King Wealth Top Holdings and 13F Report (2026)

About King Wealth

Investment Activity

King Wealth has $799.72 thousand in total holdings as of March 31, 2026.
King Wealth owns shares of 158 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
Approximately 2.68% of the portfolio was purchased this quarter.
About 1.93% of the portfolio was sold this quarter.
This quarter, King Wealth has purchased 165 new stocks and bought additional shares in 62 stocks.
King Wealth sold shares of 45 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $112,332
Invesco QQQ: $69,383
SPDR S&P 500 ETF Trust: $52,816
Microsoft: $42,709
Apple: $37,771

Largest New Holdings this Quarter

N82405106 - Stellantis: $496 Holding
101137107 - Boston Scientific: $439 Holding
92189H607 - VanEck Oil Services ETF: $272 Holding
49338L103 - Keysight Technologies: $229 Holding
24477V105 - DEFINIUM THERAPEUTICS INC: $189 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust: 7,209 shares (about $4.69K)
Tesla: 6,983 shares (about $2.60K)
Amazon.com: 9,174 shares (about $1.91K)
Vanguard Value ETF: 8,611 shares (about $1.69K)
United Therapeutics: 2,650 shares (about $1.57K)

Largest Sales this Quarter

Cigna Group: 10,500 shares (about $2.80K)
Oracle: 15,211 shares (about $2.24K)
Teva Pharmaceutical Industries: 25,000 shares (about $752.95)
Home Depot: 979 shares (about $321.99)
Fidelity MSCI Information Technology Index ETF: 1,334 shares (about $277.53)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$112,332	$735 ▲	0.7%	171,969	14.0%	ETF
QQQ Invesco QQQ	$69,383	$40 ▼	-0.1%	120,210	8.7%	Finance
SPY SPDR S&P 500 ETF Trust	$52,816	$4,688 ▲	9.7%	81,213	6.6%	Finance
MSFT Microsoft	$42,709	$912 ▲	2.2%	115,377	5.3%	Computer and Technology
AAPL Apple	$37,771	$149 ▲	0.4%	148,829	4.7%	Computer and Technology
NVDA NVIDIA	$37,728	$117 ▲	0.3%	216,333	4.7%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$27,729	$683 ▲	2.5%	410,619	3.5%	ETF
IJR iShares Core S&P Small-Cap ETF	$25,624	$672 ▲	2.7%	206,133	3.2%	ETF
JPM JPMorgan Chase & Co.	$23,793	$143 ▲	0.6%	80,885	3.0%	Finance
GOOGL Alphabet	$22,680	$156 ▲	0.7%	78,871	2.8%	Computer and Technology
V Visa	$21,959	$16 ▼	-0.1%	72,654	2.7%	Business Services
AMZN Amazon.com	$17,793	$1,910 ▲	12.0%	85,443	2.2%	Retail/Wholesale
WALMART INC	$16,908	$2 ▼	0.0%	136,044	2.1%	COM
PH Parker-Hannifin	$14,092	$184 ▲	1.3%	15,741	1.8%	Industrials
META Meta Platforms	$13,694	$417 ▲	3.1%	23,935	1.7%	Computer and Technology
COST Costco Wholesale	$13,396	$136 ▲	1.0%	13,444	1.7%	Retail/Wholesale
ITOT iShares Core S&P Total U.S. Stock Market ETF	$12,858	$235 ▼	-1.8%	90,275	1.6%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$10,884	$278 ▼	-2.5%	52,316	1.4%	ETF
CRWD CrowdStrike	$10,553	$212 ▼	-2.0%	27,032	1.3%	Computer and Technology
LMT Lockheed Martin	$10,226	$114 ▲	1.1%	16,920	1.3%	Aerospace
VTV Vanguard Value ETF	$9,276	$1,689 ▲	22.3%	47,280	1.2%	ETF
MA Mastercard	$8,291	$66 ▼	-0.8%	16,593	1.0%	Business Services
XLE Energy Select Sector SPDR Fund	$8,179	$56 ▲	0.7%	133,509	1.0%	ETF
MCD McDonald's	$7,696	$191 ▼	-2.4%	24,761	1.0%	Retail/Wholesale
IEFA iShares Core MSCI EAFE ETF	$7,665	$185 ▲	2.5%	84,670	1.0%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$7,456	$8 ▲	0.1%	16,096	0.9%	Finance
LLY Eli Lilly and Company	$6,840	$67 ▼	-1.0%	7,436	0.9%	Medical
PALANTIR TECHNOLOGIES INC	$6,626	$132 ▲	2.0%	45,298	0.8%	CL A
TT Trane Technologies	$6,563	$460 ▲	7.5%	15,747	0.8%	Construction
VOE Vanguard Mid-Cap Value ETF	$5,493	$107 ▼	-1.9%	29,809	0.7%	ETF
XOM ExxonMobil	$5,424	$76 ▲	1.4%	31,972	0.7%	Energy
VO Vanguard Mid-Cap ETF	$5,006	$148 ▼	-2.9%	17,431	0.6%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$4,765	$117 ▲	2.5%	68,320	0.6%	ETF
CVX Chevron	$4,718	$438 ▲	10.2%	22,801	0.6%	Energy
IJJ iShares S&P Mid-Cap 400 Value ETF	$4,429	$54 ▼	-1.2%	33,426	0.6%	ETF
PEP PepsiCo	$4,116	$119 ▲	3.0%	26,504	0.5%	Consumer Staples
NFLX Netflix	$3,904	$258 ▲	7.1%	40,599	0.5%	Consumer Discretionary
JNJ Johnson & Johnson	$3,744	$53 ▲	1.4%	15,318	0.5%	Medical
HD Home Depot	$3,561	$322 ▼	-8.3%	10,827	0.4%	Retail/Wholesale
TSLA Tesla	$3,399	$2,596 ▲	323.4%	9,142	0.4%	Auto/Tires/Trucks
TEVA Teva Pharmaceutical Industries	$3,313	$753 ▼	-18.5%	110,000	0.4%	Medical
PG Procter & Gamble	$2,967	$150 ▲	5.3%	20,543	0.4%	Consumer Staples
ORCL Oracle	$2,882	$2,238 ▼	-43.7%	19,592	0.4%	Computer and Technology
CAT Caterpillar	$2,506	$58 ▲	2.4%	3,537	0.3%	Industrials
UTHR United Therapeutics	$2,461	$1,571 ▲	176.7%	4,150	0.3%	Medical
BX Blackstone	$2,107	$1 ▲	0.0%	18,324	0.3%	Finance
CI Cigna Group	$1,725	$2,801 ▼	-61.9%	6,467	0.2%	Medical
GE VERNOVA INC	$1,657	$51 ▲	3.2%	1,898	0.2%	COM
SHY iShares 1-3 Year Treasury Bond ETF	$1,634	$120 ▲	7.9%	19,788	0.2%	Manufacturing
IJS iShares S&P Small-Cap 600 Value ETF	$1,591	$53 ▼	-3.2%	13,436	0.2%	ETF
UNP Union Pacific	$1,568		0.0%	6,462	0.2%	Transportation
VOO Vanguard S&P 500 ETF	$1,563	$10 ▲	0.7%	2,615	0.2%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,560	$65 ▼	-4.0%	14,311	0.2%	Finance
VB Vanguard Small-Cap ETF	$1,409		0.0%	5,381	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$1,393	$4 ▲	0.3%	4,343	0.2%	ETF
IVE iShares S&P 500 Value ETF	$1,383		0.0%	6,550	0.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$1,322		0.0%	3,911	0.2%	Computer and Technology
GLD SPDR Gold Shares	$1,251	$5 ▲	0.4%	2,908	0.2%	Finance
BRK.B Berkshire Hathaway	$1,200	$52 ▲	4.5%	2,504	0.2%	Finance
ABT Abbott Laboratories	$1,191	$5 ▲	0.5%	11,604	0.1%	Medical
AGG iShares Core U.S. Aggregate Bond ETF	$1,169	$27 ▼	-2.2%	11,778	0.1%	Finance
EPD Enterprise Products Partners	$1,141	$12 ▲	1.1%	30,152	0.1%	Energy
VBR Vanguard Small-Cap Value ETF	$1,106	$12 ▼	-1.1%	5,093	0.1%	ETF
BLACKROCK INC	$1,105		0.0%	1,149	0.1%	COM
VZ Verizon Communications	$1,104	$2 ▼	-0.2%	21,995	0.1%	Computer and Technology
GE GE Aerospace	$1,065	$43 ▲	4.2%	3,753	0.1%	Aerospace
GOOG Alphabet	$1,057	$81 ▼	-7.2%	3,685	0.1%	Computer and Technology
BP BP	$1,015		0.0%	21,600	0.1%	Energy
IEF iShares 7-10 Year Treasury Bond ETF	$982	$12 ▲	1.2%	10,285	0.1%	ETF
MRK Merck & Co., Inc.	$950		0.0%	7,895	0.1%	Medical
PFF iShares Preferred and Income Securities ETF	$948	$46 ▼	-4.6%	31,254	0.1%	ETF
RTX RTX	$914	$4 ▲	0.4%	4,740	0.1%	Aerospace
GS The Goldman Sachs Group	$903		0.0%	1,067	0.1%	Finance
FBND Fidelity Total Bond ETF	$883	$53 ▼	-5.7%	19,357	0.1%	ETF
VRP Invesco Variable Rate Preferred ETF	$879	$16 ▲	1.9%	36,652	0.1%	ETF
QCOM Qualcomm	$867	$395 ▲	83.7%	6,730	0.1%	Computer and Technology
LAM RESEARCH CORP	$855		0.0%	4,000	0.1%	COM NEW
THC Tenet Healthcare	$849		0.0%	4,500	0.1%	Medical
AVGO Broadcom	$839	$3 ▲	0.3%	2,712	0.1%	Computer and Technology
DKS DICK'S Sporting Goods	$829	$3 ▼	-0.3%	4,181	0.1%	Retail/Wholesale
WM Waste Management	$824	$2 ▼	-0.2%	3,586	0.1%	Business Services
IWF iShares Russell 1000 Growth ETF	$820		0.0%	1,922	0.1%	ETF
KO CocaCola	$774		0.0%	10,175	0.1%	Consumer Staples
VUG Vanguard Growth ETF	$767	$2 ▼	-0.2%	1,757	0.1%	ETF
CASY Casey's General Stores	$764		0.0%	1,050	0.1%	Retail/Wholesale
UPS United Parcel Service	$751		0.0%	7,632	0.1%	Transportation
TJX TJX Companies	$722	$4 ▼	-0.6%	4,522	0.1%	Retail/Wholesale
ETN Eaton	$721		0.0%	2,015	0.1%	Industrials
HON Honeywell International	$691		0.0%	3,058	0.1%	Multi-Sector Conglomerates
VLO Valero Energy	$628		0.0%	2,542	0.1%	Energy
AMD Advanced Micro Devices	$623	$2 ▲	0.3%	3,063	0.1%	Computer and Technology
VXF Vanguard Extended Market ETF	$611	$1 ▲	0.2%	2,970	0.1%	ETF
ABBV AbbVie	$585	$5 ▲	0.9%	2,692	0.1%	Medical
GLW Corning	$584		0.0%	4,295	0.1%	Computer and Technology
GLDM SPDR Gold MiniShares Trust	$584		0.0%	6,301	0.1%	Finance
ET Energy Transfer	$564	$16 ▼	-2.8%	29,236	0.1%	Energy
DRI Darden Restaurants	$542		0.0%	2,765	0.1%	Retail/Wholesale
PFE Pfizer	$540	$10 ▼	-1.8%	19,221	0.1%	Medical
AWR American States Water	$529		0.0%	7,000	0.1%	Utilities
PPA Invesco Aerospace & Defense ETF	$528		0.0%	3,189	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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King Wealth Top Holdings and 13F Report (2026)

About King Wealth

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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King Wealth Top Holdings and 13F Report (2026)

About King Wealth

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofKing Wealth

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools