King Wealth Portfolio Holdings

King Wealth

$737 Million
Q2 2025

King Wealth has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $737 Million distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $101M, Invesco Qqq Trust, Series 1 with a value of $66.1M, Microsoft Corp with a value of $55.5M, Spdr S&P 500 ETF Trust with a value of $45.3M, and Nvidia Corp with a value of $34M.

Examining the 13F form we can see an increase of $77.4M in the current position value, from $660M to 737M.

King Wealth is based out at Saratoga Springs, NY

Below you can find more details about King Wealth portfolio as well as his latest detailed transactions.

Portfolio value $737 Million

ETFs: $349 Million

Technology: $149 Million

Financial Services: $66.9 Million

Consumer Defensive: $35.1 Million

Industrials: $32 Million

Communication Services: $31.6 Million

Healthcare: $30.6 Million

Consumer Cyclical: $29.8 Million

Other: $9.98 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVV Ishares Core S&P 500 ETF ETFs	$0	$101 Million 13.77% of portfolio	163,446	Q2 2025 Added 2.72%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$66.1 Million 8.96% of portfolio	119,740	Q2 2025 Added 0.24%
MSFT Microsoft Corp Technology	$3.77T	$55.5 Million 7.53% of portfolio	111,539	Q2 2025 Reduced 1.82%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$45.3 Million 6.14% of portfolio	73,288	Q2 2025 Added 32.15%
NVDA Nvidia Corp Technology	$426B	$34 Million 4.62% of portfolio	215,471	Q2 2025 Added 0.62%
AAPL Apple Inc. Technology	$3.69T	$27.5 Million 3.73% of portfolio	133,940	Q2 2025 Reduced 0.74%
V Visa Inc. Financial Services	$572B	$26.4 Million 3.58% of portfolio	74,303	Q2 2025 Reduced 0.01%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$23.9 Million 3.24% of portfolio	385,633	Q2 2025 Added 0.04%
JPM Jpmorgan Chase & CO Financial Services	$879B	$23.2 Million 3.14% of portfolio	79,918	Q2 2025 Reduced 0.15%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$20.7 Million 2.81% of portfolio	189,442	Q2 2025 Added 0.16%
META Meta Platforms, Inc. Communication Services	$1.65T	$16.3 Million 2.22% of portfolio	22,126	Q2 2025 Added 2.42%
CRWD Crowd Strike Holdings, Inc. Technology	$88.8B	$13.7 Million 1.85% of portfolio	26,830	Q2 2025 Added 153.86%
AMZN Amazon Com Inc Consumer Cyclical	$2.3T	$13.3 Million 1.8% of portfolio	60,520	Q2 2025 Added 6.87%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$12.9 Million 1.75% of portfolio	95,611	Q2 2025 Reduced 1.01%
LLY Eli Lilly & CO Healthcare	$699B	$12.9 Million 1.75% of portfolio	16,538	Q2 2025 Reduced 34.81%
COST Costco Wholesale Corp Consumer Defensive	$416B	$12.8 Million 1.73% of portfolio	12,892	Q2 2025 Added 0.26%
WMT Walmart Inc. Consumer Defensive	$266B	$12.7 Million 1.73% of portfolio	130,338	Q2 2025 Added 0.54%
GOOGL Alphabet Inc. Communication Services	$1.26T	$12.4 Million 1.68% of portfolio	70,294	Q2 2025 Added 0.74%
FTEC Fidelity Covington Tr Msci Inf ETFs	$0	$11 Million 1.49% of portfolio	55,609	Q2 2025 Reduced 1.2%
PH Parker Hannifin Corp Industrials	$96.3B	$10.3 Million 1.4% of portfolio	14,804	Q2 2025 Added 2.03%
MA Mastercard Inc Financial Services	$565B	$9.59 Million 1.3% of portfolio	17,058	Q2 2025 Added 1.45%
MCD Mcdonalds Corp Consumer Cyclical	$232B	$8.11 Million 1.1% of portfolio	27,755	Q2 2025 Reduced 4.93%
LMT Lockheed Martin Corp Industrials	$119B	$8.04 Million 1.09% of portfolio	17,352	Q2 2025 Reduced 1.03%
ORCL Oracle Corp Technology	$607B	$7.31 Million 0.99% of portfolio	33,444	Q2 2025 Reduced 3.44%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$7.24 Million 0.98% of portfolio	16,427	Q2 2025 Reduced 0.84%
IEFA Ishares Tr ETFs	$0	$6.72 Million 0.91% of portfolio	80,513	Q2 2025 Added 2.02%
XLE Energy Sector Spdr ETFs	$0	$5.84 Million 0.79% of portfolio	68,879	Q2 2025 Added 0.78%
TT Trane Technologies PLC Industrials	$95.2B	$5.8 Million 0.79% of portfolio	13,249	Q2 2025 Added 4.76%
PLTR Palantir Technologies Inc. Technology	$308B	$5.52 Million 0.75% of portfolio	40,456	Q2 2025 Added 48.83%
VOE Vanguard Mid Cap Value Index F ETFs	$0	$5.3 Million 0.72% of portfolio	32,223	Q2 2025 Reduced 2.12%
VO Vanguard Mid Cap ETF ETFs	$0	$5.3 Million 0.72% of portfolio	18,948	Q2 2025 Reduced 0.15%
VTV Vanguard Value ETF ETFs	$0	$5.23 Million 0.71% of portfolio	29,567	Q2 2025 Added 39.44%
HD Home Depot, Inc. Consumer Cyclical	$416B	$4.94 Million 0.67% of portfolio	13,465	Q2 2025 Reduced 4.2%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$4.39 Million 0.6% of portfolio	35,507	Q2 2025 Reduced 1.86%
IEMG Ishares Inc ETFs	$0	$3.88 Million 0.53% of portfolio	64,644	Q2 2025 Added 3.45%
PEP Pepsico Inc Consumer Defensive	$207B	$3.74 Million 0.51% of portfolio	28,288	Q2 2025 Reduced 3.45%
TEVA Teva Pharmaceutical Industries LTD Healthcare	$20.8B	$3.44 Million 0.47% of portfolio	205,000	Q2 2025 Added 17.14%
XOM Exxon Mobil Corp Energy	$478B	$3.29 Million 0.45% of portfolio	30,492	Q2 2025 Added 0.01%
PG Procter & Gamble CO Consumer Defensive	$374B	$3.24 Million 0.44% of portfolio	20,305	Q2 2025 Reduced 2.32%
BX Blackstone Inc. Financial Services	$120B	$2.74 Million 0.37% of portfolio	18,312	Q2 2025 Reduced 0.15%
CVX Chevron Corp Energy	$317B	$2.32 Million 0.31% of portfolio	16,208	Q2 2025 Added 7.66%
JNJ Johnson & Johnson Healthcare	$466B	$2.25 Million 0.31% of portfolio	14,728	Q2 2025 Reduced 4.69%
HOLX Hologic Inc Healthcare	$16.6B	$2.08 Million 0.28% of portfolio	31,850	Q1 2025 Added 115.93%
CI Cigna Corp Healthcare	$91.8B	$1.88 Million 0.26% of portfolio	5,692	Q2 2025 Reduced 21.57%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$1.74 Million 0.24% of portfolio	15,885	Q2 2025 Reduced 5.33%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$1.57 Million 0.21% of portfolio	18,981	Q2 2025 Reduced 3.55%
IJS Ishares S&P Smallcap 600 Value ETFs	$0	$1.47 Million 0.2% of portfolio	14,754	Q2 2025 Reduced 2.53%
UNP Union Pacific Corp Industrials	$136B	$1.48 Million 0.2% of portfolio	6,447	Q3 2024 Reduced 2.91%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$1.49 Million 0.2% of portfolio	2,618	Q2 2025 Added 27.46%
VTI Vanguard Total Stock Market Et ETFs	$0	$1.49 Million 0.2% of portfolio	4,906	Q2 2025 Reduced 1.39%

Summary

Portfolio
No. of Stocks 158
Current Value $737 Million
Prior Value $660 Million
Filing
Period Q2 2025
Filing Date August 08, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 8 stocks
Additional Purchases 57 stocks
Sold out of 0 stocks
Reduced holdings in 49 stocks

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