King Wealth Management Group has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing was submitted on November 9, 2026, and lists Jane Quinn as the Executive Administrator for the Saratoga Springs, New York-based firm.
The report details a portfolio consisting of 176 individual equity positions. The largest holding in the filing is the iShares Core S&P 500 ETF (IVV), which accounts for 178,379 shares. Other significant equity holdings include NVIDIA Corporation (215,754 shares), Apple Inc. (147,042 shares), and Microsoft Corporation (114,858 shares). The firm also holds substantial positions in CrowdStrike Holdings (106,278 shares), Alphabet Inc. Class A (79,915 shares), and JPMorgan Chase & Co. (81,967 shares).
In addition to individual stocks, the portfolio includes a mix of exchange-traded funds (ETFs) and other investment vehicles. The top ETF positions include the iShares Core S&P Mid-Cap ETF (IJR) with 208,726 shares, the iShares Core S&P Small-Cap ETF (IJR) with 208,726 shares, and the iShares Core S&P 500 ETF (IVV) with 178,379 shares. The firm also holds shares in the iShares Core MSCI Emerging Markets ETF (IEMG) with 84,586 shares and the iShares Core MSCI EAFE ETF (IEFA) with 100,408 shares.
The filing lists a variety of other notable positions, including Palantir Technologies (46,579 shares), Tesla Inc. (17,244 shares), Eli Lilly & Co. (8,320 shares), and Bristol-Myers Squibb Co. (6,797 shares). The report also includes positions in Mastercard Incorporated, Lockheed Martin Corporation, and Procter & Gamble Co.
