King Wealth
- SEC CIK
- 0001568235
- Latest filing
- Aug 5, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 5, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 176
- +18 vs. Q1 2026
- Portfolio value
- $914.3M
- +$114.6M (+14.3%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,628 | $947.0K | 0.1% | −60−0.8% | ReducedConverted for a 4-for-1 split | – |
| MRKMerck & Co., Inc. | Stock | 7,948 | $1.02M | 0.1% | +53+0.7% | Added | History |
| ABTAbbott Laboratories | Stock | 11,432 | $1.04M | 0.1% | −172−1.5% | Reduced | History |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 20,528 | $1.04M | 0.1% | +20,528 | New | – |
| AVGOBroadcom Inc. | Stock | 2,786 | $1.05M | 0.1% | +74+2.7% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 1,084 | $1.10M | 0.1% | +17+1.6% | Added | History |
| GLWCorning Inc | COM | 4,316 | $1.10M | 0.1% | +21+0.5% | Added | History |
| BLKBlackRock, Inc. | Stock | 1,149 | $1.10M | 0.1% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 961 | $1.11M | 0.1% | −22−2.2% | Reduced | History |
| EPDEnterprise Products Partners L.P. | Stock | 30,203 | $1.11M | 0.1% | +51+0.2% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 11,843 | $1.17M | 0.1% | +65+0.6% | Added | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,032 | $1.22M | 0.1% | −61−1.2% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,526 | $1.26M | 0.1% | +22+0.9% | Added | History |
| GOOGAlphabet Inc. | Stock | 3,702 | $1.31M | 0.1% | +17+0.5% | Added | History |
| PRKPark National Corp | COM | 7,588 | $1.39M | 0.2% | +7,588 | New | History |
| GEGeneral Electric Co | Stock | 3,819 | $1.43M | 0.2% | +66+1.8% | Added | History |
| iShares S&P 500 Value ETF464287408 | ETF | 6,550 | $1.49M | 0.2% | 00.0% | Unchanged | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 13,656 | $1.49M | 0.2% | −655−4.6% | Reduced | – |
| BSXBoston Scientific Corp | Stock | 36,514 | $1.56M | 0.2% | +29,514+421.6% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,326 | $1.60M | 0.2% | −17−0.4% | Reduced | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 19,569 | $1.61M | 0.2% | −219−1.1% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,381 | $1.63M | 0.2% | 00.0% | Unchanged | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,437 | $1.64M | 0.2% | −474−12.1% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 6,512 | $1.77M | 0.2% | +50+0.8% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 2,580 | $1.77M | 0.2% | −35−1.3% | Reduced | – |
| AMDAdvanced Micro Devices Inc | Stock | 3,083 | $1.79M | 0.2% | +20+0.7% | Added | History |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 13,254 | $1.81M | 0.2% | −182−1.4% | Reduced | – |
| ORCLOracle Corp | Stock | 12,957 | $1.90M | 0.2% | −6,635−33.9% | Reduced | History |
| BXBlackstone Inc. | COM | 18,365 | $2.16M | 0.2% | +41+0.2% | Added | History |
| UTHRUnited Therapeutics Corp | COM | 4,150 | $2.25M | 0.2% | 00.0% | Unchanged | History |
| GEVGE Vernova Inc. | Stock | 1,934 | $2.27M | 0.2% | +36+1.9% | Added | History |
| GLDSPDR Gold Trust | ETF | 6,728 | $2.48M | 0.3% | +3,820+131.4% | Added | History |
| PGProcter & Gamble Co | Stock | 20,453 | $3.00M | 0.3% | −90−0.4% | Reduced | History |
| CICigna Group | Stock | 11,272 | $3.11M | 0.3% | +4,805+74.3% | Added | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 100,000 | $3.39M | 0.4% | −10,000−9.1% | Reduced | History |
| NFLXNetflix Inc | Stock | 47,560 | $3.40M | 0.4% | +6,961+17.1% | Added | History |
| PEPPepsiCo Inc | Stock | 25,917 | $3.51M | 0.4% | −587−2.2% | Reduced | History |
| HDHome Depot, Inc. | Stock | 10,248 | $3.61M | 0.4% | −579−5.3% | Reduced | History |
| CATCaterpillar Inc | Stock | 3,593 | $3.83M | 0.4% | +56+1.6% | Added | History |
| JNJJohnson & Johnson | Stock | 15,202 | $3.86M | 0.4% | −116−0.8% | Reduced | History |
| CVXChevron Corp | Stock | 24,055 | $3.99M | 0.4% | +1,254+5.5% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 32,346 | $4.42M | 0.5% | +374+1.2% | Added | History |
| TSLATesla, Inc. | Stock | 11,126 | $4.68M | 0.5% | +1,984+21.7% | Added | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 32,843 | $4.85M | 0.5% | −583−1.7% | Reduced | – |
| PLTRPalantir Technologies Inc. | Stock | 45,563 | $5.32M | 0.6% | +265+0.6% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 69,724 | $5.62M | 0.6% | 00.0% | UnchangedConverted for a 4-for-1 split | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 29,209 | $5.77M | 0.6% | −600−2.0% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 70,623 | $5.85M | 0.6% | +2,303+3.4% | Added | – |
| MCDMcDonalds Corp | Stock | 23,436 | $6.33M | 0.7% | −1,325−5.4% | Reduced | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 131,503 | $6.98M | 0.8% | −2,006−1.5% | Reduced | – |
| TTTrane Technologies plc | SHS | 16,508 | $8.11M | 0.9% | +761+4.8% | Added | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 15,804 | $8.26M | 0.9% | −292−1.8% | Reduced | History |
| MAMastercard Inc | Stock | 16,207 | $8.32M | 0.9% | −386−2.3% | Reduced | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 87,962 | $8.49M | 0.9% | +3,292+3.9% | Added | – |
| LMTLockheed Martin Corp | Stock | 16,954 | $8.64M | 0.9% | +34+0.2% | Added | History |
| LLYEli Lilly & Co | Stock | 7,913 | $9.49M | 1.0% | +477+6.4% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 48,725 | $10.6M | 1.2% | +1,445+3.1% | Added | – |
| COSTCostco Wholesale Corp | Stock | 13,668 | $12.8M | 1.4% | +224+1.7% | Added | History |
| METAMeta Platforms, Inc. | Stock | 24,284 | $13.7M | 1.5% | +349+1.5% | Added | History |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 51,730 | $14.8M | 1.6% | −586−1.1% | Reduced | – |
| iShares Tr464287150 | CORE S&P TTL STK | 90,142 | $14.8M | 1.6% | −133−0.1% | Reduced | – |
| WMTWalmart Inc. | Stock | 136,003 | $15.4M | 1.7% | −410.0% | Reduced | History |
| PHParker-Hannifin Corp | Stock | 15,845 | $15.5M | 1.7% | +104+0.7% | Added | History |
| AMZNAmazon Com Inc | Stock | 85,521 | $20.4M | 2.2% | +78+0.1% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 26,760 | $20.4M | 2.2% | −272−1.0% | Reduced | History |
| VVisa Inc. | Stock | 72,465 | $24.9M | 2.7% | −189−0.3% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 80,935 | $26.5M | 2.9% | +50+0.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 79,070 | $28.3M | 3.1% | +199+0.3% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 208,614 | $30.9M | 3.4% | +2,481+1.2% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 416,594 | $32.1M | 3.5% | +5,975+1.5% | Added | – |
| AAPLApple Inc. | Stock | 147,101 | $42.6M | 4.7% | −1,728−1.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 114,619 | $42.8M | 4.7% | −758−0.7% | Reduced | History |
| NVDANVIDIA Corp | Stock | 215,020 | $43.0M | 4.7% | −1,313−0.6% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 80,417 | $60.1M | 6.6% | −796−1.0% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 120,537 | $88.8M | 9.7% | +327+0.3% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 175,250 | $131.2M | 14.4% | +3,281+1.9% | Added | – |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.