King Wealth Portfolio Holdings

King Wealth

$796 Million
Q3 2025

King Wealth has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $796 Million distributed in 160 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 $113M, Invesco Qqq Trust, Series 1 with a value of $72.4M, Microsoft Corp with a value of $57.7M, Spdr S&P 500 ETF Trust with a value of $48.6M, and Nvidia Corp with a value of $40.5M.

Examining the 13F form we can see an increase of $58.7M in the current position value, from $737M to 796M.

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 $796 Million

ETFs: $380 Million

Technology: $169 Million

Financial Services: $74 Million

Consumer Defensive: $34.9 Million

Industrials: $34.5 Million

Consumer Cyclical: $33.3 Million

Healthcare: $28 Million

Communication Services: $27.8 Million

Other: $10.9 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVV Ishares Core S&P 500 ETF ETFs	$0	$113 Million 14.18% of portfolio	168,574	Q3 2025 Added 3.14%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$72.4 Million 9.1% of portfolio	120,667	Q3 2025 Added 0.77%
MSFT Microsoft Corp Technology	$3.78T	$57.7 Million 7.25% of portfolio	111,467	Q3 2025 Reduced 0.06%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$48.6 Million 6.1% of portfolio	72,891	Q3 2025 Reduced 0.54%
NVDA Nvidia Corp Technology	$465B	$40.5 Million 5.09% of portfolio	217,075	Q3 2025 Added 0.74%
AAPL Apple Inc. Technology	$4.3T	$34.1 Million 4.28% of portfolio	133,893	Q3 2025 Reduced 0.04%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$25.9 Million 3.25% of portfolio	396,162	Q3 2025 Added 2.73%
JPM Jpmorgan Chase & CO Financial Services	$881B	$25.2 Million 3.17% of portfolio	79,881	Q3 2025 Reduced 0.05%
V Visa Inc. Financial Services	$533B	$25.1 Million 3.16% of portfolio	73,649	Q3 2025 Reduced 0.88%

IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$23.5 Million 2.95% of portfolio	197,507	Q3 2025 Added 4.26%
GOOGL Alphabet Inc. Communication Services	$1.65T	$17.6 Million 2.22% of portfolio	72,567	Q3 2025 Added 3.23%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$16.1 Million 2.02% of portfolio	73,137	Q3 2025 Added 20.85%
WMT Walmart Inc. Consumer Defensive	$279B	$13.6 Million 1.71% of portfolio	132,109	Q3 2025 Added 1.36%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$13.6 Million 1.7% of portfolio	93,075	Q3 2025 Reduced 2.65%
CRWD Crowd Strike Holdings, Inc. Technology	$115B	$13.5 Million 1.7% of portfolio	27,601	Q3 2025 Added 2.87%
COST Costco Wholesale Corp Consumer Defensive	$404B	$12.1 Million 1.52% of portfolio	13,093	Q3 2025 Added 1.56%
FTEC Fidelity Covington Tr Msci Inf ETFs	$0	$12 Million 1.51% of portfolio	53,935	Q3 2025 Reduced 3.01%
PH Parker Hannifin Corp Industrials	$107B	$11.6 Million 1.45% of portfolio	15,269	Q3 2025 Added 3.14%

LLY Eli Lilly & CO Healthcare	$971B	$10.4 Million 1.31% of portfolio	13,691	Q3 2025 Reduced 17.21%
ORCL Oracle Corp Technology	$593B	$10.2 Million 1.28% of portfolio	36,144	Q3 2025 Added 8.07%
MA Mastercard Inc Financial Services	$512B	$9.72 Million 1.22% of portfolio	17,082	Q3 2025 Added 0.14%
LMT Lockheed Martin Corp Industrials	$123B	$8.55 Million 1.07% of portfolio	17,130	Q3 2025 Reduced 1.28%
MCD Mcdonalds Corp Consumer Cyclical	$224B	$8.08 Million 1.01% of portfolio	26,573	Q3 2025 Reduced 4.26%
PLTR Palantir Technologies Inc. Technology	$342B	$7.83 Million 0.98% of portfolio	42,931	Q3 2025 Added 6.12%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$7.49 Million 0.94% of portfolio	16,147	Q3 2025 Reduced 1.7%
IEFA Ishares Tr ETFs	$0	$7.09 Million 0.89% of portfolio	81,179	Q3 2025 Added 0.83%
META Meta Platforms, Inc. Communication Services	$1.37T	$6.71 Million 0.84% of portfolio	22,753	Q3 2025 Added 2.83%
XLE Energy Sector Spdr ETFs	$0	$6.11 Million 0.77% of portfolio	68,357	Q3 2025 Reduced 0.76%
VTV Vanguard Value ETF ETFs	$0	$5.94 Million 0.75% of portfolio	31,836	Q3 2025 Added 7.67%
BXSL Blackstone Secured Lending Fund Financial Services	$4.41B	$5.86 Million 0.74% of portfolio	224,799	Q3 2025 Added 1,222.35%
TT Trane Technologies PLC Industrials	$96.9B	$5.92 Million 0.74% of portfolio	14,023	Q3 2025 Added 5.84%
VOE Vanguard Mid Cap Value Index F ETFs	$0	$5.54 Million 0.7% of portfolio	31,730	Q3 2025 Reduced 1.53%
VO Vanguard Mid Cap ETF ETFs	$0	$5.44 Million 0.68% of portfolio	18,504	Q3 2025 Reduced 2.34%
HD Home Depot, Inc. Consumer Cyclical	$367B	$5.22 Million 0.66% of portfolio	12,881	Q3 2025 Reduced 4.34%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$4.49 Million 0.56% of portfolio	34,598	Q3 2025 Reduced 2.56%
IEMG Ishares Inc ETFs	$0	$4.31 Million 0.54% of portfolio	65,402	Q3 2025 Added 1.17%
PEP Pepsico Inc Consumer Defensive	$204B	$3.8 Million 0.48% of portfolio	27,020	Q3 2025 Reduced 4.48%
XOM Exxon Mobil Corp Energy	$490B	$3.44 Million 0.43% of portfolio	30,495	Q3 2025 Added 0.01%
TEVA Teva Pharmaceutical Industries LTD Healthcare	$28.2B	$3.23 Million 0.41% of portfolio	160,000	Q3 2025 Reduced 21.95%
BX Blackstone Inc. Financial Services	$98.1B	$3.13 Million 0.39% of portfolio	18,315	Q3 2025 Added 0.02%
PG Procter & Gamble CO Consumer Defensive	$346B	$3.04 Million 0.38% of portfolio	19,802	Q3 2025 Reduced 2.48%
CVX Chevron Corp Energy	$303B	$2.85 Million 0.36% of portfolio	18,318	Q3 2025 Added 13.02%
CI Cigna Corp Healthcare	$82.8B	$2.79 Million 0.35% of portfolio	9,692	Q3 2025 Added 70.27%
JNJ Johnson & Johnson Healthcare	$522B	$2.71 Million 0.34% of portfolio	14,598	Q3 2025 Reduced 0.88%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$1.73 Million 0.22% of portfolio	15,542	Q3 2025 Reduced 2.16%
CAT Caterpillar Inc Industrials	$291B	$1.66 Million 0.21% of portfolio	3,486	Q3 2025 Added 0.26%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$1.6 Million 0.2% of portfolio	2,614	Q3 2025 Reduced 0.15%
IJS Ishares S&P Smallcap 600 Value ETFs	$0	$1.61 Million 0.2% of portfolio	14,551	Q3 2025 Reduced 1.38%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$1.55 Million 0.19% of portfolio	18,655	Q3 2025 Reduced 1.72%
UNP Union Pacific Corp Industrials	$136B	$1.52 Million 0.19% of portfolio	6,447	Q3 2024 Reduced 2.91%

Summary

Portfolio
No. of Stocks 160
Current Value $796 Million
Prior Value $737 Million
Filing
Period Q3 2025
Filing Date November 07, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 7 stocks
Additional Purchases 48 stocks
Sold out of 0 stocks
Reduced holdings in 61 stocks

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