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King Wealth Management Group

An institutional investment manager in SARATOGA SPRINGS, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 5, 2026. SEC CIK 1568235.

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Holdings: 176 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

IssuerClassCUSIPReported value$kWeightSharesPut or callChange on the quarter before
Ishares TR IvvETF46428720013114.4%175,250Added+3,281
Invesco QQQ TRETF46090E10388.89.7%120,537Added+327
State STR SPDR S&P 500 ETF SpySPYETF78462F10360.16.6%80,417Reduced−796
Nvidia CorporationNVDACOM67066G10443.04.7%215,020Reduced−1,313
Microsoft CorpMSFTCOM59491810442.84.7%114,619Reduced−758
Apple IncAAPLCOM03783310042.64.7%147,101Reduced−1,728
Ishares TR IjhETF46428750732.13.5%416,594Added+5,975
Ishares TR IjrETF46428780430.93.4%208,614Added+2,481
Alphabet Inc GooglGOOGLCAP STK CL A02079K30528.33.1%79,070Added+199
Jpmorgan Chase & CoJPMCOM46625H10026.52.9%80,935Added+50
Visa IncVCOM CL A92826C83924.92.7%72,465Reduced−189
Crowdstrike Holdings IncCRWDCL A22788C10520.42.2%26,760Reduced−272
Amazon Com IncAMZNCOM02313510620.42.2%85,521Added+78
Parker-Hannifin CorpPHCOM70109410415.51.7%15,845Added+104
Walmart IncWMTCOM93114210315.41.7%136,003Reduced−41
Ishares TR ItotETF46428715014.81.6%90,142Reduced−133
Fidelity Covington Trust FtecETF31609280814.81.6%51,730Reduced−586
Meta Platforms IncMETACL A30303M10213.71.5%24,284Added+349
Costco Wholesale CorporationCOSTCOM22160K10512.81.4%13,668Added+224
Vanguard Index FDS VTVETF92290874410.61.2%48,725Added+1,445
ELI Lilly & CoLLYCOM5324571089.51.0%7,913Added+477
Lockheed Martin CorpLMTCOM5398301098.60.9%16,954Added+34
Ishares TR IefaETF46432F8428.50.9%87,962Added+3,292
Mastercard IncorporatedMACL A57636Q1048.30.9%16,207Reduced−386
State STR SPDR Dow Jones Ind DiaDIAETF78467X1098.30.9%15,804Reduced−292
Trane Technologies plcSHSG8994E1038.10.9%16,508Added+761
Select Sector SPDR TR XleETF81369Y5067.00.8%131,503Reduced−2,006
McDonalds CorpMCDCOM5801351016.30.7%23,436Reduced−1,325
Ishares Inc IemgETF46434G1035.90.6%70,623Added+2,303
Vanguard Index FDS VoeETF9229085125.80.6%29,209Reduced−600
Vanguard Index FDS VoETF9229086295.60.6%69,724Added+52,293
Palantir Technologies IncPLTRCL A69608A1085.30.6%45,563Added+265
Ishares TR IjjETF4642877054.90.5%32,843Reduced−583
Tesla IncTSLACOM88160R1014.70.5%11,126Added+1,984
Exxon Mobil CorpCOM30231G1024.40.5%32,346Added+374
Chevron CorporationCVXCOM1667641004.00.4%24,055Added+1,254
Johnson & JohnsonJNJCOM4781601043.90.4%15,202Reduced−116
Caterpillar IncCATCOM1491231013.80.4%3,593Added+56
Home Depot IncHDCOM4370761023.60.4%10,248Reduced−579
Pepsico IncPEPCOM7134481083.50.4%25,917Reduced−587
Netflix Inc.NFLXCOM64110L1063.40.4%47,560Added+6,961
Teva Pharmaceutical Inds LtdADS8816242093.40.4%100,000Reduced−10,000
The Cigna GroupCICOM1255231003.10.3%11,272Added+4,805
Procter & Gamble CoPGCOM7427181093.00.3%20,453Reduced−90
SPDR Gold TRGLDETF78463V1072.50.3%6,728Added+3,820
GE Vernova IncGEVCOM36828A1012.30.2%1,934Added+36
United Therapeutics Corp DelUTHRCOM91307C1022.20.2%4,150Unchanged
Blackstone IncBXCOM09260D1072.20.2%18,365Added+41
Oracle CorpORCLCOM68389X1051.90.2%12,957Reduced−6,635
Ishares TR IjsETF4642878791.80.2%13,254Reduced−182
Advanced Micro Devices IncAMDCOM0079031071.80.2%3,083Added+20
Vanguard Index FDS VooETF9229083631.80.2%2,580Reduced−35
Union Pac CorpUNPCOM9078181081.80.2%6,512Added+50
Taiwan Semiconductor ManufacTSMADS8740391001.60.2%3,437Reduced−474
Vanguard Index FDS VBETF9229087511.60.2%5,381Unchanged
Ishares TR ShyETF4642874571.60.2%19,569Reduced−219
Vanguard Index FDS VtiETF9229087691.60.2%4,326Reduced−17
Boston Scientific CorpBSXCOM1011371071.60.2%36,514Added+29,514
Ishares TR LQDETF4642872421.50.2%13,656Reduced−655
Ishares TR IveETF4642874081.50.2%6,550Unchanged
GE AerospaceGECOM NEW3696043011.40.2%3,819Added+66
Park Natl CorpPRKCOM7006581071.40.2%7,588New+7,588
Alphabet Inc GooglGOOGLCAP STK CL C02079K1071.30.1%3,702Added+17
Berkshire Hathaway Inc DelBRK-BCL B NEW0846707021.30.1%2,526Added+22
Vanguard Index FDS VBRETF9229086111.20.1%5,032Reduced−61
Ishares TR AggETF4642872261.20.1%11,843Added+65
Enterprise Prods Partners LEPDCOM2937921071.10.1%30,203Added+51
Micron Technology IncMUCOM5951121031.10.1%961Reduced−22
Blackrock IncBLKCOM09290D1011.10.1%1,149Unchanged
Corning IncGLWCOM2193501051.10.1%4,316Added+21
Goldman Sachs Group IncGSCOM38141G1041.10.1%1,084Added+17
Broadcom IncAVGOCOM11135F1011.10.1%2,786Added+74
J P Morgan Exchange Traded JmubETF46641Q6471.00.1%20,528New+20,528
Abbott LaboratoriesABTCOM0028241001.00.1%11,432Reduced−172
Merck & Co IncMRKCOM58933Y1051.00.1%7,948Added+53
Ishares TR IwfETF4642876140.90.1%7,628Added+5,706
Ishares TR IefETF4642874400.90.1%9,980Reduced−305
Ishares TR PFFETF4642886870.90.1%30,906Reduced−348
Dicks Sporting Goods IncDKSCOM2533931020.90.1%4,099Reduced−82
Verizon Communications IncVZCOM92343V1040.90.1%21,975Reduced−20
RTX CorporationRTXCOM75513E1010.9<0.1%4,810Added+70
Vanguard Index FDS VugETF9229087360.9<0.1%10,492Added+8,735
Eaton Corp plcSHSG291831030.9<0.1%2,115Added+100
Invesco Exch Traded FD TR VRPETF46138G8700.9<0.1%36,043Reduced−609
Tenet Healthcare CorpTHCCOM NEW88033G4070.8<0.1%4,500Unchanged
Caseys Gen Stores IncCASYCOM1475281030.8<0.1%1,050Unchanged
Coca Cola CoKOCOM1912161000.8<0.1%10,214Added+39
United Parcel SVCS IncUPSCL B9113121060.8<0.1%7,632Unchanged
Fidelity Merrimack STR FBNDETF3161883090.8<0.1%17,686Reduced−1,671
BP plcBPADR0556221040.8<0.1%21,759Added+159
Waste MGMT Inc DelWMCOM94106L1090.8<0.1%3,588Added+2
Vanguard Index FDS VXFETF9229086520.7<0.1%2,975Added+5
Valero Energy CorpVLOCOM91913Y1000.7<0.1%2,742Added+200
TJX Cos Inc NewTJXCOM8725401090.7<0.1%4,537Added+15
Abbvie IncABBVCOM00287Y1090.7<0.1%2,709Added+17
Applied Matls IncAMATCOM0382221050.6<0.1%817Added+6
Ishares TR IbbETF4642875560.6<0.1%3,102Unchanged
Amer States WTR CoAWRCOM0298991010.6<0.1%7,000Unchanged
Asml HLDG NVSHSN070592100.6<0.1%289Added+13
Energy Transfer L PETCOM UT LTD29273V1000.6<0.1%29,736Added+500
Darden Restaurants IncDRICOM2371941050.6<0.1%2,731Reduced−34
Invesco Exchange Traded FD PpaETF46137V1000.6<0.1%3,189Unchanged
Select Sector SPDR TR XLKETF81369Y8030.6<0.1%2,892Added+294
M & T BK CorpMTBCOM55261F1040.5<0.1%2,299Unchanged
Intel CorpINTCCOM4581401000.5<0.1%3,911New+3,911
Ishares TR OefETF4642871010.5<0.1%1,482Reduced−88
International Business MachsIBMCOM4592001010.5<0.1%1,907Added+14
Ishares TR IwrETF4642874990.5<0.1%4,802Added+282
Qualcomm IncQCOMCOM7475251030.5<0.1%2,785Reduced−3,945
Novartis AGNVSADR66987V1090.5<0.1%3,251Added+51
Unitedhealth Group IncUNHCOM91324P1020.5<0.1%1,202Added+19
World Gold TRGLDMETF98149E3030.5<0.1%6,258Reduced−43
Protagonist Therapeutics IncPTGXCOM74366E1020.5<0.1%4,000Unchanged
Altria Group IncMOCOM02209S1030.5<0.1%6,782Added+140
Definium Therapeutics IncDFTXCOM SHS24477V1050.5<0.1%10,000Unchanged
American Elec PWR Co IncAEPCOM0255371010.5<0.1%3,426Added+35
Pfizer IncPFECOM7170811030.5<0.1%19,427Added+206
Stellantis N.VSHSN824051060.5<0.1%80,000Added+10,000
Cisco Sys IncCSCOCOM17275R1020.5<0.1%3,899Added+98
General Mills IncGISCOM3703341040.5<0.1%13,034Added+500
Duke Energy Corp NewDUKCOM NEW26441C2040.4<0.1%3,512Unchanged
Ingredion IncINGRCOM4571871020.4<0.1%4,625Unchanged
SPDR Series Trust SdyETF78464A7630.4<0.1%2,836Unchanged
Quanta SVCS Inc PWRPWRCOM74762E1020.4<0.1%596Unchanged
Amgen IncAMGNCOM0311621000.4<0.1%1,179Added+3
SPDR Series Trust SpygETF78464A4090.4<0.1%3,545New+3,545
Trustco BK Corp N YTRSTCOM NEW8983492040.4<0.1%7,594Added+4
Morgan StanleyMSCOM NEW6174464480.4<0.1%1,950Added+79
Nextera Energy IncNEECOM65339F1010.4<0.1%4,598Added+30
Elevance Health Inc FormerlyELVCOM0367521030.4<0.1%1,037Reduced−9
Bristol-Myers Squibb CoBMYCOM1101221080.4<0.1%6,843Added+31
Vanguard BD Index FDS BNDETF9219378350.4<0.1%5,280Reduced−223
Palo Alto Networks IncPANWCOM6974351050.4<0.1%1,130Reduced−496
Ishares TR IwdETF4642875980.4<0.1%1,548Unchanged
Southern CoSOCOM8425871070.4<0.1%3,718Added+75
ConocophillipsCOPCOM20825C1040.4<0.1%3,389Added+541
Honeywell International IncHONCOM4385162050.3<0.1%1,537New+1,537
Honeywell Aerospace IncHONACOM43849R1050.3<0.1%1,537New+1,537
KeycorpKEYCOM4932671080.3<0.1%13,853Added+781
Constellation Energy CorpCEGCOM21037T1090.3<0.1%1,262Added+194
Boeing CoBACOM0970231050.3<0.1%1,356Added+18
Valmont Inds IncVMICOM9202531010.3<0.1%500New+500
Fidelity Covington Trust FelcETF3160921130.3<0.1%6,842Added+12
Keysight Technologies IncKEYSCOM49338L1030.3<0.1%810Unchanged
Ishares TR IwbETF4642876220.3<0.1%686Unchanged
Bank of Amer CorpBACCOM0605051040.3<0.1%4,832Added+546
Disney Walt CoDISCOM2546871060.3<0.1%2,858Added+2
Ishares TR TipETF4642871760.3<0.1%2,475Reduced−92
Capital GRP Fixed Incm ETF TETF14020Y1020.3<0.1%11,548New+11,548
Vertiv Holdings CoVRTCOM CL A92537N1080.3<0.1%769New+769
American Express CoAXPCOM0258161090.3<0.1%754Added+35
Nucor CorpNUECOM6703461050.3<0.1%1,130New+1,130
Vaneck ETF Trust OihETF92189H6070.3<0.1%672Unchanged
WP Carey IncWPCCOM92936U1090.3<0.1%3,495Unchanged
Gilead Sciences IncGILDCOM3755581030.2<0.1%1,885Added+160
Roche HoldingCOM7711951040.2<0.1%4,619New+4,619
Arrow Finl CorpAROWCOM0427441020.2<0.1%5,718New+5,718
Ishares TR IeiETF4642886610.2<0.1%1,978Reduced−28
Steel Dynamics IncSTLDCOM8581191000.2<0.1%1,000New+1,000
Travelers Companies IncTRVCOM89417E1090.2<0.1%690New+690
General Dynamics CorpGDCOM3695501080.2<0.1%626Added+4
Alliancebernstein Global HigCOM01879R1060.2<0.1%21,000Unchanged
Totalenergies SEACTF921241000.2<0.1%2,770New+2,770
Insmed IncINSMCOM4576693070.2<0.1%2,000New+2,000
AT&T IncTCOM00206R1020.2<0.1%10,094Unchanged
Emerson Elec CoEMRCOM2910111040.2<0.1%1,453New+1,453
Ishares TR IjkETF4642876060.2<0.1%1,723New+1,723
Eaton Vance Tax Mnged Buy EtbETBCOM27828X1000.2<0.1%11,981Reduced−196
Ishares Ethereum TR EthaSHS46438R1050.2<0.1%15,000Added+5,000
Scotties Resources CorpSCTSFADR81012R5020.2<0.1%116,000New+116,000
Telus CorporationTUCOM87971M1030.2<0.1%14,670Unchanged
IHS Holding LimitedORD SHSG4701H1090.1<0.1%14,710Unchanged
Grayscale Solana Staking ETFGSOLSHS38965D1040.1<0.1%20,000Added+10,000
Liquidmetal Tech LQMTLQMTCOM53634X1000.1<0.1%250,000New+250,000
Aldeyra Therapeutics IncALDXCOM01438T1060.0<0.1%12,700Added+800
Heron Therapeutics IncHRTXCOM4277461020.0<0.1%32,799Unchanged

Sold out: 2 positions

Held at the end of the quarter before and not reported this quarter.

IssuerClassCUSIPReported value$WeightSharesPut or callChange on the quarter before
Honeywell International IncCOM4385161060.00.0%0Sold out−3,058
LAM Research CorpLRCXCOM NEW5128073060.00.0%0Sold out−4,000

Source: SEC EDGAR, Form 13F-HR, accession 0001568235-26-000008 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.