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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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