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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
VEU icon
251
Vanguard FTSE All-World ex-US ETF
VEU
$71.2B
$5.9M 0.07%
70,428
+2,119
+3% +$173K
FYC icon
252
First Trust Small Cap Growth AlphaDEX Fund
FYC
$1.41B
$5.9M 0.07%
46,302
+2,834
+7% +$320K
VNQ icon
253
Vanguard Real Estate ETF
VNQ
$38.1B
$5.89M 0.07%
61,102
-39,886
-39% -$3.81M
O icon
254
Realty Income
O
$58B
$5.88M 0.07%
94,972
-3,344
-3% -$208K
SYK icon
255
Stryker
SYK
$116B
$5.88M 0.07%
18,669
+3,928
+27% +$1.24M
GSY icon
256
Invesco Ultra Short Duration ETF
GSY
$3.91B
$5.87M 0.07%
117,125
+107,454
+1,111% +$5.39M
QTUM icon
257
Defiance Quantum ETF
QTUM
$5.55B
$5.82M 0.07%
35,216
+7,068
+25% +$1.02M
JMOM icon
258
JPMorgan US Momentum Factor ETF
JMOM
$2.68B
$5.79M 0.07%
67,756
+2,276
+3% +$179K
AMLP icon
259
Alerian MLP ETF
AMLP
$13.5B
$5.78M 0.07%
111,427
+10,208
+10% +$536K
PPG icon
260
PPG Industries
PPG
$25B
$5.73M 0.07%
47,223
+39,106
+482% +$4.36M
JMEE icon
261
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.94B
$5.68M 0.07%
72,790
+25,603
+54% +$1.88M
SPYI icon
262
NEOS S&P 500 High Income ETF
SPYI
$11.7B
$5.65M 0.07%
106,382
+11,255
+12% +$592K
GS icon
263
Goldman Sachs
GS
$302B
$5.6M 0.07%
5,533
-370
-6% -$361K
CIBR icon
264
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.2B
$5.59M 0.07%
62,270
+11,973
+24% +$919K
CGDG icon
265
Capital Group Dividend Growers ETF
CGDG
$5.68B
$5.59M 0.07%
148,943
-57,514
-28% -$2.14M
WEC icon
266
WEC Energy
WEC
$34.5B
$5.57M 0.07%
47,739
+334
+0.7% +$38.1K
XMMO icon
267
Invesco S&P MidCap Momentum ETF
XMMO
$7.35B
$5.55M 0.07%
32,639
+3,721
+13% +$607K
BDX icon
268
Becton Dickinson
BDX
$50.3B
$5.55M 0.07%
36,685
+32,718
+825% +$4.89M
ONEY icon
269
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$678M
$5.55M 0.07%
43,300
+424
+1% +$53.5K
QGRW icon
270
WisdomTree US Quality Growth Fund
QGRW
$3B
$5.54M 0.07%
83,917
+9,555
+13% +$603K
FBCG
271
Fidelity Blue Chip Growth ETF
FBCG
$7.38B
$5.52M 0.07%
88,860
+84,719
+2,046% +$5.03M
IPAR icon
272
Interparfums
IPAR
$3.74B
$5.5M 0.07%
+49,148
New +$4.64M
BA icon
273
Boeing
BA
$168B
$5.47M 0.07%
25,275
+3,048
+14% +$678K
CGBL icon
274
Capital Group Core Balanced ETF
CGBL
$7.67B
$5.44M 0.07%
143,350
-27,157
-16% -$1M
AVLV icon
275
Avantis US Large Cap Value ETF
AVLV
$21.6B
$5.42M 0.07%
59,450
+4,777
+9% +$420K
9 10
11
12 13

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.