King Wealth Management Group, LLC
RIA/Wealth
King Wealth Management Group, LLC is a RIA/Wealth based in Rochester, NY led by Adam Michael Mark, managing $799.2M across 152 long positions as of Q3 2025 with 48% ETF concentration and 58% concentrated in top 10 holdings.
PresidentAdam Michael Mark
- Portfolio Value
- $799.2M
- Positions
- 152
- Top Holding
- IVV at 14.12%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in King Wealth Management Group, LLC's portfolio (58.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $112.8M | 14.12% | +$3.4M Bought | — 168.6K shares | |
ETF ETF | $72.4M | 9.06% | +$556.5K Bought | — 120.7K shares | |
Software - Infrastructure Technology | $57.7M | 7.22% | -$37.3K Sold | 0.00% 111.5K shares | |
ETF ETF | $48.6M | 6.08% | -$264.5K Sold | — 72.9K shares | |
Semiconductors Technology | $40.5M | 5.07% | +$299.3K Bought | 0.00% 217.1K shares | |
Consumer Electronics Technology | $34.1M | 4.27% | -$12.0K Sold | 0.00% 133.9K shares | |
ETF ETF | $25.9M | 3.23% | +$687.1K Bought | — 396.2K shares | |
Banks - Diversified Financial Services | $25.2M | 3.15% | -$11.7K Sold | 0.00% 79.9K shares | |
Financial - Credit Services Financial Services | $25.1M | 3.15% | -$223.3K Sold | 0.00% 73.6K shares | |
ETF ETF | $23.5M | 2.94% | +$958.4K Bought | — 197.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in King Wealth Management Group, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+1,222.35% | |
+181.74% | |
+70.27% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-66.24% |
Analytics
Portfolio insights and performance metrics for King Wealth Management Group, LLC
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