AiSiWhale

AI & tech investing

King Wealth Management Group

CIK 1568235

13F filing for Q2 2026・No. 2,726

Holdings
US$914.31M
Quarter change
+US$114.59M
Entries
176
Net bought (estimate)
+US$12.08M

This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 20
  • Sold out 2
  • Cut 48
  • Added 80
  • Corporate actions 2
  • Unchanged 28

Largest holdings

176 stocks worth US$914.31M, options and bonds left out.

StockThis quarterValueWeight
IVVISHARES TR IVVETFAddedUS$131.24M14.35%
QQQInvesco QQQETFAddedUS$88.76M9.71%
SPYSTATE STR SPDR S&P 500 ETF SPYETFCutUS$60.05M6.57%
NVDANvidiaCOMCutUS$43.02M4.71%
MSFTMicrosoftCOMCutUS$42.76M4.68%
AAPLAppleCOMCutUS$42.57M4.66%
IJHISHARES TR IJHETFAddedUS$32.12M3.51%
ISHARES TR IJRETFAddedUS$30.94M3.38%
GOOGLAlphabetCAP STK CL AAddedUS$28.26M3.09%
JPMJPMORGAN CHASE & COCOMAddedUS$26.49M2.90%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.