King Wealth Management Group
Q3 2025 13F Holdings
- Locationsaratoga springs, NY
- Num holdings
160
- Value ($000)
$796
- Date Filed11/07/2025
- Form type13F-HR
- CIK0001568235
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR IVV | ETF | 464287200 | $112.83 K | 14 % | 168,574 | ||
NDQ INVESCO QQQ TR | ETF | 46090E103 | $72.44 K | 9 % | 120,667 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $57.73 K | 7 % | 111,467 | ||
SPY SPDR S&P 500 ETF TR SPY | TR UNIT | 78462F103 | $48.56 K | 6 % | 72,891 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $40.50 K | 5 % | 217,075 | ||
AAPL APPLE INC | COM | 037833100 | $34.09 K | 4 % | 133,893 | ||
IJH ISHARES TR IJH | ETF | 464287507 | $25.85 K | 3 % | 396,162 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $25.20 K | 3 % | 79,881 | ||
V VISA INC | COM | 92826C839 | $25.14 K | 3 % | 73,649 | ||
IJR ISHARES TR IJR | ETF | 464287804 | $23.47 K | 3 % | 197,507 |
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