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Portfolio (Quarterly) Guide ↗

King Wealth Management Group

· CIK 0001568235
13F Portfolio $914M AUM 176 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 65 Added 40 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 LRCX LAM RESEARCH CORP Technology 4,000 $855K 0.11% SOLD
2 HON HONEYWELL INTL INC Industrials 3,058 $691K 0.09% SOLD
Sector Allocation
Financial Services 37.4%
Technology 27.2%
Communication Services 7.9%
Industrials 7.2%
Consumer Cyclical 6.3%
Consumer Defensive 6.0%
Healthcare 5.1%
Energy 2.0%
Utilities 0.8%
Basic Materials 0.1%