King Wealth Management Group

Q3 2025 13F Holdings

  • Location
    saratoga springs, NY
  • Num holdings

    160

  • Value ($000)

    $796

  • Date Filed
    11/07/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR IVV

ETF
464287200
$112.83K
14 %

168,574

N
NDQ

INVESCO QQQ TR

ETF
46090E103
$72.44K
9 %

120,667

M
MSFT

MICROSOFT CORP

COM
594918104
$57.73K
7 %

111,467

S
SPY

SPDR S&P 500 ETF TR SPY

TR UNIT
78462F103
$48.56K
6 %

72,891

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$40.50K
5 %

217,075

A
AAPL

APPLE INC

COM
037833100
$34.09K
4 %

133,893

I
IJH

ISHARES TR IJH

ETF
464287507
$25.85K
3 %

396,162

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$25.20K
3 %

79,881

V
V

VISA INC

COM
92826C839
$25.14K
3 %

73,649

I
IJR

ISHARES TR IJR

ETF
464287804
$23.47K
3 %

197,507

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