2026 Q3 Portfolio Activity
In 2026 Q3, King Wealth Management Group maintained a portfolio of 184 distinct positions. The most significant new addition was TEVA PHARMACEUTICAL INDS LTD, now representing 0.41% of the total fund value. They heavily accumulated shares in CROWDSTRIKE HLDGS INC, increasing the position by 297.2%.
Position History
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Total Positions
184
Quarter
2026 Q3
Top Holding
IVV (14.1%)
Top 10 Concentration
57.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 184
King Wealth Management Group Full Holdings List — 2026 Q3
| 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 | 14.13% | 14.35% |
#1
Prev: #1
|
6.5 |
—
|
3,129 | 1.8% |
P
S
|
178,379 | $136,612 | 2015 Q1 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 9.25% | 9.71% |
#2
Prev: #2
|
5.7 |
—
|
334 | 0.3% |
P
S
|
120,871 | $89,417 | 2012 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 6.28% | 6.57% |
#3
Prev: #3
|
4.0 |
—
|
-823 | -1.0% |
P
S
|
79,594 | $60,701 | 2012 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 6.09% | 4.68% |
#4
1
Prev: #5
|
3.4 |
—
|
239 | 0.2% |
P
S
|
114,858 | $58,911 | 2012 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 5.10% | 4.71% |
#5
1
Prev: #4
|
3.0 |
—
|
734 | 0.3% |
P
S
|
215,754 | $49,274 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
AAPL
APPLE INC
|
Technology | 5.07% | 4.66% |
#6
Prev: #6
|
2.5 |
—
|
-59 | -0.0% |
P
S
|
147,042 | $48,968 | 2012 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
IJH
ISHARES TR IJH
|
ETF | 3.17% | 3.51% |
#7
Prev: #7
|
1.8 |
—
|
8,728 | 2.1% |
P
S
|
425,322 | $30,602 | 2015 Q2 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
IJR
ISHARES TR IJR
|
ETF | 2.94% | 3.38% |
#8
Prev: #8
|
1.7 |
—
|
112 | 0.1% |
P
S
|
208,726 | $28,395 | 2012 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 2.91% | 2.23% |
#9
3
Prev: #12
|
4.2 |
—
|
79,518 | 297.2% |
P
S
|
106,278 | $28,137 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.84% | 3.09% |
#10
1
Prev: #9
|
1.6 |
—
|
845 | 1.1% |
P
S
|
79,915 | $27,497 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.81% | 2.90% |
#11
1
Prev: #10
|
1.6 |
—
|
1,032 | 1.3% |
P
S
|
81,967 | $27,117 | 2013 Q2 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
V
VISA INC
|
Financial Services | 2.72% | 2.72% |
#12
1
Prev: #11
|
1.6 |
—
|
735 | 1.0% |
P
S
|
73,200 | $26,303 | 2012 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.20% | 2.23% |
#13
Prev: #13
|
1.4 |
—
|
-216 | -0.3% |
P
S
|
85,305 | $21,254 | 2013 Q1 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.83% | 1.50% |
#14
4
Prev: #18
|
1.2 |
—
|
166 | 0.7% |
P
S
|
24,450 | $17,731 | 2013 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 1.59% | 1.70% |
#15
1
Prev: #14
|
1.1 |
—
|
220 | 1.4% |
P
S
|
16,065 | $15,348 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
ITOT
ISHARES TR ITOT
|
ETF | 1.59% | 1.62% |
#16
Prev: #16
|
1.1 |
—
|
2,056 | 2.3% |
P
S
|
92,198 | $15,331 | 2015 Q3 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
FTEC
FIDELITY COVING...
|
ETF | 1.55% | 1.62% |
#17
Prev: #17
|
1.1 |
—
|
-1,754 | -3.4% |
P
S
|
49,976 | $14,996 | 2016 Q1 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.49% | 1.68% |
#18
3
Prev: #15
|
1.1 |
—
|
2,262 | 1.7% |
P
S
|
138,265 | $14,369 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.32% | 1.40% |
#19
Prev: #19
|
1.0 |
—
|
356 | 2.6% |
P
S
|
14,024 | $12,767 | 2018 Q3 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 1.11% | 1.16% |
#20
Prev: #20
|
0.9 |
—
|
982 | 2.0% |
P
S
|
49,707 | $10,741 | 2021 Q2 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
IEFA
ISHARES TR IEFA
|
ETF | 1.01% | 0.93% |
#21
2
Prev: #23
|
2.4 |
—
|
12,446 | 14.1% |
P
S
|
100,408 | $9,728 | 2015 Q2 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.00% | 1.04% |
#22
1
Prev: #21
|
2.4 |
—
|
407 | 5.1% |
P
S
|
8,320 | $9,626 | 2016 Q2 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.93% | 0.91% |
#23
1
Prev: #24
|
0.9 |
—
|
64 | 0.4% |
P
S
|
16,271 | $8,973 | 2013 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.90% | 0.58% |
#24
8
Prev: #32
|
0.9 |
—
|
1,016 | 2.2% |
P
S
|
46,579 | $8,713 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.89% | 0.94% |
#25
3
Prev: #22
|
0.9 |
—
|
-60 | -0.4% |
P
S
|
16,894 | $8,603 | 2013 Q3 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
XLE
SELECT SECTOR S...
|
ETF | 0.84% | 0.76% |
#26
1
Prev: #27
|
0.8 |
—
|
142 | 0.1% |
P
S
|
131,645 | $8,096 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
DIA
STATE STR SPDR ...
|
ETF | 0.81% | 0.90% |
#27
2
Prev: #25
|
0.8 |
—
|
-325 | -2.1% |
P
S
|
15,479 | $7,872 | 2014 Q1 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
TT
TRANE TECHNOLOG...
|
Industrials | 0.80% | 0.89% |
#28
2
Prev: #26
|
0.8 |
—
|
549 | 3.3% |
P
S
|
17,057 | $7,710 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
IEMG
ISHARES INC IEM...
|
ETF | 0.71% | 0.64% |
#29
Prev: #29
|
2.3 |
—
|
13,963 | 19.8% |
P
S
|
84,586 | $6,865 | 2015 Q2 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.63% | 0.51% |
#30
4
Prev: #34
|
3.3 |
—
|
6,118 | 55.0% |
P
S
|
17,244 | $6,118 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.58% | 0.63% |
#31
1
Prev: #30
|
0.7 |
—
|
-426 | -1.5% |
P
S
|
28,783 | $5,628 | 2013 Q3 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.57% | 0.61% |
#32
1
Prev: #31
|
1.2 |
—
|
no change | no change |
P
S
|
69,724 | $5,468 | 2013 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
XOM
EXXONMOBIL HOLD...
|
Energy | 0.55% | 0.48% |
#33
2
Prev: #35
|
0.7 |
—
|
388 | 1.2% |
P
S
|
32,734 | $5,327 | 2012 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.55% | 0.44% |
#34
2
Prev: #36
|
2.2 |
—
|
1,944 | 8.1% |
P
S
|
25,999 | $5,309 | 2012 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.53% | 0.69% |
#35
7
Prev: #28
|
0.7 |
—
|
-1,249 | -5.3% |
P
S
|
22,187 | $5,124 | 2012 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.47% | 0.25% |
#36
10
Prev: #46
|
3.2 |
—
|
2,810 | 145.3% |
P
S
|
4,744 | $4,509 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
UTHR
UNITED THERAPEU...
|
Healthcare | 0.43% | 0.25% |
#37
10
Prev: #47
|
3.2 |
—
|
3,599 | 86.7% |
P
S
|
7,749 | $4,199 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
IJJ
ISHARES TR IJJ
|
ETF | 0.42% | 0.53% |
#38
5
Prev: #33
|
0.7 |
—
|
-3,445 | -10.5% |
P
S
|
29,398 | $4,048 | 2012 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.42% | 0.42% |
#39
2
Prev: #37
|
0.7 |
—
|
34 | 0.2% |
P
S
|
15,236 | $4,034 | 2012 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
TEVJF
TEVA PHARMACEUT...
|
Healthcare | 0.41% | — |
#40
Prev: #—
|
3.7 |
—
|
100,000 | — |
NEW
|
100,000 | $3,960 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.34% | 0.38% |
#41
1
Prev: #40
|
0.6 |
—
|
-149 | -0.6% |
P
S
|
25,768 | $3,265 | 2012 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.32% | 0.12% |
#42
26
Prev: #68
|
3.1 |
—
|
1,954 | 203.3% |
P
S
|
2,915 | $3,105 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.31% | 0.40% |
#43
4
Prev: #39
|
0.6 |
—
|
328 | 3.2% |
P
S
|
10,576 | $3,009 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.31% | 0.33% |
#44
Prev: #44
|
1.1 |
—
|
no change | no change |
P
S
|
20,453 | $2,971 | 2012 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.30% | 0.42% |
#45
7
Prev: #38
|
0.6 |
—
|
-15 | -0.4% |
P
S
|
3,578 | $2,901 | 2012 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.27% | 0.27% |
#46
1
Prev: #45
|
0.6 |
—
|
94 | 1.4% |
P
S
|
6,822 | $2,598 | 2012 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.24% | 0.12% |
#47
25
Prev: #72
|
3.1 |
—
|
3,947 | 141.7% |
P
S
|
6,733 | $2,365 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.22% | 0.19% |
#48
4
Prev: #52
|
2.1 |
—
|
421 | 16.3% |
P
S
|
3,001 | $2,103 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
CI
THE CIGNA GROUP
|
Healthcare | 0.22% | 0.34% |
#49
6
Prev: #43
|
0.1 |
—
|
-3,600 | -31.9% |
P
S
|
7,672 | $2,085 | 2013 Q3 | 13F Filing | 2026-09-30 | 2026-11-09 | |||
|
BX
BLACKSTONE INC
|
Financial Services | 0.21% | 0.24% |
#50
2
Prev: #48
|
0.6 |
—
|
22 | 0.1% |
P
S
|
18,387 | $2,061 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-11-09 |
Showing 1-50 of 184 holdings