13F Filings History of King Wealth Management Group

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$829,668,000
Signature - Title
Jane Quinn - Executive Administrator
Location
Saratoga Springs, NY
Summary
This page shows a list of all the recent 13F filings made by King Wealth Management Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. King Wealth Management Group reported 165 stock holdings with total value $829,668,000 as of Q4 2025. Top holdings included IVV, QQQ, MSFT, SPY, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 165 $829,668,000 +$28,739,608 -$16,905,439 +$11,834,169 IVV, QQQ, MSFT, SPY, AAPL 13F-HR 09 Feb 2026, 14:29
Q3 2025 160 $789,151,000 +$22,125,452 -$11,233,965 +$10,891,487 IVV, QQQ, MSFT, SPY, NVDA 13F-HR 07 Nov 2025, 14:39
Q2 2025 158 $737,113,000 +$33,204,086 -$22,760,571 +$10,443,515 IVV, QQQ, MSFT, SPY, NVDA 13F-HR 08 Aug 2025, 13:26
Q1 2025 157 $659,687,000 +$14,706,111 -$10,425,717 +$4,280,394 IVV, QQQ, MSFT, SPY, AAPL 13F-HR 08 May 2025, 15:15
Q4 2024 154 $682,319,000 +$45,836,284 -$12,074,731 +$33,761,553 IVV, QQQ, MSFT, AAPL, SPY 13F-HR 10 Feb 2025, 11:12
Q3 2024 151 $641,183,000 +$32,174,994 -$21,555,132 +$10,619,862 IVV, QQQ, MSFT, SPY, AAPL 13F-HR 06 Nov 2024, 09:56
Q2 2024 144 $599,793,000 +$35,887,200 -$8,569,958 +$27,317,242 IVV, QQQ, MSFT, SPY, AAPL 13F-HR 08 Aug 2024, 12:26
Q1 2024 147 $570,184,000 +$35,479,335 -$11,077,935 +$24,401,400 IVV, QQQ, MSFT, SPY, IJH 13F-HR 09 May 2024, 15:12
Q4 2023 139 $517,306,000 +$15,831,418 -$26,159,038 -$10,327,620 IVV, QQQ, MSFT, SPY, AAPL 13F-HR 08 Feb 2024, 07:55
Q3 2023 145 $474,414,000 +$7,310,861 -$9,512,073 -$2,201,212 IVV, QQQ, MSFT, SPY, AAPL 13F-HR 09 Nov 2023, 08:48
Q2 2023 150 $494,802,000 +$11,452,255 -$5,790,251 +$5,662,004 IVV, QQQ, MSFT, AAPL, SPY 13F-HR 10 Aug 2023, 09:13
Q1 2023 149 $452,676,000 +$11,871,220 -$5,421,393 +$6,449,827 IVV, QQQ, MSFT, SPY, AAPL 13F-HR 10 May 2023, 08:34
Q4 2022 141 $417,796,000 +$16,622,700 -$22,442,725 -$5,820,025 IVV, QQQ, SPY, MSFT, IJH 13F-HR 09 Feb 2023, 11:27
Q3 2022 152 $393,521,000 +$14,112,715 -$10,908,406 +$3,204,309 IVV, QQQ, MSFT, SPY, IJH 13F-HR 10 Nov 2022, 12:19
Q2 2022 161 $417,721,000 +$22,934,852 -$31,502,864 -$8,568,012 IVV, QQQ, MSFT, SPY, IJH 13F-HR 11 Aug 2022, 08:30
Q1 2022 171 $509,299,000 +$27,600,035 -$26,088,578 +$1,511,457 IVV, QQQ, MSFT, SPY, AAPL 13F-HR 12 May 2022, 08:44
Q4 2021 173 $538,840,000 +$20,148,004 -$14,482,781 +$5,665,223 QQQ, IVV, MSFT, SPY, AAPL 13F-HR 11 Feb 2022, 10:35
Q3 2021 172 $484,906,000 +$29,857,654 -$17,701,025 +$12,156,629 QQQ, IVV, MSFT, SPY, IJH 13F-HR 12 Nov 2021, 10:13
Q2 2021 171 $489,191,000 +$25,803,902 -$19,883,761 +$5,920,141 QQQ, IVV, MSFT, SPY, IJH 13F-HR 12 Aug 2021, 11:11
Q1 2021 160 $445,674,000 +$25,250,444 -$16,774,044 +$8,476,400 QQQ, IVV, SPY, MSFT, AAPL 13F-HR 14 May 2021, 09:24
Q4 2020 154 $426,673,000 +$22,298,642 -$16,533,877 +$5,764,765 QQQ, IVV, SPY, MSFT, AAPL 13F-HR 12 Feb 2021, 08:10
Q3 2020 159 $385,156,000 +$32,867,984 -$8,809,370 +$24,058,614 QQQ, IVV, MSFT, SPY, AMZN 13F-HR 12 Nov 2020, 09:39
Q2 2020 153 $340,443,000 +$68,894,209 -$7,828,971 +$61,065,238 QQQ, IVV, MSFT, SPY, AMZN 13F-HR 13 Aug 2020, 08:36
Q1 2020 136 $231,629,000 +$18,378,211 -$106,302,967 -$87,924,756 IVV, QQQ, SPY, MSFT, V 13F-HR 13 May 2020, 08:54
Q4 2019 142 $377,923,000 +$10,149,921 -$8,202,269 +$1,947,652 IVV, SPY, IJR, MDY, QQQ 13F-HR 13 Feb 2020, 10:44
Q3 2019 143 $348,578,000 +$17,196,288 -$5,347,894 +$11,848,394 IVV, SPY, MDY, IJR, QQQ 13F-HR 13 Nov 2019, 09:25
Q2 2019 136 $334,480,000 +$14,030,553 -$11,052,664 +$2,977,889 IVV, SPY, MDY, IJR, QQQ 13F-HR 13 Aug 2019, 11:54
Q1 2019 135 $319,601,000 +$17,207,390 -$9,639,550 +$7,567,840 SPY, IVV, MDY, IJR, QQQ 13F-HR 13 May 2019, 10:13
Q4 2018 128 $276,326,000 +$20,789,324 -$18,565,467 +$2,223,857 IVV, SPY, MDY, IJR, QQQ 13F-HR 14 Feb 2019, 08:30
Q3 2018 130 $319,767,000 +$18,383,602 -$10,048,735 +$8,334,867 SPY, IVV, MDY, IJR, QQQ 13F-HR 13 Nov 2018, 08:21
Q2 2018 121 $291,919,000 +$34,979,524 -$31,497,473 +$3,482,051 SPY, IVV, MDY, IJR, QQQ 13F-HR 14 Aug 2018, 07:49
Q1 2018 128 $281,736,000 +$18,575,090 -$15,590,538 +$2,984,552 SPY, MDY, IVV, IJR, QQQ 13F-HR 14 May 2018, 08:03
Q4 2017 123 $282,929,000 +$8,248,648 -$8,578,254 -$329,606 SPY, MDY, IVV, IJR, QQQ 13F-HR 12 Feb 2018, 16:53
Q3 2017 125 $269,009,000 +$12,727,092 -$5,362,203 +$7,364,889 SPY, MDY, IJR, IVV, QQQ 13F-HR 13 Nov 2017, 08:21
Q2 2017 128 $251,801,000 +$7,923,204 -$2,108,123 +$5,815,081 SPY, MDY, IJR, QQQ, IVV 13F-HR 14 Aug 2017, 08:41
Q1 2017 123 $239,230,000 +$20,222,065 -$6,761,328 +$13,460,737 SPY, MDY, IJR, QQQ, IVV 13F-HR 11 May 2017, 15:43
Q4 2016 119 $222,679,000 +$21,391,112 -$5,420,014 +$15,971,098 SPY, MDY, IJR, QQQ, V 13F-HR 13 Feb 2017, 11:57
Q3 2016 120 $201,231,000 +$14,718,285 -$5,395,583 +$9,322,702 SPY, MDY, QQQ, IJR, V 13F-HR 14 Nov 2016, 08:35
Q2 2016 107 $187,460,000 +$3,995,985 -$6,812,022 -$2,816,037 SPY, MDY, QQQ, IJR, V 13F-HR 12 Aug 2016, 08:20
Q1 2016 104 $185,839,000 +$18,013,757 -$15,981,007 +$2,032,750 SPY, MDY, QQQ, IJR, V 13F-HR 12 May 2016, 10:21
Q4 2015 103 $181,283,000 +$19,625,495 -$9,952,225 +$9,673,270 SPY, MDY, QQQ, V, IJR 13F-HR 11 Feb 2016, 09:28
Q3 2015 106 $162,660,000 +$8,883,109 -$15,997,243 -$7,114,134 SPY, MDY, QQQ, V, IJR 13F-HR 10 Nov 2015, 14:56
Q2 2015 119 $182,823,000 +$14,634,808 -$4,018,716 +$10,616,092 SPY, MDY, QQQ, V, IBB 13F-HR 11 Aug 2015, 09:12
Q1 2015 103 $173,228,000 +$16,170,423 -$27,622,790 -$11,452,367 SPY, MDY, QQQ, V, IJR 13F-HR 12 May 2015, 09:06
Q4 2014 114 $188,082,000 +$36,605,484 -$14,878,912 +$21,726,572 SPY, MDY, QQQ, V, IJR 13F-HR 11 Feb 2015, 09:38
Q3 2014 102 $159,521,000 +$20,130,776 -$20,600,540 -$469,764 SPY, MDY, QQQ, V, IJJ 13F-HR 13 Nov 2014, 10:32
Q2 2014 105 $162,326,000 +$19,887,319 -$5,715,187 +$14,172,132 SPY, MDY, QQQ, IJJ, V Restatement 26 Aug 2014, 13:04
Q1 2014 97 $145,111,257 +$13,620,064 -$43,724,960 -$30,104,896 SPY, MDY, QQQ, V, IJJ 13F-HR 08 May 2014, 09:45
Q4 2013 107 $175,185,062 $0 $0 $0 MDY, SPY, QQQ, V, CVX 13F-HR 13 Feb 2014, 12:17