King Wealth Management Group
SEC Form 13F institutional filer · CIK 0001568235
13F-HR · 100 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
70.1%
King Wealth Management Group — $740K AUM allocation strategy
King Wealth Management Group files SEC Form 13F and reports $740K of long US equity value across 100 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 17.4%, followed by Financials 7.3% and Communication Services 4.9%.
The top 10 holdings account for 70% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
King Wealth Management Group — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$740K
total across 100 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
70% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +18.5K sh · −$2.17K+$AMZN +9.17K sh · +$189+$SPY +7.21K sh · +$2.35K
Biggest trims (shares)
−$ORCL −15.2K sh · −$3.76K−$CI −10.5K sh · −$2.94K−$PANW −1.5K sh · −$315
Exited to nil (held last quarter, gone now)
$APO ($883 last qtr)$FISV ($486 last qtr)$ABNB ($271 last qtr)$ACN ($205 last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Systems Software7.2%—
- Technology Hardware, Storage & Peripherals5.1%—
- Semiconductors5.1%—
- Interactive Media & Services4.9%—
- Consumer Staples Merchandise Retail4.1%—
- Transaction & Payment Processing Services4.1%—
- Diversified Banks3.2%—
- Broadline Retail2.4%—
- Other holdings63.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 115K | $42.7K | +2.46K | 5.8% |
| $AAPL | Apple Inc | 149K | $37.8K | +586 | 5.1% |
| $NVDA | NVIDIA Corporation | 216K | $37.7K | +672 | 5.1% |
| $JPM | JP Morgan Chase & Co | 80.9K | $23.8K | +486 | 3.2% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 78.9K | $22.7K | +541 | 3.1% |
| $V | Visa Inc | 72.7K | $22K | -52 | 3.0% |
| $AMZN | Amazon.com Inc | 85.4K | $17.8K | +9.17K | 2.4% |
…and 93 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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