King Wealth Management Group

CIK 0001568235 • 6 13F filings • May 8, 2025 – Aug 5, 2026

Import this data to Google Sheets with:

=jivedata("king-wealth-management-group","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: King Wealth Management Group, Executive Administrator
Address: 270 WEST CIRCULAR STREET, SUITE 1, SARATOGA SPRINGS, NY, 12866
Phone: 518-306-5644
AUM: $830K

AUM over time

$914K latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $830K164 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1K	0.2%Prev: 0.2%	11,552 SH	Decreased+658 SH
ABBVIE INC	COM	$610	0.1%Prev: 0.1%	2,669 SH	Decreased-71 SH
ACCENTURE PLC IRELAND	CLASS A	$205	0.0%	765 SH	New
ADVANCED MICRO DEVICES INC	COM	$654	0.1%Prev: 0.1%	3,053 SH	Increased+36 SH
AIRBNB INC	COM CL A	$271	0.0%Prev: 0.0%	2,000 SH	Decreased-263 SH
ALDEYRA THERAPEUTICS INC	COM	$56	0.0%Prev: 0.0%	10,800 SH	Decreased-300 SH
ALLIANCEBERNSTEIN GLOBAL HIG	COM	$224	0.0%Prev: 0.0%	21,000 SH	Decreased
ALPHABET INC	CAP STK CL A	$25K	3.0%	78,330 SH	New
ALPHABET INC	CAP STK CL C	$1K	0.2%Prev: 0.1%	3,969 SH	Increased-416 SH
ALTRIA GROUP INC	COM	$360	0.0%Prev: 0.1%	6,240 SH	Decreased+15 SH
AMAZON COM INC	COM	$18K	2.1%Prev: 2.0%	76,269 SH	Increased+3,132 SH
AMER STATES WTR CO	COM	$507	0.1%Prev: 0.1%	7,000 SH	Decreased
AMERICAN ELEC PWR CO INC	COM	$391	0.0%	3,391 SH	New
AMERICAN EXPRESS CO	COM	$299	0.0%Prev: 0.0%	808 SH	Increased-3 SH
AMGEN INC	COM	$392	0.0%Prev: 0.0%	1,197 SH	Increased-61 SH
APOLLO GLOBAL MGMT INC	COM	$883	0.1%Prev: 0.1%	6,100 SH	Increased
APPLE INC	COM	$40K	4.9%Prev: 4.3%	148,243 SH	Increased+14,350 SH
APPLIED MATLS INC	COM	$208	0.0%	810 SH	New
ASML HOLDING N V	REGISTRY SHS	$281	0.0%	263 SH	New
AT&T INC	COM	$269	0.0%Prev: 0.0%	10,837 SH	Decreased-1,057 SH
BANK AMERICA CORP	COM	$236	0.0%Prev: 0.0%	4,283 SH	Increased-188 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1K	0.1%Prev: 0.1%	2,396 SH	Increased+647 SH
BLACKROCK INC	COM	$1K	0.1%Prev: 0.2%	1,149 SH	Decreased
BLACKSTONE INC	COM	$3K	0.3%Prev: 0.4%	18,319 SH	Decreased+4 SH
BLACKSTONE SECD LENDING FD	COM	$4K	0.5%Prev: 0.7%	148,078 SH	Decreased-76,721 SH
BOEING CO	COM	$291	0.0%Prev: 0.0%	1,338 SH	Increased
BP PLC	ADR	$750	0.1%Prev: 0.1%	21,600 SH	Decreased-192 SH
BRISTOL-MYERS SQUIBB CO	COM	$422	0.1%Prev: 0.0%	7,823 SH	Increased+507 SH
BROADCOM INC	COM	$936	0.1%Prev: 0.1%	2,703 SH	Increased-72 SH
CASEYS GEN STORES INC	COM	$580	0.1%Prev: 0.1%	1,050 SH	Decreased
CATERPILLAR INC	COM	$2K	0.2%Prev: 0.2%	3,455 SH	Increased-31 SH
CHEVRON CORP NEW	COM	$3K	0.4%Prev: 0.4%	20,685 SH	Increased+2,367 SH
CISCO SYS INC	COM	$370	0.0%Prev: 0.0%	4,800 SH	Increased-302 SH
COCA COLA CO	COM	$711	0.1%Prev: 0.1%	10,175 SH	Increased-237 SH
CONOCOPHILLIPS	COM	$267	0.0%Prev: 0.0%	2,848 SH	Decreased+10 SH
CONSTELLATION ENERGY CORP	COM	$377	0.0%	1,068 SH	New
CORNING INC	COM	$376	0.0%Prev: 0.0%	4,295 SH	Increased+120 SH
COSTCO WHSL CORP NEW	COM	$11K	1.4%Prev: 1.5%	13,308 SH	Decreased+215 SH
CROWDSTRIKE HLDGS INC	CL A	$13K	1.6%Prev: 1.7%	27,575 SH	Decreased-26 SH
DARDEN RESTAURANTS INC	COM	$509	0.1%Prev: 0.1%	2,765 SH	Decreased
DICKS SPORTING GOODS INC	COM	$830	0.1%Prev: 0.1%	4,194 SH	Decreased+1 SH
DISNEY WALT CO	COM	$322	0.0%Prev: 0.0%	2,830 SH	Decreased-14 SH
DUKE ENERGY CORP NEW	COM NEW	$412	0.0%Prev: 0.1%	3,512 SH	Decreased-254 SH
EATON CORP PLC	SHS	$642	0.1%Prev: 0.1%	2,015 SH	Decreased+30 SH
EATON VANCE TAX MNGED BUY WR	COM	$185	0.0%Prev: 0.0%	12,148 SH	Increased+28 SH
ELEVANCE HEALTH INC FORMERLY	COM	$381	0.0%Prev: 0.0%	1,087 SH	Increased-6 SH
ELI LILLY & CO	COM	$8K	1.0%Prev: 1.3%	7,509 SH	Decreased-6,182 SH
ENERGY TRANSFER L P	LP	$496	0.1%Prev: 0.1%	30,083 SH	Decreased
ENTERPRISE PRODS PARTNERS L	COM	$956	0.1%Prev: 0.1%	29,824 SH	Increased+7,972 SH
EXXON MOBIL CORP	COM	$4K	0.5%Prev: 0.4%	31,522 SH	Increased+1,027 SH
FIDELITY COVINGTON TR FELC	ETF	$260	0.0%	6,815 SH	New
FIDELITY COVINGTON TR FTEC	ETF	$12K	1.5%Prev: 1.5%	53,650 SH	Increased-285 SH
FIDELITY MERRIMACK STR TR FBND	ETF	$945	0.1%Prev: 0.1%	20,529 SH	Decreased-384 SH
FISERV INC	COM	$486	0.1%Prev: 0.0%	7,232 SH	Increased+5,208 SH
GE AEROSPACE	COM NEW	$1K	0.1%Prev: 0.1%	3,603 SH	Increased+318 SH
GE VERNOVA INC	COM	$1K	0.1%Prev: 0.1%	1,840 SH	Increased+474 SH
GENERAL DYNAMICS CORP	COM	$212	0.0%Prev: 0.0%	631 SH	Decreased+2 SH
GENERAL MLS INC	COM	$582	0.1%Prev: 0.1%	12,534 SH	Decreased
GILEAD SCIENCES INC	COM	$207	0.0%Prev: 0.0%	1,684 SH	Decreased-428 SH
GOLDMAN SACHS GROUP INC	COM	$938	0.1%Prev: 0.1%	1,067 SH	Increased-19 SH
GRAYSCALE SOLANA TR ETF	ETF	$91	0.0%	10,000 SH	New
HERON THERAPEUTICS INC	COM	$40	0.0%Prev: 0.0%	30,799 SH	Increased+1,000 SH
HOME DEPOT INC	COM	$4K	0.5%Prev: 0.7%	11,806 SH	Decreased-1,075 SH
HONEYWELL INTL INC	COM	$597	0.1%Prev: 0.1%	3,058 SH	Decreased-4 SH
IHS HOLDING LIMITED	ORD SHS	$110	0.0%	14,710 SH	New
INGREDION INC	COM	$510	0.1%Prev: 0.1%	4,625 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$554	0.1%Prev: 0.1%	1,870 SH	Increased-8 SH
INVESCO EXCH TRADED FD TR II	ETF	$875	0.1%	35,978 SH	New
INVESCO EXCHANGE TRADED PPA	ETF	$499	0.1%	3,189 SH	New
INVESCO QQQ TR	UNIT SER 1	$74K	8.9%	120,279 SH	New
ISHARES ETHEREUM TR ETHA	ETF	$224	0.0%	10,000 SH	New
ISHARES INC IEMG	ETF	$4K	0.5%Prev: 0.5%	66,638 SH	Increased+1,236 SH
ISHARES TR AGG	ETF	$1K	0.1%Prev: 0.2%	12,046 SH	Decreased-165 SH
ISHARES TR IBB	ETF	$523	0.1%Prev: 0.1%	3,101 SH	Increased-15 SH
ISHARES TR IEFA	ETF	$8K	1.0%Prev: 0.9%	92,781 SH	Increased+11,602 SH
ISHARES TR IEI	ETF	$243	0.0%Prev: 0.0%	2,040 SH	Decreased-66 SH
ISHARES TR IJH	ETF	$26K	3.2%Prev: 3.2%	400,512 SH	Increased+4,350 SH
ISHARES TR IJJ	ETF	$4K	0.5%Prev: 0.6%	33,834 SH	Decreased-764 SH
ISHARES TR IJR	ETF	$24K	2.9%Prev: 2.9%	200,726 SH	Increased+3,219 SH
ISHARES TR IJS	ETF	$2K	0.2%Prev: 0.2%	13,880 SH	Decreased-671 SH
ISHARES TR ITOT	ETF	$14K	1.6%Prev: 1.7%	91,926 SH	Increased-1,149 SH
ISHARES TR IVE	ETF	$1K	0.2%Prev: 0.2%	6,550 SH	Increased
ISHARES TR IVV	ETF	$117K	14.1%Prev: 14.2%	170,844 SH	Increased+2,270 SH
ISHARES TR IWB	ETF	$256	0.0%Prev: 0.0%	686 SH
ISHARES TR IWD	ETF	$326	0.0%Prev: 0.0%	1,548 SH	Decreased-61 SH
ISHARES TR IWF	ETF	$910	0.1%Prev: 0.1%	1,922 SH	Increased
ISHARES TR IWR	ETF	$435	0.1%Prev: 0.1%	4,520 SH	Decreased
ISHARES TR LQD	ETF	$2K	0.2%	14,906 SH	New
ISHARES TR OEF	ETF	$547	0.1%Prev: 0.1%	1,596 SH	Increased
ISHARES TR PFF	ETF	$1K	0.1%Prev: 0.1%	32,760 SH	Decreased-1,496 SH
ISHARES TR SHY	ETF	$2K	0.2%Prev: 0.2%	18,338 SH	Decreased-317 SH
ISHARES TR TIP	ETF	$293	0.0%Prev: 0.0%	2,668 SH	Decreased-426 SH
JOHNSON & JOHNSON	COM	$3K	0.4%Prev: 0.3%	15,100 SH	Increased+502 SH
JPMORGAN CHASE & CO.	COM	$26K	3.1%Prev: 3.2%	80,399 SH	Increased+518 SH
KEYCORP	COM	$296	0.0%Prev: 0.0%	14,341 SH	Increased+1,003 SH
LAM RESEARCH CORP	COM NEW	$685	0.1%Prev: 0.1%	4,000 SH	Increased
LAZARD INC	COM	$219	0.0%Prev: 0.0%	4,500 SH	Decreased
LIFEMD INC	COM	$34	0.0%Prev: 0.0%	10,000 SH	Decreased
LOCKHEED MARTIN CORP	COM	$8K	1.0%Prev: 1.1%	16,732 SH	Decreased-398 SH
M & T BK CORP	COM	$463	0.1%Prev: 0.1%	2,299 SH	Increased-15 SH
MASTERCARD INCORPORATED	CL A	$10K	1.2%Prev: 1.2%	16,725 SH	Decreased-357 SH
MCDONALDS CORP	COM	$8K	0.9%Prev: 1.0%	25,376 SH	Decreased-1,197 SH
MERCK & CO INC	COM	$831	0.1%Prev: 0.1%	7,895 SH	Increased+121 SH
META PLATFORMS INC	CL A	$15K	1.8%Prev: 0.8%	23,207 SH	Increased+454 SH
MICRON TECHNOLOGY INC	COM	$270	0.0%	948 SH	New
MICROSOFT CORP	COM	$55K	6.6%Prev: 7.3%	112,912 SH	Decreased+1,445 SH
MIND MEDICINE MINDMED INC	COM NEW	$134	0.0%Prev: 0.0%	10,000 SH	Increased
MORGAN STANLEY	COM NEW	$332	0.0%Prev: 0.0%	1,871 SH	Increased-119 SH
NETFLIX INC	COM	$4K	0.4%Prev: 0.1%	37,912 SH	Increased+37,485 SH
NEXTERA ENERGY INC	COM	$367	0.0%Prev: 0.0%	4,568 SH	Increased-127 SH
NOVARTIS AG	ADR	$441	0.1%Prev: 0.1%	3,200 SH	Increased-58 SH
NVIDIA CORPORATION	COM	$40K	4.8%Prev: 5.1%	215,661 SH	Decreased-1,414 SH
ORACLE CORP	COM	$7K	0.8%Prev: 1.3%	34,803 SH	Decreased-1,341 SH
PALANTIR TECHNOLOGIES INC	CL A	$8K	1.0%Prev: 1.0%	44,393 SH	Increased+1,462 SH
PALO ALTO NETWORKS INC	COM	$576	0.1%Prev: 0.1%	3,126 SH	Decreased+10 SH
PARKER-HANNIFIN CORP	COM	$14K	1.6%Prev: 1.5%	15,535 SH	Increased+266 SH
PEPSICO INC	COM	$4K	0.4%Prev: 0.5%	25,737 SH	Decreased-1,283 SH
PFIZER INC	COM	$487	0.1%Prev: 0.0%	19,577 SH	Increased+8,576 SH
PROCTER AND GAMBLE CO	COM	$3K	0.3%Prev: 0.4%	19,503 SH	Decreased-299 SH
PROTAGONIST THERAPEUTICS INC	COM	$349	0.0%Prev: 0.1%	4,000 SH	Decreased-2,000 SH
QUALCOMM INC	COM	$627	0.1%Prev: 0.1%	3,664 SH	Increased+1,060 SH
QUANTA SVCS INC	COM	$252	0.0%	596 SH	New
RTX CORPORATION	COM	$866	0.1%Prev: 0.1%	4,720 SH	Increased-10 SH
SAP SE	ADR	$215	0.0%	886 SH	New
SELECT SECTOR SPDR TR XLE	ETF	$6K	0.7%Prev: 0.8%	132,590 SH	Decreased+64,233 SH
SELECT SECTOR SPDR TR XLK	ETF	$376	0.0%Prev: 0.0%	2,614 SH	Increased+1,307 SH
SOUTHERN CO	COM	$318	0.0%Prev: 0.0%	3,643 SH	Decreased-140 SH
SPDR DOW JONES INDL AV DIA	ETF	$8K	0.9%	16,079 SH	New
SPDR GOLD TR GLD	ETF	$1K	0.1%	2,896 SH	New
SPDR S&P 500 ETF TR SPY	ETF	$50K	6.1%	74,004 SH	New
SPDR SERIES TRUST JNK	ETF	$214	0.0%Prev: 0.0%	2,199 SH	Decreased-302 SH
SPDR SERIES TRUST SDY	ETF	$395	0.0%Prev: 0.0%	2,836 SH	Decreased
TAIWAN SEMICONDUCTOR MFG LTD	ADS	$1K	0.1%Prev: 0.1%	3,911 SH	Increased+93 SH
TELUS CORPORATION	COM	$193	0.0%Prev: 0.0%	14,670 SH	Decreased
TENET HEALTHCARE CORP	COM NEW	$894	0.1%Prev: 0.1%	4,500 SH	Decreased
TESLA INC	COM	$971	0.1%Prev: 0.1%	2,159 SH	Increased+108 SH
TEVA PHARMACEUTICAL INDS LTD	ADS	$4K	0.5%Prev: 0.4%	135,000 SH	Increased-25,000 SH
THE CIGNA GROUP	COM	$5K	0.6%Prev: 0.4%	16,967 SH	Increased+7,275 SH
TJX COS INC NEW	COM	$699	0.1%Prev: 0.1%	4,548 SH	Increased-20 SH
TRANE TECHNOLOGIES PLC	SHS	$6K	0.7%Prev: 0.7%	14,644 SH	Decreased+621 SH
TRUSTCO BK CORP N Y	COM NEW	$314	0.0%Prev: 0.0%	7,585 SH	Increased+5 SH
UNION PAC CORP	COM	$1K	0.2%Prev: 0.2%	6,462 SH	Decreased+15 SH
UNITED PARCEL SERVICE INC	CL B	$757	0.1%Prev: 0.1%	7,632 SH	Increased
UNITED THERAPEUTICS CORP DEL	COM	$731	0.1%Prev: 0.1%	1,500 SH	Increased
UNITEDHEALTH GROUP INC	COM	$400	0.0%Prev: 0.1%	1,213 SH	Decreased-50 SH
VALERO ENERGY CORP	COM	$414	0.0%Prev: 0.1%	2,542 SH	Decreased
VALMONT INDS INC	COM	$201	0.0%	500 SH	New
VANGUARD BD INDEX FDS BND	ETF	$420	0.1%Prev: 0.1%	5,671 SH	Decreased-100 SH
VANGUARD INDEX FDS VB	ETF	$1K	0.2%Prev: 0.2%	5,381 SH	Increased
VANGUARD INDEX FDS VBR	ETF	$1K	0.1%Prev: 0.1%	5,149 SH	Decreased-116 SH
VANGUARD INDEX FDS VO	ETF	$5K	0.6%Prev: 0.7%	17,947 SH	Decreased-557 SH
VANGUARD INDEX FDS VOE	ETF	$5K	0.6%Prev: 0.7%	30,389 SH	Decreased-1,341 SH
VANGUARD INDEX FDS VOO	ETF	$2K	0.2%Prev: 0.2%	2,598 SH	Increased-16 SH
VANGUARD INDEX FDS VTI	ETF	$1K	0.2%Prev: 0.2%	4,329 SH	Increased-2 SH
VANGUARD INDEX FDS VTV	ETF	$7K	0.9%Prev: 0.7%	38,669 SH	Increased+6,833 SH
VANGUARD INDEX FDS VUG	ETF	$859	0.1%Prev: 0.1%	1,761 SH	Increased-9 SH
VANGUARD INDEX FDS VXF	ETF	$620	0.1%Prev: 0.1%	2,964 SH	Increased+7 SH
VANGUARD SPECIALIZED FUNDS VIG	ETF	$257	0.0%	1,168 SH	New
VERIZON COMMUNICATIONS INC	COM	$897	0.1%Prev: 0.1%	22,030 SH	Decreased-1,150 SH
VISA INC	COM CL A	$25K	3.1%	72,706 SH	New
WALMART INC	COM	$15K	1.8%Prev: 1.7%	136,064 SH	Increased+3,955 SH
WASTE MGMT INC DEL	COM	$789	0.1%Prev: 0.1%	3,593 SH	Increased+27 SH
WORLD GOLD TR	ETF	$538	0.1%	6,301 SH	New
WP CAREY INC	COM	$225	0.0%Prev: 0.0%	3,495 SH	Decreased

Sold (vs prior filing)

ALPHABET INC GOOGL — $18K
AVADEL PHARMACEUTICALS PLC — $305
DEXCOM INC — $269
FIDELITY COVINGTON TRUST FELC — $254
HOLOGIC INC — $810
INVESCO EXCH TRADED FD TR II VRP — $980
INVESCO QQQ TR — $72K
ISHARES TR IEF — $992
ISHARES TR LQS — $2K
ISHARES TR TLT — $268
PAYCHEX INC — $207
PNC FINL SVCS GROUP INC — $200
SPDR DOW JONES INDL AVERAGE — $7K
SPDR GOLD TR — $534
SPDR INDEX SHS FDS SPDW — $285
SPDR S&P 500 ETF TR SPY — $49K
STRATEGY INC — $211
VANGUARD SPECIALIZED VIG — $252
VISA INC — $25K
ZIMMER BIOMET HOLDINGS INC — $437

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 9, 2026	Q4 2025	13F-HR	0001568235-26-000003	$830K	View
Nov 7, 2025	Q3 2025	13F-HR	0001568235-25-000013	$796K	View
Aug 5, 2026	Q2 2026