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Latest King Wealth Stock Portfolio

$799Million | No. of Holdings #156

King Wealth Performance

2026 Q1-4.26%
YTD-4.26%
2025+12.50%

About King Wealth and 13F Hedge Fund Stock Holdings

On 2026-05-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, King Wealth Management Group reported an equity portfolio of $799.7 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of King Wealth Management Group are IJR, QQQ, SPY. The fund has invested 14.1% of it's portfolio in ISHARES TR IVV and 8.7% of portfolio in INVESCO QQQ TR. <br><br> The fund managers got completely rid off BLACKSTONE SECD LENDING FD, AIRBNB INC (ABNB) and VANGUARD SPECIALIZED FUNDS VIG (VIG) stocks. They significantly reduced their stock positions in THE CIGNA GROUP (CI), PALO ALTO NETWORKS INC (PANW) and ORACLE CORP (ORCL). King Wealth Management Group opened new stock positions in STELLANTIS N.V (STLA), BOSTON SCIENTIFIC CORP (BSX) and VANECK ETF TRUST OIH (BUZZ). The fund showed a lot of confidence in some stocks as they added substantially to TESLA INC (TSLA), UNITED THERAPEUTICS CORP DEL (UTHR) and QUALCOMM INC (QCOM).
King Wealth Equity Portfolio Value
Last Reported on: 04 May, 2026
$799Million
  as of May 04, 2026

King Wealth Annual Return Estimates Vs S&P 500

Our best estimate is that King Wealth Management Group made a return of -4.26% in the last quarter. In trailing 12 months, it's portfolio return was 15.72%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr pff948,000
invesco exch traded fd tr vrp879,000
stellantis n.v496,000
boston scientific corp439,000
vaneck etf trust oih272,000
keysight technologies inc229,000
definium therapeutics inc189,000
New stocks bought by King Wealth

Additions

Ticker% Inc.
tesla inc323
united therapeutics corp del176
qualcomm inc83.68
vanguard index fds vtv22.27
amazon com inc12.03
chevron corporation10.23
aldeyra therapeutics inc10.19
state str spdr s&p 500 etf spy9.74
Additions to existing portfolio by King Wealth

Reductions

Ticker% Reduced
the cigna group-61.88
palo alto networks inc-47.98
oracle corp-43.71
cisco sys inc-20.81
teva pharmaceutical inds ltd-18.52
bristol-myers squibb co-12.92
american express co-11.01
keycorp-8.85
King Wealth reduced stake in above stock

Sold off

Ticker$ Sold
blackstone secd lending fd-3,899,000
lifemd inc-34,000
mind medicine mindmed inc-134,000
fiserv inc-486,000
apollo global mgmt inc-883,000
lazard inc-219,000
spdr series trust jnk-214,000
airbnb inc-271,000
King Wealth got rid off the above stocks

Sector Distribution

King Wealth Management Group has about 49.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Industrials
  • Consumer Defensive
  • Consumer Cyclical
  • Healthcare
  • Energy
Sector%
Others49.6
Technology18
Financial Services7.4
Communication Services5.4
Industrials5.1
Consumer Defensive5
Consumer Cyclical4.4
Healthcare3.1
Energy1.6

Market Cap. Distribution

King Wealth Management Group has about 50% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED49.6
MEGA-CAP41
LARGE-CAP9

Stocks belong to which Index?

About 46.7% of the stocks held by King Wealth Management Group either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others53.2
S&P 50046.7
Top 5 Winners (%)%
GLW
corning inc
55.3 %
VLO
valero energy corp
51.7 %
COP
conocophillips
40.8 %
XOM
exxon mobil corp
40.6 %
XLB
select sector spdr tr xle
36.9 %
Top 5 Winners ($)$
XLB
select sector spdr tr xle
2.2 M
LMT
lockheed martin corp
2.0 M
COST
costco wholesale corporation
1.8 M
WMT
walmart inc
1.8 M
XOM
exxon mobil corp
1.6 M
Top 5 Losers (%)%
ALDX
aldeyra therapeutics inc
-66.5 %
HRTX
heron therapeutics inc
-38.2 %
grayscale solana staking etf gsol
-33.0 %
ishares ethereum tr etha
-29.5 %
BX
blackstone inc
-25.4 %
Top 5 Losers ($)$
MSFT
microsoft corp
-13.0 M
IJR
ishares tr ivv
-5.4 M
QQQ
invesco qqq tr
-4.5 M
V
visa inc
-3.5 M
AAPL
apple inc
-2.7 M

King Wealth Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of King Wealth

King Wealth Management Group has 156 stocks in it's portfolio. About 56.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for King Wealth Management Group last quarter.

$799.72MTotal Value
170Positions
04 May, 2026Last Reported
Current holdings of Current Stock Holdings of King Wealth, last reported on 04 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr Pff

Ishares Tr Pff

AAXJ
King Wealth's holding in Ishares Tr Pff over time
0.12%31,254
$948.0K
0.12%
new position
AAXJ
Ishares Tr Iei

Ishares Tr Iei

AAXJ
King Wealth's holding in Ishares Tr Iei over time
0.03%2,006
$238.0K
0.03%
decreased 1.67 percentreduced
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
King Wealth's holding in Asml Hldg Nv over time
0.05%276
$365.0K
0.05%
increased 4.94 percentadded
BAB
Invesco Exch Traded Fd Tr Vrp

Invesco Exch Traded Fd Tr Vrp

BAB
King Wealth's holding in Invesco Exch Traded Fd Tr Vrp over time
0.11%36,652
$879.0K
0.11%
new position