King Wealth Management Group ETF holdings
Saratoga Springs, NY
Reported $459.4M in 51 ETFs in its Form 13F for June 30, 2026.
ETF value
$459.4M
ETFs held
51
Change from prior quarter
+18.0%
With price moves
ETFs as a share of its 13F
50.2%
of $914.3M
Top 10 of 51 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $131.2M | 175,250 | +3,281 shares |
| QQQ | Invesco QQQ Trust | $88.8M | 120,537 | +327 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $60.1M | 80,417 | −796 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $32.1M | 416,594 | +5,975 shares |
| IJR | iShares Core S&P Small-Cap ETF | $30.9M | 208,614 | +2,481 shares |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $14.8M | 90,142 | −133 shares |
| FTEC | Fidelity MSCI Information Technology Index ETF | $14.8M | 51,730 | −586 shares |
| VTV | Vanguard Morningstar Value ETF | $10.6M | 48,725 | +1,445 shares |
| IEFA | iShares Core MSCI EAFE ETF | $8.5M | 87,962 | +3,292 shares |
| DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | $8.3M | 15,804 | −292 shares |
41 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001568235. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does King Wealth Management Group own?
King Wealth Management Group reported 51 ETF positions worth $459.4M in its Form 13F for June 30, 2026. The largest was IVV, at $131.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.