AI Portfolio Summary
In 2026 Q1, King Wealth Management Group maintained a portfolio of 170 distinct positions. They heavily accumulated shares in ISHARES TR IVV, increasing their position by 0.7%. The fund also reduced its exposure to THE CIGNA GROUP by 61.9%.
Total Positions
170
Quarter
2026 Q1
Top Holding
IVV (14.0%)
Top 10 Concentration
56.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 170
| 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 | 14.05% | 14.10% |
#1
Prev: #1
|
6.5 | 1,125 | 0.7% |
P
S
|
171,969 | $112,332 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 8.68% | 8.91% |
#2
Prev: #2
|
5.5 | -69 | -0.1% |
P
S
|
120,210 | $69,383 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 6.60% | 6.08% |
#3
1
Prev: #4
|
5.6 | 7,209 | 9.7% |
P
S
|
81,213 | $52,816 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 5.34% | 6.58% |
#4
1
Prev: #3
|
3.1 | 2,465 | 2.2% |
P
S
|
115,377 | $42,709 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AAPL
APPLE INC
|
Technology | 4.72% | 4.86% |
#5
Prev: #5
|
2.9 | 586 | 0.4% |
P
S
|
148,829 | $37,771 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.72% | 4.85% |
#6
Prev: #6
|
2.4 | 672 | 0.3% |
P
S
|
216,333 | $37,728 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IJH
ISHARES TR IJH
|
ETF | 3.47% | 3.19% |
#7
Prev: #7
|
1.9 | 10,107 | 2.5% |
P
S
|
410,619 | $27,729 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IJR
ISHARES TR IJR
|
ETF | 3.20% | 2.91% |
#8
3
Prev: #11
|
1.8 | 5,407 | 2.7% |
P
S
|
206,133 | $25,624 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.98% | 3.12% |
#9
1
Prev: #8
|
1.7 | 486 | 0.6% |
P
S
|
80,885 | $23,793 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
GOOGL
ALPHABET INC GO...
|
Communication Services | 2.84% | 2.96% |
#10
Prev: #10
|
1.6 | 541 | 0.7% |
P
S
|
78,871 | $22,680 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
V
VISA INC
|
Financial Services | 2.75% | 3.07% |
#11
2
Prev: #9
|
1.6 | -52 | -0.1% |
P
S
|
72,654 | $21,959 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.22% | 2.12% |
#12
Prev: #12
|
2.9 | 9,174 | 12.0% |
P
S
|
85,443 | $17,793 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 2.11% | 1.83% |
#13
1
Prev: #14
|
1.3 | -20 | -0.0% |
P
S
|
136,044 | $16,908 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 1.76% | 1.65% |
#14
2
Prev: #16
|
1.2 | 206 | 1.3% |
P
S
|
15,741 | $14,092 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.71% | 1.85% |
#15
2
Prev: #13
|
1.2 | 728 | 3.1% |
P
S
|
23,935 | $13,694 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.68% | 1.38% |
#16
3
Prev: #19
|
1.2 | 136 | 1.0% |
P
S
|
13,444 | $13,396 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ITOT
ISHARES TR ITOT
|
ETF | 1.61% | 1.65% |
#17
2
Prev: #15
|
1.1 | -1,651 | -1.8% |
P
S
|
90,275 | $12,858 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
FTEC
FIDELITY COVING...
|
ETF | 1.36% | 1.45% |
#18
Prev: #18
|
1.0 | -1,334 | -2.5% |
P
S
|
52,316 | $10,884 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 1.32% | 1.56% |
#19
2
Prev: #17
|
1.0 | -543 | -2.0% |
P
S
|
27,032 | $10,553 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 1.28% | 0.98% |
#20
1
Prev: #21
|
1.0 | 188 | 1.1% |
P
S
|
16,920 | $10,226 | 2013 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 1.16% | 0.89% |
#21
6
Prev: #27
|
3.0 | 8,611 | 22.3% |
P
S
|
47,280 | $9,276 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 1.04% | 1.15% |
#22
2
Prev: #20
|
0.9 | -132 | -0.8% |
P
S
|
16,593 | $8,291 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 1.02% | 0.71% |
#23
6
Prev: #29
|
0.9 | 919 | 0.7% |
P
S
|
133,509 | $8,179 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.96% | 0.93% |
#24
Prev: #24
|
0.9 | -615 | -2.4% |
P
S
|
24,761 | $7,696 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IEFA
ISHARES TR IEFA
|
ETF | 0.96% | 0.89% |
#25
1
Prev: #26
|
0.9 | 2,049 | 2.5% |
P
S
|
84,670 | $7,665 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DIA
STATE STR SPDR ...
|
ETF | 0.93% | 0.93% |
#26
1
Prev: #25
|
0.9 | 17 | 0.1% |
P
S
|
16,096 | $7,456 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.86% | 0.97% |
#27
5
Prev: #22
|
0.8 | -73 | -1.0% |
P
S
|
7,436 | $6,840 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.83% | 0.95% |
#28
5
Prev: #23
|
0.8 | 905 | 2.0% |
P
S
|
45,298 | $6,626 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
TT
TRANE TECHNOLOG...
|
Industrials | 0.82% | 0.69% |
#29
1
Prev: #30
|
2.3 | 1,103 | 7.5% |
P
S
|
15,747 | $6,563 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.69% | 0.65% |
#30
1
Prev: #31
|
0.8 | -580 | -1.9% |
P
S
|
29,809 | $5,493 | 2013 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.68% | 0.46% |
#31
8
Prev: #39
|
0.8 | 450 | 1.4% |
P
S
|
31,972 | $5,424 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.63% | 0.63% |
#32
Prev: #32
|
0.8 | -516 | -2.9% |
P
S
|
17,431 | $5,006 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IEMG
ISHARES INC IEM...
|
ETF | 0.60% | 0.54% |
#33
1
Prev: #34
|
0.7 | 1,682 | 2.5% |
P
S
|
68,320 | $4,765 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.59% | 0.38% |
#34
8
Prev: #42
|
2.2 | 2,116 | 10.2% |
P
S
|
22,801 | $4,718 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IJJ
ISHARES TR IJJ
|
ETF | 0.55% | 0.54% |
#35
Prev: #35
|
0.7 | -408 | -1.2% |
P
S
|
33,426 | $4,429 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.51% | 0.45% |
#36
4
Prev: #40
|
0.7 | 767 | 3.0% |
P
S
|
26,504 | $4,116 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
NFLX
NETFLIX INC.
|
ETF | 0.49% | 0.43% |
#37
4
Prev: #41
|
2.2 | 2,687 | 7.1% |
P
S
|
40,599 | $3,904 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.47% | 0.38% |
#38
5
Prev: #43
|
0.7 | 218 | 1.4% |
P
S
|
15,318 | $3,744 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.45% | 0.49% |
#39
2
Prev: #37
|
0.7 | -979 | -8.3% |
P
S
|
10,827 | $3,561 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.43% | 0.12% |
#40
27
Prev: #67
|
3.2 | 6,983 | 323.4% |
P
S
|
9,142 | $3,399 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
TEVA
TEVA PHARMACEUT...
|
Healthcare | 0.41% | 0.51% |
#41
5
Prev: #36
|
0.7 | -25,000 | -18.5% |
P
S
|
110,000 | $3,313 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.37% | 0.34% |
#42
3
Prev: #45
|
2.1 | 1,040 | 5.3% |
P
S
|
20,543 | $2,967 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.36% | 0.80% |
#43
15
Prev: #28
|
0.1 | -15,211 | -43.7% |
P
S
|
19,592 | $2,882 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.31% | 0.24% |
#44
2
Prev: #46
|
0.6 | 82 | 2.4% |
P
S
|
3,537 | $2,506 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
UTHR
UNITED THERAPEU...
|
Healthcare | 0.31% | 0.09% |
#45
39
Prev: #84
|
3.1 | 2,650 | 176.7% |
P
S
|
4,150 | $2,461 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BX
BLACKSTONE INC
|
Financial Services | 0.26% | 0.34% |
#46
2
Prev: #44
|
0.6 | 5 | 0.0% |
P
S
|
18,324 | $2,107 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
CI
THE CIGNA GROUP
|
Healthcare | 0.22% | 0.56% |
#47
14
Prev: #33
|
0.1 | -10,500 | -61.9% |
P
S
|
6,467 | $1,725 | 2013 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.21% | 0.14% |
#48
11
Prev: #59
|
0.6 | 58 | 3.2% |
P
S
|
1,898 | $1,657 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SHY
ISHARES TR SHY
|
ETF | 0.20% | 0.18% |
#49
1
Prev: #50
|
2.1 | 1,450 | 7.9% |
P
S
|
19,788 | $1,634 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IJS
ISHARES TR IJS
|
ETF | 0.20% | 0.19% |
#50
1
Prev: #49
|
0.6 | -444 | -3.2% |
P
S
|
13,436 | $1,591 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 |
Showing 1-50 of 170 holdings