King Wealth Management Group - Portfolio overview

King Wealth Management Group has 176 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. IVV - ISHARES TR IVV, 14.05%
  2. QQQ - INVESCO QQQ TR, 8.68%
  3. SPY - STATE STR SPDR S&P 500 ETF SPY, 6.60%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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