King Wealth Management Group

Q2 2025 13F Holdings

  • Location
    saratoga springs, NY
  • Num holdings

    158

  • Value ($000)

    $737

  • Date Filed
    08/08/2025
  • Form type
    13F-HR
  • CIK
    0001568235
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR IVV

ETF
464287200
$101.48K
14 %

163,446

NDQ
NDQ

INVESCO QQQ TR

ETF
46090E103
$66.05K
9 %

119,740

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$55.48K
8 %

111,539

SPY
SPY

SPDR S&P 500 ETF TR SPY

ETF
78462F103
$45.28K
6 %

73,288

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$34.04K
5 %

215,471

AAPL
AAPL

APPLE INC

COM
037833100
$27.48K
4 %

133,940

V
V

VISA INC

COM CL A
92826C839
$26.38K
4 %

74,303

IJH
IJH

ISHARES TR IJH

ETF
464287507
$23.92K
3 %

385,633

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$23.17K
3 %

79,918

IJR
IJR

ISHARES TR IJR

ETF
464287804
$20.70K
3 %

189,442

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