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Jane Quinn

King Wealth Management Group

Assets Managed
$799.722M
Holdings
158
Last Quarter
2026 - Q1
Filed Date
2mo 23d ago
Growth Rate
-3.6%(2Q avg: 0.32%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in King Wealth Management Group's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 158 positions.

Assets under management

The assets under management (AUM) of King Wealth Management Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 799.722M in assets, with a quarterly growth rate of -3.6% and a 2-quarter average growth rate of 0.32%. The portfolio is managed by Jane Quinn, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.66%
14.05%
$112.332M
171,969 shares@ $653.22 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.05%
8.68%
$69.383M
120,210 shares@ $577.19 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 9.75%
6.61%
$52.816M
81,213 shares@ $650.34 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.19%
5.35%
$42.709M
115,377 shares@ $370.17 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.4%
4.73%
$37.771M
148,829 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.32%
4.72%
$37.728M
216,333 shares@ $174.4 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 2.53%
3.47%
$27.729M
410,619 shares@ $67.53 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 2.7%
3.21%
$25.624M
206,133 shares@ $124.31 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.61%
2.98%
$23.793M
80,885 shares@ $294.16 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.7%
2.84%
$22.68M
78,871 shares@ $287.56 avg price

1-10 of 158