Q4 2013 | 2/13/2014 | 107 | 175,185 | 13F-HR | King Wealth Management Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 517.1 K | 53.5% | 62.32 K | 0 | 62.32 K |
| ETFs | 449.6 K | 46.5% | 0 | 9.962 K | -9.962 K |
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Fund Snapshot
Q3 2026
Latest filed
11/9/2026
Total value ($000)
966,661
Holdings
176
QoQ value change ($000)
52,354
(5.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.