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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$55.5 Million 7.53% of portfolio
111,539
Q2 2025 Reduced 1.82%
$456B
$34 Million 4.62% of portfolio
215,471
Q2 2025 Added 0.62%
$3.69T
$27.5 Million 3.73% of portfolio
133,940
Q2 2025 Reduced 0.74%
$551B
$26.4 Million 3.58% of portfolio
74,303
Q2 2025 Reduced 0.01%
$859B
$23.2 Million 3.14% of portfolio
79,918
Q2 2025 Reduced 0.15%
$1.78T
$16.3 Million 2.22% of portfolio
22,126
Q2 2025 Added 2.42%
$93.6B
$13.7 Million 1.85% of portfolio
26,830
Q2 2025 Added 153.86%
$2.26T
$13.3 Million 1.8% of portfolio
60,520
Q2 2025 Added 6.87%
$608B
$12.9 Million 1.75% of portfolio
16,538
Q2 2025 Reduced 34.81%
$439B
$12.8 Million 1.73% of portfolio
12,892
Q2 2025 Added 0.26%
$281B
$12.7 Million 1.73% of portfolio
130,338
Q2 2025 Added 0.54%
$1.21T
$12.4 Million 1.68% of portfolio
70,294
Q2 2025 Added 0.74%
$96.6B
$10.3 Million 1.4% of portfolio
14,804
Q2 2025 Added 2.03%
$548B
$9.59 Million 1.3% of portfolio
17,058
Q2 2025 Added 1.45%
$222B
$8.11 Million 1.1% of portfolio
27,755
Q2 2025 Reduced 4.93%
$113B
$8.04 Million 1.09% of portfolio
17,352
Q2 2025 Reduced 1.03%
$102B
$5.8 Million 0.79% of portfolio
13,249
Q2 2025 Added 4.76%
$367B
$5.52 Million 0.75% of portfolio
40,456
Q2 2025 Added 48.83%
$405B
$4.94 Million 0.67% of portfolio
13,465
Q2 2025 Reduced 4.2%
$202B
$3.74 Million 0.51% of portfolio
28,288
Q2 2025 Reduced 3.45%
$18.4B
$3.44 Million 0.47% of portfolio
205,000
Q2 2025 Added 17.14%
$442B
$3.29 Million 0.45% of portfolio
30,492
Q2 2025 Added 0.01%
$368B
$3.24 Million 0.44% of portfolio
20,305
Q2 2025 Reduced 2.32%
$123B
$2.74 Million 0.37% of portfolio
18,312
Q2 2025 Reduced 0.15%
$302B
$2.32 Million 0.31% of portfolio
16,208
Q2 2025 Added 7.66%
$452B
$2.25 Million 0.31% of portfolio
14,728
Q2 2025 Reduced 4.69%
$17B
$2.08 Million 0.28% of portfolio
31,850
Q1 2025 Added 115.93%
$85.6B
$1.88 Million 0.26% of portfolio
5,692
Q2 2025 Reduced 21.57%
$135B
$1.48 Million 0.2% of portfolio
6,447
Q3 2024 Reduced 2.91%
$229B
$1.5 Million 0.2% of portfolio
10,999
Q2 2025 Added 0.05%
$218B
$1.35 Million 0.18% of portfolio
3,477
Q2 2025 Added 0.06%
$245B
$1.17 Million 0.16% of portfolio
3,741
Q2 2025 Reduced 87.55%
$182B
$1.02 Million 0.14% of portfolio
23,587
Q2 2025 Reduced 0.42%
$1.27T
$862,000 0.12% of portfolio
3,806
Q2 2025 Added 2.48%
$86.8B
$865,000 0.12% of portfolio
6,100
Q2 2025 New
$70.7B
$883,000 0.12% of portfolio
2,269
Q2 2025 Reduced 39.65%
$127B
$778,000 0.11% of portfolio
2,824
Q2 2025 Added 2.43%
$63.8B
$782,000 0.11% of portfolio
7,746
Q1 2025 Added 274.93%
$18.4B
$792,000 0.11% of portfolio
4,500
Q2 2025 Reduced 18.18%
$95.6B
$816,000 0.11% of portfolio
3,564
Q2 2025 Added 0.03%
$12.3B
$832,000 0.11% of portfolio
4,205
Q2 2025 Reduced 4.61%
$621B
$845,000 0.11% of portfolio
1,739
Q2 2025 Added 85.99%
$146B
$713,000 0.1% of portfolio
3,062
Q1 2025 Added 1.09%
$145B
$723,000 0.1% of portfolio
2,025
Q4 2024 Reduced 6.38%
$306B
$736,000 0.1% of portfolio
10,404
Q2 2025 Added 0.08%
$1.24T
$765,000 0.1% of portfolio
4,315
Q2 2025 Added 16.65%
$306B
$767,000 0.1% of portfolio
2,980
Q2 2025 Added 0.03%
$254B
$769,000 0.1% of portfolio
1,086
Q1 2025 Added 1.78%
$8.3B
$627,000 0.09% of portfolio
4,625
Q1 2020 Reduced 2.12%

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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