2026 Q2 Portfolio Activity
In 2026 Q2, King Wealth Management Group maintained a portfolio of 178 distinct positions. The most significant new addition was PARK NATL CORP, now representing 0.15% of the total fund value. They heavily accumulated shares in ELI LILLY & CO, increasing the position by 6.4%.
Position History
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Total Positions
178
Quarter
2026 Q2
Top Holding
IVV (14.4%)
Top 10 Concentration
57.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 178
King Wealth Management Group Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR IVV
|
ETF | 14.35% | 14.05% |
#1
Prev: #1
|
6.5 |
—
|
3,281 | 1.9% |
P
S
|
175,250 | $131,243 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 9.71% | 8.68% |
#2
Prev: #2
|
5.9 |
—
|
327 | 0.3% |
P
S
|
120,537 | $88,764 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 6.57% | 6.60% |
#3
Prev: #3
|
4.1 |
—
|
-796 | -1.0% |
P
S
|
80,417 | $60,053 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.71% | 4.72% |
#4
2
Prev: #6
|
2.9 |
—
|
-1,313 | -0.6% |
P
S
|
215,020 | $43,023 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.68% | 5.34% |
#5
1
Prev: #4
|
2.9 |
—
|
-758 | -0.7% |
P
S
|
114,619 | $42,755 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AAPL
APPLE INC
|
Technology | 4.66% | 4.72% |
#6
1
Prev: #5
|
2.4 |
—
|
-1,728 | -1.2% |
P
S
|
147,101 | $42,565 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IJH
ISHARES TR IJH
|
ETF | 3.51% | 3.47% |
#7
Prev: #7
|
1.9 |
—
|
5,975 | 1.5% |
P
S
|
416,594 | $32,124 | 2015 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IJR
ISHARES TR IJR
|
ETF | 3.38% | 3.20% |
#8
Prev: #8
|
1.9 |
—
|
2,481 | 1.2% |
P
S
|
208,614 | $30,940 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GOOGL
ALPHABET INC GO...
|
Communication Services | 3.09% | 2.84% |
#9
1
Prev: #10
|
1.7 |
—
|
199 | 0.3% |
P
S
|
79,070 | $28,257 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.90% | 2.98% |
#10
1
Prev: #9
|
1.7 |
—
|
50 | 0.1% |
P
S
|
80,935 | $26,492 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
V
VISA INC
|
Financial Services | 2.72% | 2.75% |
#11
Prev: #11
|
1.6 |
—
|
-189 | -0.3% |
P
S
|
72,465 | $24,862 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 2.23% | 1.32% |
#12
7
Prev: #19
|
1.4 |
—
|
-272 | -1.0% |
P
S
|
26,760 | $20,422 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.23% | 2.22% |
#13
1
Prev: #12
|
1.4 |
—
|
78 | 0.1% |
P
S
|
85,521 | $20,383 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 1.70% | 1.76% |
#14
Prev: #14
|
1.2 |
—
|
104 | 0.7% |
P
S
|
15,845 | $15,499 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.68% | 2.11% |
#15
2
Prev: #13
|
1.2 |
—
|
-41 | -0.0% |
P
S
|
136,003 | $15,404 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ITOT
ISHARES TR ITOT
|
ETF | 1.62% | 1.61% |
#16
1
Prev: #17
|
1.1 |
—
|
-133 | -0.1% |
P
S
|
90,142 | $14,808 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
FTEC
FIDELITY COVING...
|
ETF | 1.62% | 1.36% |
#17
1
Prev: #18
|
1.1 |
—
|
-586 | -1.1% |
P
S
|
51,730 | $14,773 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.50% | 1.71% |
#18
3
Prev: #15
|
1.1 |
—
|
349 | 1.5% |
P
S
|
24,284 | $13,679 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.40% | 1.68% |
#19
3
Prev: #16
|
1.1 |
—
|
224 | 1.7% |
P
S
|
13,668 | $12,786 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 1.16% | 1.16% |
#20
1
Prev: #21
|
1.0 |
—
|
1,445 | 3.1% |
P
S
|
48,725 | $10,619 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.04% | 0.86% |
#21
6
Prev: #27
|
2.4 |
—
|
477 | 6.4% |
P
S
|
7,913 | $9,491 | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.94% | 1.28% |
#22
2
Prev: #20
|
0.9 |
—
|
34 | 0.2% |
P
S
|
16,954 | $8,637 | 2013 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IEFA
ISHARES TR IEFA
|
ETF | 0.93% | 0.96% |
#23
2
Prev: #25
|
0.9 |
—
|
3,292 | 3.9% |
P
S
|
87,962 | $8,495 | 2015 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.91% | 1.04% |
#24
2
Prev: #22
|
0.9 |
—
|
-386 | -2.3% |
P
S
|
16,207 | $8,324 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DIA
STATE STR SPDR ...
|
ETF | 0.90% | 0.93% |
#25
1
Prev: #26
|
0.9 |
—
|
-292 | -1.8% |
P
S
|
15,804 | $8,256 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TT
TRANE TECHNOLOG...
|
Industrials | 0.89% | 0.82% |
#26
3
Prev: #29
|
0.9 |
—
|
761 | 4.8% |
P
S
|
16,508 | $8,108 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
XLE
SELECT SECTOR S...
|
ETF | 0.76% | 1.02% |
#27
4
Prev: #23
|
0.8 |
—
|
-2,006 | -1.5% |
P
S
|
131,503 | $6,984 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.69% | 0.96% |
#28
4
Prev: #24
|
0.8 |
—
|
-1,325 | -5.4% |
P
S
|
23,436 | $6,335 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IEMG
ISHARES INC IEM...
|
ETF | 0.64% | 0.60% |
#29
4
Prev: #33
|
0.8 |
—
|
2,303 | 3.4% |
P
S
|
70,623 | $5,850 | 2015 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.63% | 0.69% |
#30
Prev: #30
|
0.8 |
—
|
-600 | -2.0% |
P
S
|
29,209 | $5,772 | 2013 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.61% | 0.63% |
#31
1
Prev: #32
|
3.2 |
—
|
52,293 | 300.0% |
P
S
|
69,724 | $5,618 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.58% | 0.83% |
#32
4
Prev: #28
|
0.7 |
—
|
265 | 0.6% |
P
S
|
45,563 | $5,316 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IJJ
ISHARES TR IJJ
|
ETF | 0.53% | 0.55% |
#33
2
Prev: #35
|
0.7 |
—
|
-583 | -1.7% |
P
S
|
32,843 | $4,852 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.51% | 0.43% |
#34
6
Prev: #40
|
2.7 |
—
|
1,984 | 21.7% |
P
S
|
11,126 | $4,680 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.48% | 0.68% |
#35
4
Prev: #31
|
0.7 |
—
|
374 | 1.2% |
P
S
|
32,346 | $4,422 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.44% | 0.59% |
#36
2
Prev: #34
|
2.2 |
—
|
1,254 | 5.5% |
P
S
|
24,055 | $3,987 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.42% | 0.47% |
#37
1
Prev: #38
|
0.7 |
—
|
-116 | -0.8% |
P
S
|
15,202 | $3,861 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.42% | 0.31% |
#38
6
Prev: #44
|
0.7 |
—
|
56 | 1.6% |
P
S
|
3,593 | $3,827 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.40% | 0.45% |
#39
Prev: #39
|
0.7 |
—
|
-579 | -5.3% |
P
S
|
10,248 | $3,614 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.38% | 0.51% |
#40
4
Prev: #36
|
0.7 |
—
|
-587 | -2.2% |
P
S
|
25,917 | $3,509 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.37% | 0.49% |
#41
4
Prev: #37
|
2.1 |
—
|
6,961 | 17.1% |
P
S
|
47,560 | $3,396 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TEVA
TEVA PHARMACEUT...
|
Healthcare | 0.37% | 0.41% |
#42
1
Prev: #41
|
0.6 |
—
|
-10,000 | -9.1% |
P
S
|
100,000 | $3,388 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CI
THE CIGNA GROUP
|
Healthcare | 0.34% | 0.22% |
#43
4
Prev: #47
|
3.1 |
—
|
4,805 | 74.3% |
P
S
|
11,272 | $3,107 | 2013 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.33% | 0.37% |
#44
2
Prev: #42
|
0.6 |
—
|
-90 | -0.4% |
P
S
|
20,453 | $2,999 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.27% | 0.16% |
#45
13
Prev: #58
|
3.1 |
—
|
3,820 | 131.4% |
P
S
|
6,728 | $2,478 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.25% | 0.21% |
#46
2
Prev: #48
|
0.6 |
—
|
36 | 1.9% |
P
S
|
1,934 | $2,272 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
UTHR
UNITED THERAPEU...
|
Healthcare | 0.25% | 0.31% |
#47
2
Prev: #45
|
1.1 |
—
|
no change | no change |
P
S
|
4,150 | $2,249 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BX
BLACKSTONE INC
|
Financial Services | 0.24% | 0.26% |
#48
2
Prev: #46
|
0.6 |
—
|
41 | 0.2% |
P
S
|
18,365 | $2,161 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.21% | 0.36% |
#49
6
Prev: #43
|
0.1 |
—
|
-6,635 | -33.9% |
P
S
|
12,957 | $1,899 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IJS
ISHARES TR IJS
|
ETF | 0.20% | 0.20% |
#50
Prev: #50
|
0.6 |
—
|
-182 | -1.4% |
P
S
|
13,254 | $1,812 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 |
Showing 1-50 of 178 holdings