King Wealth Top Holdings and 13F Report (2026)

About King Wealth

Investment Activity

King Wealth has $914.31 thousand in total holdings as of June 30, 2026.
King Wealth owns shares of 176 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 2.77% of the portfolio was purchased this quarter.
About 0.86% of the portfolio was sold this quarter.
This quarter, King Wealth has purchased 158 new stocks and bought additional shares in 83 stocks.
King Wealth sold shares of 46 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $131,243
Invesco QQQ: $88,764
SPDR S&P 500 ETF Trust: $60,053
NVIDIA: $43,023
Microsoft: $42,755

Largest New Holdings this Quarter

700658107 - Park National: $1,389 Holding
46641Q647 - JPMorgan Municipal ETF: $1,040 Holding
458140100 - Intel: $546 Holding
78464A409 - SPDR Portfolio S&P 500 Growth ETF: $422 Holding
438516205 - HONEYWELL INTL INC: $344 Holding

Largest Purchases this Quarter

Vanguard Mid-Cap ETF: 52,293 shares (about $4.21K)
iShares Core S&P 500 ETF: 3,281 shares (about $2.46K)
SPDR Gold Shares: 3,820 shares (about $1.41K)
Park National: 7,588 shares (about $1.39K)
Cigna Group: 4,805 shares (about $1.32K)

Largest Sales this Quarter

Oracle: 6,635 shares (about $972.44)
Qualcomm: 3,945 shares (about $729.51)
SPDR S&P 500 ETF Trust: 796 shares (about $594.43)
Apple: 1,728 shares (about $500.01)
McDonald's: 1,325 shares (about $358.16)

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	$131,243	$2,457 â–²	1.9%	175,250	14.4%	ETF
QQQ Invesco QQQ	$88,764	$241 â–²	0.3%	120,537	9.7%	ETF
SPY SPDR S&P 500 ETF Trust	$60,053	$594 â–¼	-1.0%	80,417	6.6%	ETF
NVDA NVIDIA	$43,023	$263 â–¼	-0.6%	215,020	4.7%	Technology
MSFT Microsoft	$42,755	$283 â–¼	-0.7%	114,619	4.7%	Technology
AAPL Apple	$42,565	$500 â–¼	-1.2%	147,101	4.7%	Technology
IJH iShares Core S&P Mid-Cap ETF	$32,124	$461 â–²	1.5%	416,594	3.5%	ETF
IJR iShares Core S&P Small-Cap ETF	$30,940	$368 â–²	1.2%	208,614	3.4%	ETF
GOOGL Alphabet	$28,257	$71 â–²	0.3%	79,070	3.1%	Communication Services
JPM JPMorgan Chase & Co.	$26,492	$16 â–²	0.1%	80,935	2.9%	Finance
V Visa	$24,862	$65 â–¼	-0.3%	72,465	2.7%	Finance
CRWD CrowdStrike	$20,422	$208 â–¼	-1.0%	26,760	2.2%	Technology
AMZN Amazon.com	$20,383	$19 â–²	0.1%	85,521	2.2%	Consumer Discretionary
PH Parker-Hannifin	$15,499	$102 â–²	0.7%	15,845	1.7%	Industrials
WALMART INC	$15,404	$5 â–¼	0.0%	136,003	1.7%	COM
ITOT iShares Core S&P Total U.S. Stock Market ETF	$14,808	$22 â–¼	-0.1%	90,142	1.6%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$14,773	$167 â–¼	-1.1%	51,730	1.6%	ETF
META Meta Platforms	$13,679	$197 â–²	1.5%	24,284	1.5%	Communication Services
COST Costco Wholesale	$12,786	$210 â–²	1.7%	13,668	1.4%	Consumer Staples
VTV Vanguard Value ETF	$10,619	$315 â–²	3.1%	48,725	1.2%	ETF
LLY Eli Lilly and Company	$9,491	$572 â–²	6.4%	7,913	1.0%	Healthcare
LMT Lockheed Martin	$8,637	$17 â–²	0.2%	16,954	0.9%	Industrials
IEFA iShares Core MSCI EAFE ETF	$8,495	$318 â–²	3.9%	87,962	0.9%	ETF
MA Mastercard	$8,324	$198 â–¼	-2.3%	16,207	0.9%	Finance
DIA SPDR Dow Jones Industrial Average ETF Trust	$8,256	$153 â–¼	-1.8%	15,804	0.9%	ETF
TT Trane Technologies	$8,108	$374 â–²	4.8%	16,508	0.9%	Industrials
XLE Energy Select Sector SPDR Fund	$6,984	$107 â–¼	-1.5%	131,503	0.8%	ETF
MCD McDonald's	$6,335	$358 â–¼	-5.4%	23,436	0.7%	Consumer Discretionary
IEMG iShares Core MSCI Emerging Markets ETF	$5,850	$191 â–²	3.4%	70,623	0.6%	ETF
VOE Vanguard Mid-Cap Value ETF	$5,772	$119 â–¼	-2.0%	29,209	0.6%	ETF
VO Vanguard Mid-Cap ETF	$5,618	$4,214 â–²	300.0%	69,724	0.6%	ETF
PALANTIR TECHNOLOGIES INC	$5,316	$31 â–²	0.6%	45,563	0.6%	CL A
IJJ iShares S&P Mid-Cap 400 Value ETF	$4,852	$86 â–¼	-1.7%	32,843	0.5%	ETF
TSLA Tesla	$4,680	$835 â–²	21.7%	11,126	0.5%	Consumer Discretionary
XOM ExxonMobil	$4,422	$51 â–²	1.2%	32,346	0.5%	Energy
CVX Chevron	$3,987	$208 â–²	5.5%	24,055	0.4%	Energy
JNJ Johnson & Johnson	$3,861	$29 â–¼	-0.8%	15,202	0.4%	Healthcare
CAT Caterpillar	$3,827	$60 â–²	1.6%	3,593	0.4%	Industrials
HD Home Depot	$3,614	$204 â–¼	-5.3%	10,248	0.4%	Consumer Discretionary
PEP PepsiCo	$3,509	$79 â–¼	-2.2%	25,917	0.4%	Consumer Staples
NFLX Netflix	$3,396	$497 â–²	17.1%	47,560	0.4%	Communication Services
TEVA Teva Pharmaceutical Industries	$3,388	$339 â–¼	-9.1%	100,000	0.4%	Healthcare
CI Cigna Group	$3,107	$1,324 â–²	74.3%	11,272	0.3%	Healthcare
PG Procter & Gamble	$2,999	$13 â–¼	-0.4%	20,453	0.3%	Consumer Staples
GLD SPDR Gold Shares	$2,478	$1,407 â–²	131.4%	6,728	0.3%	ETF
GE VERNOVA INC	$2,272	$42 â–²	1.9%	1,934	0.2%	COM
UTHR United Therapeutics	$2,249		0.0%	4,150	0.2%	Healthcare
BX Blackstone	$2,161	$5 â–²	0.2%	18,365	0.2%	Finance
ORCL Oracle	$1,899	$972 â–¼	-33.9%	12,957	0.2%	Technology
IJS iShares S&P Small-Cap 600 Value ETF	$1,812	$25 â–¼	-1.4%	13,254	0.2%	ETF
AMD Advanced Micro Devices	$1,791	$12 â–²	0.7%	3,083	0.2%	Technology
VOO Vanguard S&P 500 ETF	$1,772	$24 â–¼	-1.3%	2,580	0.2%	ETF
UNP Union Pacific	$1,771	$14 â–²	0.8%	6,512	0.2%	Industrials
TSM Taiwan Semiconductor Manufacturing	$1,642	$226 â–¼	-12.1%	3,437	0.2%	Technology
VB Vanguard Small-Cap ETF	$1,631		0.0%	5,381	0.2%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$1,607	$18 â–¼	-1.1%	19,569	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$1,601	$6 â–¼	-0.4%	4,326	0.2%	ETF
BSX Boston Scientific	$1,558	$1,259 â–²	421.6%	36,514	0.2%	Healthcare
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,489	$71 â–¼	-4.6%	13,656	0.2%	ETF
IVE iShares S&P 500 Value ETF	$1,487		0.0%	6,550	0.2%	ETF
GE GE Aerospace	$1,427	$25 â–²	1.8%	3,819	0.2%	Industrials
PRK Park National	$1,389	$1,389 â–²	New Holding	7,588	0.2%	Finance
GOOG Alphabet	$1,308	$6 â–²	0.5%	3,702	0.1%	Communication Services
BRK.B Berkshire Hathaway	$1,264	$11 â–²	0.9%	2,526	0.1%	Finance
VBR Vanguard Small-Cap Value ETF	$1,223	$15 â–¼	-1.2%	5,032	0.1%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,172	$6 â–²	0.6%	11,843	0.1%	ETF
EPD Enterprise Products Partners	$1,110	$2 â–²	0.2%	30,203	0.1%	Energy
MU Micron Technology	$1,109	$25 â–¼	-2.2%	961	0.1%	Technology
BLACKROCK INC	$1,105		0.0%	1,149	0.1%	COM
GLW Corning	$1,102	$5 â–²	0.5%	4,316	0.1%	Technology
GS The Goldman Sachs Group	$1,096	$17 â–²	1.6%	1,084	0.1%	Finance
AVGO Broadcom	$1,053	$28 â–²	2.7%	2,786	0.1%	Technology
JMUB JPMorgan Municipal ETF	$1,040	$1,040 â–²	New Holding	20,528	0.1%	ETF
ABT Abbott Laboratories	$1,037	$16 â–¼	-1.5%	11,432	0.1%	Healthcare
MRK Merck & Co., Inc.	$1,021	$7 â–²	0.7%	7,948	0.1%	Healthcare
IWF iShares Russell 1000 Growth ETF	$947	$708 â–²	296.9%	7,628	0.1%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$944	$29 â–¼	-3.0%	9,980	0.1%	ETF
PFF iShares Preferred and Income Securities ETF	$942	$11 â–¼	-1.1%	30,906	0.1%	ETF
DKS DICK'S Sporting Goods	$930	$19 â–¼	-2.0%	4,099	0.1%	Consumer Discretionary
VZ Verizon Communications	$930	$1 â–¼	-0.1%	21,975	0.1%	Communication Services
RTX RTX	$913	$13 â–²	1.5%	4,810	0.1%	Industrials
VUG Vanguard Growth ETF	$904	$753 â–²	497.2%	10,492	0.1%	ETF
ETN Eaton	$901	$43 â–²	5.0%	2,115	0.1%	Industrials
VRP Invesco Variable Rate Preferred ETF	$876	$15 â–¼	-1.7%	36,043	0.1%	ETF
THC Tenet Healthcare	$842		0.0%	4,500	0.1%	Healthcare
CASY Casey's General Stores	$835		0.0%	1,050	0.1%	Consumer Staples
KO CocaCola	$830	$3 â–²	0.4%	10,214	0.1%	Consumer Staples
UPS United Parcel Service	$820		0.0%	7,632	0.1%	Industrials
FBND Fidelity Total Bond ETF	$805	$76 â–¼	-8.6%	17,686	0.1%	ETF
BP BP	$804	$6 â–²	0.7%	21,759	0.1%	Energy
WM Waste Management	$800	$0 â–²	0.1%	3,588	0.1%	Industrials
VXF Vanguard Extended Market ETF	$733	$1 â–²	0.2%	2,975	0.1%	ETF
VLO Valero Energy	$714	$52 â–²	7.9%	2,742	0.1%	Energy
TJX TJX Companies	$687	$2 â–²	0.3%	4,537	0.1%	Consumer Discretionary
ABBV AbbVie	$682	$4 â–²	0.6%	2,709	0.1%	Healthcare
AMAT Applied Materials	$590	$4 â–²	0.7%	817	0.1%	Technology
IBB iShares Biotechnology ETF	$590		0.0%	3,102	0.1%	ETF
AWR American States Water	$578		0.0%	7,000	0.1%	Utilities
ASML ASML	$575	$26 â–²	4.7%	289	0.1%	Technology
ET Energy Transfer	$569	$10 â–²	1.7%	29,736	0.1%	Energy

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

MarketBeat Products

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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