We are live on ! Find out more
KWM

Kingsview Wealth Management Portfolio holdings

AUM $8.25B
1-Year Est. Return 24.8%
This Fund
S&P 500
This Quarter Est. Return
+17.17%
1 Year Est. Return
+24.8%
3 Year Est. Return
+71.48%
5 Year Est. Return
+83.97%
10 Year Est. Return
–
AUM
$8.25B
AUM Growth
+$926M
Cap. Flow
+$141M
Cap. Flow %
1.71%
Top 10 Hldgs %
21.44%
Holding
1,542
New
208
Increased
672
Reduced
504
Closed
110

Top Buys

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$46.5M
2
AMAT icon
Applied Materials
AMAT
+$43.8M
3
MU icon
Micron Technology
MU
+$39.5M
4
TXN icon
Texas Instruments
TXN
+$39.2M
5
ISRG icon
Intuitive Surgical
ISRG
+$14.3M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$55.2M
2
AAPL icon
Apple
AAPL
+$48.9M
3
WMT icon
Walmart Inc
WMT
+$48.2M
4
MA icon
Mastercard
MA
+$41.4M
5
NKE icon
Nike
NKE
+$33.3M

Sector Composition

Rank Sector Weight
1 Miscellaneous 62.28%
2 Technology 15.51%
3 Industrials 3.87%
4 Healthcare 3.61%
5 Financials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDLZ icon
226
Mondelez International
MDLZ
$78.2B
$6.67M 0.08%
115,390
-278
-0.2% -$16.8K
LGOV icon
227
First Trust Long Duration Opportunities ETF
LGOV
$627M
$6.67M 0.08%
311,802
+15,138
+5% +$325K
BUFZ icon
228
FT Vest Laddered Moderate Buffer ETF
BUFZ
$1.05B
$6.66M 0.08%
238,562
+58,219
+32% +$1.6M
ADP icon
229
Automatic Data Processing
ADP
$110B
$6.58M 0.08%
29,366
-311
-1% -$66.5K
VBIL
230
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$10.1B
$6.57M 0.08%
86,773
-3,869
-4% -$292K
PWR icon
231
Quanta Services
PWR
$93.9B
$6.42M 0.08%
8,922
+160
+2% +$109K
VB icon
232
Vanguard Morningstar Small-Cap ETF
VB
$81.1B
$6.37M 0.08%
21,005
+3,622
+21% +$1.04M
CAIE
233
Calamos Autocallable Income ETF
CAIE
$1.27B
$6.34M 0.08%
233,064
+175,851
+307% +$4.73M
CGGR icon
234
Capital Group Growth ETF
CGGR
$25.4B
$6.31M 0.08%
133,747
+22,918
+21% +$1.04M
TRGP icon
235
Targa Resources
TRGP
$62.2B
$6.3M 0.08%
23,490
-300
-1% -$77.1K
FNDX icon
236
Schwab Fundamental US Large Company Index ETF
FNDX
$27.8B
$6.27M 0.08%
201,590
-2,208
-1% -$66.6K
IBIT icon
237
iShares Bitcoin Trust
IBIT
$61.8B
$6.25M 0.08%
187,725
+2,309
+1% +$93.9K
VZ icon
238
Verizon
VZ
$208B
$6.25M 0.08%
147,499
-11,648
-7% -$546K
CMCSA icon
239
Comcast
CMCSA
$94B
$6.22M 0.08%
253,294
-23,905
-9% -$617K
PAVE icon
240
Global X US Infrastructure Development ETF
PAVE
$13.6B
$6.21M 0.08%
105,470
+3,182
+3% +$179K
IVW icon
241
iShares S&P 500 Growth ETF
IVW
$77.1B
$6.16M 0.07%
44,762
+2,618
+6% +$346K
IWR icon
242
iShares Russell Mid-Cap ETF
IWR
$56.9B
$6.15M 0.07%
55,749
+9,375
+20% +$986K
VT icon
243
Vanguard Total World Stock ETF
VT
$81.5B
$6.11M 0.07%
38,955
-2,151
-5% -$328K
GDX icon
244
VanEck Gold Miners ETF
GDX
$30.7B
$6.05M 0.07%
80,168
+1,343
+2% +$119K
GLW icon
245
Corning
GLW
$133B
$6.02M 0.07%
23,578
+4,689
+25% +$853K
AMP icon
246
Ameriprise Financial
AMP
$49.5B
$6.01M 0.07%
13,090
-3,827
-23% -$1.75M
ELV icon
247
Elevance Health
ELV
$88.4B
$5.97M 0.07%
15,424
-9,199
-37% -$3.41M
APD icon
248
Air Products & Chemicals
APD
$67.1B
$5.95M 0.07%
20,285
-14
-0.1% -$4.07K
RDVI icon
249
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.75B
$5.95M 0.07%
202,280
+56,212
+38% +$1.55M
OSK icon
250
Oshkosh
OSK
$9.7B
$5.91M 0.07%
38,507
-4,481
-10% -$631K
8 9
10
11 12

Similar funds

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $8.22B AUM 21.38% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $8.31B AUM 37.53% 1-Year Est. Return
SC
Saturna Capital Bellingham, Washington $8.19B AUM 42.01% 1-Year Est. Return

Kingsview Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Kingsview Wealth Management held 1,542 positions worth $8.25B, up 13% from $7.33B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Kingsview Wealth Management's Q2 2026 filing shows 208 new, 672 increased, 504 reduced and 110 closed positions. Its largest new stake was American Century Quality Diversified International ETF: 150,256 shares worth $10.4M. The largest sale was Advanced Micro Devices, an estimated $55.2M.

By sector, the portfolio is most concentrated in Miscellaneous at 62% of assets, up from 61% a quarter earlier, followed by Technology and Industrials.

  • Kingsview Wealth Management's largest Q2 2026 buy was American Century Quality Diversified International ETF: 150,256 shares worth $10.4M.
  • Kingsview Wealth Management added most to Lam Research in Q2 2026, an estimated $46.5M increase.
  • Kingsview Wealth Management's biggest Q2 2026 reduction was Advanced Micro Devices, cutting an estimated $55.2M.
  • Kingsview Wealth Management fully exited John Hancock Multifactor Emerging Markets ETF in Q2 2026, selling an estimated $7.69M.
  • Kingsview Wealth Management's ten largest holdings make up 21% of its $8.25B portfolio in Q2 2026.
  • Kingsview Wealth Management opened 208 new positions and closed 110 in Q2 2026.
  • Kingsview Wealth Management's portfolio value rose 13% quarter-over-quarter to $8.25B.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.