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Latest King Wealth Stock Portfolio

$914Million | No. of Holdings #176

King Wealth Performance

2026 Q2+10.70%
YTD+5.98%
2025+12.50%

About King Wealth and 13F Hedge Fund Stock Holdings

On 2026-08-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, King Wealth Management Group reported an equity portfolio of $914.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of King Wealth Management Group are IJR, QQQ, SPY. The fund has invested 14.3% of it's portfolio in ISHARES TR IVV and 9.7% of portfolio in INVESCO QQQ TR. <br><br> The fund managers got completely rid off LAM RESEARCH CORP (LRCX) and HONEYWELL INTL INC (HON) stocks. They significantly reduced their stock positions in QUALCOMM INC (QCOM), ORACLE CORP (ORCL) and PALO ALTO NETWORKS INC (PANW). King Wealth Management Group opened new stock positions in PARK NATL CORP (PRK), J P MORGAN EXCHANGE TRADED JMUB (BBAX) and ISHARES TR PFF (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS VUG (VB), BOSTON SCIENTIFIC CORP (BSX) and ISHARES TR IWF (IJR).
King Wealth Equity Portfolio Value
Last Reported on: 05 Aug, 2026
$914Million
  as of Aug 05, 2026

King Wealth Annual Return Estimates Vs S&P 500

Our best estimate is that King Wealth Management Group made a return of 10.7% in the last quarter. In trailing 12 months, it's portfolio return was 15.91%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
park natl corp1,389,000
j p morgan exchange traded jmub1,040,000
ishares tr pff942,000
invesco exch traded fd tr vrp876,000
intel corp 546,000
spdr series trust spyg422,000
honeywell intl inc344,000
honeywell aerospace inc340,000
New stocks bought by King Wealth

Additions

Ticker% Inc.
vanguard index fds vug497
boston scientific corp421
vanguard index fds vo 300
ishares tr iwf296
spdr gold tr131
grayscale solana staking etf100
the cigna group74.3
ishares ethereum tr etha50.00
Additions to existing portfolio by King Wealth

Reductions

Ticker% Reduced
qualcomm inc-58.62
oracle corp-33.87
palo alto networks inc-30.5
taiwan semiconductor manufac-12.12
teva pharmaceutical inds ltd-9.09
fidelity merrimack str fbnd-8.63
ishares tr oef-5.61
home depot inc-5.35
King Wealth reduced stake in above stock

Sold off

Ticker$ Sold
lam research corp-855,000
honeywell intl inc-691,000
King Wealth got rid off the above stocks

Sector Distribution

King Wealth Management Group has about 51.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Industrials
  • Consumer Cyclical
  • Consumer Defensive
  • Healthcare
  • Energy
Sector%
Others51.4
Technology18
Financial Services7.3
Communication Services5.3
Industrials4.9
Consumer Cyclical4.2
Consumer Defensive4
Healthcare3.3
Energy1.2

Market Cap. Distribution

King Wealth Management Group has about 48.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED51.4
MEGA-CAP37.4
LARGE-CAP10.7

Stocks belong to which Index?

About 44.1% of the stocks held by King Wealth Management Group either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others55.5
S&P 50044.1
Top 5 Winners (%)%
MU
micron technology inc
239.0 %
AMD
advanced micro devices inc
183.9 %
definium therapeutics inc
148.7 %
AMAT
applied matls inc
110.6 %
PANW
palo alto networks inc
95.1 %
Top 5 Winners ($)$
QQQ
invesco qqq tr
19.2 M
IJR
ishares tr ivv
16.6 M
CRWD
crowdstrike hldgs inc
10.0 M
SPY
state str spdr s&p 500 etf spy
7.8 M
NVDA
nvidia corporation
5.5 M
Top 5 Losers (%)%
VB
vanguard index fds vug
-70.4 %
VB
vanguard index fds vo
-61.6 %
IJR
ishares tr iwf
-60.4 %
HRTX
heron therapeutics inc
-46.1 %
T
at&t inc
-28.7 %
Top 5 Losers ($)$
VB
vanguard index fds vo
-9.0 M
VB
vanguard index fds vug
-2.1 M
LMT
lockheed martin corp
-1.6 M
WMT
walmart inc
-1.5 M
IJR
ishares tr iwf
-1.4 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 176 stocks in it's portfolio. About 57.6% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for King Wealth Management Group last quarter.

$914.31MTotal Value
178Positions
05 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of King Wealth, last reported on 05 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr Pff

Ishares Tr Pff

AAXJ
King Wealth's holding in Ishares Tr Pff over time
0.1%30,906
$942.0K
0.1%
new position
AAXJ
Ishares Tr Iei

Ishares Tr Iei

AAXJ
King Wealth's holding in Ishares Tr Iei over time
0.03%1,978
$232.0K
0.03%
decreased 1.4 percentreduced
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
King Wealth's holding in Asml Hldg Nv over time
0.06%289
$575.0K
0.06%
increased 4.71 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
0.1%36,043
$876.0K
0.1%
new position