Latest King Wealth Stock Portfolio
$799Million– No. of Holdings #156
King Wealth Performance:
2026 Q1: -4.26%YTD: -4.26%2025: 12.5%
Performance for 2026 Q1 is -4.26%, and YTD is -4.26%, and 2025 is 12.5%.
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.
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.
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).
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.
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
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 pff | 948,000 |
| invesco exch traded fd tr vrp | 879,000 |
| stellantis n.v | 496,000 |
| boston scientific corp | 439,000 |
| vaneck etf trust oih | 272,000 |
| keysight technologies inc | 229,000 |
| definium therapeutics inc | 189,000 |
New stocks bought by King Wealth
Additions
| Ticker | % Inc. |
|---|---|
| tesla inc | 323 |
| united therapeutics corp del | 176 |
| qualcomm inc | 83.68 |
| vanguard index fds vtv | 22.27 |
| amazon com inc | 12.03 |
| chevron corporation | 10.23 |
| aldeyra therapeutics inc | 10.19 |
| state str spdr s&p 500 etf spy | 9.74 |
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 | % |
|---|---|
| Others | 49.6 |
| Technology | 18 |
| Financial Services | 7.4 |
| Communication Services | 5.4 |
| Industrials | 5.1 |
| Consumer Defensive | 5 |
| Consumer Cyclical | 4.4 |
| Healthcare | 3.1 |
| Energy | 1.6 |
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 | % |
|---|---|
| UNALLOCATED | 49.6 |
| MEGA-CAP | 41 |
| LARGE-CAP | 9 |
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 | % |
|---|---|
| Others | 53.2 |
| S&P 500 | 46.7 |
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.
Last Reported on: 04 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.72 | 148,829 | 37,771,000 | added | 0.4 | ||
| AAXJ | ishares tr pff | 0.12 | 31,254 | 948,000 | new | |||
| AAXJ | ishares tr iei | 0.03 | 2,006 | 238,000 | reduced | -1.67 | ||
| ABBV | abbvie inc | 0.07 | 2,692 | 585,000 | added | 0.86 | ||
| ABNB | airbnb inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABT | abbott laboratories | 0.15 | 11,604 | 1,191,000 | added | 0.45 | ||
| ACN | accenture plc ireland | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AEP | american elec pwr co inc | 0.06 | 3,391 | 444,000 | unchanged | 0.00 | ||
| ALDX | aldeyra therapeutics inc | 0.00 | 11,900 | 20,000 | added | 10.19 | ||
| AMAT | applied matls inc | 0.04 | 811 | 277,000 | added | 0.12 | ||
| AMD | advanced micro devices inc | 0.08 | 3,063 | 623,000 | added | 0.33 | ||
| AMGN | amgen inc | 0.05 | 1,176 | 414,000 | reduced | -1.75 | ||
| AMZN | amazon com inc | 2.22 | 85,443 | 17,793,000 | added | 12.03 | ||
| ANTX | elevance health inc formerly | 0.04 | 1,046 | 306,000 | reduced | -3.77 | ||
| ASML | asml hldg nv | 0.05 | 276 | 365,000 | added | 4.94 | ||
| AVGO | broadcom inc | 0.10 | 2,712 | 839,000 | added | 0.33 | ||
| AWR | amer states wtr co | 0.07 | 7,000 | 529,000 | unchanged | 0.00 | ||
| AXP | american express co | 0.03 | 719 | 217,000 | reduced | -11.01 | ||
| BA | boeing co | 0.03 | 1,338 | 266,000 | unchanged | 0.00 | ||
| BAB | invesco exch traded fd tr vrp | 0.11 | 36,652 | 879,000 | new | |||