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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
ASH icon
301
Ashland
ASH
$3.34B
$4.96M 0.06%
+75,292
New +$4.37M
FDS icon
302
Factset
FDS
$10.7B
$4.95M 0.06%
21,530
-8,660
-29% -$1.99M
TDG icon
303
TransDigm Group
TDG
$64.2B
$4.92M 0.06%
3,695
-210
-5% -$258K
SLV icon
304
iShares Silver Trust
SLV
$32.2B
$4.91M 0.06%
91,812
-2,578
-3% -$171K
JBHT icon
305
JB Hunt Transport Services
JBHT
$25.7B
$4.9M 0.06%
+16,944
New +$4.35M
SPGI icon
306
S&P Global
SPGI
$131B
$4.9M 0.06%
12,023
+68
+0.6% +$28.7K
IUSG icon
307
iShares Core S&P US Growth ETF
IUSG
$33.5B
$4.86M 0.06%
25,818
+6,247
+32% +$1.13M
VLO icon
308
Valero Energy
VLO
$107B
$4.86M 0.06%
18,643
+1,466
+9% +$361K
IWP icon
309
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$4.81M 0.06%
32,854
+560
+2% +$77.2K
PM icon
310
Philip Morris
PM
$284B
$4.81M 0.06%
26,563
+332
+1% +$57.6K
OVV icon
311
Ovintiv
OVV
$17.9B
$4.8M 0.06%
91,078
-55,811
-38% -$3.19M
LW icon
312
Lamb Weston
LW
$6.86B
$4.77M 0.06%
110,403
-39,381
-26% -$1.7M
YALL icon
313
Truth Social God Bless America ETF
YALL
$92.1M
$4.76M 0.06%
112,290
-11
-0% -$476
ANGL icon
314
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.17B
$4.73M 0.06%
161,698
+64,841
+67% +$1.89M
CGUS icon
315
Capital Group Core Equity ETF
CGUS
$11.8B
$4.72M 0.06%
106,175
-23,540
-18% -$1.01M
SPCX
316
SpaceX
SPCX
$1.95T
$4.68M 0.06%
+27,364
New +$4.65M
ARES icon
317
Ares Management
ARES
$31.6B
$4.65M 0.06%
41,769
+15,465
+59% +$1.86M
PH icon
318
Parker-Hannifin
PH
$121B
$4.63M 0.06%
4,734
+853
+22% +$781K
KBR icon
319
KBR
KBR
$4.64B
$4.63M 0.06%
133,997
-23,657
-15% -$825K
ZTS icon
320
Zoetis
ZTS
$31.3B
$4.61M 0.06%
64,175
+55,988
+684% +$5.27M
RWL icon
321
Invesco S&P 500 Revenue ETF
RWL
$10B
$4.59M 0.06%
35,961
+9,343
+35% +$1.16M
TRV icon
322
Travelers Companies
TRV
$77B
$4.56M 0.06%
13,826
-11,555
-46% -$3.5M
SLYG icon
323
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5B
$4.55M 0.06%
38,164
-3,557
-9% -$385K
KNTK icon
324
Kinetik
KNTK
$4.38B
$4.51M 0.05%
93,344
+55,997
+150% +$2.68M
JPSE icon
325
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$597M
$4.45M 0.05%
73,986
+1,149
+2% +$65.9K
11 12
13
14 15

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.