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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
GD icon
326
General Dynamics
GD
$97.2B
$4.44M 0.05%
12,538
+596
+5% +$204K
IVOG icon
327
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.66B
$4.44M 0.05%
30,322
-51,279
-63% -$7.08M
INGR icon
328
Ingredion
INGR
$6.39B
$4.43M 0.05%
46,722
-14,673
-24% -$1.55M
SLB icon
329
SLB Ltd
SLB
$85.3B
$4.4M 0.05%
94,728
+71,800
+313% +$3.85M
PR
330
Permian Resources
PR
$19.6B
$4.4M 0.05%
+238,816
New +$4.8M
SRE icon
331
Sempra
SRE
$55B
$4.38M 0.05%
47,268
+146
+0.3% +$13.6K
OXY icon
332
Occidental Petroleum
OXY
$60B
$4.38M 0.05%
90,179
+81,947
+995% +$4.65M
SF
333
Stifel
SF
$12.3B
$4.38M 0.05%
62,766
-25,235
-29% -$1.88M
HRL icon
334
Hormel Foods
HRL
$11.9B
$4.37M 0.05%
+176,122
New +$3.92M
VOOG icon
335
Vanguard S&P 500 Growth ETF
VOOG
$27.1B
$4.37M 0.05%
52,884
+42,360
+403% +$3.36M
MATX icon
336
Matsons
MATX
$6.75B
$4.36M 0.05%
+22,664
New +$4.13M
IEMG icon
337
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$4.35M 0.05%
52,497
-1,400
-3% -$112K
GPIX icon
338
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$5.53B
$4.34M 0.05%
78,162
-68,285
-47% -$3.7M
AU icon
339
AngloGold Ashanti
AU
$55.2B
$4.34M 0.05%
+53,608
New +$5.09M
ACN icon
340
Accenture
ACN
$114B
$4.33M 0.05%
34,817
-5,975
-15% -$1.04M
SNTH
341
MRP SynthEquity ETF
SNTH
$260M
$4.33M 0.05%
145,634
+126,809
+674% +$3.7M
CGUI
342
Capital Group Ultra Short Income ETF
CGUI
$321M
$4.33M 0.05%
171,231
+64,389
+60% +$1.63M
MCK icon
343
McKesson
MCK
$106B
$4.33M 0.05%
5,728
-186
-3% -$147K
JPIE icon
344
JPMorgan Income ETF
JPIE
$10.6B
$4.32M 0.05%
93,820
+17,447
+23% +$803K
USTB icon
345
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$2.55B
$4.31M 0.05%
85,198
-1,647
-2% -$83.3K
COF icon
346
Capital One
COF
$135B
$4.31M 0.05%
21,478
-32,922
-61% -$6.3M
JIRE icon
347
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.3B
$4.29M 0.05%
52,065
+9,992
+24% +$802K
MSI icon
348
Motorola Solutions
MSI
$77.5B
$4.29M 0.05%
10,320
+40
+0.4% +$16.7K
ST icon
349
Sensata Technologies
ST
$6.27B
$4.2M 0.05%
+87,989
New +$3.98M
CSX icon
350
CSX Corp
CSX
$91.5B
$4.19M 0.05%
88,257
+26,797
+44% +$1.21M
12 13
14
15 16

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.