Institutional Manager · CIK 0001568235
King Wealth
SARATOGA SPRINGS, NY · File #028-15129
Latest AUM
$829,668
Positions
165
Top-10 Concentration
62.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025165 pos · $829,668
- 13F HOLDINGS REPORTQ/E Sep 2025160 pos · $795,860
- 13F HOLDINGS REPORTQ/E Jun 2025158 pos · $737,113
- 13F HOLDINGS REPORTQ/E Mar 2025157 pos · $659,687
- 13F HOLDINGS REPORTQ/E Dec 2024154 pos · $685,515
- 13F HOLDINGS REPORTQ/E Sep 2024151 pos · $641,693
- 13F HOLDINGS REPORTQ/E Jun 2024144 pos · $599,793
- 13F HOLDINGS REPORTQ/E Mar 2024147 pos · $570,184
- 13F HOLDINGS REPORTQ/E Dec 2023145 pos · $474,414
- 13F HOLDINGS REPORTQ/E Sep 2023150 pos · $494,802
- 13F HOLDINGS REPORTQ/E Jun 2023149 pos · $452,676
- 13F HOLDINGS REPORTQ/E Mar 2023141 pos · $418,188
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR IVV | 464287200 | 170,844 | $117,018 | 15.30% |
| 2 | INVESCO QQQ TR | IVZ | 120,279 | $73,889 | 9.66% |
| 3 | MICROSOFT CORP | MSFT | 112,912 | $54,607 | 7.14% |
| 4 | SPDR S&P 500 ETF TR SPY | SPY | 74,004 | $50,465 | 6.60% |
| 5 | APPLE INC | AAPL | 148,243 | $40,301 | 5.27% |
| 6 | NVIDIA CORPORATION | NVDA | 215,661 | $40,221 | 5.26% |
| 7 | ISHARES TR IJH | 464287507 | 400,512 | $26,434 | 3.46% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 80,399 | $25,906 | 3.39% |
| 9 | VISA INC | V | 72,706 | $25,499 | 3.33% |
| 10 | ALPHABET INC | GOOG | 78,330 | $24,517 | 3.21% |
| 11 | ISHARES TR IJR | 464287804 | 200,726 | $24,123 | 3.15% |
| 12 | AMAZON COM INC | AMZN | 76,269 | $17,604 | 2.30% |
| 13 | META PLATFORMS INC | META | 23,207 | $15,319 | 2.00% |
| 14 | WALMART INC | WMT | 136,064 | $15,159 | 1.98% |
| 15 | ISHARES TR ITOT | 464287150 | 91,926 | $13,668 | 1.79% |
| 16 | PARKER-HANNIFIN CORP | PH | 15,535 | $13,655 | 1.79% |
| 17 | CROWDSTRIKE HLDGS INC | CRWD | 27,575 | $12,926 | 1.69% |
| 18 | FIDELITY COVINGTON TR FTEC | 316092808 | 53,650 | $12,053 | 1.58% |
| 19 | COSTCO WHSL CORP NEW | 22160K105 | 13,308 | $11,476 | 1.50% |
| 20 | MASTERCARD INCORPORATED | MA | 16,725 | $9,548 | 1.25% |