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King Wealth Management Group
Period ended Sep 30, 2026 · Latest filing Nov 9, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $966,661
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR IVV · CORE S&P500 ETF · 464287200 · shares: $136,612
- INVESCO QQQ TR · UNIT SER 1 · 46090E103 · shares: $89,417
- STATE STR SPDR S&P 500 ETF SPY · TR UNIT · 78462F103 · shares: $60,701
- MICROSOFT CORP · COM · 594918104 · shares: $58,911
- NVIDIA CORPORATION · COM · 67066G104 · shares: $49,274
- APPLE INC · COM · 037833100 · shares: $48,968
- ISHARES TR IJH · CORE S&P MCP ETF · 464287507 · shares: $30,602
- ISHARES TR IJR · CORE S&P SCP ETF · 464287804 · shares: $28,395
- CROWDSTRIKE HLDGS INC · CL A · 22788C105 · shares: $28,137
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $27,497
Reported holdings
176 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR OEF | S&P 100 ETF | 464287101 | — | 1,388 shares | $530 |
| DARDEN RESTAURANTS INC | COM | 237194105 | — | 2,731 shares | $528 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 2,663 shares | $521 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 6,258 shares | $514 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 4,430 shares | $505 |
| AMGEN INC | COM | 031162100 | — | 1,181 shares | $498 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 273 shares | $495 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 46137V100 | — | 3,189 shares | $493 |
| M & T BK CORP | COM | 55261F104 | — | 2,212 shares | $481 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 3,074 shares | $464 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 3,221 shares | $459 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 6,797 shares | $458 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 6,021 shares | $456 |
| INTEL CORP | COM | 458140100 | — | 3,787 shares | $455 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 1,141 shares | $453 |
| INGREDION INC | COM | 457187102 | — | 4,625 shares | $443 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 3,589 shares | $442 |
| APPLIED MATLS INC | COM | 038222105 | — | 858 shares | $439 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 1,176 shares | $432 |
| CALUMET INC | COM | 131428104 | — | 8,195 shares | $429 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 3,397 shares | $425 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 6,797 shares | $424 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 1,924 shares | $423 |
| PROTAGONIST THERAPEUTICS INC | COM | 74366E102 | — | 3,000 shares | $423 |
| CISCO SYS INC | COM | 17275R102 | — | 3,913 shares | $421 |
| GENERAL MILLS INC | COM | 370334104 | — | 13,034 shares | $419 |
| TRUSTCO BK CORP N Y | COM NEW | 898349204 | — | 7,598 shares | $412 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 3,426 shares | $406 |
| HEICO CORP NEW | COM | 422806109 | — | 1,326 shares | $402 |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | — | 2,736 shares | $401 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 1,028 shares | $400 |
| ISHARES TR IWD | RUS 1000 VAL ETF | 464287598 | — | 1,543 shares | $383 |
| DEFINIUM THERAPEUTICS INC | COM SHS | 24477V105 | — | 10,000 shares | $381 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 5,257 shares | $369 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 1,894 shares | $356 |
| STELLANTIS N.V | SHS | N82405106 | — | 80,000 shares | $349 |
| INSMED INC | COM PAR $.01 | 457669307 | — | 3,007 shares | $343 |
| HONEYWELL INTL INC | COM | 438516205 | — | 1,546 shares | $326 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 1,276 shares | $324 |
| ISHARES TR IWB | RUS 1000 ETF | 464287622 | — | 767 shares | $319 |
| SOUTHERN CO | COM | 842587107 | — | 3,698 shares | $307 |
| ISHARES ETHEREUM TR | SHS | 46438R105 | — | 15,000 shares | $302 |
| DISNEY WALT CO | COM | 254687106 | — | 2,858 shares | $300 |
| ISHARES TR IYW | U.S. TECH ETF | 464287721 | — | 1,128 shares | $299 |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 316092113 | — | 6,854 shares | $297 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | — | 810 shares | $295 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 1,957 shares | $292 |
| KEYCORP | COM | 493267108 | — | 13,891 shares | $279 |
| WP CAREY INC | COM | 92936U109 | — | 4,295 shares | $278 |
| NUCOR CORP | COM | 670346105 | — | 1,130 shares | $264 |
| BANK OF AMER CORP | COM | 060505104 | — | 4,849 shares | $264 |
| VANECK ETF TRUST | OIL SERVICES ETF | 92189H607 | — | 672 shares | $254 |
| ISHARES TR | TIPS BD ETF | 464287176 | — | 2,430 shares | $253 |
| BOEING CO | COM | 097023105 | — | 1,342 shares | $250 |
| AT&T INC | COM | 00206R102 | — | 10,064 shares | $246 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | — | 11,548 shares | $244 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 686 shares | $244 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 790 shares | $240 |
| TOTALENERGIES SE | ACT | F92124100 | — | 2,799 shares | $239 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 1,527 shares | $237 |
| VALMONT INDS INC | COM | 920253101 | — | 500 shares | $231 |
| ISHARES TR IEI | 3 7 YR TREAS BD | 464288661 | — | 2,026 shares | $230 |
| STEEL DYNAMICS INC | COM | 858119100 | — | 1,000 shares | $222 |
| EMERSON ELEC CO | COM | 291011104 | — | 1,395 shares | $217 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 630 shares | $214 |
| SPDR SERIES TRUST SPYM | ST STR P500ETF | 78464A854 | — | 2,380 shares | $214 |
| ARROW FINL CORP | COM | 042744102 | — | 5,718 shares | $211 |
| ALLIANCEBERNSTEIN GLOBAL HIG | COM | 01879R106 | — | 21,000 shares | $204 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 608 shares | $202 |
| EATON VANCE TAX MNGED BUY WR | COM | 27828X100 | — | 12,010 shares | $184 |
| GRAYSCALE SOLANA STAKING ETF | SHS | 38965D104 | — | 20,000 shares | $178 |
| TELUS CORPORATION | COM | 87971M103 | — | 14,670 shares | $123 |
| IHS HOLDING LIMITED | ORD SHS | G4701H109 | — | 14,710 shares | $123 |
| VIZSLA SILVER CORP | COM NEW | 92859G608 | — | 12,270 shares | $47 |
| ALDEYRA THERAPEUTICS INC | COM | 01438T106 | — | 13,700 shares | $17 |
| HERON THERAPEUTICS INC | COM | 427746102 | — | 34,799 shares | $11 |