King Wealth Management Group
•CIK: 1568235•Filing: Q4 2025
**King Wealth Management Group** manages $830M across a diversified portfolio of 165 positions. The fund exhibits significant concentration in major indices and technology leaders, notably allocating $117.0M to IVV and $73.9M to NDQ. Key technology and market exposure is evident through substantial holdings in MSFT ($54.6M), AAPL ($40.3M), and NVDA ($40.2M). The portfolio maintains broad market exposure via SPY ($50.5M) alongside financial sector weights in JPM ($25.9M).
Total AUM
$829.7M
QoQ Performance
+4.3%
Positions
163
Top 10 Concentration
57.7%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
NDQ
MSFT
SPY
IVV14.1%
NDQ8.9%
MSFT6.6%
SPY6.1%
AAPL4.9%
NVDA4.8%
IJH3.2%
JPM3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other36.2%
Technology22.5%
ETF20.4%
Financial7.9%
Consumer6.9%
Healthcare2.5%
Industrial1.8%
Consumer Staples0.6%
🚪 Exited Positionssold since Q3 2025
—
AVADEL PHARMACEUTICALS PLC
SOLD
$305.0K
+4 more exited positions
Changes from Q3 2025
NEW14 new positions
↑55 increased
↓69 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023