Institutional Fund
King Wealth Management Group
Saratoga Springs, NYCIK 15682355 filings on record
Portfolio Value
$799.7K
Q1 2026
Holdings
158
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-3.6%
from $829.7K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr14.0%
- Invesco Qqq Tr8.7%
- Spdr S&P 500 ETF Tr6.6%
- Microsoft Corp5.3%
- Apple Inc4.7%
- Nvidia Corporation4.7%
- Other55.9%
Portfolio Holdings
158 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 172.0K | $112.3K | 14.0% | +1.1K | Added |
| 2 | Invesco Qqq Tr | 120.2K | $69.4K | 8.7% | −69 | Reduced |
| 3 | Spdr S&P 500 ETF Tr | 81.2K | $52.8K | 6.6% | +7.2K | Added |
| 4 | Microsoft Corp | 115.4K | $42.7K | 5.3% | +2.5K | Added |
| 5 | Apple Inc | 148.8K | $37.8K | 4.7% | +586 | Added |
| 6 | Nvidia Corporation | 216.3K | $37.7K | 4.7% | +672 | Added |
| 7 | Ishares Tr | 410.6K | $27.7K | 3.5% | +10.1K | Added |
| 8 | Ishares Tr | 206.1K | $25.6K | 3.2% | +5.4K | Added |
| 9 | Jpmorgan Chase & Co. | 80.9K | $23.8K | 3.0% | +486 | Added |
| 10 | Alphabet Inc | 78.9K | $22.7K | 2.8% | +541 | Added |
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